What was said
What this says
Current to 13 Oct 26After the QBR, Aisha Rahman flagged that active users looked lower than expected and asked for the admin walkthrough. Marcus Bell read the dip as the holiday period and will recheck, and offered a walkthrough on Thursday.
Ask: Aisha wants the admin walkthrough soon so she does not get permissions wrong. She also asked whether the lower activity is her reading or depot teams being off.
Customer view: mixed. She is engaged and careful, but the dip is unexplained, and Marcus's holiday reading is unverified.
Next: Marcus rechecks activity at the end of the following week and sends the depot breakdown with it.
The thread
Updated 9 Oct 26Messages
- Marcus Bell 3 Jan 2025 13:29Hi Liam, hi Aisha, Thanks both for making time for the QBR. Here's a short note of what we covered, so we all have the same list. - Usage: the account is in good shape overall, with the brain being used well across the 40 licensed users. Activity was a little quieter over the holiday weeks, which I'd expect, but I'll keep an eye on it. - Depots: Liam wants more of the depot account managers using it. I'll put together a simple breakdown of who is logging in by depot. - Admin: Aisha is picking up more of the admin side, so I'll set up a walkthrough of the admin settings and how to add new users. - Support: there were a few tickets recently and I'd like to go through them with you so nothing is left hanging. If I've missed anything, say so and I'll add it. Otherwise I'll send the depot breakdown early next week. Thanks, Marcus
- Aisha Rahman 7 Jan 2025 17:39Hi Marcus, Thanks for the note, that's really helpful. Just flagging two things. First, I had a look at the usage page this afternoon and the number of people active looks lower than I expected for this week. Is it me or are a lot of the depot teams still off? I've attached a screenshot so you can see what I'm looking at. I haven't tried to work out why, I thought it was better to ask you first. Second, I'd be grateful for the admin walkthrough as soon as you can fit it in. I'm happy to add the new users but I don't want to get the permissions wrong, and I'd rather someone showed me than learn it by trial and error. On 3 Jan 2025, at 13:29, Marcus Bell wrote: > - Admin: Aisha is picking up more of the admin side, so I'll set up a > walkthrough of the admin settings and how to add new users. Thanks, Aisha
- Marcus Bell 8 Jan 2025 08:55Hi Aisha, hi Liam, Thanks for the screenshot, Aisha, that's useful. I've pulled the numbers this morning and I can see what you mean. Activity does look lower than before Christmas. I'd read that as the holiday period for now, and I'll check again at the end of next week to see whether it picks back up. If it hasn't, we'll look at it together. For the admin walkthrough, shall we book half an hour on Thursday? I'll share my screen and take you through: - adding and removing users - what each permission does - where to see usage by person and by depot Liam, you're welcome to join if you'd like, though I know you're busy. If Thursday doesn't work, send me a couple of other slots and I'll fit round you. The depot breakdown will follow in the same email as the usage check. Thanks, Marcus