Harcastle Environmental - QBR
Documentfinal Harcastle Environmental · qbr_deck · final · 2026-03-04
Final Growth-tier QBR deck prepared 4 Mar 2026 by Marcus Bell. It reports rising use, a quiet ticket queue and contracted annual recurring revenue of £40k, with the term ending 10 Apr 2026. It states no availability or P1 response figures.
What it says
What this says
Current to 13 Oct 26Final Growth-tier QBR deck prepared 4 Mar 2026 by Marcus Bell. It reports rising use, a quiet ticket queue and contracted annual recurring revenue of £40k, with the term ending 10 Apr 2026. It states no availability or P1 response figures.
What it is: a customer-facing quarterly business review for Harcastle Environmental, presented by Marcus Bell with Lewis Kerr named as account owner. It says "The account is in good shape" and reads usage as headroom: a little over seven daily active users against 40 licensed.
Commits: it is not a contract. It restates "Contracted annual recurring revenue | £40k" and a term ending 10 Apr 2026, and sets actions: Lewis Kerr to confirm renewal terms and paperwork "Before 10 Apr 2026".
Not settled: the deck does not show whether renewal was agreed. The figure and term dates are the deck's own statements, not the executed order form, and should be checked against it. It cites no price list, discount or service levels.
Stale: it was prepared before the term end and is now several months old, so its renewal position is superseded by anything signed since.
As found in this document
Current to 9 Oct 26- Date end10 Apr 2026Source: object_read:doc_152_014
- Date renewal10 Apr 2026Source: object_read:doc_152_014
- Date start11 Apr 2025Source: object_read:doc_152_014
The document
Body
Harcastle Environmental - QBR
Quarterly business review, prepared 4 Mar 2026 Presented by Marcus Bell, Customer Success Manager, BB-Demo Account owner: Lewis Kerr Status: Final
1. Agenda
- Where the account stands today
- How the brain is being used
- The value Harcastle Environmental is getting
- Support and service health
- Contract and renewal
- What we plan to do next
2. Where we are
| Item | Detail |
|---|---|
| Customer | Harcastle Environmental, Wakefield |
| Sector | Waste management |
| Tier | Growth |
| Customer since | 11 Apr 2025 |
| Contracted annual recurring revenue | £40k |
| Licensed users | 40 |
| Current term ends | 10 Apr 2026 |
Harcastle Environmental bought Growth so that account managers can see each customer's collections, missed-collection tickets, calls and invoices together, across a base of about thirty thousand business customers in Yorkshire and the North East.
The account is in good shape. There are no overdue invoices, no open escalations and no high-priority tickets.
3. Usage
Headline: active use is moving the right way.
Read the whole document (4,248 characters)
- Average daily active users over the last thirty days are a little over seven, and that is up by about a fifth compared with the prior quarter.
- That is a small share of the 40 licensed users, so there is a lot of headroom. The people already using the brain are getting value; the opportunity is to bring more account managers in.
- Usage lags what customers tell us, so this is worth reading alongside the conversations we have had with the team during the term.
What this tells us
| Reading | What we take from it |
|---|---|
| Active users rising quarter on quarter | Adoption is building, not fading |
| Large gap between active and licensed users | Room to widen the rollout inside the current licence |
| Steady use of the Growth features | The dashboards builder and chat are earning their place |
4. Value
The reason Harcastle Environmental chose the brain was to stop account managers reconciling the collections system, the helpdesk, the call recorder and invoices by hand.
- One place to look at a customer before a call or a renewal conversation
- Missed-collection tickets read alongside the customer's history rather than in isolation
- Quicker answers to everyday account questions
I'd like to capture two or three concrete examples from the account managers themselves before the renewal, so the value is written down in their words and not just in our usage report.
5. Support and service
| Measure | This quarter |
|---|---|
| Tickets raised in the last thirty days | None |
| High-priority tickets in the last thirty days | None |
| Overdue invoices | None |
| Service credits due | None |
A quiet ticket queue alongside rising usage is a healthy pattern here. I'll keep checking that the nightly refresh is landing on time and that every connected source keeps loading.
6. Contract and renewal
- The current term runs from the start of the relationship on 11 Apr 2025 and ends on 10 Apr 2026.
- Contracted annual recurring revenue is £40k on the Growth tier with 40 licensed users.
- Lewis Kerr owns the commercial conversation and will come back to you on renewal terms. I'll support with usage and adoption evidence.
- Our 90-day renewal notice has been covered in earlier conversations, and the renewal is now a matter of weeks away.
7. Plan and next steps
| Action | Owner | When |
|---|---|---|
| Share this review and walk the team through it | Marcus Bell | This month |
| Gather examples of value from account managers | Marcus Bell with the Harcastle Environmental team | Before the renewal |
| Identify teams and people not yet using the brain | Marcus Bell | Next fortnight |
| Confirm renewal terms and paperwork | Lewis Kerr | Before 10 Apr 2026 |
| Book a short training session for new users | Marcus Bell | After renewal is agreed |
Questions for the team
- Which account managers would benefit most from being added first?
- Is there a source system you expect to change this year that we should plan around?
- Who should be the day-to-day contact for adoption going forward?
Happy to jump on a call whenever suits.
Thanks, Marcus