---
type: customer
status: trial
owner: "Jamie Patel"
plan: professional-trial
trial_end: 2026-01-20
priority: 1
tags:
  - customer
  - trial
  - saas
---
# [[GrowthStack]]

[[High]]-potential trial customer

## Company Info

Industry: SaaS ([[Project Management]])
Size: 120 employees
Website: www.growthstack.[[Example]].com
ARR: ~$5M

## Contact

Primary: Michael Torres (VP Engineering)
Email: michael@growthstack.example.com
Slack: @michael_growthstack

## Account Details

Trial Started: 2026-01-06
Trial Ends: 2026-01-20
Expected MRR if converted: $999 (Enterprise plan)

## [[Use Case]]

GrowthStack is a [[Project]] [[Management]] SaaS with 120 employees. [[They]] [[Need]]:
- Product usage analytics
- Customer health [[Scoring]]
- Churn prediction models

Currently [[Using]] a patchwork of [[Tools]] (Mixpanel + Tableau + [[Custom]] [[Scripts]]).

## Decision Criteria

Michael's evaluation checklist:
- [ ] [[API]] [[Integration]] with their Postgres warehouse ([[In Progress]])
- [ ] Custom dashboard templates (Alex [[Working]] on it)
- [ ] SSO / SAML auth (Q2 [[Feature]] for us)
- [ ] Pricing negotiation (needs $800/mo, we're at $999)

## Concerns

1. SSO requirement - we [[Don]]'t [[Have]] [[This]] yet (roadmap Q2)
2. [[Price]] sensitivity - bootstrapped [[Company]]
3. [[Technical]] complexity - need white-glove onboarding

## [[Next Steps]]

- [ ] Schedule [[Deep]]-[[Dive]] technical demo (week of [[Jan 13]])
- [ ] [[Get]] pricing [[Approval]] for $800/mo deal
- [ ] Create custom onboarding plan if they convert

## [[Health Score]]: 6/10

🟡 Yellow - Engaged [[But]] has [[Concerns]]

**Indicators:**
- [[Active]] trial usage (daily logins)
- Technical questions [[Via]] Slack
- But: [[Raised]] SSO blocker
- But: Price pushback

## [[Related]]

- Owner: [[Jamie Patel]]
- Competition: They're also evaluating Amplitude
- Playbooks: [[Customer Onboarding]]
