Follow-up from today's QBR
Email thread Hollins Tarrant: documents · cs
Marcus Bell's recap after the 7 May 2025 QBR to Jenna Price and Rob Ellery. Logins have dipped a little, one ticket in the month, and he proposes a saved-search walkthrough and a source check. No customer reply.
What was said
What this says
Current to 10 Oct 26Marcus Bell's recap after the 7 May 2025 QBR to Jenna Price and Rob Ellery. Logins have dipped a little, one ticket in the month, and he proposes a saved-search walkthrough and a source check. No customer reply.
Ask: Marcus Bell proposed a short walkthrough of time-saving saved searches and a check on which sources feed the brain.
Customer view: there is no customer response in the thread. Marcus notes the team is stretched and offers to keep it light.
Read: the dip in active users on a Starter plan with unchanged licensed users is an early adoption risk to the renewal.
The thread
Updated 9 Oct 26Messages
Marcus Bell 7 May 2025 10:04Hi Jenna, Rob, Thanks for your time on the call. Here's a quick recap of what I showed: - You're on the Starter plan with the same licensed users as before, and the number of people actually logging in has dipped a little since last quarter - The pages and search views for client accounts are still the most used - One ticket in the last month, nothing urgent What I'd suggest as next steps: - A short walkthrough of the saved searches that save the most time, so more of your licensed users get into the habit - A quick look at which sources are feeding the brain, so we know nothing has gone quiet Happy to jump on a call whenever suits. I know the team's stretched, so I'll keep it light. Thanks, Marcus