Brackwell Freight Ltd - QBR
Documentfinal Brackwell Freight Ltd: documents · qbr_deck · final · 2025-04-06
Final quarterly business review for a Growth-tier customer, prepared by Marcus Bell. It reports rising use, quiet support and no overdue invoices, and sets up the renewal for the term ending 30 Nov 2025. It is a review, not a contract.
What it says
What this says
Current to 11 Oct 26Final quarterly business review for a Growth-tier customer, prepared by Marcus Bell. It reports rising use, quiet support and no overdue invoices, and sets up the renewal for the term ending 30 Nov 2025. It is a review, not a contract.
What it is: a customer success review dated 6 Apr 2025. It says "The account is in good shape: usage is up, support is quiet and invoices are clear."
Commits: nothing contractual. It lists BB-Demo actions for Marcus Bell, such as inviting further depot account managers and sharing a value summary with Tom Ashdown before renewal.
Unusual: usage is described loosely ("Around eight people were active on an average day"), with no exact counts. Use is concentrated in a core team against forty licensed users.
Not settled: the document is over a year old as of the as-of date and the term it refers to has ended. It does not show whether the renewal happened, what price applied, or whether the planned actions were done.
As found in this document
Current to 9 Oct 26- Date end30 Nov 2025Source: object_read:doc_002_017
The document
Body
Brackwell Freight Ltd - QBR
Quarterly business review · Prepared by Marcus Bell, Customer Success Manager, BB-Demo · Account owner: Tom Ashdown · Review date: 6 Apr 2025
Status: Final
Where we are
| Item | Detail |
|---|---|
| Customer | Brackwell Freight Ltd, Manchester |
| Industry | Road freight and contract warehousing for retailers |
| Tier | Growth |
| Customer since | 1 Dec 2023 |
| Current term ends | 30 Nov 2025 |
| Account owner | Tom Ashdown |
| Customer Success Manager | Marcus Bell |
Brackwell uses the brain so that revenue operations and the depot account managers see accounts, delivery-exception tickets and calls together, and can spot at-risk retail contracts early. It is a good quarter to report on.
Usage this quarter
- Around eight people were active on an average day over the last month.
- That is up by roughly a quarter compared with the previous quarter, so the earlier dip has turned around.
- The Growth plan includes forty licensed users. Eight active people is a small, engaged group against that allowance, and there is room for more.
Read the whole document (3,264 characters)
I've pulled the numbers and the movement is in the right direction. It still looks like a core team rather than a wide rollout, which is the opportunity.
Value delivered
- Revenue operations are using the brain to prepare for retail contract reviews with calls and open delivery-exception tickets in one place.
- Depot account managers are checking account history themselves instead of chasing colleagues.
- The questions being asked are moving from looking up a single account to comparing accounts, which is the kind of use that shows the brain earning its place.
Support and service
| Measure | This quarter |
|---|---|
| Tickets raised in the last month | One |
| Of which high priority | None |
| Overdue invoices | None |
- The single ticket was a routine question and was handled promptly.
- There were no urgent issues, and Brackwell is paying on time.
- Quiet support alongside rising use is what we want to see.
What the numbers tell us
- The account is in good shape: usage is up, support is quiet and invoices are clear.
- Recent growth in use is a good sign, but it is still concentrated in a few people. Widening it is the next job.
- With the term ending on 30 Nov 2025, now is a good time to build the evidence of value that will make the renewal conversation straightforward.
Plan for the next quarter
| Action | Owner | Timing |
|---|---|---|
| Invite further depot account managers and run a short onboarding session | Marcus Bell | Over the next few weeks |
| Capture two or three concrete examples of a contract risk spotted early | Marcus Bell with the Brackwell revenue operations lead | Before the next review |
| Share a short value summary with Tom Ashdown ahead of the renewal conversation | Marcus Bell | Well before the end of the term |
| Review usage again and report back | Marcus Bell | Next quarter |
Questions for Brackwell
- Which depots should we bring in next?
- Are there reports or questions you wish the brain could answer that it currently does not?
- Who else in the business should see the account view?
Happy to jump on a call to go through any of this. Shall we book half an hour?
Thanks, Marcus