What it says
What this says
As at Fri 9 Oct 2026Quarterly business review deck prepared by Hollie Grieve, marked final version 1. It states the Growth tier, contracted annual recurring revenue of £50k and a term to 31 Mar 2027. It sets no service levels.
What it is: a customer-facing QBR deck from the CSM, dated 23 Aug 2026. It reports usage, value, support and opportunities for a Growth account.
Commits: it binds no one contractually. It lists actions with owners, such as Hollie walking leads through the dashboards builder and agreeing renewal preparation ahead of the renewal notice.
Unusual: usage is given only as "A small share of the licence, and rising" and "Up by roughly a third", with no questions-asked figure. The deck itself says usage is "concentrated in a few people", a key-person risk.
Not settled: the expansion proposal is mentioned but not described, and no price, scope or date is given. The deck does not show who at Pemaquid attended or received it.
As found in this document
As at Fri 9 Oct 2026- Date end31 Mar 2027Source: the AI read of this record
- Date start1 Apr 2026Source: the AI read of this record
Body
Pemaquid Analytics - QBR
Quarterly business review | Prepared by Hollie Grieve, Customer Success Manager, BG-Demo | 23 Aug 2026 | Final, version 1
1. Where we are
- Customer since 1 Apr 2026, on the Growth tier.
- Contracted annual recurring revenue: £50k.
- Current term runs to 31 Mar 2027.
- Account owner: Jordan Pike. Customer success manager: Hollie Grieve.
- Purpose of the brain at Pemaquid: customer success sees each distributor's tickets, usage and renewal calls together.
2. Usage
| Measure | Reading |
|---|---|
| Licensed users | 40 |
| Active users, 30-day average | A small share of the licence, and rising |
| Change against the prior quarter | Up by roughly a third |
What this tells us:
- Adoption is growing quarter on quarter, which is the direction we want at this stage of a new account.
- Only a fraction of the 40 licensed users are active in a typical month, so there is plenty of headroom before the user allowance matters.
- Growth in active users is a healthy sign, but the best test of value is questions asked, and we will track that closely with your team over the coming months.
3. Value
Read the whole document (2,950 characters)
- Your customer success team can now see tickets, usage and renewal calls for each distributor in one place instead of switching between systems.
- The dashboards builder is available on Growth, and we would like to see more of your own dashboards built, as that shows the team investing in the brain.
- Renewal preparation for your distributors is the clearest use case, and we want to make it routine.
4. Support and service
- One ticket in the last month, and none at high priority.
- No overdue invoices.
- Nightly refresh and availability have not raised any concerns from your side.
Nothing here needs escalation. We will keep watching connector loading and records indexed, because a flat trend there is the earliest sign of a source going stale.
5. Opportunities
- More teams. Usage is concentrated in a few people. Widening it to other teams that touch distributor accounts would spread the value and reduce reliance on a small group.
- Expansion. Jordan Pike has shared a proposal for expanding the Growth subscription. It follows the usage you are already showing.
- Renewal. Your term ends on 31 Mar 2027, so we will begin renewal preparation in good time ahead of the notice period.
6. Plan and owners
| Action | Owner | Timing |
|---|---|---|
| Walk your leads through the dashboards builder | Hollie Grieve | Before the next review |
| Identify further teams to bring onto the brain | Hollie Grieve with your customer success leads | Next few weeks |
| Discuss the expansion proposal | Jordan Pike | At your convenience |
| Agree renewal preparation | Hollie Grieve | Ahead of the renewal notice |
7. Questions
We would like to hear what is working, what is missing, and which questions your team still answers by hand. Please bring those to the review.