Glencruittein studio

The room where unused seats and stalled workspaces get named.

Service Fieldbase draws visual briefings on product adoption and account health for SaaS customer-success teams who already have exports — and still cannot brief from them.

Request a briefing

We do not host a scorecard. We come to the table, draw the boards, and leave the pack with you.

Team in discussion around a long office table — A briefing is ninety minutes, a fixed order of boards, and the people who will make the next twelve calls.

What we actually make

Paper boards for a book of business, not another place to log in.

Customer-success directors in the United Kingdom send us seat lists, last-key-action dates, CSM notes, and a renewal calendar. We sit with the people who live in those accounts, then draw a short set of boards: activation by cohort, unused paid seats, expansion versus contraction, and a named watch-list that can be read aloud.

The flagship engagement is a three-week account health visual briefing. If you cannot yet agree what “activated” means, start with a first-fortnight mapping day instead.

Two colleagues talking beside a whiteboard in an office — Draft boards go back to the interview group before leadership sees them.

Engagements

Work we will take on this quarter

Each engagement ends with something you can hold: a briefing, a wall map, a QBR sequence, or a named list with exit rules.

Small group gathered around a table reviewing printed notes during a working session

Account health visual briefing

A three-week engagement that turns customer-success notes, seat usage, and renewal calendars into a set of boards you can actually brief from — then a 90-minute session with the people who own the book of business.

Read the scope

People talking across a cafe table with notebooks open

First-fortnight adoption mapping

A single intensive day that traces what a new workspace actually does in the first fourteen days — from invite to the first action that predicts they will still be there at day sixty.

Read the scope

Two colleagues reviewing papers together at a bright office table

QBR board set for account teams

A commissioned set of boards an account team can reuse at quarterly business reviews — the same sequence every time, filled from the files they already export.

Read the scope

A professional speaking with a colleague in a glass-walled meeting room

Named watch-list clinic

A half-day clinic that replaces a colour-coded account grid with a named list: who is on it, why, what the next human action is, and when they leave the list.

Read the scope

From a May renewal cluster

Forty named accounts, one sentence finance would accept.

A commercial operations lead in Leeds asked us to “visualise health” six weeks before a dense renewal month. The grid they used had three colours and no owners. After interviews, the briefing named which accounts had never reached a second active human, and which seat blocks were waiting on a project legal had paused. Product, CS, and finance used the same board order in the forecast call.

Read client stories — including two that mention what they wished we would not cut.

“I would not hire them if you want a standing scorecard someone else hosts. That is not what they do.”

Amrita Kohli, commercial operations, HR product, Leeds — account health visual briefing

Field notes

Notes from briefings, mapping days, and Monday lists.

Short pieces on unused seats, QBR boards, the first fourteen days of a workspace, and when a chart should stop because the book is too large.

Open the field notes