Renewal conversation: finding a time
Email thread Ashwell Mercer Interiors · sales
Marcus Bell asked Finance Director Valerie Okon for a renewal call. She wants an outstanding invoice discussed first, gives no payment date, says the board must be consulted and suspects usage has fallen. Marcus confirmed usage is down.
What was said
What this says
As at Fri 9 Oct 2026Marcus Bell asked Finance Director Valerie Okon for a renewal call. She wants an outstanding invoice discussed first, gives no payment date, says the board must be consulted and suspects usage has fallen. Marcus confirmed usage is down.
Ask: Marcus Bell wanted a renewal conversation ahead of the Growth subscription end date of 22 Aug 2026. He offered a usage review and to bring in Priya Raman for the commercial side.
Customer view: Valerie Okon wants an outstanding invoice from earlier this year discussed first and gives no payment date. She cannot say much on renewal before speaking to the board, and she suspects fewer people are logging in.
Next: Marcus agreed to open the call with the invoice, ask finance to send the details and propose afternoon slots later that week. He accepted that fewer people are active than at the start.
The thread
Updated 9 Oct 26Messages
Marcus Bell 4 Jun 2026 11:02Hi Valerie, I hope you're well. Your Growth subscription runs to 22 Aug 2026, so I'd like to get a renewal conversation in the diary while there's still plenty of room. I've pulled the numbers for the last few months and I'd like to walk you through them, along with what your teams have been doing in the brain and what we could do to make it more useful for the credit control and project side. I also want to hear what's working and what isn't from your end. Shall we book half an hour? I'm happy to jump on a call whenever suits you over the next week or so. If it's easier, I can also bring Priya Raman in, as she looks after the commercial side of your account. Thanks, Marcus
Valerie Okon 8 Jun 2026 13:22Marcus, Thank you. I would like to be clear before we meet: there is an invoice from earlier this year that is still outstanding on our side, and I would want that discussed first. I am not in a position to give a payment date today. As to the renewal, I cannot say much until I have spoken to the board. Usage is a fair question. I suspect fewer of our people are logging in than when we started, and I would rather hear that from you than guess. Afternoons later in the week are best for me. Valerie Okon- Marcus Bell 8 Jun 2026 15:55Hi Valerie, Thanks for coming back so quickly, and for being straight about it. Understood on the invoice. I'll ask our finance team to send you the full details so you have the invoice in front of you before we speak, and we'll start the call there. I can't speak for finance on the payment side, but I'll make sure the right person is in the loop. On usage, you're right that fewer people are active than at the start. I'd like to understand why, because you have 40 licensed users and I'd like the brain to be earning its place for more of them. I'll bring a short summary rather than a long deck. I'll suggest a couple of afternoon slots later this week. Let me know if none of them work. Thanks, Marcus