Healthy
prep brief
CriteriaWeekly approvals steady or rising for three weeks, three or more active approvers, and median cycle time at or below the account's agreed target.
What alf doesNothing is posted. The state appears in the next prep brief as one line, so the rep walks in knowing the pilot is working.
Expansion opportunity
deal room
CriteriaApprovals within 15% of the plan's monthly limit, or a second workflow or team appearing in requests without having been scoped.
What alf doesPosted to the deal room with the workflow or team that showed up, and what scoping it would take. The rep decides whether to raise it.
Churn risk
deal room
CriteriaApprovals down 40% or more for two consecutive weeks, active approvers below three, or a connector failing for more than 48 hours.
What alf doesPosted to the deal room the day it trips, with the week it turned and the last request that went through. Repeated in the next prep brief until the rep resolves it.
No instance
on ask
CriteriaNothing provisioned: no tenant, no requests. Normal before a pilot starts.
What alf doesNothing is read and nothing is claimed. If someone asks, the answer says there is no usage to report and why.
Example · Deal room, when a state changes
#dealroom-acme
alf Acme moved to churn risk: approvals down 40% two weeks running, and the last request through was 6 August. Priya and Tomas are both still active.