Kelvinhaugh Pension Services - QBR
Documentfinal Kelvinhaugh Pension Services · QBR deck · final · 11 Jun 2025
QBR deck by Daniel Okafor for a Growth customer, dated 11 Jun 2025. It states £44k contracted, 40 licensed users, a term ending 8 Feb 2026 and a Growth P1 response of 1 business hour. Usage is just under a dozen active users.
What it says
What this says
As at Fri 9 Oct 2026QBR deck by Daniel Okafor for a Growth customer, dated 11 Jun 2025. It states £44k contracted, 40 licensed users, a term ending 8 Feb 2026 and a Growth P1 response of 1 business hour. Usage is just under a dozen active users.
What it is: a customer-facing QBR deck prepared by Daniel Okafor, Customer Success Manager, for the 11 Jun 2025 review. It is not a contract, so the figures describe the account at that date.
Commits: the deck states a term ending "8 Feb 2026" and a P1 service level of "1 business hour" for Growth. Its actions are for Daniel to review usage by team, share question volumes and open the renewal conversation.
Unusual: usage is just under a dozen active users against 40 licensed, a dip of about five per cent. The deck says value should not rest on "a handful of people".
Not settled: the deck does not give the question volumes, the ticket's outcome, or whether the renewal conversation happened. It is over a year old and the term end has passed, so the current position is not shown.
As found in this document
As at Fri 9 Oct 2026- Date end8 Feb 2026Source: the AI read of this record
- Date renewal8 Feb 2026Source: the AI read of this record
- Price£44,000Source: the AI read of this record
- Current term ends8 Feb 2026Source: the AI read of this record
- Licensed users40Source: the AI read of this record
- P1 response (Growth service level)1 business hourSource: the AI read of this record
- Annual recurring revenue (contracted)£44,000Source: the AI read of this record
Body
Kelvinhaugh Pension Services: Quarterly Business Review
Prepared by Daniel Okafor, Customer Success Manager, BG-Demo Review date: 11 Jun 2025
Slide 1: Agenda
- Where the account stands
- How the brain is being used
- The value your teams are getting
- Issues and support
- Plan for the next quarter
Thank you for making the time. Just to close the loop on the last review, the actions from then are picked up in the plan at the end.
Slide 2: Account snapshot
| Customer since | 9 Feb 2024 |
| Tier | Growth |
| Annual recurring revenue (contracted) | £44k |
| Licensed users | 40 |
| Current term ends | 8 Feb 2026 |
| Payments | No overdue invoices |
The account is in good standing commercially, and the subscription runs to 8 Feb 2026.
Slide 3: Usage
Read the whole document (2,675 characters)
- Average active users over the last 30 days sit at just under a dozen, against 40 licensed users.
- That is slightly lower than the previous quarter, a small dip of about five per cent rather than a sharp fall.
- There is plenty of headroom in the user allowance. The question for us is how many more of your scheme-relationship managers can reach the brain.
- We would like to look at who is asking the questions, so that the value is not resting on a handful of people.
Slide 4: Value
- The brain gives your teams one place to ask about schemes and employers without reconciling systems by hand.
- The best measure of value is questions asked, and we will bring the month on month and year on year comparison to the next session.
- Dashboards built by your own team show where you are investing; we would like to hear which ones are used in client meetings.
Slide 5: Issues and support
| Item | Position |
|---|---|
| Tickets in the last 30 days | One |
| High priority tickets in the last 30 days | One |
| Overdue invoices | None |
The high priority ticket will be walked through in the session, including response against the Growth service level of 1 business hour for a P1. How is the team finding the support experience so far?
Slide 6: Plan for the next quarter
| Action | Owner | Timing |
|---|---|---|
| Review usage by team and agree who else should be onboarded | Daniel Okafor with your operations lead | Before the next review |
| Share question volumes with month on month comparison | Daniel Okafor | Before the next review |
| Agree which dashboards to build or retire | Your team with Daniel Okafor | Next quarter |
| Open the renewal conversation ahead of 8 Feb 2026 | Daniel Okafor | In good time before the term ends |
I will come back to you with the usage detail shortly after this review.
Best wishes, Daniel