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Scheduling your quarterly review

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Amara Obi set up a QBR with Finance Director Steven Holroyd, who agreed a Wednesday afternoon and asked for usage numbers in advance and for Josh Pearce to attend. Amara flagged usage as a little down.

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Current to 14 Oct 26

Amara Obi set up a QBR with Finance Director Steven Holroyd, who agreed a Wednesday afternoon and asked for usage numbers in advance and for Josh Pearce to attend. Amara flagged usage as a little down.

Ask: Steven wants to see who is using the brain and wants the numbers before the meeting, not on the day. He asked for Josh Pearce to be brought in.

Customer view: the tone is brisk and sceptical rather than hostile. Value for the renewal on 3 Apr 2027 is the underlying question.

Next: Amara committed to send a usage summary by Tuesday, broken down by team and by who asks the questions, and to invite Josh with connector detail.

AI · claude-sonnet-5-5 · 14 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2026-08-14
Last message2026-08-20

Messages

  1. Amara Obi
    Amara Obi 14 Aug 2026 12:22
    to Steven Holroyd
    Hi Steven, Let's get the next QBR in the diary. Would a Tuesday or Wednesday next week work for you? Forty-five minutes should do it. Here's what I'll cover: how your 150 licensed users are using the brain, the tickets raised recently, and what we should look at before the renewal on 3 Apr 2027. Usage is a little down on last quarter and I would rather we talked about that properly than skip over it. Is there anyone else on your side who should join? Best, Amara
  2. Steven Holroyd
    Steven Holroyd 17 Aug 2026 10:48
    to Amara Obi
    Amara, Wednesday afternoon is fine. Who's using it? That's what I want to see. Send me the numbers before we meet, not on the day. Josh Pearce will know the detail, so bring him in. Steven Holroyd
  3. Amara Obi
    Amara Obi 20 Aug 2026 14:40
    to Steven Holroyd
    Hi Steven, Thanks. Wednesday afternoon next week it is. I'll send the usage summary by Tuesday so you have it in advance, broken down by team and by who is asking the questions. I'll invite Josh as well and ask him to bring anything he has on the connectors. Best, Amara

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