Perdigon · Cisco EA

Renewal Cockpit

#AccountRenewalMonthly StageCan workDataContacts

Live CRM data — all 343 accounts tagged Lumen_Exit, pulled 2026-08-07 from the Perdigon Zoho org. Renewal buckets computed from Renewal_Date1. Nothing on this page is invented: where a field is empty it shows as empty, because that is what is in the CRM. Click any row for the account review. Actions are inert — no writes happen from here yet.

Send queue

Live. Send posts to n8n, which halt-checks the contact in Zoho (reply, opt-out, changed address, already-sent) immediately before sending as a 1:1 Gmail message from you, then logs the send and schedules the next step. Copy comes from the playbook per segment — edit any email before it goes. Daily cap for deliverability ramp-up.

Where the Lumen book sits

343 accounts tagged Lumen_Exit across four segments. The shape is the story: the overwhelming majority already lapsed, which makes this a win-back motion, not a renewal motion.

Can each segment actually run?

Bars show emailable / total per segment; hover for callable and merge-complete counts. Holds Service and Sold Hardware cannot run as sequences — between them, 24 accounts and 3 contact emails. Those are stub records with three-way case duplicates, and they need hand research, not a cadence. EA Subscription and Referred Lead are both fully executable.