What was said
What this says
As at Fri 9 Oct 2026Amara Obi's 28 Sep 2026 check-in with Erin Gallant: active users up, claims team adopting, dispatch barely started. Erin reported a possibly stale freshness line, and wants no surprises on the renewal.
What happened: Amara opened with usage. Active users are up by roughly a tenth on the quarter before and within the forty seats; Erin said the claims team has come on board since the training.
Customer view: Dispatch has barely started, and Erin wants that fixed. She mentioned a day the freshness line looked stale, on a Thursday or Friday, and Amara said she would check the logs.
Commercial: The renewal was described as some way off, with the contract end to be raised at the QBR. Erin said her CFO will ask and she does not want surprises, so usage and spend should be ready.
Watch: The freshness query is unresolved on this call. The evidence does not show the logs result.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Amara to check the logs for the stale freshness day and report back to Erin.
- Amara to send Erin the dispatch access list today and a QBR invite for the end of the quarter.
- Amara to prepare usage and spend for the CFO ahead of the QBR.
Risks
As at Fri 9 Oct 2026- A possibly stale freshness line last week is unresolved and could erode trust in the data.
- Erin's CFO will ask about the renewal, and value must be shown with usage and spend.
Opportunities
As at Fri 9 Oct 2026- Dispatch access and possibly finance access could widen adoption beyond the claims team.
- The QBR gives a point to set out the contract end and the value case.
Transcript
- Amara ObiHi Erin, it's Amara. Can you hear me all right? Sorry, I'm on the train so it might cut out.
- Erin GallantI can hear you. Hi. You sound like you're in a tunnel.
- Amara ObiHa, it's the Underground, not a tunnel. Right, I'll keep it short. I've got the usage in front of me and I want to start with the numbers, then ask you what good looks like this quarter.
- Erin GallantOkay. Go on.
- Amara ObiHere's what the numbers say. Active users over the last month are up by roughly a tenth on the quarter before, and you're still inside your forty seats. That's good. People are using it.
- Erin GallantYes, the claims team has come on board since the training. They're a lot happier. Honestly I was worried they'd just keep their spreadsheets.
- Amara ObiMm. The thing I want to check is who's actually searching. Is it the claims people, the leads, or is it spread across the floor?
- Erin GallantMostly claims and my two team leads. Dispatch has barely started, which is the bit I want to fix.
- Amara ObiRight. That's useful. Who else should have access? I'm thinking dispatch, and maybe someone in finance who keeps asking about claim costs.
- Erin GallantDispatch, yes. Finance, I'm not sure. Can you give me a list of what they'd see?
- Amara ObiI'll send you a short list today. Honestly it's better to decide that together than for me to guess.
- Erin GallantAgreed. Also, Laura sorted the claims view, but there's a question about the freshness line. We had a day last week where it looked stale.
- Amara ObiOkay. I'll check that before we hang up, because I don't want you relying on it if it isn't right. Do you remember roughly which day?
- Erin GallantThursday, I think, or the Friday. I can look.
- Amara ObiNo, don't worry. I'll look at the logs. I'd rather know than guess.
- Erin GallantFair. Anything else on the numbers?
- Amara ObiOnly that we should get the next QBR in the diary. Let's aim for the end of the quarter so we can look at the claims numbers properly.
- Erin GallantYes, put it in. My calendar is a mess this month but I'll sort it.
- Amara ObiLovely. And the renewal, we're a bit ahead of that, so there's nothing to do yet. The next big date is the contract end, and I'll bring that to the QBR.
- Erin GallantGood. I don't want any surprises on that. My CFO will ask.
- Amara ObiI'll have the usage and the spend lined up for him. Here's what I'll send you: the dispatch access list, the freshness check, and a QBR invite.
- Erin GallantThat's everything. Thanks Amara, this is more useful than I expected.
- Amara ObiBrilliant. Speak soon, Erin.
- Erin GallantSpeak soon. Mind the tunnel.
- Amara ObiHa, I will. Bye.