Each star is a company. Brighter stars indicate more externally reported change for the team to examine.
Each star is a company. Brighter stars indicate more externally reported change for the team to examine.
Customer Portfolio Intelligence
Tired of being surprised by churn or chasing prospects whose priorities have changed?
Lumen takes your customer and prospect lists, scans news and company announcements for meaningful changes, and matches those developments to the right accounts.
See which customers may need a check-in, which prospects may need to be requalified, and what to ask next.
Start with what you already have
Bring us a customer or prospect list, the question on your mind, and whatever account context will help.
LIST
The accounts
The customers or prospects you want to understand.
QUESTION
The question
What are you trying to figure out?
CONTEXT
What you already know
Health, segment, region, ARR, renewal timing, account tier, or other useful context.
MOMENT
Where it matters
The review, forecast, renewal, or conversation where you will use the findings.
We show you what changed
Lumen scans news and company announcements and shows you which accounts deserve another look. Your team decides what the change means and how to respond.
CHANGE
Something changed
We connect public company developments to the accounts on your list.
CONTEXT
Check what you know
Compare the change with product activity, meetings, support history, CRM data, and account knowledge.
RESPONSE
Decide what helps
Leave it alone, route it to an owner, or start an appropriate customer conversation.
Say a customer announces layoffs
That does not mean the account is at risk. But it may be worth checking whether your champion is still with the company, whether their role or engagement has changed, and how the team is doing.
If a conversation could help, reach out thoughtfully. Understand what the change means for the people you work with before deciding what, if anything, needs to change.
Lumen spots the change. Your team brings the context, empathy, and judgment.
Where it helps
The signal may be the same. The question changes by team.
Customer Success
Know when a customer may need a closer look or a thoughtful check-in.
Check sponsorship, engagement, adoption, and renewal plans before deciding whether to act.
- Check whether contacts, teams, or priorities have changed.
- Use an appropriate message or personal check-in when outreach could help.
Revenue Operations
Know which account assumptions may be out of date.
Ask account owners what has changed and whether current CRM or forecast assumptions still hold.
- Bring relevant accounts into weekly reviews.
- Give CS, Sales, and Finance the same external reference point.
Finance
See where customer changes may affect portfolio discussions.
Identify customer exposure that deserves a conversation with CS, Sales, or Revenue Operations.
- Notice changes across major accounts or customer groups.
- Ask whether planning assumptions need to be revisited.
Sales
Keep account strategy grounded in what customers are experiencing.
Consider how changes inside a customer may affect people, priorities, and timing.
- Check whether decision-makers or responsibilities changed.
- Approach customer conversations with awareness and empathy.
Bring us the accounts. We’ll show you what changed.
You bring the list and the question. Lumen matches recent public developments to the right accounts. Your team decides what deserves a closer look or a conversation.
Request a portfolio reviewKnow what changed. Decide what deserves a conversation.