Booking the review call

Hi Joanna, Hope the week has started well. I'd like to get a review call in the diary for Mossbrook before the summer gets away from us. I've pulled the numbers and there's some good news in them: more of your team are using B-Viz than last quarter, which is worth talking through. What I'd like to cover: - How usage has moved across your consultants - Which connectors are doing the most work for you - How the referral work with your clients is going from your side - What you'd like from us as the contract end on 28 Aug 2026 gets closer Shall we book half an hour? Happy to jump on a call whenever suits you, and Femi is very welcome to join if he'd like to. Thanks, Marcus

Hi Marcus, Thanks, that's good to hear. Yes, let's do it. My availability next week: - Tuesday after lunch, anything from 14:00 - Wednesday morning, before 11:30 - Thursday is full of client pipeline reviews, so avoid it I'll ask Femi, but he's in client meetings a lot at the moment and I wouldn't wait for him. Who owns the follow-up afterwards, you or Sophie? Let's write that down on the call so nothing falls between us, particularly on the renewal. One thing I'd like on the agenda: what does a new client need on day one when we bring them onto B-Viz? We've learned a few things recently and I'd like to compare notes. Thanks, Joanna

Hi Joanna, Sorry for the slow reply, it's been a busy week on my side. Let's go with Wednesday morning, starting at 10:00, so we finish well before your cut-off. I'll send the invite shortly and share my screen at the start so we can go through the usage report together. On your question: I'll own the follow-up notes and the usage side. Sophie will pick up anything commercial, including the renewal paperwork, and I'll copy her in so you've got both of us in one thread. I'll add your day-one question to the agenda too. If Femi can make it, great. If not, I'll send him a short summary afterwards. Thanks, Marcus