Follow-up from our review call

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After the review call Marcus Bell summarised 25 Starter users and a contract ending 29 Aug 2024. Finance Director Elaine Turvey asked for a usage note for the board and said not to rush the renewal decision.

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Current to 14 Oct 26

After the review call Marcus Bell summarised 25 Starter users and a contract ending 29 Aug 2024. Finance Director Elaine Turvey asked for a usage note for the board and said not to rush the renewal decision.

Ask: Elaine wants to know who is actually using the brain and how often, in a form she can put before the board.

Customer view: Cautious. "Let's not rush the decision" signals the renewal is not assured.

Next: Marcus is to produce the usage note; Tom Ashdown is expected to follow up on next steps.

AI · claude-sonnet-5-5 · 14 Oct 2026

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Updated 9 Oct 26

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First message2024-07-15

Last message2024-07-16

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Marcus Bell 15 Jul 2024 11:19
to Harjit Bains, Elaine Turvey, Sukhvinder Dhillon
Hi all, Thanks for making the time last week. A quick summary so we all have the same notes: - Ardenmore has 25 licensed users on Starter; usage is concentrated in the client-relationship team - the most common questions are about scheme records and client meeting preparation - Sukhvinder is keeping the connectors tidy and nothing is outstanding on the support side The contract runs to 29 Aug 2024, so Tom will be in touch about next steps. In the meantime I'm happy to put together a short usage note for Elaine if that would help. Thanks, Marcus
Elaine Turvey 16 Jul 2024 13:56
to Marcus Bell
Marcus, Thank you for the summary. Yes, a usage note would be helpful. Who is actually using it, and how often? I'd like something I can put in front of the board before we talk about the renewal. Let's not rush the decision. Elaine Turvey

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