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Follow-up from our QBR

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Vellacott Payments logo Vellacott Payments · cs

After the QBR, Daniel Okafor summarised steady usage and room on 160 Enterprise licences. Philippa Gore asked for FCA reporting items to be separated out and for a named owner. Daniel took ownership and promised the summary by Friday.

What was said

What this says

As at Fri 9 Oct 2026

After the QBR, Daniel Okafor summarised steady usage and room on 160 Enterprise licences. Philippa Gore asked for FCA reporting items to be separated out and for a named owner. Daniel took ownership and promised the summary by Friday.

Ask: Philippa wants anything touching FCA reporting separated from the other open points, and wants to know who owns the written summary.

Customer view: she confirmed the recap matched her notes and asked to hear early if anything slips.

Next: Daniel committed to the summary by Friday with a regulatory section. The evidence does not show it was delivered.

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

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2026-07-21
Last message2026-07-22

Messages

  1. Daniel Okafor
    Daniel Okafor 21 Jul 2026 11:54
    to Tomasz Wiśniewski, Philippa Gore
    Hello Tomasz, hello Philippa, Thank you both for your time this morning. Just to close the loop on the QBR, here is where we landed. - Usage across partnerships, merchant onboarding and complaints is steady, and the number of people asking questions has been creeping up. The team is clearly finding it useful. - You have 160 licensed users on the Enterprise plan, so there is room for more teams to come on when you are ready. - Tomasz and I will keep our regular check-in going, and I'll come back to you with a short written summary of the open points by the end of the week. If I have missed anything you would like on the list, do tell me. Best wishes, Daniel
  2. Philippa Gore
    Philippa Gore 21 Jul 2026 12:17
    to Daniel Okafor
    Daniel, Thank you, that matches my notes. Two things from my side. First, what's the regulatory angle on the open points? I would like to see anything touching our FCA reporting separated out from the rest. Second, who owns the summary on your side? I assume you, but please confirm. If anything slips, tell me early. Philippa Gore
  3. Daniel Okafor
    Daniel Okafor 22 Jul 2026 16:52
    to Tomasz Wiśniewski, Philippa Gore
    Hello Philippa, hello Tomasz, Thank you, Philippa. To answer directly: I own the summary, and you will have it from me by Friday. I'll mark anything with a regulatory or reporting dimension in its own section so you can see it at a glance, and I'll flag anything that moves early rather than waiting for the next call. Tomasz, I'll put the working items in the shared notes so each one has a named owner. Best wishes, Daniel

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