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Scheduling your QBR

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Liam Doherty welcomes the usage story and books the QBR for a Tuesday 10:00 call. He wants depot account managers to join, because getting the depots onto the brain is the main thing he is asked.

What was said

What this says

Current to 10 Oct 26

Liam Doherty welcomes the usage story and books the QBR for a Tuesday 10:00 call. He wants depot account managers to join, because getting the depots onto the brain is the main thing he is asked.

Ask: Liam wants a couple of depot account managers on the first part of the QBR so they see the brain on a real account.

Customer view: positive about the usage numbers, and under internal pressure to get the depots on it. He frames the single view as the point of the purchase.

Next: Marcus agrees, will keep the first part practical, and needs the attendee names to check access.

AI · claude-sonnet-5-5 · 10 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2024-09-25
Last message2024-09-27

Messages

  1. Marcus Bell
    Marcus Bell 25 Sep 2024 10:44
    to Liam Doherty
    Hi Liam, It's about time we got your QBR in the diary. I've pulled the numbers for the last quarter and there's a good story in there: more of your team are logging in, and the questions being asked are getting more varied. Happy to jump on a call and share my screen. What I'd like to cover: - how usage has moved since the last review - the delivery-exception tickets and calls coming through into the brain - which depots aren't on it yet - anything you want from the next few months Shall we book half an hour later this week or early next week? Let me know what suits and I'll send an invite. Thanks, Marcus
  2. Liam Doherty
    Liam Doherty 26 Sep 2024 15:51
    to Marcus Bell
    Marcus, Love that, thanks for pulling it together. Good to hear the numbers are going the right way, it feels that way from here too. This week is a bit mad, so early next week is better. Monday afternoon or Tuesday morning would both work for me. One ask: can I bring a couple of the depot account managers along for the first bit? Can we get the depots on it is basically the only thing I'm being asked at the moment. One view, that's the point, and I'd like them to see what it looks like on a real account rather than hear it from me. Cheers, Liam
  3. Marcus Bell
    Marcus Bell 27 Sep 2024 08:33
    to Liam Doherty
    Hi Liam, Bringing the depot account managers is a great idea. I'll keep the first part practical and show them how to find an account, its tickets and its calls in one place, then we can do the review proper once they drop off. Tuesday morning it is. I'll send the invite for 10:00 and share my screen from the start. If you could send me the names of whoever is joining, I'll check they're set up with access beforehand so nobody loses time on logins. Speak soon, Thanks, Marcus

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