QBR follow-up and next steps
Email threadHollie Grieve summarised the QBR: usage up, nothing high priority open, Growth contract with 40 users to 29 Apr 2027. Greg Hasselbeck replied that things sound in good shape and asked to hear early of any price or terms change.
What was said
What this says
Current to 13 Oct 26Hollie Grieve summarised the QBR: usage up, nothing high priority open, Growth contract with 40 users to 29 Apr 2027. Greg Hasselbeck replied that things sound in good shape and asked to hear early of any price or terms change.
Customer view: Greg, the Chief Operating Officer, is satisfied and wants the renewal kept simple. He would rather hear of a price or terms change from Hollie than find it in an invoice.
BB-Demo position: Hollie recorded the contract as Growth, 40 licensed users, £50k a year, with invoices up to date. Danielle is to name the next team to bring on.
Next: Hollie goes through connectors with Trent and returns to Greg ahead of the renewal conversation.
The thread
Updated 9 Oct 26Messages
Hollie Grieve 21 Sep 2026 16:41Hi all, Thank you for your time on the QBR. Here is a short summary, as promised, so everyone has the same picture. Where things stand: - Usage is up again on the previous quarter, and more of the referral-relations team are asking questions of the brain each week. - The two tickets raised recently were handled in the normal way, with nothing high priority open. - Your contract is Growth, with 40 licensed users, at £50,000 a year, running to 29 Apr 2027. Invoices are all up to date. What we agreed: - Trent and I will go through the connectors together and note any source where the numbers still do not tie to his reports. - Danielle will let me know which team she would like to bring on next, so we can look at headroom against the licensed users. - I will come back to Greg well ahead of the renewal conversation, so there are no surprises. If I have missed anything or got something wrong, please reply and tell me. Kind regards, Hollie Hollie Grieve Customer Success Manager, BB-Demo
Gregory Hasselbeck 22 Sep 2026 15:56Hollie, Thank you. Clear and brief, which I appreciate. It sounds like things are in good shape. Please keep it simple on the renewal and let me know early if anything changes on price or terms. I would rather hear it from you than find it in an invoice. Danielle and Trent will handle the detail on the connectors. Greg Hasselbeck Chief Operating Officer, Quarrington Care Network