Feldmoching Software / BG-Demo – QBR
Callcompleted
Feldmoching Software · 9 Jul 2026 13:30
QBR with the CFO present. Contract and invoices agree at £50k, no credits due, usage about eight of forty users. Florian wants a sourced retention list in writing. Lukas is the only real admin.
What was said
What this says
As at Fri 9 Oct 2026QBR with the CFO present. Contract and invoices agree at £50k, no credits due, usage about eight of forty users. Florian wants a sourced retention list in writing. Lukas is the only real admin.
What happened: Elena Novak led the QBR with Katharina, Florian and Lukas. Florian took the commercial figures first, then left early.
Customer view: Florian called an unsourced retention claim an impression. He wants a written list at the next review, not a presentation. Lukas said the product now just runs.
Commercial: The term ends on 12 Feb 2027 and renewal is 13 Feb 2027. Elena would not state a renewal price from memory and will check the order form in writing.
Watch: Lukas is mainly the sole admin, which is key-person risk. The dashboards builder is barely used, though it could serve Florian's retention page.
Themes
As at Fri 9 Oct 2026Theme
QBR, retention value case
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- Elena Novak sends the written summary with contract, invoice, term, service credit and EU region references.
- Elena checks what the order form says about renewal and confirms it in writing.
- Lukas names a second admin to Elena for training.
Risks
As at Fri 9 Oct 2026- Florian sees retention impact as an unsourced impression until the list exists.
- Lukas is mainly the only admin, so absence would leave the account thin.
- The renewal price is not yet confirmed to the customer.
Opportunities
As at Fri 9 Oct 2026- A retention dashboard built from the renewal list would use the Growth dashboards builder.
- Rising usage and the renewal-preparation habit support the value case for the 2027 renewal.
Transcript
Elena NovakHello everyone. Katharina, Florian, Lukas, good afternoon. Can everybody hear me?
Katharina HuberGood afternoon, Elena. Yes, I hear you. Lukas is joining from the office, I think he is still finding the room.
Lukas BrandlHello, I am here. Sorry, the meeting room link opened the wrong account first. Can you hear me now?- Elena NovakClearly, thank you Lukas. Florian, I see you are connected but muted.
Florian WimmerGood afternoon. I am here. Before we start, may I ask for the numbers? I have a hard stop, so I would like the figures first.- Elena NovakYes, of course, that fits the agenda I sent. I propose this order. First, the commercial position and usage, which is for you, Florian. Second, tickets and service, where Lukas can add. Third, how Katharina's team uses B-Viz, and fourth, the renewal next year. I will make sure that everything is in writing afterwards.
- Florian WimmerFine. Go ahead.
- Elena NovakThe contract is Growth, and the contracted annual amount is £50,000. The invoiced annual amount is also £50,000, so the order form and the invoices agree. There are no overdue invoices. The licensed users are forty.
- Florian WimmerSource for the invoiced amount?
- Elena NovakOur accounting records, compared with the executed order form. I will attach both references in the written summary, so that you can check them with your own finance team.
- Florian WimmerPlease send it in writing. And the term. When does it end?
- Elena NovakThe current term ends on 12 Feb 2027, and the renewal date is 13 Feb 2027. Nothing is needed from you now. I mention it so that nothing is a surprise later.
- Florian WimmerUnderstood. Is the price for the renewal in the contract?
- Elena NovakTo be precise, I would not like to state a renewal price from memory. You signed under the order form, and I will check what it says about renewal and come back to you in writing. As agreed, I will not guess it on a call.
- Florian WimmerGood. That is the correct answer. Please do that.
- Elena NovakI will. Now the usage. Over the last thirty days, the average number of active users is about eight. Compared with the previous quarter, that is roughly double.
- Florian WimmerEight out of forty.
- Elena NovakYes. So there is plenty of headroom, and it also means the cost per active user is coming down as people join. I do not want to push you to add anything. I only say the trend is in the right direction.
- Florian WimmerWhat does that do to retention?
- Katharina HuberMay I take this one, Florian? That is more my side. We do not have a final figure yet, and I do not want to give you one that I cannot source. But my managers now prepare every renewal conversation with B-Viz, and I see that they arrive with the tickets and usage of the installer already in their hands.
- Florian WimmerWithout a figure, it is an impression.
- Katharina HuberYes, correct, it is an impression for now. That is why my team keeps a list. Installer name, whether we prepared with B-Viz, and whether it renewed. In a few months I can show you something real, with a source.
- Florian WimmerGood. Then I want that list at the next review, in writing. Not a presentation.
- Katharina HuberA list, then. Exactly as you like it.
- Elena NovakAnd I can place the usage next to it, so that the two are on one page. To confirm, that is an action for both of us.
- Florian WimmerFine. Now the tickets, please.
- Elena NovakLukas, perhaps you start, because you are the one who raises them. In the last thirty days there was one ticket, and none was high priority.
- Lukas BrandlYes, that was mine. A small question, nothing broken. It was answered and closed. Honestly, I expected to write more, in the first months. We had more questions then, and now it just runs.
- Katharina HuberWhich installer, which version, that is what I always ask about tickets. But here, Lukas, was it a question about our own use?
- Lukas BrandlAbout our own use, yes. How to set up something for the support team. Not about data. The morning refresh has been there every day when I check.
- Elena NovakThat agrees with what I see. The nightly refresh finished before seven in the morning on the business days. For Growth, the first response target for a priority one issue is one business hour, and you have not needed it. I am glad about that.
- Florian WimmerIs there any credit due to us for service?
- Elena NovakNo. There was no availability breach in the period that I can see, so no service credit applies. If that changes, I will tell you before you need to ask.
- Florian WimmerPlease confirm that in writing as well. I have to leave in a moment. Katharina, you decide the rest with Elena. I will look at the summary.
- Katharina HuberYes, of course, Florian. Thank you for coming.
- Florian WimmerThank you. Goodbye.
- Elena NovakGoodbye, Florian. Thank you for your time.
- Katharina HuberHe is always like this. Very short. But he reads everything you send him, believe me, so the written summary is important.
- Elena NovakI understand, and I will keep it exact. Now, Katharina, Lukas, let us talk about how your teams use it. In the usage data I see the questions are mostly about individual installers. Is that how you see it?
- Katharina HuberYes. Before a renewal call, my manager asks: show me tickets and usage for this installer. Two years ago we did that with three spreadsheets, and nobody trusted them. Now it is one place.
- Lukas BrandlFrom my side, I use it to see which installers write often but hardly use the software. That is a pattern we did not see before. I pass these names to Katharina.
- Katharina HuberYes, and that is valuable, because that installer might not renew. We call him before, not after.
- Elena NovakThat is exactly the use I would point to when we discuss value next year. Lukas, are you the only person who sets up the admin side? I ask because if you are away, we should have a second person.
- Lukas BrandlAt the moment mainly me, yes. A colleague has access but has not done much. I should train him. It is fair to say that if I am ill, we are a little thin.
- Elena NovakThank you for saying it openly. I would suggest a second admin, and I can include that in the session I offered for the Austrian colleagues. It costs nothing extra, it is training.
- Katharina HuberGood. Lukas, please name the colleague to Elena after the call.
- Lukas BrandlYes, I will send you the name today or tomorrow.
- Elena NovakThank you. One more point from me. Growth includes the dashboards builder. I see little use of it so far. It is not a problem, it is only something that may help Florian, because he likes numbers on one page.
- Katharina HuberInteresting. A page for retention, built from the list we just spoke about. Why not. But I promise nothing before we have the data in order.
- Lukas BrandlI could try one, after the second admin is trained. Then we show Florian a real example instead of talking.
- Elena NovakThat would be good, and I can sit with you for the first one. Let me summarise the actions, then. One, I send the written summary today, with the references for contracted and invoiced amounts, the term, and the note on service credits. Two, I check what the order form says about renewal and confirm it in writing. Three, Lukas names the second admin, and I include him in the training. Four, Katharina's team keeps the renewal list, and I place the usage beside it. Five, we try one dashboard together after the training.
- Katharina HuberThat is all correct. I only add: please keep the EU region confirmation in the same document, so Florian has everything in one place. We need it documented.
- Elena NovakOf course, I will include it. Thank you both. It was a good review, and I think the trend speaks for itself. Enjoy the rest of your day.
- Lukas BrandlThank you, Elena. Goodbye.
- Katharina HuberThank you. Viele Grüße, and speak soon.
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