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Scheduling the next QBR

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Marcus Bell proposed a January QBR with Liam Doherty at Brackwell Freight. Liam agreed to the second week of January, mornings, and said the real aim is getting depot managers onto the brain. Largely logistical, with a usage theme.

What was said

What this says

Current to 10 Oct 26

Marcus Bell proposed a January QBR with Liam Doherty at Brackwell Freight. Liam agreed to the second week of January, mornings, and said the real aim is getting depot managers onto the brain. Largely logistical, with a usage theme.

Ask: Marcus wanted a January QBR slot and flagged steady usage, a small dip in active users, no tickets and headroom on licensed users. Liam replied with a preferred week and asked for the pre-read.

Customer view: Liam explained the user dip as depot managers being off in a quiet December. He keeps returning to wider depot adoption as the point of the product.

Next: Marcus sends the usage summary ahead of the QBR and books a short agenda call first, as Liam suggested.

AI · claude-sonnet-5-5 · 10 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2025-12-24
Last message2025-12-29

Messages

  1. Marcus Bell
    Marcus Bell 24 Dec 2025 09:50
    to Liam Doherty
    Hi Liam, Hope the run-up to Christmas isn't too manic on the depot side. I wanted to get the next QBR into the diary before everyone disappears. I've pulled the numbers for the last quarter and a few things stood out: - Usage is steady, with a small dip in active users compared with the quarter before - No tickets from your team in the last month, which I'm reading as a good sign - You've got plenty of headroom on licensed users, so there's room to bring more of the depot account managers on if you want to I'd like to use the QBR to look at how revenue ops and the depots are using the brain day to day, and whether there's anything on the connector side you'd like us to look at. Happy to jump on a call and share my screen so we can go through it together. Could you let me know which week in January suits you? Early in the month is probably easiest for me, but I can work around you. Thanks, Marcus
  2. Liam Doherty
    Liam Doherty 29 Dec 2025 14:06
    to Marcus Bell
    Hi Marcus, Thanks for this, and sorry for the slow reply, I've been around most of this week but in and out. Good to hear the numbers are steady. The dip in users doesn't surprise me, a few of the depot managers have been off and December is always quiet for us. Can we get the depots on it properly in the new year? That's the real point, one view of accounts, tickets and calls. For the QBR, the second week of January works best. Mornings are better than afternoons. If you can send over what you've pulled beforehand I'll have a look and bring a short list of things I'd like to cover, mostly around getting the depot managers using it more. Shall we book half an hour first to agree the agenda, then the full session after? Cheers, Liam On 24 Dec 2025, at 09:50, Marcus Bell wrote: > I wanted to get the next QBR into the diary before everyone disappears. > Could you let me know which week in January suits you?

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