SCL Partner Record Vol. I · No. 19 Wednesday, May 13, 2026 Society for Classical Learning · Partner Office The Partner Record "Generosity · Stewardship · Renewal" Established MMXXVI DashboardPartnersRenewalsTouchpointsReportsFeatures Partner Record · Gold University of Austin (UATX) https://www.uaustin.org/ Gold Active Health G University Cadence · Bi-Weekly Visit ↗ ← Back to portfolio ARR$15,000 RenewalAug 31, 2026110 days Next mtgMay 15, 2026 Latest CSAT5/5 StartedSep 1, 2024 Expansion thesis Center for Education & Public Policy collab; potential Platinum upgrade. Notes Eric on UATX advisory board. Strong upsell signal. Touchpoints 1 logged CallEmailMeetingOnsiteOther CSAT12345 Log DateChannelSummaryNext actionCSAT May 8, 2026 Meeting CEPP collaboration scoped. Tier-up to Platinum on the table. Send Platinum tier deck by 5/15. 5 Reporting requests SLA = days from request to delivery + Request TitleRequestedDeliveredDaysStatus Platinum upgrade impact modelProjected reach + activation estimate at Platinum tier. May 8, 2026 — 5 Requested Mark delivered Feature requests Triage → build → adopt Yr123 Log FeatureSourceYrStatusAdoption Platinum tier reporting bundleReach + attribution package gated to Platinum tier. expansion call 1 Logged — LoggedValidatedRoutedBuiltAdoptedDeclined Save Contacts CEPP Director Primary Center for Ed & Public Policy cepp@uaustin.org Primary + Add contact Edit record Name Website Tier TitlePlatinumGoldSilverProspect Type VendorSchoolUniversityFoundationMediaService Status ActiveAt-RiskOnboardingRenewingChurned Health GreenYellowRed ARR ($) Cadence WeeklyBi-WeeklyMonthlyQuarterly Start Renewal Next mtg CSAT —12345 Expansion thesis NotesEric on UATX advisory board. Strong upsell signal. Save
https://www.uaustin.org/
Center for Education & Public Policy collab; potential Platinum upgrade.
Eric on UATX advisory board. Strong upsell signal.