Follow-up from our QBR call
Email thread Brackwell Freight Ltd: documents · cs
After the QBR call, Marcus Bell recapped about four active users and asked for a depot list and key questions. Aisha Rahman asked for admin training and flagged leavers still on the user list; Gareth did not reply.
What was said
What this says
Current to 10 Oct 26After the QBR call, Marcus Bell recapped about four active users and asked for a depot list and key questions. Aisha Rahman asked for admin training and flagged leavers still on the user list; Gareth did not reply.
Ask: Aisha, now the main admin, wants proper training and was unsure whether to remove people who have left. She could not explain why two depot teams stopped asking questions.
Customer view: Gareth has not replied in this thread, so his position after the call is not shown. Aisha is cooperative but unsure of the product.
Next: Marcus will book an admin session, send Gareth a usage summary before 30 Nov 2026, and route price or terms to Tom Ashdown.
The thread
Updated 9 Oct 26Messages
Marcus Bell 1 Oct 2026 10:14Hi Gareth, hi Aisha, Thanks for making time for the review call. Here is a quick recap so we all have the same notes. What we covered: - Usage: the average over the last month is about four active people, which is down on the previous quarter. The Tuesday operations review is still the main use. - Admin: Aisha is now the main admin and is learning the settings largely on her own. I would like to change that. - Support: one ticket in the last month, and it is now closed. No invoices are overdue. What I'd like from you: - Aisha, could you list which depot teams would benefit from the brain but are not using it yet? Even a rough list helps. - Gareth, could you tell me which questions you would want answered before the term ends on 30 Nov 2026? I will pick up the admin training on my side and send dates. Thanks, Marcus
Aisha Rahman 2 Oct 2026 17:45Hi Marcus, Thanks for the recap, that was helpful. Just flagging a few things from my side. I've tried to put the depot list together, but I'm not sure I have it right. Two of the depot teams used to ask the brain questions regularly and I'm not sure why they stopped. I don't want to guess at the reason, so I've left that part blank. I've attached a screenshot of the admin page. Is it me or is the user list showing people who have left? I haven't removed anyone because I wasn't sure whether I should. And the admin training would really help. I'm still finding my way around the settings and I would rather learn it properly than click around. Thanks, Aisha- Marcus Bell 7 Oct 2026 15:49Hi Aisha, hi Gareth, Thanks, Aisha. That screenshot was exactly what I needed. On the user list: yes, a few of the accounts belong to people who have since left Brackwell. It is safe to remove them, and I can walk you through it so you are not doing it alone. Removing them will also make the usage figures a cleaner picture of who is really using the brain. Next steps: - I'll book a short admin session with Aisha, about an hour, and we can cover user management and connectors together. - I'll send Gareth a plain usage summary alongside the follow-up on his questions, so he has it in one place before the term ends on 30 Nov 2026. - Anything about price or terms goes to Tom Ashdown, and I will make sure he has the notes from our call. Gareth, if there is something specific you want the summary to prove or disprove, tell me and I'll build it around that. Thanks, Marcus