What was said
What this says
Current to 13 Oct 26Marcus Bell sent notes from the 18 Mar 2025 check-in: usage rising beyond the revenue operations team, quiet support, clean billing. Two asks are logged for BB-Demo. There is no customer response in the thread.
Recap: Marcus recorded rising weekly logins, two tickets closed without back and forth, nothing outstanding on billing, and 40 licensed users on the Growth plan.
Ask: Liam wants a view of which depots ask the most questions and a short list of ways to start the quieter depots.
Next: Marcus asked Liam which depot managers to bring on next. These are Marcus's own notes, so the customer's agreement is not shown in the thread.
The thread
Updated 9 Oct 26Messages
- Marcus Bell 18 Mar 2025 11:42Hi Liam, Thanks for making time this morning. I've pulled the numbers and put the main points below so you have them to hand. What we covered: - Usage is moving the right way. The number of people logging in each week has gone up since the last quarter, and it's not just you and the revenue operations team any more. More of the depot account managers are in there asking questions. - Support has been quiet. A couple of tickets in the last month, nothing urgent, and both were closed without any back and forth. - Billing is clean, nothing outstanding on your side or ours. - You're using 40 licensed users' worth of the Growth plan across the group, and you said you'd like the depots to get more out of it before the year is out. What you asked for: - A simple view of which depots are asking the most questions, so you can see where to focus. I'll put that together for you. - Some thoughts on how to get the quieter depots started. I'll send a short suggestion list rather than a big plan. On your side, it would help if you could let me know which depot managers you'd most like to bring on next, and I'll look at how we can get them set up. You mentioned wanting to spot at-risk retail contracts earlier, before the customer rings you. That's the point of having tickets, calls and accounts side by side, so it's good to hear the delivery-exception tickets are being looked at in the same place. If you want to go through any of this again, happy to jump on a call. Thanks, Marcus Marcus Bell Customer Success Manager, BB-Demo