What was said
What this says
Current to 11 Oct 26Helen Varley found usage steady but wants a per-trust dashboard for her account managers and a value case for the 1 May 2026 renewal. She is not asking for more spend. Marcus Bell flagged reliance on a small group of askers.
What happened: Marcus Bell reviewed usage with Helen Varley on 23 Jun 2025. Average active users was a touch down, questions asked was holding, and there were no tickets in the last month.
Customer view: Helen wants each key-account manager to have one view of orders, delivery queries and renewal status for their own trusts. She wants it broader, not narrower, and is not asking for more spend.
Commercial: Marcus quoted renewal on 1 May 2026 at £48,500 a year as it stands, under the Growth tier, with terms going through Priya. Helen wants to show what the business got for forty licences.
Watch: Four or five people do the bulk of the asking. Marcus noted that quiet tickets can mean people have stopped trying things.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Marcus Bell to send slots for a dashboard working session once Helen picks the trust.
- Marcus to build a one page view of usage and dashboards for Helen to show internally.
- Helen to send the list of account managers who should have access.
Risks
Current to 9 Oct 26- Usage rests on four or five people, a key-person risk going into the 1 May 2026 renewal.
- Helen needs evidence of value for forty licences, and none has been assembled yet.
- Zero tickets may signal people have stopped trying things rather than satisfaction.
Opportunities
Current to 9 Oct 26- The dashboards builder is included in Growth, so a first trust view can be built and copied for the others.
- Headroom on forty licences means the aim is wider adoption, not extra spend.