Check-in notes and next steps
Email threadMarcus Bell recapped a healthy check-in: usage up, room within fifteen licences, nothing overdue. Joanna Platt agreed the notes, asked to involve Sophie Ling on renewal early, and queried whether the sync ticket was hers.
What was said
What this says
As at Fri 9 Oct 2026Marcus Bell recapped a healthy check-in: usage up, room within fifteen licences, nothing overdue. Joanna Platt agreed the notes, asked to involve Sophie Ling on renewal early, and queried whether the sync ticket was hers.
Customer view: Joanna confirms the recap and wants the usage summary to bring newer consultants who have not used B-Viz up to speed. She would rather discuss renewal early than leave it until late summer.
Ask: she wants to know whether the recent sync ticket was Mossbrook's, so nobody is left waiting. She will send a connector shortlist and a handover draft.
Next: Marcus sends the usage summary and brings in Sophie for the 28 Aug 2026 contract end.
The thread
Updated 9 Oct 26Messages
Marcus Bell 17 Mar 2026 08:36Hi Joanna, Thanks for your time on the check-in. Here are my notes so we're both working from the same page. Shout if I've got anything wrong. Usage: - Regular users are up on last quarter, and the team is asking more questions of B-Viz than before. - You have fifteen licensed users and the number of people using it each month is still well inside that, so there's room to bring more consultants on without changing anything. - One ticket in the last month, handled normally. Nothing urgent open. - No overdue invoices on our side. What we agreed: - I'll send you a short usage summary you can share with your consultants, with a few example questions that have worked well for other teams. - You'll let me know which client projects you'd like to connect next, so I can check what's needed on the connector side. I can't promise timings for anything that needs engineering, but I'll find out what's involved. - Handover for referred clients: you'll draft who does what on each side, and I'll add what Customer Success can cover. - I'll ask Sophie Ling to join a call about the contract end on 28 Aug 2026, since she looks after the commercial side. I'm happy to jump on a call again if it's easier to talk any of this through. Thanks, Marcus
Joanna Platt 18 Mar 2026 12:47Hi Marcus, Thanks, that's a good summary and it matches my recollection. A few additions: - Usage summary: yes please. If it's ready this week, I'll put it in front of the delivery team on Monday. A couple of the newer consultants haven't really used it yet and I want that fixed. - Next connectors: I'll come back to you with a short list by the end of the week, with the client names kept out of it until we know what's possible. - Handover draft: I'll have it with you before our next call. It needs to answer one question for every step: who owns this, us or you? Then we can agree it and write it down properly. - Sophie: fine by me. I'd rather talk about the renewal early than leave it until late summer. Please do include her. One small thing: the ticket you mentioned, was that ours about the sync? I want to be sure nobody on my side is waiting for a reply. Thanks, Joanna