Thomas Ford
Inspect the event timeline, review why the user is scored this way, and capture intervention outcomes for the first envelope sent journey.
Sales Operations Manager - B2B SaaS
thomas@summitcontracts.io - acct_summit
Intent score
80
high confidence
Alert state
Quiet
Last activity
1 day ago
Blocked since
Not blocked
Activated at
Not activated
First-send timeline
Full event trail across templates, recipients, checks, and send actions.
Timestamp
Event detail
15 Mar 2026, 07:12
sess_thomas_1
signup_completed
/welcome15 Mar 2026, 07:18
sess_thomas_1
template_created
/onboarding/templates/new- template_name
- MSA
15 Mar 2026, 07:42
sess_thomas_1
recipient_added
/send/recipients- recipient_count
- 3
15 Mar 2026, 08:10
sess_thomas_2
bulk_send_previewed
/send/review- envelope_count
- 12
Why this user is in review
Used a first-value e-signature feature before activation.
Completed 3 first-send steps.
Returned for 2 sessions, which signals intent to send the first envelope.
Recommended next action
Monitor progress closely and prepare a nudge if the send flow stalls in the next session.
Signal breakdown
Raw behavioural counts feeding the current intent score.
Distinct steps
3
Return sessions
1
Help views
0
Repeated attempts
0
Record intervention
Keep operator notes and outcomes attached to this review record.
Recent notes
0 itemsNo interventions have been recorded for this user yet.