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    Welcome back. Here's an overview of your accounts.

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    Total Accounts

    4

    3 customers, 1 partners

    Account Health

    2 Healthy
    1 At Risk
    1 Critical

    Quarterly Goals

    Overall completion68%
    Increase customer retention by 10%75%
    Complete 5 customer QBRs60%

    7 days remaining in Q2

    Upcoming Renewals

    3

    Next: Acme Corporation in 45 days

    Upcoming Tasks

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    Send follow-up email

    Acme Corporation
    Due Apr 6

    Schedule QBR meeting

    Globex Inc
    Due Apr 7

    Review renewal contract

    Hooli Enterprises
    Due Apr 8

    Upcoming Meetings

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    Weekly Check-in

    Acme Corporation
    Today, 3:00 PM

    Onboarding Session

    Initech Systems
    Tomorrow, 11:00 AM

    Product Roadmap

    Globex Inc
    Apr 7, 2:00 PM

    Accounts Overview

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    AC

    Acme Corporation

    Technology
    Customer
    RenewalJun 30, 2024
    Tasks8/10
    5 Notes
    Tomorrow, 3:00 PM
    GL

    Globex Inc

    Manufacturing
    Customer
    RenewalAug 15, 2024
    Tasks3/12
    8 Notes
    May 20, 10:00 AM
    HO

    Hooli Enterprises

    Software
    Partner
    RenewalSep 1, 2024
    Tasks2/15
    4 Notes
    IN

    Initech Systems

    Finance
    Customer
    RenewalOct 12, 2024
    Tasks7/7
    12 Notes
    May 22, 2:30 PM