MS
Meridian Solutions
Meridian Solutions
Days Overdue
94
Amount Due
$180,000
Health Score
31/100
Critical
Lifetime Value
$340,000
High Value
Customer Context
- Customer since
- March 2021 (4+ years)
- Avg payment terms
- Net 30
- Payment trend
- Deteriorating — 3 late in last 4 quarters
- Preferred contact
- Email + Phone
- CRM
- Synced via HubSpot
- Last Exante outreach
- 22 days ago (no response)
Payment History
- Jan 2025$22,5008 days late
- Oct 2024$22,500On time
- Jul 2024$22,50012 days late
- Apr 2024$22,500On time
- Jan 2024$22,500On time
- Oct 2023$22,500On time
Outstanding Invoices
3 invoices · $67,500 outstanding
| Invoice # | Issued | Amount | Due | Overdue | Status |
|---|---|---|---|---|---|
| INV-2024-089 | Oct 1, 2024 | $22,500 | Oct 31, 2024 | 207 days | Overdue |
| INV-2025-008 | Jan 1, 2025 | $22,500 | Jan 31, 2025 | 115 days | Overdue |
| INV-2025-021 | Mar 1, 2025 | $22,500 | Mar 31, 2025 | 56 days | Overdue |
Aria's Assessment
James Smith is a high-LTV Enterprise customer (4 years, $340K lifetime value) showing a deteriorating payment pattern. Previously reliable — 4 of his last 6 payments were on time — but the last 3 invoices totaling $67,500 have gone unpaid. Pattern suggests a cash flow issue rather than intent to default. Recommend a personalized payment plan conversation. High recovery probability given relationship tenure.