What was said
What this says
Current to 11 Oct 26Customer service is now using the brain on its own and active users are up. Gemma Holt is still the biggest asker but her share is falling. The helpdesk connector answer is owed, and the 5 Jan 2027 renewal was raised gently.
What happened: Gemma Holt opened with a win, the customer service lead using the brain unaided to call a retailer back within the hour. Amara Obi covered usage, tickets, dashboards and the QBR.
Customer view: Gemma wants to carry on and says the account managers would riot if it were taken away. Tickets were fine and she wants a straight answer on the helpdesk connector.
Commercial: Amara mentioned £58k a year and the renewal on 5 Jan 2027. Asked about price, she promised terms in writing with Lewis, the account owner.
Watch: The complaints by site question fails because complaints do not carry the site. The evidence does not show whether the late September QBR took place.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Amara Obi to confirm the helpdesk connector against the Growth allowance in writing before Gemma goes on leave.
- Gemma to confirm the late September QBR with the person who signs off in the room.
- Gemma to send her list of wins to Amara before the QBR.
Risks
Current to 9 Oct 26- Gemma Holt is still the biggest single asker, though her share is coming down.
- Gemma asked about price and received no terms, so the renewal conversation is still open.
- Complaints do not record the production site, so the operations question cannot yet be answered.
Opportunities
Current to 9 Oct 26- Connecting the helpdesk customer service use all day could deepen adoption, subject to the Growth connector allowance.
- Customer service is now using the brain unaided, with more of the team watching to see if it is worth their time.
- Gemma's list of wins can anchor the value case at the QBR.
Transcript
- Gemma Holt NoneMorning, Amara! Can you hear me okay?
- Amara Obi NoneMorning, Gemma. Yes, loud and clear. Can you see me? My camera froze on me twice earlier.
- Gemma Holt NoneI can see you. It's me whose wifi is rubbish, so if I vanish, I'm still here, honest.
- Amara Obi NoneNoted. How's the week? Is it quieter with the holidays?
- Gemma Holt NoneHalf the office is off, which is lovely, but the retailer reviews don't stop. Can I open with a win? I've got a good one.
- Amara Obi NoneYou always do. Go on.
- Gemma Holt NoneSo the customer service lead had a complaint come in from a retailer, and for once she didn't have to ring me. She pulled up the account in the brain, saw the order history and the earlier complaints on the same screen, and rang the retailer back within the hour with the full picture. The account manager only found out afterwards. She loved that.
- Amara Obi NoneThat's brilliant. And that's customer service using it on their own, which is what we talked about last time. How many of them are on now?
- Gemma Holt NoneA handful. The lead and a couple of the others, and the rest are watching to see if it's worth their time.
- Amara Obi NoneGood. That's the way it usually goes. One person proves it, then the rest follow. Okay, here's what the numbers say. Do you want me to share the screen?
- Gemma Holt NoneYes please, I'll be able to follow better.
- Amara Obi NoneOkay. Give me a second, it's being slow.
- Gemma Holt NoneNo rush.
- Amara Obi NoneThere we go. So, active users over the last thirty days are up by almost half on the previous quarter. We're at about sixteen active in a typical month, against 60 licensed. So the line's going the right way and it's been climbing steadily.
- Gemma Holt NoneNice. Is that mostly customer service, or still account managers?
- Amara Obi NoneBoth. The account managers are still the bulk, but customer service is a visible chunk now, which wasn't the case when we started the year. And the spread of who's asking is wider than last time, which is the bit I care about.
- Gemma Holt NoneOh good. I've been nagging them. I told them it's quicker than messaging me.
- Amara Obi NoneIt's working. You're still the biggest single asker, but the share's coming down. Slowly.
- Gemma Holt NoneSlowly. Fine. I'll take slowly.
- Amara Obi NoneSo, same question I ask every time, because I like to know what I'm aiming at. What does good look like for you by the end of this quarter?
- Gemma Holt NoneOoh. Okay. Every account manager asking their own questions before a retailer review, not messaging me. Customer service on properly. And fewer screenshots. I want to never send a screenshot again.
- Amara Obi NoneI'm writing that down. Never send a screenshot again. That's a good target.
- Gemma Holt NoneIt's very ambitious. Ha.
- Amara Obi NoneRight. Tickets. Two in the last month, both flagged high priority again. Same question as before: how did they feel from your end?
- Gemma Holt NoneHonestly, fine. They're the sort of thing where I get nervous because a retailer is waiting. So I flag them high. They've been looked at and sorted. I'd tell you if not.
- Amara Obi NoneYou would, I know. I looked at the timings rather than the wording on the tickets, and nothing worried me.
- Gemma Holt NoneGood. Does it count against us, flagging them high?
- Amara Obi NoneNo, not at all. High priority just tells us it matters. It's better you flag it than sit on it.
- Gemma Holt NonePhew. Right.
- Amara Obi NoneCan I ask about the thing you were going to check, the complaints by production site question? Did you get anywhere?
- Gemma Holt NoneI did. It gave me part of an answer. The orders have the site on them but the complaints don't, so it can't join them up the way operations wanted. So you were right, it's a data question, not a brain question. I told them.
- Amara Obi NoneOkay, good, at least that's clear. And that's useful to know. If your team started recording the site against a complaint at source, the brain would pick it up after the next nightly refresh.
- Gemma Holt NoneRight. I'll take that to the customer service lead. Might be one extra field on the form. Easy enough.
- Amara Obi NoneI'd want to check it with someone on our side first, but in principle it should just flow through once it's recorded.
- Gemma Holt NoneRight, the other thing. The system I mentioned, the one customer service live in all day. It's the helpdesk they work their cases in. Can we connect that?
- Amara Obi NoneLet me check. I need to look at what's configured against your allowance on Growth and whether that one's already in there. Bear with me a second.
- Amara Obi NoneOkay, I can see the connectors list, but I don't want to guess from a screen share. I'll confirm properly this afternoon and put it in writing. Is that alright?
- Gemma Holt NonePlease. I'd rather you were sure than quick.
- Amara Obi NoneAbsolutely. I'll tell you what it would take, and if it involves cost I'll say so, and that's a conversation with Lewis, your account owner. Then you can take it to whoever signs things off.
- Gemma Holt NonePerfect. Honestly I'd just like to know if it's a no. Then I can stop asking.
- Amara Obi NoneFair. You'll get a straight answer.
- Amara Obi NoneOne more thing before dashboards. Customer service: did the group session happen, or is that still to come?
- Gemma Holt NoneWe did the account managers, and customer service is booked for next week, but I'm away, so the lead is taking it. I told her to bring her own awkward cases.
- Amara Obi NonePerfect, the awkward cases are what make it stick. I'll run it, so just send me the date.
- Gemma Holt NoneI'll ask her to send it. She's got a diary like a game of Tetris.
- Amara Obi NoneHa. Aren't they all.
- Amara Obi NoneRight, dashboards. I can see a few more have been built since last time. Is that you, or are the account managers building their own now?
- Gemma Holt NoneBit of both. Two of the account managers did their own after we sat down together. One of them built it for her retailer and she's showing it to everyone. It's become a bit competitive.
- Amara Obi NoneI love that. Competitive is good. That's the investment I look for, people building rather than just asking.
- Gemma Holt NoneIs there a limit on dashboards? Just so I know before everyone goes mad.
- Amara Obi NoneNothing I'd worry about. Let them build, and if we ever hit something I'll tell you straight away.
- Gemma Holt NoneBrilliant.
- Amara Obi NoneQuick update on the thing you said last time, about answers being long-winded. I passed it to our product team. Nothing back yet, but it's logged.
- Gemma Holt NoneOh, thanks. They've started saying just the number in the question, and it works. So, no rush.
- Amara Obi NoneHa, good. Crude, but it works.
- Amara Obi NoneOkay, QBR. Let's get it in the diary. I sent you some options in the second half of September. Did they reach you?
- Gemma Holt NoneThey did, and I haven't replied, sorry. Late September's fine. I'll confirm today.
- Amara Obi NoneNo problem. And the person who signs things off will be there?
- Gemma Holt NoneYes. I've told them to keep it free, and that there'll be charts.
- Amara Obi NoneGood. I'll bring usage, the questions asked and who's asking, and a view of what the brain's been worth, built from your wins. Have you kept the list going?
- Gemma Holt NoneI have. It's longer than I thought. I'll send it across before the QBR. Some of them are a bit embarrassing, like the time I found a mistake in a retailer's own figures.
- Amara Obi NoneHa, those are the best ones.
- Amara Obi NoneAnd, since we're talking ahead, your renewal's on 5 Jan 2027. It feels far off, but I'd rather bring it up at the QBR than have it surprise anyone. You're on £58k a year at the moment, and I'll keep Lewis in the loop on the commercial side.
- Gemma Holt NoneOkay. That's fine. I mean, I'd like to carry on, obviously. The account managers would riot if you took it away.
- Amara Obi NoneGood to hear, though I'll still want to show the value properly. That's my job.
- Gemma Holt NoneFair. Is there anything coming that I should know about? Price, things like that?
- Amara Obi NoneNothing I'd want to guess at on a call. When we get closer I'll set out the renewal terms in writing, with Lewis, so you've got it in front of you rather than relying on my memory.
- Gemma Holt NoneRight, that's fair. I'd rather it was in writing anyway.
- Gemma Holt NoneOh, and I'm off next week, so if you need anything from me, it's this week or the one after.
- Amara Obi NoneThen I'll get the connector answer to you before you go, so it's not sat waiting. Who covers for you while you're away?
- Gemma Holt NoneThe customer service lead, for anything urgent. And one of the account managers for the insights stuff. They know how to ask it now.
- Amara Obi NoneThat's the best news I've had today. Someone other than you who can ask the brain. Let's put that in the QBR.
- Gemma Holt NoneHa. Told you I'm not the only one.
- Amara Obi NoneWhere are you off to, anywhere nice?
- Gemma Holt NoneJust a few days at my mum's, and a lot of sleeping. You? Any plans for the summer?
- Amara Obi NoneA week by the sea, if the weather behaves.
- Gemma Holt NoneLovely. Fingers crossed.
- Amara Obi NoneRight, let me recap so we both leave knowing who's doing what. I'll check the helpdesk connector against your allowance and write back before you go. I'll send you the training date once the customer service lead gives it to you. You'll talk to her about recording the site against a complaint. You'll confirm the late September QBR today, with the person who signs off in the room. And you'll send me the list of wins before then.
- Gemma Holt NoneYes. And the list. And confirming the QBR date today.
- Amara Obi NonePerfect. Anything else from your side?
- Gemma Holt NoneI don't think so. Oh, wait. Could you send the usage chart afterwards? The one on the screen. I'd like to show the person who signs off before the QBR, just to warm them up.
- Amara Obi NoneOf course. I'll paste it into the email with the connector answer.
- Gemma Holt NoneLovely. You're a star.
- Amara Obi NoneNot at all. Let's keep the momentum: customer service on, account managers asking, no more screenshots.
- Gemma Holt NoneHa! Right. Enjoy the rest of your day.
- Amara Obi NoneYou too. Speak soon, Gemma.
- Gemma Holt NoneCheers, bye.
- Amara Obi NoneBye!