Customer health
Health is collected on every call regardless of sale outcome and lives at the customer level. Flag poor-health accounts for follow-up, or export them for the team.
5
At risk
score < 40
9
Watch
40–69
10
Healthy
70+
0
No signal
not yet contacted
Customers by health
Poor-health accounts first. Flag accounts for follow-up, or export them for the team.
| Customer | Health | Receptiveness | Last contacted | Follow up |
|---|---|---|---|---|
| Maple Street Diner SEED-1016 | 22At risk | cool | Jun 20, 2026 | |
| Blue Ridge Manufacturing SEED-1007 Do not call | 28At risk | cool | Jun 29, 2026 | |
| Union Station Lofts SEED-1022 | 31At risk | — | — | |
| Summit Logistics SEED-1003 | 34At risk | cool | Jul 3, 2026 | |
| Westfield Auto Group SEED-1012 | 38At risk | cool | Jun 24, 2026 | |
| Aspen Ridge School SEED-1019 | 44Watch | neutral | Jul 5, 2026 | |
| Lakeside Assisted Living SEED-1009 | 47Watch | neutral | Jun 27, 2026 | |
| Ironworks Gym SEED-1014 | 52Watch | neutral | Jun 22, 2026 | |
| Cedar Valley Apartments SEED-1005 | 55Watch | neutral | Jul 1, 2026 | |
| Foothills Community College SEED-1021 | 59Watch | neutral | Jul 3, 2026 | |
| Copper Creek Brewery SEED-1011 | 61Watch | neutral | Jun 25, 2026 | |
| Liberty Event Hall SEED-1024 | 63Watch | — | — | |
| Northgate Shopping Center SEED-1006 | 66Watch | neutral | Jun 30, 2026 | |
| Delta Freight Terminal SEED-1017 | 68Watch | neutral | Jun 19, 2026 | |
| Greenfield Data Center SEED-1015 | 70Healthy | warm | Jun 21, 2026 | |
| Oakwood Elementary SEED-1002 | 72Healthy | warm | Jul 4, 2026 | |
| Beacon Insurance HQ SEED-1020 | 76Healthy | warm | Jul 4, 2026 | |
| Prairie State Bank SEED-1008 | 79Healthy | warm | Jun 28, 2026 | |
| Cascade Cold Storage SEED-1023 | 80Healthy | — | — | |
| Metro Transit Authority SEED-1010 | 83Healthy | warm | Jun 26, 2026 | |
| Piedmont Regional Hospital SEED-1018 Do not call | 85Healthy | warm | Jun 18, 2026 | |
| Riverside Medical Center SEED-1001 | 88Healthy | warm | Jul 5, 2026 | |
| Harbor Point Hotel SEED-1004 | 91Healthy | warm | Jul 2, 2026 | |
| Sunset Senior Living SEED-1013 | 94Healthy | warm | Jun 23, 2026 |