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Follow-up from the QBR

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Vellacott Payments: documents logo Vellacott Payments: documents · cs

After the QBR, Daniel Okafor recapped usage and owners. Philippa Gore, the COO, asked about the regulatory angle on admin cover and wants the renewal timetable in writing with a name against each action.

What was said

What this says

Current to 11 Oct 26

After the QBR, Daniel Okafor recapped usage and owners. Philippa Gore, the COO, asked about the regulatory angle on admin cover and wants the renewal timetable in writing with a name against each action.

Ask: Philippa wants two things: early warning of anything touching how complaints handling is evidenced to the FCA, and a written renewal timetable with named owners.

Customer view: She is formal and process-minded rather than hostile. Daniel's reply stresses that the brain runs inside the customer's own Snowflake account, so complaints data does not move.

Next: Femi owns admin cover with Daniel supporting, Tomasz owns priority client views, and Daniel owes proposed renewal dates. Sophie Ling joins as account executive.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2026-01-21
Last message2026-01-29

Messages

  1. Daniel Okafor
    Daniel Okafor 21 Jan 2026 14:49
    to Tomasz Wiśniewski, Philippa Gore, Femi Olatunji
    Hello all, Thank you for your time on the call. Just to close the loop, here is where we landed. Usage is moving the right way: active users are up on the previous quarter, and ticket volume has stayed low. You are now licensed for 160 users, and your contracted ARR stands at £103,000. Next steps as I understood them: - Femi and I to confirm admin cover for the brain, so that nothing depends on one person. - Tomasz to tell me which client views the complaints and onboarding teams want first. - Me to come back to you with a proposed date for the renewal conversation, ahead of the contract end on 9 Jul 2026. Please correct anything I have got wrong. How is the team finding it day to day? Best wishes, Daniel
  2. Philippa Gore
    Philippa Gore 26 Jan 2026 08:04
    to Daniel Okafor
    Daniel, Thank you for the note. Two points. First, what's the regulatory angle on the admin cover? If anything touches how we evidence complaints handling to the FCA, tell me early. Second, I would like the renewal timetable in writing, and a name against each action. Tomasz and Femi are copied and can take the detail. Philippa Gore
  3. Daniel Okafor
    Daniel Okafor 29 Jan 2026 10:46
    to Tomasz Wiśniewski, Philippa Gore, Femi Olatunji
    Hello Philippa, Tomasz and Femi, Thank you, Philippa. Taking your points in turn. On the regulatory angle: nothing in what we agreed changes where your complaints data sits, since the brain runs inside your own Snowflake account. I will say so plainly in the written summary, and I will raise it with you early if that ever changes. On owners: - Admin cover: Femi, with me supporting. - Priority client views: Tomasz. - Renewal timetable: me, and I will come back to you by the end of next week with proposed dates. Sophie Ling will join the renewal conversation as your account executive. Best wishes, Daniel

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