Getting the QBR in the diary

Email thread

Merriott Lyle Distribution: documents · cs

Amara Obi, newly on the account, asks Deepa Chauhan for a QBR on 11 Aug 2026, citing a dip in active users against 200 licences. There is no customer response in the thread.

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Current to 11 Oct 26

Amara Obi, newly on the account, asks Deepa Chauhan for a QBR on 11 Aug 2026, citing a dip in active users against 200 licences. There is no customer response in the thread.

Ask: Amara wants an hour next week with Deepa, ideally with Tariq for the connectors and Malcolm because the renewal on 27 Feb 2027 is close.

Customer view: the thread holds no customer reply, so the reason for the dip is not shown. Amara deliberately asks Deepa for the explanation rather than guessing from the chart.

Next: Amara plans to send a short usage pack before the meeting and to fit the QBR around the monthly account-data review.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2026-08-11

Last message2026-08-11

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Amara Obi 11 Aug 2026 16:53
to Deepa Chauhan
Hi Deepa, I'm Amara, the Customer Success Manager for Merriott Lyle. I picked the account up recently, so I'm still getting to know the history, and I'd like to put that right with a proper QBR. Here's what the numbers say. Active users have dipped compared with the previous quarter, and we have licences for 200 people, so there is a lot of headroom that nobody is using. I don't want to guess at the reason from a chart. You know the branches and the credit control teams far better than I do, so I'd rather hear it from you. Could we find an hour next week? Tuesday or Thursday morning would suit me, but I'll work around you and the regional directors. If it helps, I can fit it around your monthly account-data review so credit control and sales are already in the room. Who else should have access, and who else should be on the invite? Tariq for the connectors, certainly, and I assume Malcolm will want to be there given the renewal on 27 Feb 2027 is not far off. I'll send a short usage pack ahead of the meeting so nobody is surprised by it. Best, Amara

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