Check-in notes
Email thread Penmaen Software · cs
Marcus Bell sent notes from the check-in: steady usage, forty licensed users with only a share active, one open ticket. Cerys Llewellyn will bring more of her team in and asked for a usage summary to pass to Huw.
What was said
What this says
Current to 14 Oct 26Marcus Bell sent notes from the check-in: steady usage, forty licensed users with only a share active, one open ticket. Cerys Llewellyn will bring more of her team in and asked for a usage summary to pass to Huw.
Ask: Cerys wants the usage summary in a form she can pass to Huw, who will want to see who is using it before he signs.
Customer view: She called the notes "a clear summary" and said she will push to get more of her people in over the next few weeks. That supports adoption and a stronger renewal case.
Next: Marcus should send a shareable usage summary, as Huw's own request in the renewal thread is still open.
The thread
Updated 9 Oct 26Messages
Marcus Bell 7 Jul 2025 17:45Hi Cerys, Thanks for your time today. Notes from the check-in, for your records: - Usage is steady across the team, with a small rise on last quarter. - Your people are mostly using the brain to read tickets and renewals per leisure operator, which is what you bought it for. - There is one open ticket, nothing urgent. - You have forty licensed users and only a share of them are active, so there is room to bring more of the team in. - The renewal date is 24 Jul 2025. Tom has the order form with Huw. Happy to jump on a call if you want to go through any of it again. Thanks, Marcus
Cerys Llewellyn 7 Jul 2025 19:00Marcus, Thanks, that's a clear summary. I've seen this work well when the whole customer success team gets going on it, so I'll push on getting more of my people in over the next few weeks. Could you send me the usage summary in a form I can pass to Huw? He will want to see who is using it before he signs anything. Diolch, Cerys