Brackwell Freight Ltd - QBR
Documentfinal Brackwell Freight Ltd: documents · qbr_deck · final · 2025-07-03
Quarterly business review deck by Marcus Bell for the Growth tier account, dated 3 Jul 2025. Shows £44,000 contracted annual recurring revenue, 40 licensed users, eight to nine active daily, and a term ending 30 Nov 2025. It is a plan, not a contract.
What it says
What this says
Current to 11 Oct 26Quarterly business review deck by Marcus Bell for the Growth tier account, dated 3 Jul 2025. Shows £44,000 contracted annual recurring revenue, 40 licensed users, eight to nine active daily, and a term ending 30 Nov 2025. It is a plan, not a contract.
What it is: a customer-facing QBR deck prepared by Marcus Bell, Customer Success Manager. It reviews usage, value, support and the renewal outlook ahead of the term ending 30 Nov 2025.
Commits: nothing contractual. The deck says "Nothing here is a decision. It is a plan so that nobody is surprised when the renewal notice goes out."
Unusual: adoption is narrow, with between eight and nine active users out of 40 licensed. The deck flags a key-person risk but has not broken questions down by person.
Not settled: value is not measured, as there is no count of time saved or retail contracts caught early. The document is stale: it predates the 30 Nov 2025 term end, and it does not show what happened at renewal or the v2 price change.
As found in this document
Current to 9 Oct 26- Date end30 Nov 2025Source: object_read:doc_002_018
- Date renewal30 Nov 2025Source: object_read:doc_002_018
- Price£44,000Source: object_read:doc_002_018
The document
Body
Brackwell Freight Ltd - QBR
Quarterly business review, prepared by Marcus Bell, Customer Success Manager, BB-Demo Review date: 3 Jul 2025 Account owner: Tom Ashdown
1. Purpose of today
This review covers how Brackwell Freight is using the company brain on the Growth tier, what value the teams are getting from it, the small number of issues we have seen, and what we suggest for the months ahead of the renewal.
I've pulled the numbers from the brain's own usage records and from our helpdesk. Where the evidence does not show something, I say so rather than guess.
2. Account snapshot
| Item | Position |
|---|---|
| Customer since | 1 Dec 2023 |
| Tier | Growth |
| Contracted annual recurring revenue | £44,000 |
| Licensed users | 40 |
| Current term ends | 30 Nov 2025 |
| Overdue invoices | None |
| Account owner | Tom Ashdown |
| Customer Success Manager | Marcus Bell |
Brackwell bought the brain so that revenue operations and the depot account managers could see accounts, delivery-exception tickets and calls together, and spot unhappy retail contracts early. That is still the yardstick we use for this review.
3. Usage
Read the whole document (4,675 characters)
- Active users: across the last month, between eight and nine people were active on a typical day. That is up slightly on the prior quarter.
- Licensed users: the contract covers 40 users, so the active group is a small part of the licence. There is plenty of headroom, and it also tells us the brain has not yet spread beyond a core group.
- Reading the trend: the direction is gentle growth rather than a step change. A small, steady group is a healthy base, but it is also a key-person risk if most questions come from a handful of people. I have not broken the questions down by person for this deck, and I would like to do that before the next review.
4. Value delivered
What the evidence supports:
- Revenue operations and depot account managers are using the brain to read delivery-exception tickets next to account and call history, which is the use case it was bought for.
- Usage has not dropped away since go-live, and there are no overdue invoices, so there is no sign of a commercial problem.
What the evidence does not yet show:
- A measured saving in time or a count of retail contracts caught early. We have not captured that number, and I would rather agree a simple way to record it with your team than estimate it for you.
A clear, agreed statement of value matters ahead of any renewal conversation, so this is the main piece of work I suggest below.
5. Support and service
| Measure | Last month |
|---|---|
| Tickets raised | Three |
| High priority tickets | None |
| Overdue invoices | None |
- Three tickets in a month from this size of group is a normal, quiet level.
- None were high priority, so there was no P1 response to measure against the Growth service level.
- I have not seen anything in the ticket history that points to a connector that has stopped loading or to stale data. If your team has noticed otherwise, please tell me and I will check the refresh records.
6. Issues and open questions
- Breadth of adoption. Between eight and nine active users out of 40 licensed. Are there depots or teams that have not been shown the brain yet?
- Dashboards. The Growth tier includes the dashboards builder. I would like to understand whether the revenue operations team has built anything of its own, because that shows real investment.
- Connectors. I have not seen a need for more connectors, but it is worth asking whether any source system has changed or is about to change.
7. Plan for the next quarter
| Action | Owner | Timing |
|---|---|---|
| Short working session with revenue operations to agree how value is measured | Marcus Bell with the Brackwell revenue operations lead | Within the next few weeks |
| Walk-through of the brain for any depot account managers who have not used it | Marcus Bell | Before the next review |
| Review of questions asked and who is asking them | Marcus Bell | Before the next review |
| Early renewal conversation covering the term ending 30 Nov 2025 | Tom Ashdown | Ahead of the renewal notice |
8. Renewal outlook
The current term ends on 30 Nov 2025. Tom will lead the commercial conversation and I will bring the usage and value evidence from this review. Nothing here is a decision. It is a plan so that nobody is surprised when the renewal notice goes out.
9. Next steps
- Happy to jump on a call with your team this month to go through the open questions.
- Shall we book 30 minutes with revenue operations to agree what a good outcome looks like?
Thanks, Marcus
Unusual terms
Current to 9 Oct 26- Narrow adoption: eight to nine active of 40 licensed users
- Value not yet measured