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QBR: getting a date in the diary

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Amara Obi asks for a QBR date ahead of the contract end on 4 Jan 2027 and flags a slight dip in active users. Gemma Holt blames holidays, will check, and expects Rajesh to want to attend before renewal.

What was said

What this says

Current to 11 Oct 26

Amara Obi asks for a QBR date ahead of the contract end on 4 Jan 2027 and flags a slight dip in active users. Gemma Holt blames holidays, will check, and expects Rajesh to want to attend before renewal.

Ask: Amara wants an hour with Gemma, the retailer review lead and Rajesh, covering delivered value and the renewal. She is open about the dip in active users.

Customer view: Gemma thanks her for flagging it and thinks most of it is holidays. She will check whether anyone stopped for another reason.

Next: Gemma will check with Rajesh and wants a usage summary by team beforehand. The evidence does not show the QBR date or who attends.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2026-08-25
Last message2026-08-28

Messages

  1. Amara Obi
    Amara Obi 25 Aug 2026 13:51
    to Gemma Holt
    Hi Gemma, Let's get the next QBR in the diary. As a Growth customer you get these every quarter, and with the contract running to 4 Jan 2027 it is a good moment to look at what the brain has delivered so far and what you want from it next. I'll be honest about the numbers: active users have dipped slightly on the previous quarter. It's not dramatic, and it's the summer, so I'd expect some of it to be holidays, but I don't like to let a drop go unmentioned. It would help to understand whether it's seasonal or whether some people have drifted away. On the positive side, there have been no tickets in the last month and nothing is overdue on invoices. Could you do an hour sometime in the next fortnight or so? Who else should be in the room? I'd suggest you, whoever looks after the retailer review, and Rajesh if he's able to join, since we should cover the renewal. Best, Amara Amara Obi Customer Success Manager, BB-Demo
  2. Gemma Holt
    Gemma Holt 28 Aug 2026 11:10
    to Amara Obi
    Hi Amara, Thanks for flagging the dip, I'd rather you told me. I think a lot of it is holidays, half the account managers have been off at some point, but I'll ask around and see if anyone has stopped using it for another reason. An hour is fine. Next week is messy for us, so the week after is better, ideally a morning. I'll check with Rajesh and come back to you on who can attend. He's usually keen to see the numbers before renewal comes up, so I'd expect him to want to be there. If you can send a usage summary beforehand, that would help me prepare. Same as before, I'd like to see it by team. Cheers, Gemma

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