GlassDiceBearhttps://www.dicebear.comhttps://creativecommons.org/publicdomain/zero/1.0/„Glass” (https://www.dicebear.com) by „DiceBear”, licensed under „CC0 1.0” (https://creativecommons.org/publicdomain/zero/1.0/)

Routely Sample Seven

trial—

routely.example

MRR—
ARR—
PlanTrial
Primary contact
InitialsDiceBearhttps://github.com/dicebear/dicebearhttps://creativecommons.org/publicdomain/zero/1.0/„Initials” (https://github.com/dicebear/dicebear) by „DiceBear”, licensed under „CC0 1.0” (https://creativecommons.org/publicdomain/zero/1.0/)
Jamie Demo-AgencyAgency Founder
trialagencyearly-churn-signal

Timeline

FromTo

May 28, 2026

Noteby robin@castwise.example
Internal: went quiet after week 1
  • Strong week-1 trial activity, then quiet
  • No recent logins from Jamie
  • Single-threaded trial with no commercial commitment
  • Early-churn risk — needs a nudge before trial ends

May 14, 2026

Ticket
#RT-6601resolvedlow
Support: how to invite a client to a workspace
  • Jamie asked how to invite a client to a workspace
  • Resolved with steps
  • No activity logged afterward
  • Trial went quiet from here

May 12, 2026

Slack#routely-castwise
Slack: white-label question
  • Jamie asked how to remove Castwise branding
  • For client-facing white-label reports
  • Answered inline
  • Last active engagement before going quiet

May 9, 2026

Email
jamie@routely.example → robin@castwise.exampleexploring for our clients
Exploring for our clients
  • Exploring Castwise across several client retainers
  • Likes the early experience
  • Optimistic about white-label fit
  • Will report back

May 7, 2026

Call13 min
Trial-signup welcome call
  • Jamie signed up for the trial
  • Wants to white-label Castwise for agency clients
  • Energetic, optimistic start
  • Plans to test with one client retainer

Usage activity

MWF

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