Mossbrook Data Partners / BG-Demo – QBR
Callcompleted
Mossbrook Data Partners · 30 Jun 2026 12:00
Quarterly review with Mossbrook Data Partners on 30 Jun 2026. Active use is rising on Starter, one ticket was handled well and payments are on time. Renewal is due 29 Aug 2026, with a Starter or Growth comparison promised.
What was said
What this says
As at Fri 9 Oct 2026Quarterly review with Mossbrook Data Partners on 30 Jun 2026. Active use is rising on Starter, one ticket was handled well and payments are on time. Renewal is due 29 Aug 2026, with a Starter or Growth comparison promised.
What happened: Marcus Bell reviewed usage, one ticket and the renewal. Joanna Platt then set out her client pipeline and asked who owns a referred client once it goes live.
Customer view: Nearly six people are active against 25 licensed users, and questions are now spread across the consultants. Joanna was pleased with the ticket handling, and Femi Adeyemi wants to decide in July.
Commercial: The contracted value of £24k matches the invoices. Sophie Ling said she would bring a short Starter and Growth comparison before the renewal, because consultants asked for dashboards, which is a Growth feature.
Watch: Femi questioned whether B-Viz is only used on Mossbrook's own account. Starter has a firm connector cap. The evidence does not show the renewal outcome.
Themes
As at Fri 9 Oct 2026Theme
Starter QBR and renewal
Importance
renewal
Sentiment
positive
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Marcus Bell sends the renewal notice, the usage chart, and a one-page note on ownership and the day-one freshness check.
- Sophie Ling sends the renewal paperwork in time for July with a Starter and Growth comparison.
- Joanna Platt sends the client short list and the walkthrough invite.
Risks
As at Fri 9 Oct 2026- Femi questioned whether B-Viz is only used on Mossbrook's own account rather than for its clients.
- Starter has a firm connector cap if more sources are connected.
- Ownership between Mossbrook and BG-Demo after a referred client goes live is still unclear.
Opportunities
As at Fri 9 Oct 2026- Only about six of 25 licensed users are active, so a walkthrough could bring in more consultants.
- Consultants asked for their own dashboards, which is a Growth feature.
- Joanna plans to introduce a handful of vetted clients this half of the year.
Transcript
Marcus BellHello, hello. Can everyone hear me alright? Joanna, I can see you. Femi, I think you're on mute.
Femi AdeyemiNot any more. Hello all. Sorry, I was finishing something in the other window.
Joanna PlattHi Marcus, hi Sophie. I'm in the car park at the office, so if I drop out, that's why. Meeting rooms are all taken. It's been very grey here, hasn't it?
Sophie LingHi both. It has, yes, though it's meant to brighten up later. Good to see you.- Femi AdeyemiBefore we start properly, if I may. How did the last referral go, from your end? The one Joanna passed across. I haven't had the full picture and I'd rather hear it from you than guess.
- Sophie LingYes, of course. It went well. Joanna's introduction was a good one, they came to the call prepared and they knew why they were there. It's early, so I'd rather not get ahead of myself, but I'll keep you both posted as it moves.
- Joanna PlattThat's what I wanted to hear. And it ties in with what I'd like to cover later, actually. I've got the client pipeline on my side and a couple of things I want to write down, so can we leave a few minutes at the end?
- Marcus BellAbsolutely, we'll make room. Right, let me share my screen. Can you see that? It should say quarterly review at the top.
- Femi AdeyemiYes, I can see it. Slightly small, but fine.
- Marcus BellI'll zoom in. Better? Good. So what I want to cover is simple. One, usage over the last quarter. Two, the ticket we had. Three, where we are on the renewal, which is coming up at the end of August. Then Joanna's pipeline, and anything either of you want to raise. I've pulled the numbers, so I'll keep it practical.
- Joanna PlattLovely. Go on.
- Marcus BellSo, active users first. Across the last month we've averaged nearly six people active in B-Viz on any given day. That's up by about three quarters compared with the previous quarter, which is a big jump. I'll be honest, it's from a small base, but it's the right direction.
- Femi AdeyemiNearly six. And we're licensed for how many?
- Marcus Bell25 licensed users. So there's plenty of headroom, which I'll come back to, because I think that's the interesting bit.
- Joanna PlattCan I ask who those six are? Because I think I know, but I'd like to check it against what I see on the delivery side.
- Marcus BellSure. Mostly your senior consultants, the ones who run the client warehouses day to day, plus you. And Femi, you dip in now and then, but not every day. The questions are spread across them, which is good. Last time we talked there was one person asking a big share of them, and that's less true now.
- Femi AdeyemiMm. That's helpful. I worry about that kind of thing. If one person leaves, does the whole habit go with them? What's in it for the rest of the team, if you see what I mean?
- Joanna PlattIt's a fair worry. Honestly, what's changed is that the consultants have started using it in client prep. Before a review with a client they ask it things about the setup, what's been changing, where the gaps are, rather than going round three systems by hand. Word has got round.
- Marcus BellThat fits what I'm seeing. The questions asked are the best measure of value, I think, and they've gone up with the users, not just stayed with a few heavy ones. I can send you the month on month chart afterwards.
- Sophie LingCan I jump in, Marcus? Joanna, when you say consultants are using it for client prep, is that for clients where you've got B-Viz running as well, or for your own side only?
- Joanna PlattBoth, really, but mostly our own side. We use Starter for our own client base. The clients who've gone live with you are a smaller group, and that's the thing I want to talk about later. Who owns this, us or you? Because at the moment the answer is a bit fuzzy.
- Sophie LingYeah, understood. Let's park that, and I'll make sure we get to it properly.
- Marcus BellOkay. Next, records indexed. This is the one I watch for staleness. If it's flat for weeks, something's broken at the source. And it's moving steadily, so the nightly refresh is doing its job and the connectors are all loading. Nothing looks stuck.
- Femi AdeyemiAnd how do we both know it's working? I mean, beyond you telling me it is. Is there something Joanna's team can check themselves?
- Marcus BellGood question. Yes. There's a freshness indicator on the admin page, and if you glance at it first thing, it should say the refresh finished before the working day started. If it ever doesn't, tell me or raise a ticket. I'd rather hear about it early.
- Joanna PlattLet's write that down. Add it to the checklist for the consultants on day one of any new client. What does the client need on day one? A way to know if the data is fresh. Simple.
- Marcus BellI like that. I'll draft a one-pager and send it over.
- Femi AdeyemiPlease. Put it in the agreement too, if it makes sense, so it's a shared expectation and not just something we remember.
- Sophie LingWe can look at that. Let's see what the one-pager says first and then decide whether it belongs in the partner paperwork or just in the onboarding notes.
- Femi AdeyemiFine by me.
- Marcus BellRight, tickets. We had one in the last month. It was high priority, so I want to run through it. Joanna, I think you raised it?
- Joanna PlattI did, or one of the team did on my behalf. It was a sync issue on one of the sources. It stopped loading after we changed something on our side, which is typical, we'd moved a few things around in the warehouse.
- Marcus BellThat's how I read it too. It was picked up quickly and sorted. I'm not going to promise anything about how engineering handles that kind of thing in future, but the support team got you moving again, and records indexed picked back up straight after.
- Joanna PlattYes, and I was pleased with how it was handled. I'd had a worry going in. We've all had suppliers where a ticket goes into a black hole. It didn't.
- Femi AdeyemiThat's one ticket in a month, which for the amount of use you're describing sounds healthy to me. Is that fair?
- Marcus BellI think so. It's a small number, but it comes with growing use, so it doesn't look like silence. People are using it, one thing went wrong, they told us, and we fixed it. That's what you want.
- Sophie LingAnd there's nothing outstanding on the invoicing side, just so that's said out loud. Everything's been paid on time, so no issues there.
- Femi AdeyemiYes. Our finance team would have said something otherwise. They're very good at that.
- Joanna PlattThey are. Quite loudly.
- Marcus BellHa. Good. Okay, so that's usage and support. I think the story is positive, and I'll say so in my notes. Now the renewal. Sophie, do you want to take this one, since it's your side?
- Sophie LingSure. So, just so we're all looking at the same dates. You joined on 29 Aug 2025, the current term ends on 28 Aug 2026, and the renewal date is 29 Aug 2026. Contracted annual value is £23,500, and that matches what's been invoiced, so there's nothing to reconcile there.
- Femi AdeyemiGood, I'm glad it's clean. I'm always a little wary of renewals. Last year's was the first time we'd done this with you, so there's a bit of a learning curve for us on how it works.
- Sophie LingThat's fair. The way it works is Marcus will send the formal renewal notice well ahead, and then I'll follow with the commercial paperwork. I'm not going to put numbers on the table today, because I'd rather you saw them written down and read them properly. I know you don't like signing anything you haven't read.
- Femi AdeyemiYou know me well. Thank you. When you say well ahead, what does that look like?
- Marcus BellWe send the notice about ninety days before the end of the term, so it'll land with you in the next few weeks. I'll put a reminder in my diary and I'll tell you both when it goes.
- Femi AdeyemiGood. And is there anything in the paperwork that's different from the original? I'd like to know now rather than in August.
- Sophie LingPricing for the next term will be set out in the renewal paperwork, and I'll go through it with you personally. I don't want to give you a half answer on a call. Otherwise, the structure's the same. Same tier, same service levels, unless you tell me you want something changed.
- Femi AdeyemiRight. Understood. And what's in it for the client if we change something? That's usually how I look at it.
- Sophie LingThat's the right question. Let me come to it in a minute, because it connects with what Marcus was saying about headroom.
- Marcus BellYes, so, back to that. You've got 25 licensed users and about six active. That's the plan we agreed at the start, so you're not doing anything wrong. But it means there's room for more of your consultants without any change at all. Shall we book half an hour with your delivery leads, and I'll run a short walkthrough for the ones who haven't started?
- Joanna PlattYes. Please. I'd happily put that in the diary. I can get you most of them in one slot if we do it after the Thursday team meeting. Who owns the invitations? I can do it, I'd like to, because they'll turn up if it comes from me.
- Marcus BellThat works. You send the invite, I'll bring the demo environment and a few real questions from your own data so it isn't generic.
- Joanna PlattPerfect.
- Femi AdeyemiCan I ask something slightly awkward? We've got the consultants using it for our own preparation, which is fine. But what I keep coming back to is whether we're only using it on our own account, when the whole point of the partnership was that it would help our clients.
- Joanna PlattIt's a fair point, and it's kind of what I wanted to raise. Can I do the pipeline now? Then it'll make more sense.
- Marcus BellGo for it. I'll stop sharing.
- Joanna PlattThanks. So, we have about sixty clients in the North West, mid-sized companies mostly, all on Snowflake in one way or another. Some of those are very natural fits for B-Viz. They've got their CRM, their tickets, their finance data all landing in the warehouse and nobody can see across it. I've got a short list of clients I would introduce, and I'd stake my name on each of them. I'm not going to hand you anyone who isn't ready.
- Sophie LingThat's exactly what we want. Quality over quantity. How short is the short list?
- Joanna PlattA handful for this half of the year. I'll send you the names after the call, with a line on why each one makes sense, what they've got connected, and who the contact is. And I won't just send it and disappear. I never let a referral go without a follow-up, so I'll check in with each one after you've spoken.
- Femi AdeyemiAnd I'd add, for clarity, that we only refer where it's right for the client. Not for a fee alone. If the arrangement pays its way, good, but that can't be the reason.
- Sophie LingCompletely agree, and that's how we've treated it so far. The partner arrangement is there to make that clean, and the implementation work is the other half of it. Your team delivering the setup is a big part of why clients get value quickly.
- Joanna PlattRight, which is where my question about ownership comes in. When one of our clients goes live, who owns what? Us or you? On the last one, there was a moment where a question about a connector went to the wrong person and we lost a couple of days. Nobody's fault, but I don't want to repeat it.
- Marcus BellI remember. That was a fair catch. My view is that the connector set-up and the data side is a joint job during implementation, and after go-live the adoption side is mine as the customer success manager, with the commercial side being Sophie's. But I'm happy to write that down so it's not just in my head.
- Joanna PlattYes, let's write that down. One page, who does what, from the first call through to the first review. Can you draft it, and we'll mark it up from our side?
- Marcus BellYes, I can do that this week or early next. I'll fold in the day one checklist we mentioned too, so there's one document and not two.
- Femi AdeyemiThat would be sensible. And I'd like it to say how we both know it's working. A simple check after the first month, something like that.
- Sophie LingI'll add a line on that. Femi, I think that's the heart of it, honestly. If the first month goes well for a client, the rest tends to follow.
- Joanna PlattAgreed. Okay. Can I ask about the other thing? The tier. We're on Starter, and with six or so users that's comfortable. But if the consultants all come on board, and if some of our clients' own teams eventually use it through us, are we going to run into limits?
- Marcus BellShort answer, not yet. You've got room on users. The limit I'd keep an eye on is connectors, because Starter has a firm cap there. Right now you're inside it, but if you start connecting more sources for your own use, we'd want to look at that together.
- Sophie LingAnd that's where the conversation about renewing on Starter or looking at something bigger comes in. Growth is built for several teams, and it adds the dashboards builder and a quarterly review like this one. I'm not suggesting you need it today. I'd just like us to look at it honestly before August, rather than at the last minute.
- Femi AdeyemiMm. That seems reasonable. I'd want to see what it would change for us in practice, not just a longer feature list. What would Joanna's people be able to do that they can't now?
- Sophie LingFair. I'll bring a short comparison based on how you actually use it, not a brochure. If it doesn't make sense, I'll tell you so.
- Femi AdeyemiI'd appreciate that.
- Joanna PlattWhile we're on it, one thing from the team. A couple of consultants asked whether they could build their own dashboards for client reviews. I said probably not on our plan, but I didn't want to guess.
- Marcus BellYou're right, that's a Growth feature. On Starter it's pages, chat and search. I can show them what you can do with pages in the meantime, which may get you most of the way for client prep.
- Joanna PlattThat would help. Put it in the session.
- Marcus BellWill do. It's on my list.
- Femi AdeyemiCan I come back to the renewal for a moment? Not on price, I hear you on that. Just on the process. If we decide to stay on Starter, is that a simple signature, or is there something more?
- Sophie LingSimple. Same order form structure, I'll send it over, you read it, and we discuss anything you want changed. If you go for a different tier, it's the same process with a bit more conversation up front.
- Femi AdeyemiGood. I'd rather decide in July than on the last day of August, so let's aim for that.
- Sophie LingJuly is perfect. I'll get the paperwork to you with enough time for you to read it twice.
- Joanna PlattHe will. He always does.
- Femi AdeyemiOnly because I've been caught out before.
- Marcus BellOkay. Let me recap what I've got, and tell me if I've missed anything. One, I send you the usage chart, month on month. Two, I draft the one-pager covering who owns what and the day one checklist, including the freshness check. Three, I run a walkthrough with your consultants, after the Thursday team meeting, and Joanna sends the invite. Four, I send the renewal notice.
- Sophie LingAnd mine. I send the paperwork for renewal in good time for July, plus the short comparison of Starter and Growth based on how you really use it. And I'll follow up on the referral conversation we started at the beginning.
- Joanna PlattAnd mine is the short list of clients, with a line on each, and the invite for the walkthrough. I'll get both over this week.
- Femi AdeyemiAnd I'll read what arrives, and say what I think. That's my contribution.
- Marcus BellHa. That's all we ask. Is there anything else either of you wanted to raise? Anything not working, anything annoying? It's fine to say it.
- Joanna PlattHonestly, no. It's a good quarter. The one thing I'd say is that it would be nice for the consultants to see more of what other people are asking, like a shared list of useful questions. But that's a nice to have.
- Marcus BellThat's a good idea, and I can do a version of it by hand from what I see, with your permission. I'll put the best ones in the session. I won't promise a product change, I'd be guessing.
- Joanna PlattFine. A hand-made list is plenty.
- Femi AdeyemiNothing from me. It's been a useful hour.
- Sophie LingIt's been fifty minutes, Femi, but I'll take it.
- Femi AdeyemiIt felt longer in a good way.
- Marcus BellRight, let's leave it there. Thanks both, thanks Sophie. I'll send the notes and the chart today, and the rest follows in the next week or so. Speak soon.
- Joanna PlattThanks all. Speak soon. Bye.
- Femi AdeyemiThank you. Goodbye.
- Sophie LingBye all, take care.
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