What was said
What this says
Current to 10 Oct 26Marcus Bell sent a recap after the review call: usage is up, no open tickets, and unused Starter licences leave room for depots. His plan needs depot names from Liam Doherty. No customer reply in the thread.
Ask: Marcus asks Liam for a shortlist of first depots and a contact at each. He will produce a depot manager guide, a walkthrough and a monthly usage report.
Customer view: none recorded. There is no customer response in the thread.
Context: Marcus notes the current term runs to the end of November and names Tom Ashdown as account owner for commercial matters. He says nothing needs deciding now.
The thread
Updated 9 Oct 26Messages
- Marcus Bell 3 Apr 2024 09:29Hi Liam, Thanks for your time on the review call. I wanted to get a short note over while it's fresh, so you've got something to point people at. What we covered: - Usage has picked up well compared with last quarter, and the growth is coming from the account managers rather than just revenue operations. - You have no open tickets and nothing overdue on the account, so the basics are in good shape. - The main opportunity is the depots. You've got licensed users on the Starter plan that nobody is using yet, so there's room to bring more people in without any change to the contract. What I'll do: - Put together a one-page guide for depot managers showing how to find an account, see its delivery-exception tickets and check the recent calls in one place. - Run a short walkthrough with whichever depots you pick first. Happy to share my screen and use your own accounts so it feels real. - Send you a simple usage report each month so you can see who's in and who isn't. What I need from you: - A shortlist of the first depots you'd like to start with. - A name at each depot who can be the person others go to. It's worth saying that your current term runs to the end of November, so there's plenty of time to show the value before we talk about next steps. Nothing to decide now. Tom Ashdown is your account owner if you want to chat about anything commercial down the line. Shall we book half an hour once you've picked the depots? Happy to jump on a call whenever suits. Thanks, Marcus