Check-in notes and next steps

Hi Gemma, Thanks for your time today. As promised, here are the notes from our check-in, so we both have the same picture. Here's what the numbers say: usage is up well on last quarter, and the account managers are asking more questions than they were in the spring. That's the best measure of value we have, so well done on the rollout. You have 60 licensed users and there's still plenty of room in that, so nobody is being squeezed. What we agreed: - You'll pull together the list of people in customer service who should have access, and I'll check what that does to your licensed users before anything is switched on. - I'll look at the two tickets that came in recently and make sure both are properly closed out, not just marked resolved. - We'll get the next QBR in the diary for the autumn, well ahead of the renewal in the new year. One question back to you: who else should have access? You mentioned the retailer review preparation takes up a lot of your time, and I'd like to understand who else is feeding into that. Shout if I've missed anything. Best, Amara

Hi Amara, Thanks, that's a good summary. The account managers love it, honestly, and the retailer review prep is already quicker than last time. On customer service: yes, can we get them on? I'll send you the names early next week. I'd rather give you a proper list than a rough one. There might be a couple of people from the planning side who should be on it too, I'll check. On the tickets, one of them was ours, a mix-up over a report we'd built, so no need to chase that. The other one I'm less sure about, so do have a look. Autumn works for the QBR. Just not the first week back after the holidays, everyone will be buried. Cheers, Gemma