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Delancey Haig - QBR

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Delancey Haig logo Delancey Haig · QBR deck · final · 30 Nov 2025

Final quarterly review deck dated 30 Nov 2025 for Delancey Haig on the Growth tier, prepared by Daniel Okafor. It reports rising users, no tickets and no overdue invoices, and warns that the term ends 2 Jul 2026 with list pricing at renewal.

What it says

What this says

As at Fri 9 Oct 2026

Final quarterly review deck dated 30 Nov 2025 for Delancey Haig on the Growth tier, prepared by Daniel Okafor. It reports rising users, no tickets and no overdue invoices, and warns that the term ends 2 Jul 2026 with list pricing at renewal.

What it is: a customer-facing QBR deck from BG-Demo's Customer Success Manager, Daniel Okafor, dated 30 Nov 2025 and marked Final. It reads the account as "a healthy, quiet account with room to grow".

Commits: it is not a contract, but it restates 40 licensed users and a current term ending 2 Jul 2026. Its table gives £44k as contracted annual recurring revenue.

Unusual: it tells the customer that "the first renewal is where the current list price for the Growth tier will apply, and any first-term discount comes to an end". It gives no new price figure.

Not settled: it makes no measured saving or revenue claim, and no outcome measure has been agreed. It is more than ten months old and the term end has passed, and the deck does not show whether the renewal happened.

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

As found in this document

As at Fri 9 Oct 2026
  • Date end2 Jul 2026Source: the AI read of this record
  • Date renewal2 Jul 2026Source: the AI read of this record
  • Price£44,000Source: the AI read of this record
  • Contracted annual recurring revenue£44,000Source: the AI read of this record
  • Licensed users40Source: the AI read of this record
  • Current term ends2 Jul 2026Source: the AI read of this record

The document

Body

Delancey Haig - QBR

Quarterly business review, Growth tier

Prepared by Daniel Okafor, Customer Success Manager, BG-Demo Account owner: Priya Raman Date: 30 Nov 2025 Status: Final


1. Why we are meeting

This review is a chance to step back from the day-to-day and look at how B-Glass is working for Delancey Haig. Three questions guide it:

  • Are the client-account directors using the brain as part of their normal week?
  • Is the platform behaving well enough that nobody has to think about it?
  • What should we plan for between now and the contract end date?

2. Your contract at a glance

ItemDetail
Customer since3 Jul 2024
TierGrowth
Contracted annual recurring revenue£44k
Licensed users40
Current term ends2 Jul 2026
Customer Success ManagerDaniel Okafor
Account ownerPriya Raman

Growth gives several teams one place to work from, plus the dashboards builder and a quarterly review such as this one.

3. What you bought the brain to do

Read the whole document (5,174 characters)

Delancey Haig places technology and finance professionals on contract and permanent terms. The brain was bought so that client-account directors could see each client's vacancies, placements, invoices and complaints together, rather than moving between systems and reconciling them by hand.

That purpose is the yardstick for everything that follows.

4. Usage: who is using the brain

  • Active users, averaged over the last thirty days, have risen compared with the previous quarter. The increase is a healthy one, roughly a fifth.
  • The number of people active in a typical month is still well below the 40 licensed users. That is headroom, not a problem: it means there is room for more of the business to join without any change to the contract.
  • Growth in the right direction, quarter on quarter, is the pattern we want to see at this stage of a first term.

What we would like to understand together: which client-account directors use the brain every week, and which have not yet found the moment where it saves them time.

5. Service and support

  • No support tickets were raised in the last thirty days.
  • No high-priority tickets were raised in the same period.
  • The nightly refresh has not been a topic of conversation, which is how it should be.

A quiet ticket queue can mean everything is working, and it can also mean people have stopped asking. Alongside the rising user numbers, we read it as the former. If anything is irritating the team and is not worth a ticket, please tell us anyway.

6. Commercial health

  • There are no overdue invoices on the account.
  • Payments have been made to terms, and there is nothing outstanding to resolve on either side.

Thank you to your finance team for keeping this so straightforward.

7. Value delivered so far

Based on what the evidence shows today:

  • More of your client-account directors are using the brain than a quarter ago.
  • The service has been stable enough to generate no support demand at all.
  • The brain sits inside your own Snowflake account, so the data stays in your environment.

What this deck does not claim is a measured saving in hours or a revenue figure. We have not yet agreed with you how Delancey Haig would measure that, and we would rather do it properly than guess.

8. Opportunities

OpportunityWhat it would meanWho to involve
Bring more client-account directors into regular useCloses the gap between active and licensed usersPriya Raman, Daniel Okafor
Build dashboards around complaints and placementsShows investment in the brain and gives a shared view for team meetingsClient-account directors, Daniel Okafor
Agree a simple way to describe the value to your leadershipMakes the renewal conversation easier for everyonePriya Raman, Daniel Okafor

9. Looking ahead to renewal

The current term ends on 2 Jul 2026. Because the account was signed under the earlier price book, the first renewal is where the current list price for the Growth tier will apply, and any first-term discount comes to an end. We would rather you heard this from us early than found it in a renewal quote.

We will send the formal renewal notice in good time, and Daniel will walk through the options with you before anything is put on paper.

10. Actions and owners

ActionOwnerTiming
Share a short usage view by director, so you can see who is and is not activeDaniel OkaforBefore the next review
Identify two or three client-account directors who would benefit most from a short refresherPriya RamanEarly in the new year
Agree what a good outcome looks like for the brain, in your own wordsPriya Raman and Daniel OkaforNext quarter
Open the renewal conversation, including pricing for the new termDaniel OkaforWell ahead of the contract end date

11. Closing

Thank you for your time and for the way your team has taken the brain on. Just to close the loop: the headline is a healthy, quiet account with room to grow, and the main job for the coming months is helping more people find the value.

Best wishes, Daniel

Documentsmade from

Unusual terms

As at Fri 9 Oct 2026
  • first-term discount ends at renewal
  • current list price applies at first renewal

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
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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