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Calderbrook Housing Group - QBR

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Calderbrook Housing Group logo Calderbrook Housing Group · QBR deck · final · 9 Mar 2026

Final QBR deck from Amara Obi for the Growth tier account, shown as £44k contracted annual recurring revenue with 40 licensed users. It flags falling activity, key-person risk and unproven value ahead of the 1 Sep 2026 contract end.

What it says

What this says

As at Fri 9 Oct 2026

Final QBR deck from Amara Obi for the Growth tier account, shown as £44k contracted annual recurring revenue with 40 licensed users. It flags falling activity, key-person risk and unproven value ahead of the 1 Sep 2026 contract end.

What it is: a customer-facing quarterly business review presented by Amara Obi, who says she "took over this account recently". It is a review, not a contract.

Risks: "Active users are down roughly a seventh against the prior quarter" and questions are concentrated in a few people. It also admits "I cannot yet point to a number that says what the brain has saved your team."

Commercial: the deck states £44k and 40 licensed users, with the contract ending 1 Sep 2026. It defers pricing to the executed order form and does not state the renewal price.

Not settled: the deck names Tom Ashdown as account owner and Daniel Okafor as Customer Success Manager of record, while Amara presents. It does not show who owns the account now, and it gives no user counts or ticket dates beyond the stated three tickets.

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

As found in this document

As at Fri 9 Oct 2026
  • Date end1 Sep 2026Source: the AI read of this record
  • Date renewal1 Sep 2026Source: the AI read of this record

Body

Calderbrook Housing Group - QBR

Quarterly business review, Growth tier Presented by Amara Obi, Customer Success Manager, BG-Demo Date: Monday 9 March 2026 Status: Final

Why we are here

This review covers how Calderbrook Housing Group is using B-Glass, what is working, what has slipped and what we agree to do before the renewal on 1 Sep 2026.

I took over this account recently, so I want to be straightforward: this deck is built from the usage and ticket data as it stands, and I would like your view on where it does not match what you see day to day.

Your account at a glance

ItemDetail
Customer since2 Sep 2024
TierGrowth
Contracted annual recurring revenue£44k
Licensed users40
Contract end1 Sep 2026
Account owner at BG-DemoTom Ashdown
Customer Success Manager of recordDaniel Okafor
Overdue invoicesNone

What you bought the brain for

The goal was to let your business-intelligence team bring tenant calls, repairs tickets, complaints and rent arrears into one board-ready picture, instead of reconciling the systems by hand each month.

Usage: here's what the numbers say

Read the whole document (4,528 characters)
  • Regular activity is concentrated in a small group. The average number of active users over the last thirty days is a fraction of the 40 licensed users.
  • Active users are down roughly a seventh against the prior quarter.
  • A small group carrying most of the questions is a key-person risk. If one or two people move on or change focus, the brain goes quiet.
  • With so much of the licence unused, there is no case for extra users at present. The conversation is about adoption, not headroom.

What I want to understand from you: who else should have access? Which teams read the board pack but never open the brain?

Value delivered

  • The brain is live inside your own Snowflake account, so your data has not left your environment.
  • The Growth tier gives you the dashboards builder, and it is the clearest place to show value to your board.
  • I cannot yet point to a number that says what the brain has saved your team. That is a gap on our side, and I would like us to close it together before the renewal discussion.

Support and service

MeasureLast thirty days
Tickets raisedThree
High-priority ticketsNone
Overdue invoicesNone

Three tickets from a user base this size is low. Taken with the fall in active users, it suggests quiet drift rather than a problem we are failing to fix. I would rather hear a complaint than see silence.

Risks I see

  1. Declining activity. Fewer active users than last quarter, with questions concentrated in a few people.
  2. Renewal timing. The contract ends on 1 Sep 2026, and the renewal notice and conversation need to start well before then.
  3. Unproven value. Without a clear measure of time saved or reports produced, the subscription is hard to defend internally.
  4. Continuity. You have had more than one Customer Success Manager in a short period. That is not your fault, and I want to give you one consistent point of contact from here.

Opportunities

  • Re-engage the teams that consume the board pack, and show them how to ask the brain directly.
  • Build more dashboards for repairs, complaints and rent arrears so the board pack draws on live data.
  • Review which connected systems are loading well and whether any source has stalled since a system change on your side.

Proposed actions

ActionOwnerBy when
Agree a short list of board-pack use cases with the business-intelligence lead at your endAmara Obi with your teamBefore the end of the month
Review who has access and who shouldAmara ObiNext week
Confirm freshness and connector health for each sourceAmara ObiNext week
Draft a one-page value summary for your leadershipAmara Obi, with input from Tom AshdownBefore the next QBR
Book the next QBR and the renewal conversationAmara ObiWithin the next fortnight

Commercial position

  • Contracted annual recurring revenue is £44k on the Growth tier, with 40 licensed users.
  • The contract runs to 1 Sep 2026. Pricing at renewal will follow the terms in your executed order form, and Tom Ashdown will walk you through them well ahead of the date.

Next steps

Let's get the next QBR in the diary and agree the actions above. If anything in this deck does not match your experience, tell me and I will correct the record.

Best, Amara

Documentsmade from

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

Help & Support

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Help & Support

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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How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

What the data covers

DataRecords
Organisations225
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.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

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