Retainer
Quarterly Usage Review
A recurring reporting retainer that refreshes account usage figures each quarter so renewal and expansion talks rest on current activity, not last year’s snapshot.
Who it is for
Teams with a stable book of B2B accounts who want a predictable reporting rhythm.
Result
Updated usage packs each quarter with trend notes versus the prior period.
Included
- Four report cycles per year
- Trend commentary against the previous quarter
- Short written brief for account owners
- Optional 45-minute dial-in per cycle
Outside this engagement
- Ad-hoc deep dives outside the quarterly window (available separately)
- Product roadmap consulting
How the work unfolds
- Agree calendar and metric definitions once
- Receive exports each quarter
- Produce pack and brief
- Optional dial-in with account owners
Ready to scope quarterly usage review?
Share your account count and reporting window. We reply within two working days.
Ask about a quarterly retainer