Mossbrook Data Partners - Success Plan

Mossbrook is a Snowflake-specialist data consultancy. It builds and runs data warehouses for around sixty mid-sized clients, mostly in the North West. Because B-Viz is built and run inside a customer's own Snowflake account, Mossbrook understands the architecture better than almost any other customer we have. It uses the Starter tier for its own client base: the people, accounts, calls and tickets behind its consulting work.

Where things stand

The first weeks of the term have gone well, and the numbers are moving the right way.

• Adoption: the average number of active users over the last month is still small against the licence, but it has grown very sharply compared with the previous quarter. The early group of users is clearly finding B-Viz useful and the numbers are heading up.
• Support: there have been no tickets in the last month and no high-priority tickets. That is a good sign this early, though with a small user group it also tells us little about how deeply people are using the product.
• Billing: no invoices are overdue.
• Relationship: Mossbrook is friendly, technically confident and open to being a reference for us.

We should be honest about what the evidence does not show yet. We do not have a view of how widely B-Viz is used across Mossbrook's whole team, or whether the usage is concentrated in one or two people. Part of this plan is to find that out.

Goals for the term

What Mossbrook wants

• Spend less time reconciling information held in separate systems when preparing for client work.
• Give consultants a quick way to ask questions about their own accounts, calls and tickets rather than searching by hand.
• Build a repeatable way of working that Mossbrook could eventually explain to its own clients.

What BG-Demo wants

• A healthy, well-used Starter account with a clear value story ready well before renewal.
• Mossbrook's agreement to act as a reference and to introduce suitable clients, handled in a way that suits them.
• An honest view of whether Mossbrook's growth means it will outgrow Starter.

Success measures

We will look at these together, by trajectory rather than by a single reading.

Actions and owners

Early in the term

• Marcus Bell: pull the usage numbers and share them with Mossbrook in a short, plain summary, so everyone sees the same picture. Happy to jump on a call to walk through it.
• Marcus Bell: ask Mossbrook who the main users are and who else might benefit, so we can see how widely the product is used.
• Mossbrook: name an internal lead for B-Viz who will be our regular contact and a second person who can act as backup, so the account does not rely on one individual.

Through the middle of the term

• Marcus Bell: hold the Starter six-monthly check-in, review questions asked, records indexed and connector health, and agree any changes.
• Marcus Bell: capture two or three concrete examples of time saved, in Mossbrook's words, to form the basis of a value case.
• Sophie Ling: talk to Mossbrook about the referral relationship, including how introductions to its clients should work and what is comfortable for them.
• Mossbrook: tell us early if it connects a new system or changes an existing one, as that is the most common cause of a source that stops loading.

Ahead of renewal

• Marcus Bell: issue the renewal notice in good time before 28 Aug 2026 and open the renewal conversation with the value case already in hand.
• Sophie Ling: discuss commercial terms with Mossbrook. Marcus will pass any question on price to Sophie rather than deal with it himself.
• Marcus Bell and Sophie Ling: decide together whether the usage justifies a conversation about more users, more connectors or a higher tier.

Risks to watch

• Concentrated use. If a small number of people account for most of the questions, losing one of them would hurt. We will encourage wider use early.
• Quiet drift. Having no tickets is welcome, but it can also mean people have stopped looking. We will watch questions asked and records indexed rather than rely on silence.
• Changes on Mossbrook's side. A change of system or a change of contact could interrupt a connector or leave us without a champion. We will ask to be told in advance.
• Growth beyond Starter. If Mossbrook adds teams or sources, it may reach the user or connector limits. That is an opportunity, and we would rather raise it early than have it surface as a frustration.

How we will keep in touch

• A short usage note from Marcus after the first full quarter of the term.
• The Starter six-monthly check-in, with Mossbrook's lead and Marcus.
• Ad hoc calls whenever Mossbrook wants one. Marcus is easy to reach and is happy to book thirty minutes whenever it helps.
• A review of this plan at the check-in, with any changes agreed in writing.

Next steps

• Marcus to send Mossbrook the first usage summary and ask for the internal lead and backup contact.
• Sophie to open the conversation about the referral relationship.
• Both teams to look at this plan again at the six-monthly check-in.

Thanks, Marcus