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Follow-up from our QBR

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After the QBR, Daniel Okafor summarised steady usage and room on 160 Enterprise licences. Philippa Gore asked for FCA reporting items to be separated out and for a named owner. Daniel took ownership and promised the summary by Friday.

What was said

What this says

Current to 11 Oct 26

After the QBR, Daniel Okafor summarised steady usage and room on 160 Enterprise licences. Philippa Gore asked for FCA reporting items to be separated out and for a named owner. Daniel took ownership and promised the summary by Friday.

Ask: Philippa wants anything touching FCA reporting separated from the other open points, and wants to know who owns the written summary.

Customer view: she confirmed the recap matched her notes and asked to hear early if anything slips.

Next: Daniel committed to the summary by Friday with a regulatory section. The evidence does not show it was delivered.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2026-07-21
Last message2026-07-22

Messages

  1. Daniel Okafor
    Daniel Okafor 21 Jul 2026 11:54
    to Tomasz Wiśniewski, Philippa Gore
    Hello Tomasz, hello Philippa, Thank you both for your time this morning. Just to close the loop on the QBR, here is where we landed. - Usage across partnerships, merchant onboarding and complaints is steady, and the number of people asking questions has been creeping up. The team is clearly finding it useful. - You have 160 licensed users on the Enterprise plan, so there is room for more teams to come on when you are ready. - Tomasz and I will keep our regular check-in going, and I'll come back to you with a short written summary of the open points by the end of the week. If I have missed anything you would like on the list, do tell me. Best wishes, Daniel
  2. Philippa Gore
    Philippa Gore 21 Jul 2026 12:17
    to Daniel Okafor
    Daniel, Thank you, that matches my notes. Two things from my side. First, what's the regulatory angle on the open points? I would like to see anything touching our FCA reporting separated out from the rest. Second, who owns the summary on your side? I assume you, but please confirm. If anything slips, tell me early. Philippa Gore
  3. Daniel Okafor
    Daniel Okafor 22 Jul 2026 16:52
    to Tomasz Wiśniewski, Philippa Gore
    Hello Philippa, hello Tomasz, Thank you, Philippa. To answer directly: I own the summary, and you will have it from me by Friday. I'll mark anything with a regulatory or reporting dimension in its own section so you can see it at a glance, and I'll flag anything that moves early rather than waiting for the next call. Tomasz, I'll put the working items in the shared notes so each one has a named owner. Best wishes, Daniel

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