Scheduling our QBR

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Marcus Bell proposed a QBR on 2025-05-09 and Becky Lawton accepted for Thursday after 14:00. She asked for the numbers by client, not only by team. Marcus booked 14:30 and agreed to start with the client view.

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Marcus Bell proposed a QBR on 2025-05-09 and Becky Lawton accepted for Thursday after 14:00. She asked for the numbers by client, not only by team. Marcus booked 14:30 and agreed to start with the client view.

Ask: Becky wants the QBR soon, before review season, and wants usage broken down by client because her account managers keep asking for it.

Customer view: positive and engaged. Marcus opened with more account managers asking the brain questions than last quarter, and Becky welcomed it.

Next: Marcus holds the Thursday 14:30 slot and needs two or three clients from Becky. The thread does not show whether the client-level cut exists today.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2025-05-09

Last message2025-05-09

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Marcus Bell 9 May 2025 08:44
to Becky Lawton
Hi Becky, Hope the week has treated you well. I'd like to get our next QBR in the diary. I've pulled the numbers and there's a good story in there for your account managers, particularly around how many more of them are asking the brain questions than last quarter. What I'd cover: - usage by team, so you can see who is getting the most out of it - the client review pages and what's been built so far - anything you want changing before the next round of client reviews Shall we book half an hour next week? Tuesday or Thursday afternoon would suit me, but I'm happy to work around you. Thanks, Marcus
Becky Lawton 9 May 2025 10:35
to Marcus Bell
Marcus, Love that. My team needs this before the review season properly kicks off, so sooner is better. Thursday works, any time after 14:00. Can we see it by client? That's what the account managers keep asking me for. If the numbers are only by team it won't help them much on the day. Becky x
Marcus Bell 9 May 2025 11:18
to Becky Lawton
Hi Becky, Thursday at 14:30 it is, I'll send the invite now. I'll share my screen and start with the client view, since that's the bit your team cares about most. If you can, send me the two or three clients you most want to look at and I'll have them ready. Thanks, Marcus

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