QBR follow-up and next steps

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Brannock Medical Supplies: documents · cs

After the QBR, Marcus Bell lists agreed actions. Sunita Bains confirms the summary and says a couple of users have changed role and one new account manager needs adding. Renewal talks with Priya Raman are flagged.

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Current to 11 Oct 26

After the QBR, Marcus Bell lists agreed actions. Sunita Bains confirms the summary and says a couple of users have changed role and one new account manager needs adding. Renewal talks with Priya Raman are flagged.

Customer view: Sunita confirms the summary matches her notes. Some licensed users no longer need access, and one new account manager needs a seat.

Renewal: Marcus says Priya will raise the renewal ahead of 30 Apr 2025. The customer does not comment on it in this thread.

Next: Sunita sends the user changes by the end of the week.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2025-03-20

Last message2025-03-25

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Marcus Bell 20 Mar 2025 15:05
to Helen Varley, Sunita Bains
Hi Helen, hi Sunita, Thanks for your time on the QBR. It was good to see how much the key-account managers are getting from the brain, and I've copied Priya so she has the same picture. A short summary of what we agreed: - Sunita to check that the 40 licensed users still match the people who need access, and tell me about any changes - I'll send the usage by trust for the team to use in their own reviews - Priya will be in touch about the renewal ahead of 30 Apr 2025, so there is plenty of time to talk it through If I've missed anything, shout. Happy to jump on a call if it's easier. Thanks, Marcus
Sunita Bains 25 Mar 2025 14:22
to Marcus Bell
Hi Marcus, Thanks for the summary, that matches my notes. I've been through the user list with Helen. A couple of people have moved role and no longer need access, and one of the new account managers needs adding. I'll send you the names by the end of the week so you can tidy it up on your side. I'll let you know if anything else comes up. Thanks, Sunita

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