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Mossbrook Data Partners - QBR

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Mossbrook Data Partners logo Mossbrook Data Partners · QBR deck · final · 29 Jun 2026

A final QBR deck dated 29 Jun 2026, prepared by Marcus Bell. It reports rising usage, one high priority ticket and no overdue invoices ahead of the contract end on 28 Aug 2026. It is a review, not a contract, and states no service levels.

What it says

What this says

As at Fri 9 Oct 2026

A final QBR deck dated 29 Jun 2026, prepared by Marcus Bell. It reports rising usage, one high priority ticket and no overdue invoices ahead of the contract end on 28 Aug 2026. It is a review, not a contract, and states no service levels.

What it is: a QBR deck from Marcus Bell, Customer Success Manager, for a Starter account. It states "Contracted annual recurring revenue" of £24k, 25 licensed users and a contract end of 28 Aug 2026.

Claims: usage is "well up on the previous quarter" and only a share of seats is in regular use. Support shows "One" ticket in thirty days, and it was high priority.

Unusual: the deck calls Mossbrook BG-Demo's first implementation and referral partner. It also says the evidence is usage and support activity, with no measured time saved. The figures are given without numbers.

Not settled: it gives no renewal terms, price for the next term or outcome. The contract end of 28 Aug 2026 has passed, and the deck does not show whether renewal happened. It does not say who asks the questions, so key-person risk is unchecked. It is a customer-facing review and not the executed order form, so the order form decides price and terms.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

As found in this document

As at Fri 9 Oct 2026
  • Date end28 Aug 2026Source: the AI read of this record
  • Date renewal28 Aug 2026Source: the AI read of this record

The document

Body

Mossbrook Data Partners - QBR

Quarterly business review, prepared by Marcus Bell, Customer Success Manager, BG-Demo

Review date: 29 Jun 2026 Status: Final Account owner: Sophie Ling Plan: Starter Customer since: 29 Aug 2025


Agenda

  • Where we are: the account at a glance
  • Usage: who is using B-Viz and how that has moved
  • Value: what Mossbrook gets out of it
  • Support and service: tickets and invoices
  • The partnership beyond the subscription
  • Plan for the coming months and the renewal

I've pulled the numbers for this deck, and I'm happy to jump on a call to walk through any page.


The account at a glance

ItemPosition
OrganisationMossbrook Data Partners, Manchester
BusinessSnowflake-specialist data consultancy
PlanStarter
Contracted annual recurring revenue£24k
Licensed users25
Contract end28 Aug 2026
Overdue invoicesNone
Read the whole document (5,393 characters)

Mossbrook builds and runs data warehouses for a large number of mid-sized clients across the North West. It uses B-Viz for its own client base, and it was BG-Demo's first implementation and referral partner. That makes this account more than a subscription for us.


Usage: the headline

  • The average number of active users over the last thirty days is well up on the previous quarter. This is the strongest movement we have seen on the account since it joined.
  • Only a share of the licensed seats is in regular use today, so there is plenty of room for more of the Mossbrook team to come on board without any change to the plan.
  • The growth looks like adoption spreading to more people, not one or two heavy users carrying the account. I'd like to confirm that with a closer look at who is asking the questions before we say so with certainty.

What this tells us

A rising user count against a stable licence is the pattern we want in a Starter account: the tool is being picked up, and the team has not had to ask for anything extra to do it.


Value: what the team is getting

  • Mossbrook's consultants spend less time reconciling information held in different systems and more time asking B-Viz directly.
  • Because B-Viz runs inside the customer's own Snowflake account, it sits naturally alongside the work Mossbrook already does for its clients. That is a good fit for a Snowflake specialist.
  • The evidence we hold on this account is usage and support activity. We do not yet have a measured figure for time saved, so this deck does not claim one.

Suggestion: at the next check-in, ask two or three power users to describe in their own words one job that is now quicker. That gives us a value story in Mossbrook's voice for the renewal.


Support and service

MeasureLast thirty days
Tickets raisedOne
High priority ticketsOne
Overdue invoicesNone
  • A single ticket in the period, and it was the high priority one. One ticket from a growing user base reads as a healthy, quiet account rather than a problem one.
  • Invoices are being paid on time, so there is nothing to resolve on the finance side.
  • If you would like a short write-up of the ticket and how it was handled, I'm happy to send it after the review.

The partnership beyond the subscription

  • Mossbrook was our first implementation and referral partner. That relationship is worth protecting and building on.
  • Mossbrook's clients are mid-sized businesses in the North West, which is the same kind of company we want to help.
  • I'd like to use this review to ask how Mossbrook would like to work with us on referrals from here: what is working, and what would make it easier for its consultants to introduce B-Viz to clients.

Any commercial discussion around referrals sits with Sophie Ling as account owner, and I'll make sure she is part of that conversation.


Plan for the coming months

ActionOwnerTiming
Look at who is asking questions, to understand the spread of adoptionMarcus BellBefore the next check-in
Offer a short session for newer users who have not yet startedMarcus BellOver the next few weeks
Capture one or two concrete examples of time savedMarcus Bell with the Mossbrook teamAhead of the renewal conversation
Agree renewal terms for the next termSophie LingBefore the contract end on 28 Aug 2026
Discuss the referral relationshipSophie Ling with Marcus BellAlongside the renewal conversation

Renewal

The current contract runs to 28 Aug 2026. The account is in a good place going into the renewal conversation: usage is rising, support has been quiet and invoices are up to date.

Terms for the next term will be discussed with Sophie Ling, who owns the commercial side. My part is to make sure the adoption story is clear and that Mossbrook has what it needs from us before it decides.


Summary and next step

  • More people at Mossbrook are using B-Viz than last quarter.
  • Support has been quiet and payments are on time.
  • There is headroom on the existing licences.
  • Mossbrook is also our first implementation and referral partner, so this is a relationship as well as a renewal.

Next step: shall we book half an hour with the Mossbrook team in the next couple of weeks to go through this deck, hear what is working and agree the plan above?

Thanks, Marcus

Documentsmade from

Unusual terms

As at Fri 9 Oct 2026
  • Customer is first implementation and referral partner
  • No measured time saved claimed

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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