ACCOUNT REVIEW • INTERACTIVE DEMO

Your 10-Second Secbase Account Review

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Account Review: Secbase
Analyzing recent account communications
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Finding associated emails
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Finding related tickets
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Pulling relevant call transcripts
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Associating account metadata from Salesforce
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EXECUTIVE OVERVIEW

Secbase is an existing account managed by Mark Ford. The relationship shows signs of strain tied to a recent pricing increase. Multiple contacts — including Sarah Newburg, Brittany Witherspoon, and Holly Langerfield — have expressed frustration around budget alignment and unmet roadmap commitments.

Recent correspondence suggests the renewal discussion is active but increasingly at risk due to perceived value gaps and ongoing pricing dissatisfaction.

ACTIONS AND PROMISES
Action / Commitment
Source

Customer expects the vendor to reconsider the price increase or provide a phased implementation plan to ease the financial impact

Unless there is a reconsideration of this price increase or at least a phased implementation plan to mitigate its impact, we will be forced to evaluate alternative solutions that better align with our budgetary constraints and business needs.
Subject: Renewal & pricing update
From: Sarah Newburg <sarah.newburg@secbase.com>
To: Mark Ford <mark.ford@yellowsail.com>
Date: Dec 11, 2025 • 9:14 AM
Mark,
Unless there is a reconsideration of this price increase or at least a phased implementation plan to mitigate its impact, we will be forced to evaluate alternative solutions that better align with our budgetary constraints and business needs.
Please share your proposed path forward so we can evaluate options before renewal.
Sarah Newburg
VP, Finance
Secbase

Teammates have mentioned a pricing adjustment for enhanced features as justification for the increase

To continue delivering these high-quality improvements and to ensure we can sustain the level of innovation and support you expect from Yellowsail, we will be implementing a pricing adjustment.

Customer expects roadmap features previously discussed to have materialized before renewal discussion

Now that we are being asked to consider our renewal, your team is still talking about this functionality being on the roadmap.

POTENTIAL RISKS
Risk Category
Description
Evidence

Pricing Sensitivity / Budget Misalignment

The customer explicitly stated that current pricing doesn’t align with budgeted expectations

The price increase you previously shared isn’t aligned with what we’ve budgeted.

Churn Risk / Renewal Objection

They are evaluating alternatives due to pricing and perceived lack of value

Unless there is a reconsideration of this price increase or at least a phased implementation plan to mitigate its impact, we will be forced to evaluate alternative solutions that better align with our budgetary constraints and business needs.

Perceived Overpromise

Product functionality discussed months ago remains “on the roadmap,” frustrating the renewal conversation

Now that we are being asked to consider our renewal, your team is still talking about this functionality being on the roadmap.

Relationship Deterioration

Tone of communication from Sarah Newburg and Holly Langerfield includes strong negative sentiment and language expressing frustration and disappointment

Mark I am writing to express my deep frustration and disappointment regarding the recent announcement of a pricing increase.

POTENTIAL OPPORTUNITIES
Opportunity
Description

Value Re-Enforcement and Retention

By reframing pricing within a value narrative (i.e., feature enhancements, improved support), Yellowsail could mitigate churn and rebuild trust

Feature Alignment

Quickly showcasing upcoming product updates relevant to the “roadmap” complaints can create renewal leverage

Phased Pricing Option

Offering a gradual price adjustment or loyalty-tier pricing could save the renewal

Executive Relationship Strengthening

Engagement from Mark Ford at a senior level, with empathy and strategic solutions, may stabilize the account ahead of renewal

COMMUNICATION FREQUENCY
Direction
Volume (Recent Comms)
Observation

Inbound (Customer → Yellowsail)

~3 notable inbound comms in the past week

Predominantly reactive — customers originating feedback and concern

Outbound (Yellowsail → Customer)

Limited follow-ups, primarily around the pricing update

Outbound tone largely transactional; opportunity exists for proactive relationship management

RECOMMENDATIONS FOR NEXT STEPS
  1. Immediate: Executive Outreach
    • Mark Ford to schedule a call with Sarah Newburg this week.
    • Objective: Defuse tension, reaffirm partnership value, and introduce a tailored pricing approach.
  2. Short-Term: Value Reinforcement
    • Share a one-page renewal proposal highlighting ROI, recent feature upgrades, and 2026 roadmap relevance to Secbase’s business goals.
  3. Medium-Term: Product Delivery Accountability
    • Confirm internal delivery dates for the roadmap items raised by Brittany Witherspoon.

If you'd like, I can also create:

  • A renewal risk dashboard
  • An Account Manager-ready slide deck
  • A stakeholder mapping with influence scores
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