What was said
What this says
Current to 11 Oct 26Helen Marsden met her new CSM, Amara Obi, and set one test for the quarter: board reporting that reconciles. The double-count fix and written explanation are still open, and Helen asked for continuity after three account contacts.
What happened: Amara Obi introduced herself on 4 Nov 2025 as the new customer success manager and said openly she did not know the account history. She could not confirm the repairs double-count was fixed and promised an answer before the end of the week.
Customer view: Helen wants board reporting that reconciles, a quotable description of how the repairs figure is built, and training for complaints and income only after the fix.
Commercial: Amara noted the Growth subscription at forty-four thousand a year for forty users, with renewal at the end of the summer after the call. Helen needs a one-page case for the board on whether it is worth it.
Watch: Active users are a little over nine, mostly Helen and Paul. Paul's own issues spreadsheet means problems are worked around rather than ticketed.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Amara Obi finds out where the double-counting sits with engineering and replies to Helen before the end of the week.
- Amara chases the written description of the repairs completed measure and drafts the one-page value summary for Helen's corrections.
- Amara keeps a running account note, sends Helen dates for the next quarterly review, and plans training for complaints then income once the figures are confirmed.
Risks
Current to 9 Oct 26- The repairs double-count and written explanation are unconfirmed, so trust and wider rollout are on hold.
- Helen has had three account contacts, and another handover would weaken confidence ahead of renewal.
- Issues tracked in Paul's own spreadsheet rather than tickets hide the true health of the account.
Opportunities
Current to 9 Oct 26- The complaints team and the income team want access, so training could lift usage above nine active users of forty licensed.
- A board value summary built from real usage supports the Growth renewal.