Notes from our check-in
Email thread Ardenmore Pension Administration · cs
Marcus Bell sent Elaine Turvey notes from a check-in: steady usage, 25 licensed users on Starter, no open tickets. No customer response in the thread. Largely a logistical follow-up with an offer of a team session.
What was said
What this says
Current to 14 Oct 26Marcus Bell sent Elaine Turvey notes from a check-in: steady usage, 25 licensed users on Starter, no open tickets. No customer response in the thread. Largely a logistical follow-up with an offer of a team session.
Ask: Marcus sent notes and offered a usage summary showing who actually uses the brain, as Elaine had asked. He also suggested a short session for the wider team.
Customer view: There is no customer response in the thread. Elaine's request to see who is using it suggests she is weighing the value of the subscription.
Next: Send the usage summary and book the team session to widen adoption.
The thread
Updated 9 Oct 26Messages
Marcus Bell 11 Feb 2025 10:58Hi Elaine, Thanks for making time for the check-in. Here are the notes, so you have them to hand. - Usage is steady. A handful of people in the client-relationship team are using the brain regularly, and the numbers have been roughly flat since the autumn. - You have 25 licensed users on the Starter plan, so there is plenty of headroom if more colleagues want to join. - No open tickets, and nothing outstanding on invoices from our side. - I suggested a short session for the wider team to show a few simple ways of asking questions of your scheme data. Happy to jump on a call to plan that if it is useful. I've pulled the numbers into a short usage summary and can send that over if you would like to see who is actually using it, as you asked. Let me know if I have missed anything from your side. Thanks, Marcus