Pentreath Cold Chain - QBR
Documentfinal Pentreath Cold Chain · QBR deck · final · 14 May 2024
Final QBR deck for the Growth tier account, dated 14 May 2024. It states contracted annual recurring revenue of £43k, a term to 27 Dec 2024, and about eleven active users of 50 licensed. Support was quiet and invoices were paid.
What it says
What this says
As at Fri 9 Oct 2026Final QBR deck for the Growth tier account, dated 14 May 2024. It states contracted annual recurring revenue of £43k, a term to 27 Dec 2024, and about eleven active users of 50 licensed. Support was quiet and invoices were paid.
What it is: a customer-facing quarterly business review prepared by Daniel Okafor, Customer Success Manager, for Pentreath Cold Chain. It is a status and plan document, not a contract.
Claims: "Contracted annual recurring revenue is £43k" and "The current term runs to 27 Dec 2024". Usage is "Around eleven" active users against 50 licensed, up "by about two thirds" on the prior quarter.
Commits: it binds no one commercially. The plan assigns Daniel a depot how-to session and a usage summary, and Tom Ashdown the renewal conversation, all with loose timings.
Not settled: the deck is from May 2024 and is stale against the 9 Oct 2026 as-of date. It does not show what happened at the 27 Dec 2024 renewal, and the figure is a claim to check against the executed order form and invoices. The time saved by account managers is left as an open point.
As found in this document
As at Fri 9 Oct 2026- Date end27 Dec 2024Source: the AI read of this record
- Date renewal27 Dec 2024Source: the AI read of this record
- Date start28 Dec 2023Source: the AI read of this record
Body
Pentreath Cold Chain - QBR
Quarterly business review, Growth tier Prepared by Daniel Okafor, Customer Success Manager, BG-Demo Date: 14 May 2024 Account owner: Tom Ashdown Status: Final
1. Where we are
- Pentreath Cold Chain has been a BG-Demo customer since 28 Dec 2023, on the Growth tier.
- Contracted annual recurring revenue is £43k.
- The current term runs to 27 Dec 2024.
- The brain brings each client's temperature-excursion tickets, orders and contract reviews together, so account managers see one picture per client.
2. Usage
| Measure | Position |
|---|---|
| Licensed users | 50 |
| Average active users over the last month | Around eleven |
| Change in active users against the prior quarter | Up by about two thirds |
The direction is the good news: adoption has grown strongly since the last quarter. Active users are still a minority of the licensed users, so there is plenty of headroom for more teams and depots to start asking the brain.
3. Value delivered
Read the whole document (2,869 characters)
- Account managers use the brain to prepare client conversations without reconciling the ticketing, order and contract systems by hand.
- Temperature-excursion history sits alongside the contract review for the same client, which is the use case Pentreath Cold Chain bought Growth for.
- We would like to capture, in the customer's own words, how much preparation time this has saved. That is an open point for the next conversation.
4. Support and service
- No tickets were raised with BG-Demo support in the last thirty days.
- No high-priority tickets were raised.
- There are no overdue invoices on the account.
A quiet support queue alongside rising usage reads as health, not silence.
5. Opportunities
- Reach: invite the account managers and operations staff at the two satellite depots who are not yet using the brain.
- Depth: build more dashboards with the Growth dashboards builder, so the weekly client review runs from one view.
- Champions: identify two or three regular users who can show colleagues how they ask questions.
6. Plan for the next quarter
| Action | Owner | Timing |
|---|---|---|
| Run a short how-to session for depot teams | Daniel Okafor | Over the coming weeks |
| Agree which dashboards to build next | Daniel Okafor with the customer's operations lead | Before the next review |
| Share a usage summary ahead of the renewal conversation | Daniel Okafor | Well before the end of the term |
| Open the renewal conversation | Tom Ashdown | Ahead of the renewal notice date |
7. Summary
Usage is rising, support is quiet and invoices are paid. The priority for the rest of the term is to widen adoption across the depots so the value is clear when the renewal comes round on 27 Dec 2024.
Just to close the loop: Daniel will come back with a proposed date for the depot session.
Best wishes, Daniel