Brackwell Freight Ltd / BB-Demo – Check In
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Brackwell Freight Ltd: documents · 2025-06-23 10:30
Marcus Bell told Liam Doherty at Brackwell that active users are slightly down and questions come from about three people. Liam needs a value note for finance before the renewal on 1 Dec 2025. A depot session was agreed.
What was said
What this says
Current to 10 Oct 26Marcus Bell told Liam Doherty at Brackwell that active users are slightly down and questions come from about three people. Liam needs a value note for finance before the renewal on 1 Dec 2025. A depot session was agreed.
What happened: Marcus Bell reviewed usage, two minor tickets and the coming renewal with Liam Doherty. Active users are a few percent lower, and questions come mostly from Liam and two analysts.
Customer view: Liam said finance will want to know what Brackwell got for the forty-four thousand. He wants the depot account managers using the brain on their own retail customers.
Commercial: Marcus will write the value note and run a thirty-minute depot session. Tom, who owns the commercial side, is to get the same picture before the renewal conversation.
Watch: A change to how depots log delivery exceptions could quietly break a connector. The evidence does not show the renewal outcome.
Themes
Current to 9 Oct 26Theme
Value case before renewal
Importance
renewal
Sentiment
mixed
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Liam Doherty to send Marcus Bell the depot managers, the retailers and the early-spotted contract story by the end of the week.
- Marcus Bell to run the thirty-minute depot session and write the value note.
- Marcus Bell to brief Tom on the commercial side ahead of the renewal conversation.
Risks
Current to 9 Oct 26- Finance will question the subscription value at renewal without a value note.
- Questions come from about three people, a key-person risk.
- A change to depot exception logging could quietly break a connector.
Opportunities
Current to 9 Oct 26- Forty licensed seats are far from used, so a depot manager session could widen adoption.
- Liam's early-warning story on a retailer can anchor the value note.
Transcript
Marcus Bell NoneMorning Liam, can you hear me alright?
Liam Doherty NoneMorning Marcus, yeah, loud and clear. Sorry, I'm in the little room next to the depot office, so if somebody barges in that's just life.- Marcus Bell NoneNo worries at all. Good week so far?
- Liam Doherty NoneBusy. One of the retail customers pulled their peak forward so everyone's been scrambling a bit. Trafford Park's been properly heaving. You?
- Marcus Bell NoneSame sort of thing, just different accounts. Right, I'll share my screen and tell you what I want to cover, because I've pulled the numbers and I don't want to eat your whole morning.
- Liam Doherty NoneGo for it. Love that, a short one.
- Marcus Bell NoneSo three things. How usage looks compared with last quarter, the couple of tickets you've had in, and then a quick look at what you want out of the brain between now and the renewal. Can you see the page okay?
- Liam Doherty NoneYep, that's the usage overview. Bit small but I can read it.
- Marcus Bell NoneI'll zoom in. There. So, honest picture: active users are a touch lower than last quarter. Not a big drop, a few percent, but I'd rather say it than have you spot it and wonder why I skipped over it.
- Liam Doherty NoneNo, that tracks. Two of the account managers at the smaller depots have been off, one on leave and one just swamped, and honestly when it's peak they go back to spreadsheets. Which I hate. But it's true.
- Marcus Bell NoneRight, that's what I guessed. And the questions side is steady, so the people who do use it are still using it, which is the part I care about most. It's the same handful asking most of the questions though.
- Liam Doherty NoneYeah, that'll be me and the two analysts, mostly. Which is the problem, one view, that's the point, but it's only really one view for about three people.
- Marcus Bell NoneMm. Well, you've got forty licensed seats and you're nowhere near using them, so there's room. That's not a bad position to be in. It means nobody's fighting for a login.
- Liam Doherty NoneRight. Can we get the depots on it? That's the thing I keep coming back to. If every depot account manager looked at their own retail customers in there before the weekly call, we'd catch the wobbly contracts so much earlier.
- Marcus Bell NoneYeah, and that's exactly what I wanted to put to you. Would it help if I ran a short session for the depot managers? Thirty minutes, on their own accounts, not a general tour. Show them the delivery-exception tickets next to the calls for one customer.
- Liam Doherty NoneOh, that would land. They don't want a lecture on a data platform, they want to see their own customer. Can it be on their actual accounts?
- Marcus Bell NoneIt would be on their actual accounts, that's the only way it's worth doing. I'd need you to tell me which depot managers and which retailers they care about most, then I'd build it round those.
- Liam Doherty NoneI can do that. Let me think who. Trafford Park first obviously, and then probably two of the others who've already shown a bit of interest. I'll send you a list.
- Marcus Bell NonePerfect. Okay, tickets. You've had two in the last month, neither of them urgent, so nothing there that should keep you up at night. One was a how-to about filtering and the other was a sync that looked slow one morning.
- Liam Doherty NoneThe filtering one was Aisha, I think. She's good, she'd tried about four things before she asked. The sync one I didn't even notice, to be fair.
- Marcus Bell NoneThat's about right, and it cleared on its own. I checked the refresh was in before the start of the working day, which is what we commit to. Everything's been loading since.
- Liam Doherty NoneGood. I'd rather know about it than not, mind. If it ever sticks, tell me before I find out from a depot manager shouting at me.
- Marcus Bell NoneUnderstood. You'd hear it from me, or from support directly, if it was more than a blip. Now, the last bit. The contract runs to the end of November and renews on 1 Dec 2025, so it's not around the corner but it's not miles off either.
- Liam Doherty NoneYeah, it's on my radar. I'll be honest, the finance side will want to know what we got for the forty-four thousand. I can talk about it but I'd like something I can put in front of them.
- Marcus Bell NoneThat's fair and it's what I'd like to give you. I can pull together a short note: what's been asked, who's asking, a couple of examples where it surfaced something useful. If you've got a real story about a contract you spotted early, that's gold.
- Liam Doherty NoneWe've got one or two. I'd have to dig out the details, but yeah, there was a retailer where the exceptions were stacking up and we had the conversation before they rang us. Which was the whole reason I wanted this.
- Marcus Bell NoneBrilliant. If you can send me roughly which one, I'll find the trail in the brain and we can show it properly rather than just saying it.
- Liam Doherty NoneWill do. Is that something you or Tom would take to finance, or is it me?
- Marcus Bell NoneThe usage and value side is mine, so I'll build the note. Anything about the terms or the renewal itself is Tom's, he owns the commercial side. I'll make sure he's got the same picture, so you're not explaining it twice.
- Liam Doherty NoneSound. I get on with Tom, he's easy to talk to.
- Marcus Bell NoneHe is. Okay, anything you wanted to raise that isn't on my list? Connectors, anything on the sources side that's bothering you?
- Liam Doherty NoneNot really. Well, one thing. We're thinking about changing how the depots log delivery exceptions, a bit more structure on the form. Nothing's decided. But if it happens, will the brain cope?
- Marcus Bell NoneProbably, but that's the sort of change that can break a connector quietly, so please tell me before it goes live and not after. Then we can check the mapping and make sure nothing goes stale. I won't promise anything till I've seen the form.
- Liam Doherty NoneFair. I'll give you a heads-up, and I'll copy you on whatever the ops lot decide.
- Marcus Bell NoneLovely. So just to run it back: you send me the depot managers and the retailers, plus the story about the contract you spotted early. I'll set up the thirty-minute session and write the value note, and I'll flag all this to Tom ahead of the renewal conversation.
- Liam Doherty NoneThat's it. Shall we say I get you the list by the end of the week?
- Marcus Bell NoneEnd of the week's perfect. Thanks Liam, appreciate your time, and good luck with the peak.
- Liam Doherty NoneCheers Marcus, speak soon.
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