B-Glass
Marcus Bell

Wellbrook Facilities / BG-Demo – Check In

Callcompleted

Wellbrook Facilities logo Wellbrook Facilities · 27 May 2025 12:45

On 27 May 2025 Anita Mistry said Wellbrook is getting value and the usage dip of about 15 per cent came from a staffing shift. The team uses about a third of its 15 seats, so there is no push to expand.

What was said

What this says

As at Fri 9 Oct 2026

On 27 May 2025 Anita Mistry said Wellbrook is getting value and the usage dip of about 15 per cent came from a staffing shift. The team uses about a third of its 15 seats, so there is no push to expand.

What happened: Marcus Bell raised a usage dip of about 15 per cent on the quarter before. Anita Mistry put it down to a colleague moving teams and said usage is ramping back up.

Customer view: She reported no stale data issues and one how-to ticket on exporting data, which she called good support. She said the team uses about a third of what it has, with no rush to expand.

Commercial: There is no upsell pressure on the Starter subscription for now. Marcus noted the renewal is next year and will check in nearer the time.

Watch: the dip is explained by Anita alone, and the call does not show any other users or finance contacts.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Usage dip, spare capacity
Importance
neutral
Sentiment
positive
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Marcus Bell to send Anita Mistry a summary of the call.
  • Marcus Bell to catch up again in a few months and check in closer to the renewal.

Risks

As at Fri 9 Oct 2026
  • Usage fell about 15 per cent on the quarter before, tied to one person moving teams.
  • Using about a third of the 15 licensed users weakens the value case at renewal if adoption does not recover.

Opportunities

As at Fri 9 Oct 2026
  • Deepen use among the current team now, which supports the renewal and any later move to Growth.

Transcript

  1. Marcus Bell
    Marcus Bell
    Hi Anita. Thanks for making time. I've pulled the usage data for the last quarter and wanted to check in on how things are going with the brain.
  2. Anita Mistry
    Anita Mistry
    Yeah, we're getting value from it. Is there an issue?
  3. Marcus Bell
    Marcus Bell
    Nothing alarming. I'm just noticing that usage has dipped a bit, down about 15 per cent since the quarter before. I wanted to understand what's behind that, make sure everything's still working as it should be.
  4. Anita Mistry
    Anita Mistry
    Right. We had someone move to a different team a few months back, so less of a focus on sites for a while. But we're ramping back up.
  5. Marcus Bell
    Marcus Bell
    That makes sense. So it's not a product issue, it's just a staffing shift.
  6. Anita Mistry
    Anita Mistry
    Exactly.
  7. Marcus Bell
    Marcus Bell
    OK, good. From a system side, no complaints there? No data stale issues or anything?
  8. Anita Mistry
    Anita Mistry
    No, it's been fine. We did have one question about how to export data, someone on my team wasn't sure of the workflow. But I raised a ticket.
  9. Marcus Bell
    Marcus Bell
    Yeah, I saw that one. We got that sorted, yeah? Response was pretty quick.
  10. Anita Mistry
    Anita Mistry
    Yeah, you did. Good support.
  11. Marcus Bell
    Marcus Bell
    So in terms of where you're at, you're on 15 licensed users and you've got room to add more people if you want to. But sounds like the focus is just on getting the current team comfortable with it.
  12. Anita Mistry
    Anita Mistry
    Yeah, that's right. We're using about a third or so of what we've got, so no rush to expand.
  13. Marcus Bell
    Marcus Bell
    Fine. And your renewal's coming up next year, but we'll check in closer to that. For now, just keen to make sure you're getting the value you need and that there's no friction on the product side.
  14. Anita Mistry
    Anita Mistry
    That's good. I'll make sure the team knows they can raise anything with you.
  15. Marcus Bell
    Marcus Bell
    Great. I'll send over a quick summary of this, and I'll catch up with you again in a few months. Cheers, Anita.

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