What was said
What this says
As at Fri 9 Oct 2026Check-in with Finance Director Philip Annear: usage rising but far below fifty licences, one high priority ticket to be explained by Friday, and a renewal at the same £48k a year to be confirmed in writing.
What happened: Daniel Okafor and Philip Annear spoke alone, as Tom Ashdown was with another customer. Usage was a touch under twelve people on an average day, up on the previous quarter by a bit under a fifth.
Customer view: Philip pointed out that this is a long way short of fifty. He said he will read the renewal properly and will not wave it through.
Commercial: The term ends on 27 Dec 2025 and the renewal would start on 28 Dec 2025, at the same £48k a year with fifty licensed users. Tom is to confirm this against the order form.
Watch: One ticket this month was marked high priority and Daniel gave no detail on the call. The evidence does not show what the ticket was or whether the renewal paper was sent.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Daniel Okafor to write to Philip Annear by Friday with where the high priority ticket stands.
- Daniel to ask Tom Ashdown to confirm the renewal terms and date to Philip directly.
Risks
As at Fri 9 Oct 2026- Twelve active users against fifty licensed could prompt a challenge on seats at renewal.
- A high priority ticket was left unexplained on the call, and Philip dislikes surprises.
- Philip said he will not wave the renewal through, so it needs to arrive in good time.
Opportunities
As at Fri 9 Oct 2026- Active use is rising and account managers go to the brain before client reviews.
- More depots using it would close the gap between licensed and active users after the renewal.
Transcript
- Daniel OkaforGood morning, Philip. Thank you for making the time. Can you hear me alright?
- Philip AnnearMorning. Yes, loud and clear.
- Daniel OkaforLovely. It's just the two of us today, as far as I can see. Tom sends his apologies, he's tied up with another customer this morning.
- Philip AnnearThat's fine. Usage first, if you don't mind. How's it looking?
- Daniel OkaforStill moving the right way. A touch under twelve people active on an average day over the last month, and that's up on the previous quarter by a bit under a fifth. It's the account managers mostly, as before.
- Philip AnnearStill a long way short of fifty.
- Daniel OkaforIt is, and I haven't forgotten the summary I owe you on that. Did the one I sent land alright?
- Philip AnnearIt did. It was clear. I took the headline to our board pack. Nobody asked questions, which is the best I can hope for.
- Daniel OkaforGood, I'm glad it was useful. The thing I'd flag is the direction rather than the level. More people are asking more questions, and that's what I'd watch.
- Philip AnnearMm. Tickets. I saw something marked high priority. Should I be worried?
- Daniel OkaforGood that you spotted it. There was one this month marked high priority, out of one ticket in total, so the rest of the month was quiet. I've read it, and I'd rather not guess at the detail on a call. I'll write to you by Friday with where it stands and anything you need to do.
- Philip AnnearFine. I don't like finding out about things on an invoice, or after the event.
- Daniel OkaforUnderstood. And nothing there touches your invoices. You've no overdue invoices with us, and I'd like to keep it that way.
- Philip AnnearWe pay on time. That's not in question.
- Daniel OkaforNo, and it's appreciated, truly. Can I ask how the team is finding it? Not the numbers, just the feel of it.
- Philip AnnearI don't hear complaints. In my experience that means it's being used, or it's being ignored. Which is it?
- Daniel OkaforFrom what I see, used. The account managers are going to it before client reviews, and that's the pattern you'd want. I'd be happier if more of the depots had a go, so I'll pick that up with you after the renewal is settled.
- Philip AnnearSpeaking of which. Where is the renewal? I'd like it in good time, as I told Tom.
- Daniel OkaforThat's with Tom, and he owns the date, so I'd rather not guess at it. What I can tell you is that the current term ends on 27 Dec 2025 and the renewal would start on 28 Dec 2025. I'll ask him to confirm to you directly today.
- Philip AnnearPlease do. I'll read it properly. I'm not going to wave it through.
- Daniel OkaforI wouldn't expect you to. The figure on the table is the same £47,500 a year you're on now, and Tom will confirm that against the order form.
- Philip AnnearRight. And the fifty licences stay as they are?
- Daniel OkaforThat's my understanding, fifty licensed users on the same tier. Again, Tom will confirm it in the paperwork rather than me from memory.
- Philip AnnearFine. Anything else I should know before I let you go?
- Daniel OkaforOnly that I'll write to you by Friday about the ticket, and I'll ask Tom to send the renewal through. Just to close the loop, those are the two things from me.
- Philip AnnearGood. Thank you, Daniel.
- Daniel OkaforThank you, Philip. Have a good rest of the day. Goodbye.