Chapter 13 of 14
Quarterly Enterprise QBR
Friday October 23, 2026 · 2:00 PM ET
The first formal QBR. Marcus, Priya, Sarah, Hank on Tideline's side. Kerry leads, Solei attends, Brad at altitude, Adam for the executive thank-you.
Beat
31
#31Quarterly enterprise QBR with executive champion
Aggregate attach
19% → 26%
Crown Tech attach
6% → 18%
Magnolia attach
31% → 38%
Portfolio MRR uplift
+$94K/mo
Annualized run-rate
+$1.13M
Avg client IHS lift
+32 pts
HW
Hank Whitfield · Operating Partner
Marcus told me to come ready to ask hard questions. The numbers are doing the talking. What's the path to 40% attach across the portfolio by Q2 2027?
SD
Solei Dyment · Chief Growth Officer
Phased BOATS Level 2 certification across the brand AE teams, tighter deployment of the lead identification module in the slowest-attaching verticals, and a Pro Services engagement to build a vertical-specific simulation library for legal and accounting.
Priya commits to the Pro Services engagement on the spot — $24K, four weeks, paid up front. Adam closes the call by thanking Marcus and Hank for the trust and laying out TC's roadmap commitments through 2027.
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