Renewal Risk Brief

Oakwood Spine & Wellness

ChiropracticSpokane, WA5 seatsARR $4,500Renews 2026-09-15Auto-renew on

HIGH RISK

58 risk points · 45 days to renewal

Why this account is at risk

usage decline+18 pts

logins down 26% quarter-over-quarter

“Support ticket from Oakwood Spine & Wellness: The person who knew the system best is gone and the new staff cannot find the training guides. Usage of the reporting module has basic…”
SourceWhere are the training materials?·2026-06-10·doc_0250_002

low seat utilization+10 pts

only 20% of paid seats active

No document in this account’s corpus supports this claim, so it is reported as a metric only — never as a quote.

champion departed+20 pts

documented in Admin transfer request (2026-07-12)

“Support ticket from Oakwood Spine & Wellness: Our office manager, who set up the system, has left the practice. Please transfer administrator rights to the new practice coordinator…”
SourceAdmin transfer request·2026-07-12·doc_0250_001

Customer sentiment

neutral

Tone is mixed or transactional; no strong positive or negative signal in the written record.

No document in this account’s corpus supports this claim, so it is reported as a metric only — never as a quote.

Recent history

Usage trend

-26%

logins, quarter over quarter

Support load

0.5

tickets/mo · 0 open high-sev

Seat utilization

20%

active users ÷ paid seats

15-month usage

monthly logins

Recommended actions

Schedule an adoption review call; walk through unused workflows.
Right-size seats or drive activation before renewal.
Offer onboarding/training for the new administrator.

What we don’t know

No evidence found for low seat utilization.