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Follow-up from our review: usage and next steps

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Marcus Bell's written note after a review with Liam Doherty and Aisha Rahman: active users down by roughly two fifths, depot managers not using it, and a three-part plan. There is no customer response in the thread.

What was said

What this says

Current to 10 Oct 26

Marcus Bell's written note after a review with Liam Doherty and Aisha Rahman: active users down by roughly two fifths, depot managers not using it, and a three-part plan. There is no customer response in the thread.

Ask: Marcus proposed a depot-by-depot usage view, a practical session for depot leads on their own retail accounts, and a regular admin slot with Aisha. He asked to book half an hour the following week.

Customer view: none recorded, as neither recipient replied in this thread. The note itself says revenue ops is getting value and depot managers are the gap.

Risk: with the term running to 30 Nov 2026, Marcus wants to start now rather than in the autumn.

AI · claude-sonnet-5-5 · 10 Oct 2026

The thread

Updated 9 Oct 26
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First message2026-01-05
Last message2026-01-05

Messages

  1. Marcus Bell
    Marcus Bell 5 Jan 2026 17:16
    to Liam Doherty, Aisha Rahman
    Hi Liam, hi Aisha, Thanks for making time for the review earlier. Here's a quick note of what we covered, so we're all working from the same page. What the numbers show: - Active users are down a good deal on the previous quarter, by roughly two fifths - The licence covers a much larger group than the people actually logging in, so there's plenty of room for more of the depot teams - No tickets in the last month, which is good news on the technical side, but it also means we're not hearing much from the wider user base What we talked about: - The revenue ops team is getting value, and the Tuesday review is the clearest example - The depot account managers aren't using it day to day, and I think that's the main gap - Aisha is getting more comfortable on the admin side, and I'd like to make sure she isn't left carrying that on her own What I suggest we do next: - I'll put together a short depot-by-depot usage view, so you can see which teams are and aren't asking questions - We run a practical session for the depot leads, built around their own retail accounts rather than a general demo - Aisha and I pick a regular slot for admin questions, so nothing sits waiting Your term runs to 30 Nov 2026, so there's time to turn this around, but I'd rather we started now than leave it until the autumn. If anything's missing from my notes, shout and I'll correct it. Happy to jump on a call if it's easier to talk through. Shall we book half an hour next week to agree the depot session? Thanks, Marcus

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