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Brackwell Freight Ltd - QBR

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Brackwell Freight Ltd logo Brackwell Freight Ltd · QBR deck · final · 1 Oct 2024

Final quarterly business review dated 1 Oct 2024 for a Starter customer: just over six daily users against fifteen licensed, no overdue invoices, term ending 30 Nov 2024. No price or service figures are stated, and no pound value has been put on the brain.

What it says

What this says

As at Fri 9 Oct 2026

Final quarterly business review dated 1 Oct 2024 for a Starter customer: just over six daily users against fifteen licensed, no overdue invoices, term ending 30 Nov 2024. No price or service figures are stated, and no pound value has been put on the brain.

What it is: a customer success review prepared by Marcus Bell, marked Final. It is not a contract and sets no price or service levels.

What it says: usage is up about a third on the previous quarter, with "just over six" daily users against fifteen licensed. Payment is in good order and one high priority ticket was raised in the last thirty days.

Unusual: the deck admits "We have not put a pound value on this yet." It also questions whether Starter, built for one team, still fits as depot account managers join.

Not settled: the term ended on 30 Nov 2024 and the deck does not show what followed. It names Tom Ashdown as account owner, and the evidence does not show whether that still holds. The deck is stale against the 9 Oct 2026 as-of date.

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

As found in this document

As at Fri 9 Oct 2026
  • Date end30 Nov 2024Source: the AI read of this record
  • Date renewal30 Nov 2024Source: the AI read of this record

Body

Brackwell Freight Ltd - Quarterly Business Review

Prepared by: Marcus Bell, Customer Success Manager, BG-Demo Account owner: Tom Ashdown Review date: Tuesday 1 October 2024 Status: Final

Where we are

ItemPosition
Customer since1 Dec 2023
TierStarter
Licensed usersfifteen
Current term ends30 Nov 2024
Overdue invoicesnone

Brackwell Freight bought the brain so that revenue operations and the depot account managers can see accounts, delivery-exception tickets and calls together, and spot at-risk retail contracts early. This review covers how that has gone over the last quarter and what we suggest for the months ahead.

Usage

  • Average daily active users over the last thirty days sit at just over six, against fifteen licensed users.
  • That is up by about a third on the previous quarter, so more people are opening the brain in the working week.
  • There is plenty of headroom on the Starter user allowance. Nobody is pressing against the limit.
  • The trend matters more than the level: usage is moving in the right direction, and it is coming from more than one desk.

Value

Read the whole document (3,462 characters)
  • The brain is being used for what it was bought for: looking at a retail account in one place rather than switching between the CRM, the helpdesk and call recordings.
  • Depot account managers are now part of the regular user group, not just revenue operations.
  • We have not put a pound value on this yet. That is something to work on together before the renewal conversation, using Brackwell's own examples of contracts spotted early.

Support and service

  • One ticket was raised in the last thirty days, and it was a high priority one.
  • No invoices are overdue, so the commercial relationship is in good order.
  • Nightly refresh and availability are covered by the standard Starter service level. We have nothing to flag from the monitoring side.

What is working

  • Steady growth in the number of people using the brain.
  • Good payment record and a straightforward working relationship with the team at Trafford Park.
  • A clear use case that Brackwell's managers describe in their own words.

What to watch

  • Usage is growing, but the user base is still a small part of the licence. We should find out which depots and roles are not yet using the brain.
  • The Starter tier is built for one team. As more depot account managers join, we should check whether the current shape still fits how Brackwell wants to work.
  • The term ends on 30 Nov 2024, so the renewal conversation needs to start now rather than in November.

Proposed next steps

ActionOwnerTiming
Walk through this usage picture with the Brackwell team and agree which examples show the valueMarcus BellThis month
Put together a one-page summary for the Managing Director ahead of the renewalMarcus BellBefore the renewal conversation
Open the renewal conversation and talk through whether Starter is still the right fit as usage growsTom AshdownIn the next couple of weeks
Confirm any commercial detail in writing; Tom will check the figures before anything is quotedTom AshdownBefore the end of the term

Summary

A positive quarter. More people are using the brain, invoices are paid on time and the use case is clear. The main job now is to turn that into a simple value story and a renewal that fits where Brackwell is heading.

Thanks, Marcus

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Glass is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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DataRecords
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People at customers862
BG-Demo staff records (in post and leavers)58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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