Booking the QBR

Email thread

Marcus Bell asked to book the next quarterly business review. Pieter van Dam agreed and wants the shipper accounts with the most exception tickets on the first page. He offered Tuesday or Wednesday afternoon.

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As at Fri 9 Oct 2026

Marcus Bell asked to book the next quarterly business review. Pieter van Dam agreed and wants the shipper accounts with the most exception tickets on the first page. He offered Tuesday or Wednesday afternoon.

Ask: Pieter accepted the QBR and set the agenda priority: shipper accounts with the most exception tickets first.

Customer view: he uses the review to manage his own shipper portfolio, so value is tied to exception handling. He asked Marcus to pick a slot and send the invite.

Next: Marcus to send the invite for the following week.

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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Messages2

First message2025-08-21

Last message2025-08-21

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Messages

Marcus Bell 21 Aug 2025 12:54
to Pieter van Dam
Hi Pieter, It's time to put the next QBR in the diary. As Growth customers, you get one each quarter, and I'd like to use this one to look at how usage has moved since the spring and what your team would like to see next. I've pulled the numbers and can share my screen on the day. Shall we book 30 minutes to agree the date and the agenda first? Let me know a couple of times that work. Thanks, Marcus
Pieter van Dam 21 Aug 2025 14:27
to Marcus Bell
Marcus, Yes, let's do it. What is the plan for the agenda? I want the shipper accounts with the most exception tickets on the first page. Next week I can do Tuesday or Wednesday afternoon. Pick one and send the invite. Groet, Pieter

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