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Investigation

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Praxis

Good morning. I'm watching 14 data streams in real time — Stripe, QuickBooks, HubSpot, Gmail, Slack, support tickets, and product usage.

Ask me anything about the business. I'll plan an investigation, run it across the right sources, and report back with findings and recommended actions.

Praxis's Calendar

Week of Dec 8 — 14Operating cadence + scheduled tasks
Mon
08
Tue
09
Wed
10
Thu
11
Fri
12
Sat
13
Sun
14
07:02 · DAILY
Morning Brief
Sent to Jordan
10:00 · WEEKLY
Leadership Sync
Polling 5 dept heads
11:14 · ACTIVE
Account drop investigation
3 enterprise accounts
14:00 — 18:00
Continuous monitoring
Sentinel active
07:00 · DAILY
Morning Brief
09:00 — 12:00
Pipeline review
HubSpot + Stripe
13:00 · TASK
Churn risk report
07:00 · DAILY
Morning Brief
10:00 · TASK
Cash flow projection
14-month view
15:00
Eng dept check-in
07:00 · DAILY
Morning Brief
09:30 · TASK
Q4 pacing analysis
16:00 · PREP
Investor update prep
Pulling source material
07:00 · DAILY
Morning Brief
09:00 · WEEKLY
Investor Update Draft
Ready for review
14:00
Weekly retrospective
All day
Sentinel only
Anomaly watch
All day
Sentinel only
Anomaly watch
20:00
Week-ahead prep
For Monday brief
Daily brief
Team sync
Active investigation
Investor work
Continuous monitoring

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Investigator
Reading
Pattern & Context
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Scanning 142 support tickets · last 30d
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14 streams · 3 anomalies flagged today
Sentinel Stream
Live
Stripe: 3 enterprise accounts — usage down >40% in 5 days. → Coordinator notified
07:01:42
Stripe: Payment failure pattern · 6 retries · billing window 03:00 UTC
06:48:11
HubSpot: Mid-market funnel — qualification rate up 18% WoW
06:32:09
Support: 3 tickets reference "Helix" — competitor mentions clustering
05:14:50
QuickBooks: Reconciliation complete — no discrepancies
02:00:03
Slack: All channels healthy · no silence anomalies
00:15:00

Activity Log

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Friday Investor Update

DraftGenerated by PraxisReady for review
Drafted by Praxis · in Jordan's voice

Lumen Co · Week of Dec 8 — Steady acceleration, one storm cloud

To: Anna Voss, Marcus Cheng, Priya Devani · From: Jordan Mercer

Team — short version: we had a strong week on the SMB side, but a small enterprise cluster needs attention. Numbers, then context.

The numbers

  • Revenue: $847K, up 12.4% WoW
  • New logos: 34 (vs. 22-week trailing avg of 26)
  • Burn: $312K, $28K under plan
  • Runway: 14.2 months (unchanged)
  • NRR: 108% (down 3pts — see below)
Weekly Revenue · last 8 weeks
$847K
w-7
w-6
w-5
w-4
w-3
w-2
w-1
now

What's working

SMB self-serve is doing the heavy lifting. The pricing change we shipped Nov 14 is showing through — average ACV on the SMB tier is up $1,400 with no measurable drop in conversion. Activation rate (using the new in-product checklist) is at 71%, our highest ever.

What's not

Three enterprise accounts dropped usage by 40%+ this week — Anchor, Brightline, and Coastal Logistics. Investigation traced this to a competitor (Helix) running a beta they were all invited to. Two support tickets and a sales call transcript confirmed it.

"Helix's new pricing is hard to ignore — we're piloting it in parallel for the next 30 days but Lumen still owns our core workflow." — Anchor Industries · support ticket #4471 · Dec 5

Our read: this is a beta, not a defection. The retention move is to lean into the integration moat — these accounts have an average of 7 active workflows on Lumen and Helix has zero of them. I've drafted a retention offer and Mike is reaching out personally this week.

Next week

  • Anchor / Brightline / Coastal — exec outreach
  • Ship the cohort-based pricing experiment (eng on track)
  • Begin Q1 renewal motion — 23 accounts, $2.1M ARR at stake

Happy to jump on a call with any of you. Otherwise, see you next Friday.

Jordan Mercer
CEO · Lumen Co.

Sentinel

Always-on anomaly watch14 streams3 active alerts
Streams Watched
14
Stripe, QuickBooks, HubSpot, Slack, Gmail, +9 more
Anomalies Today
3
2 escalated to Coordinator
Uptime
99.98%
last 30 days
Live activity stream
Streaming
Stripe: 3 enterprise accounts — usage down >40% in 5 days. → Coordinator notified · investigation opened 07:01
07:01:42
Stripe: Payment failure pattern · 6 retries · billing window 03:00 UTC. → Coordinator notified
06:48:11
Slack: Sarah Chen — silent on #eng for 11 hours (typical avg 22m). → Watching
06:35:00
HubSpot: Mid-market funnel — qualification rate up 18% WoW
06:32:09
Support: 3 tickets reference "Helix" — competitor mentions clustering
05:14:50
QuickBooks: Reconciliation complete — no discrepancies
02:00:03
Slack: All channels healthy · no silence anomalies (overnight)
00:15:00
Product: Daily active users · 4,212 · within normal range
23:50:00
Action complete
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