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Diary slot for our review

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Marcus Bell asked for a review slot. Liam Doherty welcomed the quiet ticket queue and asked how to set up more depot account managers and what happens nearer renewal. Marcus booked Tuesday at 10:00.

What was said

What this says

Current to 10 Oct 26

Marcus Bell asked for a review slot. Liam Doherty welcomed the quiet ticket queue and asked how to set up more depot account managers and what happens nearer renewal. Marcus booked Tuesday at 10:00.

Customer view: Liam is content and wants "no surprises" on renewal. He says more depot account managers are asking about the brain.

Offering: Marcus noted Starter with fifteen users and promised to cover how close they are and the options for adding people. Price questions go to Tom.

Next: Marcus to send usage numbers the day before the review.

AI · claude-sonnet-5-5 · 10 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2024-06-20
Last message2024-06-24

Messages

  1. Marcus Bell
    Marcus Bell 20 Jun 2024 15:15
    to Liam Doherty
    Hi Liam, Hope the week's been kind. I'd like to get a review in the diary. I've pulled the numbers and usage has kept climbing since we last spoke, which is good to see, and there were no tickets at all this month. I'm thinking of a short session where I share my screen and cover: - how usage has moved since the last check-in, by depot - the questions your team are asking most, and who's asking them - what you'd like from the brain over the second half of the year Would half an hour early next week suit you? Happy to work around your calendar. Thanks, Marcus
  2. Liam Doherty
    Liam Doherty 21 Jun 2024 12:07
    to Marcus Bell
    Marcus, Love that it's gone quiet on the ticket front, I'll take that. Early next week is fine. Monday is a mess but Tuesday or Wednesday morning is open. One thing I'd like on the list: a couple more of the depot account managers have started asking about it, so I'd like to know what it takes to get them set up properly. Also want to talk about what happens nearer renewal so there's no surprises on my side. Cheers, Liam
  3. Marcus Bell
    Marcus Bell 24 Jun 2024 08:39
    to Liam Doherty
    Hi Liam, Great, let's do Tuesday at 10:00. I've sent the invite over. I'll add both of your points to the agenda: getting the extra depot managers on, and a walk through the renewal timetable so you know what to expect and when. You're on the Starter plan with fifteen users, so we can look at how close you are to that and what the options are if you want to keep adding people. Anything on price I'll pass to Tom, but I can explain how it all works. I'll send the usage numbers over the day before. Thanks, Marcus

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