What was said
What this says
Current to 13 Oct 26Short check-in with Finance Director Steven Holroyd before the Growth renewal. Usage is just over nine of forty seats, tickets are quiet, and he again asked what the brain saves. Amara Obi will build a one-page value case.
What happened: Steven Holroyd again opened on usage and called it still a quarter of the seats. Amara Obi said there is headroom and repeated the plan to sit with newer client managers using their own brands.
Customer view: He confirmed £44k a year matches what Thackwray has, and wants the renewal early with a straight explanation of any change. He asked what it saves and named cost per order by site as the figure he watches.
Commercial: Amara said she has only looked after the account a short while and works from the record. Sophie owns the commercial side, and the contract ends on 3 Apr 2026.
Watch: The value case depends on cost per order data from Lindsey. Steven said let's see where we are first on any review after renewal.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Amara Obi to send a one-page summary of usage, tickets and cost per order by Friday.
- Lindsey Ward to send Amara the last few months of cost per order by site.
- Amara to tell Sophie Ling that Steven wants the renewal early with a clear explanation of changes.
Risks
Current to 9 Oct 26- Usage is still about a quarter of the forty seats and Steven Holroyd wants to know why if it does not move.
- No pound figure for the saving exists yet, and Amara Obi is new to the account.
- Steven wants the renewal early and a straight explanation of any change.
Opportunities
Current to 9 Oct 26- Headroom on the forty seats can be filled with newer client managers.
- A cost per order value case could give Steven the evidence he asks for.
Transcript
- Amara Obi NoneMorning, Steven. Can you hear me alright?
- Steven Holroyd NoneMorning. Aye, fine. Bit of a grey one out here.
- Amara Obi NoneSame here. Thanks for making time. I know it's a short slot, so I'll keep it tight.
- Steven Holroyd NoneRight. Usage. Who's using it?
- Amara Obi NoneI thought you might start there. Here's what the numbers say. Over the last thirty days it's averaged just over nine people active out of your forty licences, and that's up again on the previous quarter. It's a slow climb, but it's a steady one.
- Steven Holroyd NoneStill a quarter of the seats.
- Amara Obi NoneYes. About that. Which is why I'd like to talk about who else should have access, because there's headroom, and I'd rather fill it with the right people than have you pay for it and not see it used.
- Steven Holroyd NoneGo on.
- Amara Obi NoneKelly and I spoke last time about a few of the newer client managers who haven't really got going. I'd like to sit with them for half an hour each, using their own brands. No slides.
- Steven Holroyd NoneFine by me. If it moves the number, I'm for it. If it doesn't, I'll want to know why.
- Amara Obi NoneThat's fair, and I'll report back either way. Do you want to hear about tickets?
- Steven Holroyd NoneAye. Anything I should be worried about?
- Amara Obi NoneNo. One ticket in the last month, nothing high priority, and it's closed. I checked this morning. No overdue invoices on your side either, so your team have been very tidy.
- Steven Holroyd NoneLindsey keeps it that way. I don't like surprises on the invoice.
- Amara Obi NoneUnderstood. Which brings me to the renewal. I'll be honest, Steven, I've only been looking after Thackwray for a short while, so I'm working from the record and what Sophie's told me. The contract ends on 3 Apr 2026 and the renewal date is 4 Apr 2026. You're on Growth at £44,000 a year and that's what's been invoiced.
- Steven Holroyd NoneAye, that matches what we've got. Send me the renewal in good time. I'm not doing this on the last day.
- Amara Obi NoneSophie owns the commercial side, so it'll come from her. I'll make sure she knows you want it early, and that you want a straight explanation of anything that changes.
- Steven Holroyd NoneGood. And I'll ask you the same thing I'll ask her. What does it save us?
- Amara Obi NoneI don't think I can give you a pound figure today, and I'd rather not guess. What I can do is build it with you. If you tell me which cost per order number you watch, I can show you how the client managers' review prep and returns spotting sit against it. Would that be useful?
- Steven Holroyd NoneIt might. Cost per order by site is what I look at. I'll have Lindsey send you the last few months.
- Amara Obi NoneBrilliant. Then I'll put together one page, usage, tickets and that cost line, and get it to you by Friday.
- Steven Holroyd NoneFriday's fine. Anything else?
- Amara Obi NoneOnly that I'd like to get a review in the diary once the renewal's done, so we can see how the extra users get on. But that's for after.
- Steven Holroyd NoneAye. Let's see where we are first.
- Amara Obi NoneOf course. Thanks, Steven. Speak soon.
- Steven Holroyd NoneCheers.