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Booking in the QBR for the new year

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Brackwell Freight Ltd: documents logo Brackwell Freight Ltd: documents · cs

Marcus Bell proposes a new-year QBR. Liam Doherty agrees, asks for depot account managers to join, and wants to discuss getting more depots onto the brain. Mostly scheduling, with a clear adoption ask.

What was said

What this says

Current to 10 Oct 26

Marcus Bell proposes a new-year QBR. Liam Doherty agrees, asks for depot account managers to join, and wants to discuss getting more depots onto the brain. Mostly scheduling, with a clear adoption ask.

Ask: Liam accepts the QBR and wants a couple of depot account managers on the call so they see the usage picture first-hand.

Customer view: He is positive about usage moving the right way, but says a few depots are still working the old way.

Next: Marcus sends the invite for the first week back and adds the depot account managers once Liam supplies their names.

AI · claude-sonnet-5-5 · 10 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2024-12-20
Last message2024-12-23

Messages

  1. Marcus Bell
    Marcus Bell 20 Dec 2024 08:07
    to Liam Doherty
    Hi Liam, Before everyone disappears for Christmas, I'd like to get a quarterly review in the diary for the new year. I've pulled the numbers and usage is up on last quarter, which is good to see. I'd like to walk you through: - who is using the brain and how often - which depots are asking the most questions - the delivery-exception tickets and how they're showing up alongside calls and accounts - anything you'd like us to tighten up on the connectors side Shall we book half an hour? I can do the first week back or the week after, whichever suits you better. Happy to jump on a call at a time that fits around the depots. Thanks, Marcus
  2. Liam Doherty
    Liam Doherty 20 Dec 2024 10:19
    to Marcus Bell
    Hi Marcus, Love that, thanks for getting ahead of it. Good to hear usage is moving the right way. First week back works for me, probably later in the week once the post-Christmas rush has settled. Can we get a couple of the depot account managers on the call as well? One view, that's the point, and I'd like them to see what you've pulled together rather than just hearing it from me. I'd also like to talk about how we get more of the depots on it. A few of them are still doing it the old way. Cheers, Liam
  3. Marcus Bell
    Marcus Bell 23 Dec 2024 14:24
    to Liam Doherty
    Hi Liam, Great, that all works. I'll send the invite this afternoon for later in the first week back and add the depot account managers you mentioned. If you can drop me their names, or just forward the invite on, that's fine. I'll keep it to half an hour unless you tell me you'd like longer. I'll share my screen and start with the usage picture, then we can spend the rest on getting the depots using it more. Have a good Christmas and speak soon. Thanks, Marcus

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