{ "asOf": "2026-09-09", "priceListEffective": "2026-10-01", "prices": { "Meridian Bench": 4850, "Meridian Pro": 7900, "Meridian Field Kit": 1240, "Atlas Care": 89, "Atlas Care Plus": 149, "calibration": 180, "training": 650 }, "outcomeRank": { "refuse": 3, "substitute": 2, "drop": 1, "require": 0 }, "blockLabels": { "greeting": "The greeting", "hook": "The opening claim", "offer": "The offer", "price": "The price line", "upgrade-cta": "The upgrade call to action", "case-link": "The reference story link", "signature": "The signature", "plan-line": "The plan on record", "renewal-date": "The renewal date", "auto-renew-note": "The automatic renewal note", "upgrade-offer": "The upgrade offer", "cta-confirm": "The confirm call to action", "ticket-line": "The ticket reference", "status": "The current status", "next-step": "The next step", "owner-line": "The named owner", "what-changed": "What changed", "affects-you": "What it means for this account", "doc-link": "The documentation link", "cta-book": "The booking call to action", "why": "The reason for the invitation", "dates": "The proposed dates", "day-rate": "The day rate", "invoice-line": "The invoice reference", "amount": "The amount", "terms": "The terms", "cta-pay": "The payment call to action" }, "messageTypes": [ { "id": "promotional", "label": "Promotional offer", "intent": "sales", "line": "A quarterly offer on an upgrade path, sent by the marketing platform.", "blocks": [ "greeting", "hook", "offer", "price", "upgrade-cta", "case-link", "signature" ] }, { "id": "renewal", "label": "Renewal reminder", "intent": "commercial", "line": "A reminder that a service plan comes up for renewal, sent from the account record.", "blocks": [ "greeting", "plan-line", "renewal-date", "price", "auto-renew-note", "upgrade-offer", "cta-confirm", "signature" ] }, { "id": "service", "label": "Service update", "intent": "service", "line": "A status update on an open ticket, sent by the support queue.", "blocks": [ "greeting", "ticket-line", "status", "next-step", "owner-line", "signature" ] }, { "id": "product-news", "label": "Product announcement", "intent": "sales", "line": "A release note about a change to the product line.", "blocks": [ "greeting", "what-changed", "affects-you", "doc-link", "cta-book", "signature" ] }, { "id": "training", "label": "Training invitation", "intent": "sales", "line": "An invitation to book on site training against an owned instrument.", "blocks": [ "greeting", "why", "dates", "day-rate", "cta-book", "signature" ] }, { "id": "invoice", "label": "Billing reminder", "intent": "billing", "line": "A reminder that an invoice is outstanding, sent from the ledger.", "blocks": [ "greeting", "invoice-line", "amount", "terms", "cta-pay", "signature" ] } ], "rules": [ { "id": "R-01", "name": "A pricing dispute stops the promotion", "field": "flags", "reads": "flags contains \"pricing dispute\"", "test": { "kind": "flag", "value": "pricing dispute" }, "appliesTo": [ "promotional" ], "effect": "refuse", "handTo": "owner", "says": "Nothing promotional goes to an account that is disputing a figure with us.", "why": "A discount arriving in the middle of an argument about price reads as an admission, and it lands in the same inbox as the dispute.", "owner": "Morgan Reyes, Operations Lead", "addedOn": "2025-11-04", "source": "Commercial policy, section 4" }, { "id": "R-02", "name": "A pricing dispute removes the disputed figures", "field": "flags", "reads": "flags contains \"pricing dispute\"", "test": { "kind": "flag", "value": "pricing dispute" }, "appliesTo": [ "renewal", "training", "product-news" ], "effect": "drop", "blocks": [ "price", "day-rate", "upgrade-offer" ], "constraint": "No figure is restated to this account while the dispute is open. The message points at the person handling it instead.", "says": "Necessary messages still go, without any number in them.", "why": "Restating a price the account is contesting hardens the position and creates a second version of the number to argue about.", "owner": "Morgan Reyes, Operations Lead", "addedOn": "2025-11-04", "source": "Commercial policy, section 4" }, { "id": "R-03", "name": "A severity one ticket outranks the sales message", "field": "openTickets[].severity", "reads": "an open ticket at severity one", "test": { "kind": "ticket", "severity": 1, "status": "open" }, "appliesTo": [ "promotional", "product-news", "training" ], "effect": "substitute", "to": "service", "says": "The sales message is refused and a service update is sent instead.", "why": "An account whose instrument is down is not a sales audience that day. The queue already owes them an update, so that is what goes.", "owner": "Avery Kellen, Customer Success Lead", "addedOn": "2025-08-19", "source": "Service policy, escalation table" }, { "id": "R-04", "name": "No service plan, no renewal reminder", "field": "plan and tier", "reads": "plan is empty, or tier is Self serve", "test": { "kind": "any", "of": [ { "kind": "missing", "path": "plan" }, { "kind": "in", "path": "tier", "values": [ "Self serve" ] } ] }, "appliesTo": [ "renewal" ], "effect": "refuse", "handTo": null, "says": "There is nothing to renew, so nothing is sent.", "why": "A renewal reminder to an account that has never bought a plan is a cold sales message wearing a service costume. The Self serve tier has never held a plan by definition.", "owner": "Avery Kellen, Customer Success Lead", "addedOn": "2025-06-02", "source": "Lifecycle map, renewal track" }, { "id": "R-05", "name": "Marketing consent decides marketing", "field": "marketingOptIn", "reads": "marketingOptIn is false", "test": { "kind": "equals", "path": "marketingOptIn", "value": false }, "appliesTo": [ "promotional", "product-news" ], "effect": "refuse", "handTo": null, "says": "No marketing message is sent. Service and billing mail is unaffected.", "why": "Consent is a field, not a preference we weigh against the campaign calendar.", "owner": "Sami Torres, Marketing Lead", "addedOn": "2025-04-15", "source": "Marketing consent record" }, { "id": "R-06", "name": "A renewal at risk goes from a person, not a campaign", "field": "flags", "reads": "flags contains \"renewal at risk\"", "test": { "kind": "flag", "value": "renewal at risk" }, "appliesTo": [ "renewal" ], "effect": "drop", "blocks": [ "upgrade-offer", "auto-renew-note" ], "constraint": "Sent from the named account owner, with no upsell, and offering a call within five business days.", "says": "The reminder still goes, stripped of the upsell and signed by the owner.", "why": "An account already thinking about leaving reads an automatic upgrade offer as proof that nobody is watching.", "owner": "Jordan Vale, Account Manager", "addedOn": "2026-01-21", "source": "Account plan, at risk playbook" }, { "id": "R-07", "name": "One promotional message in seven days", "field": "lastContactedOn", "reads": "fewer than seven days since the last contact", "test": { "kind": "daysSince", "path": "lastContactedOn", "lt": 7 }, "appliesTo": [ "promotional" ], "effect": "refuse", "handTo": null, "says": "The promotion is held until the quiet period ends, and the date is named.", "why": "Frequency is the fastest way to lose a list. Seven days is the number the marketing platform and the CRM both enforce.", "owner": "Sami Torres, Marketing Lead", "addedOn": "2025-09-30", "source": "Contact frequency rule" }, { "id": "R-08", "name": "Only name what the account owns", "field": "products[].sku", "reads": "the instruments on the record", "test": { "kind": "always" }, "appliesTo": [ "promotional", "service", "training", "product-news", "renewal" ], "effect": "require", "constraint": "Product references are limited to the models on the record. Anything else is cut before the message is assembled.", "says": "The message can only talk about instruments this account actually has.", "why": "A message about a model the account does not own tells them the sender is guessing.", "owner": "Morgan Reyes, Operations Lead", "addedOn": "2025-07-08", "source": "Content assembly rule" }, { "id": "R-09", "name": "Renewal reminders open ninety days out", "field": "renewalDate", "reads": "more than ninety days until the renewal date", "test": { "kind": "daysUntil", "path": "renewalDate", "gt": 90 }, "appliesTo": [ "renewal" ], "effect": "refuse", "handTo": null, "says": "Too early. The reminder is refused and the date the window opens is named.", "why": "A renewal notice five months out is not a service, it is a nudge to shop around.", "owner": "Avery Kellen, Customer Success Lead", "addedOn": "2025-06-02", "source": "Lifecycle map, renewal track" }, { "id": "R-10", "name": "Every figure comes from the published price list", "field": "products[].listPrice", "reads": "the price list effective October 1, 2026", "test": { "kind": "always" }, "appliesTo": [ "promotional", "renewal", "training", "invoice", "product-news", "service" ], "effect": "require", "constraint": "Any figure in the message is looked up in the published price list. If a figure is not there, the slot becomes a marked gap and a person is asked.", "says": "No number is written by the model.", "why": "The one thing a language model must never do is compose a price. This rule is the reason the panel can show a message at all.", "owner": "Dana Whitfield, COO", "addedOn": "2025-03-11", "source": "Price list, October 1, 2026" }, { "id": "R-11", "name": "An account in procurement review gets no new commercial ask", "field": "flags", "reads": "flags contains \"in procurement review\"", "test": { "kind": "flag", "value": "in procurement review" }, "appliesTo": [ "promotional", "training" ], "effect": "refuse", "handTo": "owner", "says": "Nothing that asks for money is sent while the review is running.", "why": "A review has a named process and a named contact. Going around it through a campaign puts the account manager in an awkward room.", "owner": "Jordan Vale, Account Manager", "addedOn": "2026-02-09", "source": "Account plan, procurement note" }, { "id": "R-12", "name": "Past due stops the offer and keeps the reminder", "field": "paymentStatus", "reads": "paymentStatus is \"past due\"", "test": { "kind": "equals", "path": "paymentStatus", "value": "past due" }, "appliesTo": [ "promotional" ], "effect": "refuse", "handTo": "owner", "says": "No offer while an invoice is outstanding. The billing reminder is still allowed.", "why": "Selling more to an account that has not paid for the last order is how a receivable becomes a write off.", "owner": "Morgan Reyes, Operations Lead", "addedOn": "2025-10-17", "source": "Finance policy, collections" }, { "id": "R-13", "name": "Training needs an instrument on the record", "field": "products", "reads": "the products list is empty", "test": { "kind": "empty", "path": "products" }, "appliesTo": [ "training" ], "effect": "refuse", "handTo": "owner", "says": "There is no instrument to train on, so the invitation is refused.", "why": "On site training is priced per day against a specific instrument. Without one the invitation cannot say what the day would cover.", "owner": "Avery Kellen, Customer Success Lead", "addedOn": "2025-12-03", "source": "Service catalogue, training" }, { "id": "R-14", "name": "An open severity two is named before anything is sold", "field": "openTickets[].severity", "reads": "an open ticket at severity two", "test": { "kind": "ticket", "severity": 2, "status": "open" }, "appliesTo": [ "promotional" ], "effect": "drop", "blocks": [ "case-link" ], "constraint": "The open ticket is named in the first line, and the reference story link is cut.", "says": "The promotion may go, but it acknowledges the open ticket first.", "why": "A cheerful message that ignores a problem the account has already reported is the fastest way to look automated.", "owner": "Avery Kellen, Customer Success Lead", "addedOn": "2026-03-24", "source": "Service policy, escalation table" }, { "id": "R-15", "name": "No address on the record, no message", "field": "contact.email", "reads": "contact.email is empty", "test": { "kind": "missing", "path": "contact.email" }, "appliesTo": [ "promotional", "renewal", "service", "product-news", "training", "invoice" ], "effect": "refuse", "handTo": "owner", "says": "Every message type is refused until somebody records a contact.", "why": "A missing address is a data problem, and the honest response is to hand it back rather than guess at a pattern like first initial and surname.", "owner": "Morgan Reyes, Operations Lead", "addedOn": "2025-05-27", "source": "Record quality rule" }, { "id": "R-16", "name": "An account under acquisition gets no multi year term", "field": "flags", "reads": "flags contains \"acquisition pending\"", "test": { "kind": "flag", "value": "acquisition pending" }, "appliesTo": [ "renewal" ], "effect": "drop", "blocks": [ "auto-renew-note" ], "constraint": "Single term only, and the account owner reads it before it sends.", "says": "The reminder goes, without any language that commits the buyer past the close.", "why": "A term that outlives the entity signing it is a problem for whoever inherits the contract.", "owner": "Dana Whitfield, COO", "addedOn": "2026-04-30", "source": "Legal note on pending transactions" }, { "id": "R-17", "name": "A billing reminder needs an open invoice", "field": "openInvoice", "reads": "there is no open invoice on the ledger", "test": { "kind": "missing", "path": "openInvoice" }, "appliesTo": [ "invoice" ], "effect": "refuse", "handTo": null, "says": "Nothing is outstanding, so no reminder is sent.", "why": "A reminder about an invoice that does not exist is the clearest possible signal that the sender is not reading the ledger.", "owner": "Morgan Reyes, Operations Lead", "addedOn": "2025-10-17", "source": "Finance policy, collections" } ], "headline": [ { "accountId": "ACC-004", "type": "promotional", "rule": "R-01", "line": "A pricing dispute on the record stops the quarterly offer." }, { "accountId": "ACC-007", "type": "renewal", "rule": "R-04", "line": "A Self serve account has never bought a plan, so there is nothing to renew." }, { "accountId": "ACC-026", "type": "promotional", "rule": "R-05", "line": "Marketing consent was withdrawn in July, so no marketing message is assembled." }, { "accountId": "ACC-018", "type": "renewal", "rule": "R-09", "line": "Ninety seven days out, which is seven days before the reminder window opens." }, { "accountId": "ACC-027", "type": "training", "rule": "R-13", "line": "No instrument on the record, so a training day cannot say what it would cover." }, { "accountId": "ACC-030", "type": "promotional", "rule": "R-15", "line": "The contact left and nobody recorded a replacement, so there is no address." } ], "grid": { "ACC-001": { "promotional": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "renewal": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "training": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "invoice": { "outcome": "send", "by": null, "fired": [ "R-10" ] } }, "ACC-002": { "promotional": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10", "R-14" ] }, "renewal": { "outcome": "send", "by": null, "fired": [ "R-06", "R-08", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "training": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "invoice": { "outcome": "refuse", "by": "R-17", "fired": [ "R-10", "R-17" ] } }, "ACC-003": { "promotional": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "renewal": { "outcome": "refuse", "by": "R-04", "fired": [ "R-04", "R-08", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "training": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "invoice": { "outcome": "refuse", "by": "R-17", "fired": [ "R-10", "R-17" ] } }, "ACC-004": { "promotional": { "outcome": "refuse", "by": "R-01", "fired": [ "R-01", "R-08", "R-10", "R-14" ] }, "renewal": { "outcome": "send", "by": null, "fired": [ "R-02", "R-08", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "send", "by": null, "fired": [ "R-02", "R-08", "R-10" ] }, "training": { "outcome": "send", "by": null, "fired": [ "R-02", "R-08", "R-10" ] }, "invoice": { "outcome": "refuse", "by": "R-17", "fired": [ "R-10", "R-17" ] } }, "ACC-005": { "promotional": { "outcome": "refuse", "by": "R-07", "fired": [ "R-07", "R-08", "R-10", "R-12" ] }, "renewal": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "training": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "invoice": { "outcome": "send", "by": null, "fired": [ "R-10" ] } }, "ACC-006": { "promotional": { "outcome": "substitute", "by": "R-03", "fired": [ "R-03", "R-08", "R-10" ] }, "renewal": { "outcome": "refuse", "by": "R-09", "fired": [ "R-08", "R-09", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "substitute", "by": "R-03", "fired": [ "R-03", "R-08", "R-10" ] }, "training": { "outcome": "substitute", "by": "R-03", "fired": [ "R-03", "R-08", "R-10" ] }, "invoice": { "outcome": "refuse", "by": "R-17", "fired": [ "R-10", "R-17" ] } }, "ACC-007": { "promotional": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "renewal": { "outcome": "refuse", "by": "R-04", "fired": [ "R-04", "R-08", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "training": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "invoice": { "outcome": "refuse", "by": "R-17", "fired": [ "R-10", "R-17" ] } }, "ACC-008": { "promotional": { "outcome": "refuse", "by": "R-05", "fired": [ "R-05", "R-08", "R-10" ] }, "renewal": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "refuse", "by": "R-05", "fired": [ "R-05", "R-08", "R-10" ] }, "training": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "invoice": { "outcome": "refuse", "by": "R-17", "fired": [ "R-10", "R-17" ] } }, "ACC-009": { "promotional": { "outcome": "refuse", "by": "R-07", "fired": [ "R-03", "R-07", "R-08", "R-10" ] }, "renewal": { "outcome": "send", "by": null, "fired": [ "R-06", "R-08", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "substitute", "by": "R-03", "fired": [ "R-03", "R-08", "R-10" ] }, "training": { "outcome": "substitute", "by": "R-03", "fired": [ "R-03", "R-08", "R-10" ] }, "invoice": { "outcome": "refuse", "by": "R-17", "fired": [ "R-10", "R-17" ] } }, "ACC-010": { "promotional": { "outcome": "refuse", "by": "R-11", "fired": [ "R-08", "R-10", "R-11" ] }, "renewal": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "training": { "outcome": "refuse", "by": "R-11", "fired": [ "R-08", "R-10", "R-11" ] }, "invoice": { "outcome": "refuse", "by": "R-17", "fired": [ "R-10", "R-17" ] } }, "ACC-011": { "promotional": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10", "R-14" ] }, "renewal": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "training": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "invoice": { "outcome": "refuse", "by": "R-17", "fired": [ "R-10", "R-17" ] } }, "ACC-012": { "promotional": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "renewal": { "outcome": "refuse", "by": "R-04", "fired": [ "R-04", "R-08", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "training": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "invoice": { "outcome": "refuse", "by": "R-17", "fired": [ "R-10", "R-17" ] } }, "ACC-013": { "promotional": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "renewal": { "outcome": "refuse", "by": "R-09", "fired": [ "R-08", "R-09", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "training": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "invoice": { "outcome": "refuse", "by": "R-17", "fired": [ "R-10", "R-17" ] } }, "ACC-014": { "promotional": { "outcome": "refuse", "by": "R-07", "fired": [ "R-07", "R-08", "R-10" ] }, "renewal": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "training": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "invoice": { "outcome": "send", "by": null, "fired": [ "R-10" ] } }, "ACC-015": { "promotional": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "renewal": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "training": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "invoice": { "outcome": "refuse", "by": "R-17", "fired": [ "R-10", "R-17" ] } }, "ACC-016": { "promotional": { "outcome": "refuse", "by": "R-12", "fired": [ "R-08", "R-10", "R-12" ] }, "renewal": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "training": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "invoice": { "outcome": "send", "by": null, "fired": [ "R-10" ] } }, "ACC-017": { "promotional": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "renewal": { "outcome": "refuse", "by": "R-04", "fired": [ "R-04", "R-08", "R-10" ] }, "service": { "outcome": "send", "by": null, "fired": [ "R-08", "R-10" ] }, "product-news": { "outcome": "send", "by": null, "fired": [ "R-08", 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