RisingCo Sample Two
active—risingco.example
MRR$600
ARR$7,200
PlanStarter
Primary contact
Morgan Demo-FounderFounder
new-customerrising-engagementexpansion-candidate
Timeline
FromTo
May 31, 2026
Noteby robin@castwise.example
Campaign-launch debrief- Campaign published last week — engagement is strong. Morgan mentioned considering an upgrade to the Growth plan in the next 30-60 days. Worth a proactive conversation.
Indexing…
May 24, 2026
UsageWeekly · May 18 → May 24
- 58 events, down from 72 prior week
- 3 of 3 users active
- dashboard_opened (12), report_exported (10), content_generated_ai (9) led feature usage
- Friday peak with 14 events
- Saturday dropped to 1 event
May 20, 2026
Noteby robin@castwise.example
Influencer-search walkthrough- Walkthrough went well. Alex added 4 influencers to the campaign. Morgan asked about exporting analytics reports for board update.
Indexing…
May 17, 2026
UsageWeekly · May 11 → May 17
- 3 of 3 users active
- 72 events, up from 50 prior week
- campaign_published fired 23 times
- Tuesday spike with 22 events
May 10, 2026
UsageWeekly · May 04 → May 10
- 50 events, up from 44 to 50
- 3 of 3 contacts active
- top features: influencer_added 9, analytics_viewed 7, content_generated_ai 6
- Tuesday peak: 12 events
- Weekend: 1 event Saturday, 1 event Sunday
May 3, 2026
UsageWeekly · Apr 27 → May 03
- 44 events, 3 active users; all 3 contacts active
- up from 39 to 44 events vs prior week
- influencer_search_run 9, report_exported 8, brief_shared_external 6
- Thursday peak at 11 events, Saturday and Sunday at 1 each
April 29, 2026
Noteby robin@castwise.example
Mid-quarter check-in- Quick check-in. Team is using the dashboard daily now. Morgan asked about influencer-search workflow — pointed at docs and offered live walkthrough next week.
Indexing…
April 26, 2026
UsageWeekly · Apr 20 → Apr 26
- 39 events this week, up from 30 prior week
- 3 of 3 users active
- influencer_added 11, dashboard_opened 7, influencer_search_run 6
- Monday highest at 9 events, Wednesday lowest at 6
April 19, 2026
UsageWeekly · Apr 13 → Apr 19
- 30 events this week, up from 12 prior week
- 3 of 3 users active
- content_generated_ai 6, report_exported 5, brief_shared_external 4
- Monday 8 events
April 12, 2026
UsageWeekly · Apr 06 → Apr 12
- 12 events total, down from 14 prior week
- 3 of 3 users active
- dashboard_opened most used (3), brief_shared_external and influencer_added tied at 2
- Monday spike with 4 events, then 2/day Tuesday through Friday
April 5, 2026
UsageWeekly · Mar 30 → Apr 05
- 3 of 3 contacts active, 14 events total
- top features: influencer_added (3), analytics_viewed (2), comment_posted_internal (2)
- Friday had 4 events, highest daily count
- events down from 18 to 14 vs prior week, active users steady at 3
April 4, 2026
Noteby robin@castwise.example
First campaign brief review- Reviewed first AI-drafted campaign brief together — Alex liked the angle, asked for tighter CTA copy. Jamie set up basic dashboard tracking.
Indexing…
March 29, 2026
UsageWeekly · Mar 23 → Mar 29
- 18 events from 3 active users, down 1 event vs prior week (19 to 18), same active user count
- campaign_published, dashboard_opened, and influencer_added tied at 3 events each
- Tuesday and Wednesday busiest with 4 events each
- weekend activity at 1 event per day
March 22, 2026
UsageWeekly · Mar 16 → Mar 22
- 19 events from 3 active users
- up 3 events vs prior week (16 → 19)
- analytics_viewed and dashboard_opened tied at 3, campaign_published at 2
- 4 events on Monday, Tuesday, Wednesday, and Friday; 2 on Thursday; 1 on Sunday
March 15, 2026
UsageWeekly · Mar 09 → Mar 15
- 16 events from 3 active users (Active Contact 1, Active Contact 2, Active Contact 3)
- content_generated_ai and report_exported each fired 3 times
- Peak activity on Tuesday and Wednesday with 4 events each
- Events down from 17 to 16 vs prior week
Noteby robin@castwise.example
Kickoff intro call notes- Onboarding intro call with Morgan + Alex. Goal: launch first AI-generated campaign by end of month. Concern: brand-voice consistency across channels.
Indexing…
March 8, 2026
UsageWeekly · Mar 02 → Mar 08
- 3 of 3 users active
- campaign_published 4 times, analytics_viewed 3 times, brief_shared_external 2 times
- Thursday peak at 4 events
- Weekend lows: 1 event Saturday, 1 event Sunday
Usage activity
Pre-meeting brief
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