Arranging your quarterly review for the brain

Email thread

Marcus Bell asked new Finance Director Gareth Whitlam for a half-hour quarterly review, flagging a usage dip and the contract date of 30 Nov 2026. Mostly scheduling; there is no customer response in the thread.

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What this says

As at Fri 9 Oct 2026

Marcus Bell asked new Finance Director Gareth Whitlam for a half-hour quarterly review, flagging a usage dip and the contract date of 30 Nov 2026. Mostly scheduling; there is no customer response in the thread.

Ask: Marcus Bell asks Gareth Whitlam for a half-hour quarterly review, covering usage by team and person, what depot teams get from the brain and where the contract stands.

Customer view: there is no customer response in the thread. Gareth is new to the finance side and has had no catch-up with BG-Demo since taking over.

Next: Marcus offers Tuesday or Wednesday morning, or written questions first.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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The thread

Updated 9 Oct 26

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First message2026-06-19

Last message2026-06-19

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Marcus Bell 19 Jun 2026 11:50
to Gareth Whitlam
Hi Gareth, I'm Marcus, the Customer Success Manager for Brackwell at BG-Demo. We haven't had a proper catch-up since you took over the finance side, so I'd like to get the quarterly review in the diary. It's part of your Growth subscription and it's the right place to go through what the brain is being used for. I've pulled the numbers ahead of time. Day-to-day use has dipped a little over the last quarter, and I'd rather talk that through with you openly than let it sit in a report. You've got 40 licensed users, so it's worth looking at who is actually asking questions and who isn't. What I'd like to cover: - usage by team and by person - what the depot teams are getting from it, and what they aren't - where the contract stands ahead of 30 Nov 2026, so there are no surprises on either side Happy to jump on a call whenever suits. Would half an hour early next week work, Tuesday or Wednesday morning perhaps? If you'd rather have a few questions in writing first, send them over and I'll bring the answers with me. Thanks, Marcus

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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