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QBR follow-up and next steps

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After the QBR, Marcus Bell notes active users are lower than last quarter. Aisha Rahman cannot tell whether inactive users no longer need the brain or lost the link, and asks for an admin walkthrough.

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Current to 10 Oct 26

After the QBR, Marcus Bell notes active users are lower than last quarter. Aisha Rahman cannot tell whether inactive users no longer need the brain or lost the link, and asks for an admin walkthrough.

Ask: Aisha wants to understand the inactive users and have an admin walkthrough, preferring to ask rather than change something by mistake. She also queries why the users and connectors pages differ, which Marcus confirms they do.

Customer view: cooperative but unsure, and she appears to be carrying the admin side with little support.

Next: Marcus will bring a list of inactive users to the walkthrough. Liam Doherty has not yet sent the depot names.

AI · claude-sonnet-5-5 · 10 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2025-01-03
Last message2025-01-08

Messages

  1. Marcus Bell
    Marcus Bell 3 Jan 2025 11:55
    to Liam Doherty, Aisha Rahman
    Hi Liam, hi Aisha, Thanks for your time on the QBR call. Here's a short note of what we covered so you both have it in writing. Where things stand: - Active users are lower than they were last quarter. Some of that will be the quieter period over Christmas, but I'd like to look at it properly with you. - There were three tickets in the last month, one of them marked high priority. All have been answered, and I'm happy to go through them with Aisha if useful. - The delivery-exception and call data are being used together by the depot account managers, which was the point of buying the brain. What I'd suggest next: - Aisha and I pick a half hour to go through the admin side, so you're not carrying it alone. - Liam, you send me the depots you'd like to see more activity from, and I'll put together something short for them. Let me know if I've missed anything. Thanks, Marcus
  2. Aisha Rahman
    Aisha Rahman 3 Jan 2025 13:40
    to Marcus Bell
    Hi Marcus, Thanks for the note, that's really helpful to have. Just flagging two things. First, on the users, I've attached a screenshot of the admin page as I see it. I can see people who haven't logged in recently, but I'm not sure whether that's because they've stopped needing it or because they've lost the link. I didn't want to guess, so it would be good to understand it with you. Second, I'd welcome the admin walkthrough. I've been getting on with the basics, but I'm still learning where some of the settings are and I'd rather ask than change something by mistake. Is it me or are the connectors page and the users page showing slightly different things? Might just be me. Thanks, Aisha
  3. Marcus Bell
    Marcus Bell 8 Jan 2025 09:50
    to Liam Doherty, Aisha Rahman
    Hi both, Thanks Aisha, the screenshot helps. I've had a look and I'll go through it with you on the walkthrough rather than guess from here. On the users and connectors pages, they do show different things, so you're not imagining it. I'll explain how to read them together when we speak. Proposed plan: - Aisha and I take half an hour next week for the admin walkthrough. I'll send a couple of slots. - I'll bring a list of the users who haven't been in recently, so we can see who needs a nudge and who doesn't need a seat. - Liam, still keen to have your depot names when you have a minute. Happy to adjust if the Tuesday review is in the way. Thanks, Marcus

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