Client list

The client spend and renewal list that raises escalation priority for high-value and renewing clients.

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Lumen Client list
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Client list

Replace the list

Upload a CSV with the columns client, annual_value, currency, contract_end, status. Dates are YYYY-MM-DD, currency is AUD, USD or NZD, and status is active, churning or winback (blank means active). Client names must match the Client field in Asana. The upload replaces the whole list: a client missing from the file is removed. For a few changes, use Edit list below instead.

Or replace the list from HubSpot's open renewal deals. Manual edits to a client HubSpot covers last until the next sync (Mondays at 6am Melbourne time); win-back clients HubSpot has no open deal for are kept.

Current list

No changes yet.
Client Contract value A$ / yr Tier Contract ends Renewal Status Remove

No clients loaded yet. Until a list is uploaded, no escalation is raised for spend or renewal.

What this list changes