Hollins Tarrant / BG-Demo – QBR
Callcompleted
Hollins Tarrant · 4 Nov 2025 16:15
Marcus Bell's quarterly review for Hollins Tarrant on 4 Nov 2025 showed rising users and questions. Rob Ellery said he is happy to renew on Starter, subject to the renewal paperwork BG-Demo sends.
What was said
What this says
As at Fri 9 Oct 2026Marcus Bell's quarterly review for Hollins Tarrant on 4 Nov 2025 showed rising users and questions. Rob Ellery said he is happy to renew on Starter, subject to the renewal paperwork BG-Demo sends.
What happened: Marcus Bell took Rob Ellery and Jenna Price through the quarter. Active users were up by about a third, questions asked were up, and there were no tickets in the last month.
Customer view: Jenna said she would be lost without the brain and that a consultant dropped her spreadsheet on big clients. Rob said he is happy, subject to the paperwork.
Commercial: Marcus described the renewal as same tier, same users, same annual figure of £20k, as far as he knew. Rob said plainly he does not want to pay for more, so there is no seat upsell now.
Watch: The renewal is agreed in principle only, and the paperwork had not yet been sent on the call. Usage is still a small group on fifteen licensed users.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Marcus Bell to send both customer contacts a one-page usage summary from the call.
- BG-Demo to issue the renewal paperwork on the same tier and users.
- Marcus Bell to book thirty minutes with Jenna Price in early January for a pages tidy-up.
Risks
As at Fri 9 Oct 2026- The managing director's agreement is conditional on renewal paperwork that had not yet been issued.
- Rob Ellery does not want to pay for more, so any price or seat change could reopen the decision.
Opportunities
As at Fri 9 Oct 2026- Usage is broader than before, with questions spread across a handful of users, which supports a clean renewal.
Transcript
Jenna PriceHello! Sorry, sorry, I'm late again. Rob's just coming, he's finishing a call.
Marcus BellAfternoon, Jenna. No problem, it gives me a chance to get my screen set up. Have you had a decent week?- Jenna PriceNot bad, actually. Quieter than it has been. The team's still stretched, but it's calmer.
Rob ElleryHello. Sorry. Right, how long's this one?- Marcus BellHi Rob. About forty minutes, give or take. I'll try to keep it moving. I'm sharing my screen now, and I've pulled the numbers for the quarter. The short version is that it's good news, so I think you'll like it.
- Rob ElleryGo on then, I could do with some.
- Marcus BellSo, first thing. Active users are up on the previous quarter, by about a third. It's still a small group, but more people are logging in and they're coming back more often. Questions asked are up as well, which is the measure I care about most.
- Jenna PriceOh, that's nice. I thought it was a bit busier. Two of the newer consultants have started using it after I showed them in a team meeting.
- Marcus BellThat fits what I'm seeing. And it isn't all one person, which is the thing I look out for. The questions are spread across a handful of users now.
- Rob ElleryWhat are they actually asking it?
- Marcus BellMostly client account questions. Where a client stands, what's open in the placements pipeline, and whether there's an open ticket before somebody rings them. That's the stuff that used to mean three screens.
- Rob ElleryRight. So it saves them time.
- Jenna PriceIt does. One of them told me she stopped keeping a spreadsheet on her biggest clients, which was my favourite bit.
- Marcus BellLove that. Now, health of the platform. No tickets in the last month, nightly refresh has been landing on time, and all the connectors are loading. The record counts are growing as they should.
- Jenna PriceYeah, I haven't had to chase anything.
- Marcus BellYou've got fifteen licensed users on Starter and you're comfortably inside that, so there's no pressure on seats. If more of the firm joins, we can talk about that later. There's no need now.
- Rob ElleryGood, because I don't want to be paying for more.
- Marcus BellUnderstood. And I'll say that's not what this call is for.
- Rob ElleryWhat about the renewal? Tom mentioned it. Is that going to change?
- Marcus BellSame tier, same users, same annual figure of nineteen and a half thousand, as far as I know. Tom will confirm that in writing, so I won't speak for him. I'd just say the usage case looks better than it did in the summer.
- Rob ElleryThat's all I wanted to hear. Jenna, you're happy with it?
- Jenna PriceYes. I'd rather keep it than lose it. I'd be lost without it now, honestly.
- Rob ElleryFine. Then I'm happy, subject to what Tom sends.
- Marcus BellPerfect. So, next steps. I'll send you both the usage summary from today, one page. Tom will send the renewal paperwork. And Jenna, shall we book thirty minutes in the new year for a bit of a tidy-up on the pages?
- Jenna PriceYes, please. Early in January, once things settle.
- Marcus BellDone. Thanks both.
- Rob ElleryThanks. Bye.