Sample account brief: Northwind Studio before the renewal call
A fictional result of the Account brief recipe: how the account is doing, what is new, open issues and three things to raise on the call.
- Seats
- 14
- Good: +3 since spring
- Invoices a month
- about 220
- Average days to paid
- 18
- Good: −6
- Renews
- 1 Sept
How they use Tally
A design studio with clients across Europe. They invoice per project milestone, mostly in euros, and lean on reminders. Their finance lead, Ana, asked for part payments in June; it shipped last week.
Open issues
- Some of their clients got a reminder twice on 14 August (our incident). We apologised the same day.
- They want notifications for only some team members. Not built yet.
Raise on the call
Part payments are live
The feature Ana asked for. Offer to walk her through it.
Own the reminder incident
Say what happened and what changed, in two sentences.
Annual plan
At 14 seats, annual billing saves them about £400 a year.