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Notes from our check-in

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Brackwell Freight Ltd logo Brackwell Freight Ltd · cs

Marcus Bell sent notes from the check-in showing usage down, mainly among depot account managers. Liam Doherty agreed, took ownership of the adoption gap and asked for a usage split by depot and a session before renewal talks.

What was said

What this says

Current to 13 Oct 26

Marcus Bell sent notes from the check-in showing usage down, mainly among depot account managers. Liam Doherty agreed, took ownership of the adoption gap and asked for a usage split by depot and a session before renewal talks.

Ask: Marcus proposed a usage summary by team and a session for depot account managers, on site or by call, to show them the one view again.

Customer view: Liam confirmed the notes and described the drop as partly a problem of his own making. He does not want the renewal conversation to be about shelfware.

Next: Marcus to produce the usage summary split by depot and arrange the depot session ahead of renewal talks.

AI · claude-sonnet-5-5 · 13 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2025-09-02
Last message2025-09-02

Messages

  1. Marcus Bell
    Marcus Bell 2 Sep 2025 09:02
    to Liam Doherty
    Hi Liam, Thanks for making time for the check-in. I've pulled the numbers and here are my notes so we're both working from the same page. What we covered: - Usage: the number of people logging in each month has come down noticeably compared with the last quarter, and the depot account managers are the group that has dropped off most. - Value: the exception tickets and call view is still the part you use most for spotting retail contracts that are wobbling. - Licences: you have 40 licensed users on the Growth plan and we are using only a small share of them day to day. - Contract: the current term runs to 30 Nov 2025, so we have a few months to get things in a better place before we talk renewal. What I'd like to do next: - Look at which depots have gone quiet and why. - Share a short usage summary by team that you can take to the depot managers. - Book a session for the depot account managers, either on site or on a call, to show them the one view again. If I've got any of that wrong, say so. Happy to jump on a call if it's easier to talk it through. Thanks, Marcus
  2. Liam Doherty
    Liam Doherty 2 Sep 2025 11:47
    to Marcus Bell
    Marcus, Thanks for the notes, that's a fair summary. I won't pretend the drop surprised me, I've felt it on my side too. I think part of it is the summer. A few of the depot account managers went back to their own spreadsheets when things got busy, and once they're out of the habit it's hard to pull them back. Not a complaint about the brain at all. It's a me problem as much as anything: I haven't pushed it hard enough since the rollout. A usage summary by team would help a lot. Can you split it by depot if you can? Then I can see who is actually asking questions and who isn't. And yes to the session. One view, that's the point, so I'd rather get them in a room than send another reminder email. Can we get the depots on it properly before the renewal conversation starts? I don't want that to be a conversation about shelfware. Cheers, Liam

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