Sprint 18
Customer Success & Account Intelligence
Compose CRM brief health, promise execution, pipeline hygiene, customer-linked exceptions, dispute cues, and governed reply gaps — CRM-safe, review-first; no outbound posts from this workflow.
Preview account score
40
CUSTOMER_SUCCESS_REVIEW_REQUIRED
Step 1
Aggregate cross-functional signals
Briefs, orders, shipments, quotes, opportunities, CT exceptions, invoices, and finance dispute cues.
Step 2
Create CS intelligence packet
Persist dimensional JSON, leadership narrative, response plan, and rollback notes.
Step 3
Govern review first
Queue or approve review — CRM posts and customer sends stay manual.
Briefs
0
Quotes
0
Opportunities
100
Sales orders
160
Cust. shipments
180
CT exceptions
140
Invoices
0
Score
40
Live account-intelligence preview
Sprint 18 Customer Success & Account Intelligence score is 40/100 with 0 brief health cue(s), 179 promise execution cue(s), 24 CRM pipeline cue(s), 140 customer-facing exception overlay(s), 0 dispute/finance pressure cue(s), and 0 governed reply gap(s). Dispute and invoice cues remain internal until finance approves — no settlements, accounting exports, or carrier disputes are initiated here. Sprint 18 customer-success packets compose CRM briefs, orders, shipments, pipeline evidence, customer-linked exceptions, and finance/dispute cues without posting CRM updates, sending customer replies, or changing commercial terms automatically.
Brief & pipeline
Brief health cues 0; CRM pipeline cues 24.
Promise & exceptions
Promise execution cues 179; customer-facing CT overlays 140.
Finance & governance
Dispute/finance cues 0; governed reply gaps 0.
Guardrails
Customer brief snapshots stay CRM-safe and advisory — they do not change CRM accounts, opportunities, or posting rules automatically.
Promise overlays compare requested delivery and ETA evidence — they do not reschedule shipments, edit SO lines, or send customer updates automatically.
Governed replies stay drafts until an approver publishes — assistant packets never send emails or CRM timeline posts automatically.
Customer success plans are advisory until operators execute approved CRM and communications workflows.
Durable Sprint packets
No Sprint 18 packets yet. Create the first durable Customer Success packet from the live preview.