Clonvara Insurance Services: documents logo

Finding a time for a check-in

Email thread

Clonvara Insurance Services: documents logo Clonvara Insurance Services: documents · cs

Amara Obi flagged falling weekly usage against 40 licensed users. COO Brendan Moran agreed to talk, wants Siobhán present, and wants the reason for the drop explained before going further on the renewal.

What was said

What this says

Current to 11 Oct 26

Amara Obi flagged falling weekly usage against 40 licensed users. COO Brendan Moran agreed to talk, wants Siobhán present, and wants the reason for the drop explained before going further on the renewal.

Ask: Amara proposed a 30 minute check-in because weekly users have dropped back against the previous quarter, well below the 40 licensed users. Nothing had been raised by the customer.

Customer view: Brendan welcomed the candour but made the renewal conditional on understanding the drop. He named Siobhán as the person who knows day-to-day use.

Next: Amara will invite Siobhán, offer Wednesday or Thursday slots and bring usage by team. The thread does not show the meeting being held.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2026-08-26
Last message2026-08-27

Messages

  1. Amara Obi
    Amara Obi 26 Aug 2026 13:59
    to Brendan Moran
    Dear Brendan, I'd like to get a check-in in the diary with you in the next week or so. Here's what the numbers say: the number of people using the brain each week has dropped back noticeably against the previous quarter, and that is well below the 40 licensed users. That isn't a complaint from anyone, and nothing has been raised with us, but I would rather talk about it with you now than wait for the renewal conversation in October. Could you spare thirty minutes? I'd like to understand what good looks like for Clonvara over the next few months, and whether anything has changed in the team or in the systems you connect. Best, Amara Amara Obi Customer Success Manager, BB-Demo
  2. Brendan Moran
    Brendan Moran 27 Aug 2026 15:49
    to Amara Obi
    Dear Amara, Thank you for raising this directly. I would rather hear it from you than discover it for myself. I can make time next week, though I am out on Monday and Tuesday. Siobhán knows the day-to-day use far better than I do, so I would suggest she joins us. I would like to understand the reason for the drop before we go any further on the renewal. Kind regards, Brendan Moran
  3. Amara Obi
    Amara Obi 27 Aug 2026 17:25
    to Brendan Moran
    Dear Brendan, That works well. I'll invite Siobhán as well and propose a couple of slots for Wednesday or Thursday next week, and you can pick whichever suits. I'll bring the usage breakdown by team so we can see where the change has come from. Let's get the next conversation in the diary and take it from there. Best, Amara

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