Follow-up from our quarterly review
Email thread Hollins Tarrant: documents · cs
One-way recap from Marcus Bell to Jenna Price and Rob Ellery after the quarterly review. Usage is rising, headroom exists on fifteen Starter users, and the renewal is due in January. No customer reply in the thread.
What was said
What this says
Current to 11 Oct 26One-way recap from Marcus Bell to Jenna Price and Rob Ellery after the quarterly review. Usage is rising, headroom exists on fifteen Starter users, and the renewal is due in January. No customer reply in the thread.
Ask: Marcus suggested asking two or three more consultants to try the brain, and offered to join a call with them.
Customer view: there is no customer response in the thread, so Rob's and Jenna's reaction to the recap is not shown.
Next: the account executive is to contact them nearer the renewal, which Marcus said is due at the start of January. Price was deliberately left out of the note.
The thread
Updated 9 Oct 26Messages
Marcus Bell 5 Nov 2025 15:09Hi Jenna, Rob, Thanks for making time today. Here's a short note of what we covered, for your records. - Usage is climbing. More people are using the brain each week than last quarter, and the questions they ask are about client accounts and the placements pipeline, which is what you bought it for. - You have fifteen licensed users on Starter, so there's room for more of the team to come on without any change to the plan. - No tickets open and nothing outstanding on invoices, so no housekeeping from our side. One suggestion: it might be worth asking two or three more consultants to try it and seeing whether it earns its place in their day. Happy to jump on a call with them if that helps. Tom will be in touch nearer the renewal, which is due at the start of January. I won't get into price, that's his side, but if you have any questions about usage in the meantime, just ask. Thanks, Marcus