Scheduling our next check-in
Email threadMarcus Bell proposed a check-in covering usage and the contract end on 28 Aug 2026. Joanna Platt accepted Tuesday morning and raised client handover ownership and getting more consultants onto the fifteen licensed users.
What was said
What this says
As at Fri 9 Oct 2026Marcus Bell proposed a check-in covering usage and the contract end on 28 Aug 2026. Joanna Platt accepted Tuesday morning and raised client handover ownership and getting more consultants onto the fifteen licensed users.
Ask: Joanna wants the usage report and a written answer to who owns each handover step. She also asks how the fifteen licences are used before requesting more.
Customer view: Several Snowflake clients are asking about B-Viz, so she wants the pipeline discussed first. Her consultants want access, which is early demand rather than a request.
Next: Marcus brings the usage report. Joanna asks whether Sophie Ling should attend.
The thread
Updated 9 Oct 26Messages
Marcus Bell 10 Mar 2026 13:07Hi Joanna, Hope the week is treating you well. I'd like to get our next check-in in the diary. Happy to jump on a call whenever suits you, and I'll share my screen and walk through the usage numbers I've pulled for Mossbrook. What I'd like to cover: - how the team is getting on with B-Viz day to day - which of your client projects are using it most, and where it isn't being used yet - anything you need from us before the summer - a first look at the contract end on 28 Aug 2026, so nothing creeps up on either of us Could you do something early next week, perhaps Tuesday or Wednesday morning? If those don't work, send me a couple of slots that do and I'll move things around. Shall we book thirty minutes? Thanks, Marcus
Joanna Platt 11 Mar 2026 08:07Hi Marcus, Thanks for this, and yes, good timing. Tuesday morning works for me. I'll start with the client pipeline as usual, because a few of our Snowflake clients are asking about B-Viz and I want us to be clear on what happens next with each of them. Two things from my side so you can prepare: - I'd like to talk through how we hand new clients over to you, and who owns what at each step (us or you?). Let's write that down this time. - A couple of my consultants have asked about getting more people onto our own account. We have fifteen licensed users and I'd like to understand how that is being used before we ask for anything. If you can bring the usage report, that would be brilliant. Do you want to invite Sophie as well, or is this one just us? Thanks, Joanna