What was said
What this says
Current to 11 Oct 26On the 3 Jul 2026 QBR, CFO Conor Daly confirmed the £41,800 order form and refused to agree anything before written terms. Usage is about twelve of forty seats, and the team want training and saved questions.
What happened: Conor Daly, the CFO, opened by checking the order form and left after the paperwork item. Aoife Mulcahy and Niamh Fogarty stayed for usage, support and next-quarter asks.
Customer view: Conor would agree nothing until he has the written renewal terms. Aoife expects him to ask what the company got for the money.
Commercial: Elena Novak matched the signed order form and the invoiced figure at £41,800, with the term ending 14 Aug 2026 and renewal on 15 Aug 2026. Growth allows eight connectors, so there is room for more sources.
Watch: Niamh says some of the team still go to the old spreadsheets first. The renewal case needs concrete value examples, and Sophie's written terms are the gating item.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Elena Novak sends the written summary of the call and the training and saved-question proposals.
- Niamh Fogarty sends the list of connected sources with owners, plus a draft of the questions.
- Aoife Mulcahy and Niamh collect two or three value examples for the renewal discussion.
Risks
Current to 9 Oct 26- Conor Daly will not agree renewal terms until he sees them in writing, and he leaves the product to others.
- Active users are about twelve against forty licensed, and some staff still use spreadsheets first.
- Value must be shown to the CFO before the renewal conversation, not only price.
Opportunities
Current to 9 Oct 26- A training session and saved renewal questions could widen use across the Growth seats.
- A connector review may find sources worth connecting within the eight allowed on Growth.
Transcript
- Elena Novak NoneGood morning, everyone. Can you hear me? I think I am the first one here.
- Aoife Mulcahy NoneMorning, Elena! Yes, loud and clear. Niamh is on her way, she was just finishing a call with one of the agencies.
- Niamh Fogarty NoneHere, sorry. Morning. Was stuck with my headphones, they're working now.
- Conor Daly NoneMorning. I can only stay for the first part, I have another meeting later. I'd like to confirm the paperwork first, if that's all right.
- Elena Novak NoneCertainly. To confirm, the agenda I emailed has four points. One, the paperwork and renewal status. Two, usage this quarter. Three, support and anything that has been frustrating you. Four, what you would like from the next quarter. Conor, please go ahead with number one.
- Conor Daly NoneThank you. Let's check the order form. The signed one says £41,800, the term ends on 14 Aug 2026, and renewal is 15 Aug 2026. Is that what you have too?
- Elena Novak NoneYes, that matches our records exactly, and what has been invoiced is the same figure, £41,800. Sophie is handling the renewal terms, as you know from the call earlier this week. You will receive them in writing.
- Conor Daly NoneGood. I'm not agreeing anything today, I'll wait for the written version. Fair enough? I'll drop off after this and leave the product to Aoife and Niamh.
- Elena Novak NoneOf course. I will include this point in my written summary. Thank you, Conor.
- Conor Daly NoneThanks, Elena. Good to see you both. Bye for now.
- Aoife Mulcahy NoneCheers, Conor. Right, grand, let's get into it. Show me the usage.
- Elena Novak NoneI will share my screen. Please tell me if you cannot see it. Over the last thirty days, the average active users is twelve, against the forty you are licensed for. That is up a little on the previous quarter.
- Aoife Mulcahy NoneTwelve of forty. Is that low, do you think, or is that about what you'd expect for a team our size?
- Elena Novak NoneIt is a steady base rather than a low one. Customer success teams often have a core of regular users and a wider group who ask occasionally. The direction is the useful part, and it is upward. I would say there is real room to bring more of your team in.
- Niamh Fogarty NoneThat's about right from what I see on the admin side. A few people use it every day, and others only before a renewal conversation. I think some of the team still go to the old spreadsheets first.
- Aoife Mulcahy NoneWhich is exactly what I don't want. Niamh, what do you think is stopping them?
- Niamh Fogarty NoneHonestly, habit. And not everybody knows what to ask. They know the tickets are in there, but they don't think of asking about the whole agency group in one go.
- Elena Novak NoneThat is a helpful point. I can suggest two things. First, a short training session for the newer people, using your own agency groups as the examples. Second, a small set of saved questions your team can reuse. I will make sure that both are written up as proposals after this call.
- Aoife Mulcahy NoneGrand, let's do it. Particularly the saved questions. If I can put in front of people a list of ten things to ask before a renewal, I'd be a happy woman. Which agencies are at the edge, which are quiet, who has gone cold on us.
- Niamh Fogarty NoneI can draft the first list if Elena checks it against what the brain can actually answer. I don't want to promise something it can't do.
- Elena Novak NoneThat is a sensible way to do it. You write the questions as your team would ask them, and I will confirm which are answerable today and which need another source connected.
- Aoife Mulcahy NoneWhich brings me to a thing. Are there sources we haven't connected that we should?
- Elena Novak NonePossibly. You are on Growth, which allows eight connectors, so there is space. I would want to look at what is connected now before I suggest more. I will include a short connector review in the written summary, rather than guess on the call.
- Niamh Fogarty NoneI can pull together what we've got connected and who owns each one on our side. That'd save you some time.
- Elena Novak NoneThank you, Niamh, that would be very helpful.
- Aoife Mulcahy NoneWhat about support? I think there was one ticket recently, and I never let a question sit over the weekend, so I'd like to know it was handled.
- Elena Novak NoneThere has been one ticket in the last thirty days, and none of high priority. It was answered inside the response time for your tier. If you would like, I will send you the ticket reference and outcome in writing.
- Niamh Fogarty NoneThat was mine. It was resolved quickly, I've no complaints.
- Aoife Mulcahy NoneBrilliant. Nothing to chase then. Anything else on your side, Elena?
- Elena Novak NoneOne more point, as agreed in the agenda. Over the next quarter, the main moment is your renewal in August. I would like us to use the weeks before it to show clearly what the team has gained from the brain, so that the renewal conversation is about value, and not only price.
- Aoife Mulcahy NoneI like that. Conor will want it for himself anyway, even though he says he doesn't do product. He'll ask me what we got for it.
- Niamh Fogarty NoneI can note down a few examples of where it saved us time. The renewal prep is the big one.
- Elena Novak NoneExcellent. Let me summarise the actions. One, I will send the written summary of this call. Two, I will propose a short training session and a set of saved questions. Three, Niamh sends the list of connected sources and owners, and a draft of the questions. Four, Aoife and Niamh collect two or three examples of value for the renewal discussion. Is there anything to add or correct?
- Aoife Mulcahy NoneNo, that's the lot. Perfect.
- Niamh Fogarty NoneSame for me. Thanks, Elena.
- Elena Novak NoneThank you both. Kind regards, and have a good weekend.
- Aoife Mulcahy NoneYou too. Thanks a million, Elena. Bye.