Check-in notes from our catch-up

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Marcus Bell sent notes of the check-in on 24 Apr 2025. Usage is a little up, two minor tickets are open or answered, and the contract runs to 30 Nov 2025. There is no customer response in the thread.

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Marcus Bell sent notes of the check-in on 24 Apr 2025. Usage is a little up, two minor tickets are open or answered, and the contract runs to 30 Nov 2025. There is no customer response in the thread.

Position: Marcus reported a modest usage rise, mostly depot account managers, and users well inside the 40 licensed. One ticket is a how-to already answered; the other is a field question in the exception tickets view that he is checking with support.

Next: Marcus will bring Tom Ashdown in nearer the renewal and show him the usage numbers first. Liam is to say which depot managers are coming along.

AI · claude-sonnet-5-5 · 13 Oct 2026

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Updated 9 Oct 26

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First message2025-04-24

Last message2025-04-24

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Marcus Bell 24 Apr 2025 08:59
to Liam Doherty
Hi Liam, Thanks for making time yesterday. Here are my notes from the check-in, so we both have the same picture. Where things stand: - Usage is a little up on last quarter. It's a modest rise, but it's in the right direction, and it's mostly the depot account managers rather than your own team. - Two tickets in the last month, neither high priority. One was a how-to on searching across calls and tickets, and I've sent the answer over. The other is a small question on a field in the exception tickets view, which I'm looking at with our support team. I'll update you when I have something solid. - You're well inside the 40 licensed users. What we agreed: - I'll send the depot one-pager and the walkthrough invite for the next depot. - You'll let me know which depot managers are coming along so I can set up the account they'll look at. - The contract runs to 30 Nov 2025. I'll bring Tom Ashdown in nearer the time so the renewal conversation is a proper one, and I'll make sure he sees the usage numbers first. If I've missed anything or got something wrong, tell me and I'll correct it. Thanks, Marcus

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