What it says
What this says
Current to 11 Oct 26Final QBR deck dated 1 Mar 2026 for the Growth subscription. It lists £44k as contracted annual recurring revenue and a term ending 2 Jul 2026. It states no availability or P1 response figures; renewal is to be priced on the current Growth list.
What it is: a customer success review by Daniel Okafor, marked Final, covering usage, support, value and renewal for a Growth subscription. It is a review deck, not a contract or order form.
Commits: it restates the account position, including 40 licensed users and a term ending Thursday 2 July 2026. Its only price figure is the table line "Contracted annual recurring revenue | £44k".
Unusual: the renewal "will be priced on the current Growth list rather than the original one", and any first-term discount ends at renewal. The exact renewal figure is deliberately left to a separate commercial note.
Not settled: the customer's own account of value is "still to be gathered", and no service levels or connector dates appear. The term end has passed since the deck, and the document does not show whether the renewal happened or at what price.
As found in this document
Current to 9 Oct 26- Date end2 Jul 2026Source: object_read:doc_077_018
- Date renewal2 Jul 2026Source: object_read:doc_077_018
- Price£44,000Source: object_read:doc_077_018
- Licensed users40Source: object_read:doc_077_018
- Current term endsThursday 2 July 2026Source: object_read:doc_077_018
- First-term discountAny first-term discount ends at renewal.Any first-term discount ends at renewal. · Source: object_read:doc_077_018
The document
Body
Delancey Haig - QBR
Quarterly business review, Growth subscription
Prepared by Daniel Okafor, Customer Success Manager, BB-Demo Date: Sunday 1 March 2026 Status: Final
1. Agenda
- Where the account stands
- Usage and adoption
- Support and service
- Value for the client-account directors
- Renewal and commercial position
- Risks and opportunities
- Actions and owners
2. Account at a glance
| Item | Position |
|---|---|
| Customer | Delancey Haig, London recruitment group |
| Customer since | Wednesday 3 July 2024 |
| Tier | Growth |
| Contracted annual recurring revenue | £44k |
| Licensed users | 40 |
| Current term ends | Thursday 2 July 2026 |
| Account owner | Priya Raman |
| Customer Success Manager | Daniel Okafor |
Delancey Haig bought Growth so that client-account directors could see each client's vacancies, placements, invoices and complaints together, instead of piecing them together from separate systems. This review looks at how well that is working and what we should do before the term ends.
3. Usage and adoption
Read the whole document (5,162 characters)
- On a typical day in the last month, a little under twelve people were active in the brain. That is a healthy core group, but well short of the 40 licensed users.
- Active use is up by roughly a tenth on the previous quarter, so the direction is right.
- The gap between licensed and active users is the main thing to work on. It is headroom rather than a problem, but it is also the first question a finance reviewer will ask at renewal.
- This pack does not break down questions asked, dashboards built or connector health by person. We should look at those together on the call, particularly whether a small number of people account for most of the questions.
What this tells us: adoption is growing steadily and the account is not in decline, but it sits on a small group of regular users relative to the licence.
4. Support and service
| Measure | Last thirty days |
|---|---|
| Tickets raised | None |
| High-priority tickets | None |
| Overdue invoices | None |
- No tickets were raised in the period, and nothing is outstanding.
- Invoices are paid on time.
- Silence from a smaller user group can mean things are working well, or that some people have drifted away. Usage is rising, which points to the first reading, but we should check it with the team rather than assume.
5. Value for the client-account directors
The case for Growth rests on one view per client. For the review we want to confirm with Delancey Haig:
- Which client-account directors use the brain weekly, and for which questions.
- Whether the joined-up view of vacancies, placements, invoices and complaints has changed how client conversations are prepared.
- Whether there is a client example where the brain surfaced a complaint or an invoice issue before it escalated.
- Which dashboards the team has built for itself, as a sign of their own investment.
These answers become the value summary that supports the renewal. At the moment we have a good picture of usage, but the customer's own account of the value is still to be gathered.
6. Renewal and commercial position
- The current term runs to Thursday 2 July 2026.
- The renewal falls after the date from which the current price book applies to renewals of earlier contracts, so the renewal will be priced on the current Growth list rather than the original one. Daniel will bring the exact figure and the order form changes in a separate commercial note, not in this deck.
- Any first-term discount ends at renewal.
- The renewal notice will go out well ahead of the end date, and Daniel will lead the conversation with Priya Raman supporting on commercial terms.
7. Risks and opportunities
| Type | Item | Moves |
|---|---|---|
| Opportunity | Many licensed seats not yet in regular use; wider rollout to more client-account directors and their teams | Renewal value case |
| Opportunity | Growing use could support a conversation about further teams or connectors | Next engagement |
| Risk | Regular use rests on a small group; a departure would be felt quickly | Renewal |
| Risk | Price step at renewal, with no value story from the customer yet | Renewal |
| Neutral | No tickets and no overdue invoices | Healthy baseline |
8. Actions and owners
| Action | Owner | By |
|---|---|---|
| Share this review and agree the value questions with the customer | Daniel Okafor | Within the next few weeks |
| Identify non-active licensed users and suggest a short enablement session | Daniel Okafor | Before the renewal notice |
| Prepare the renewal pricing note on the current Growth list | Priya Raman | Before the renewal notice |
| Send the renewal notice and set up the renewal conversation | Daniel Okafor | Ahead of Thursday 2 July 2026 |
9. Next steps
Just to close the loop: the account is stable and growing, and the job between now and July is to turn rising usage into a clear account of value that the customer's own team can stand behind. Daniel will come back to the customer with proposed times for the follow-up session.
Best wishes, Daniel
Unusual terms
Current to 9 Oct 26- Renewal priced on the current Growth list, not the original one
- Exact renewal figure deferred to a separate commercial note