Daniel Okafor

Corriemoor Foods / BB-Demo – Check In

Callcompleted

Corriemoor Foods: documents logo Corriemoor Foods: documents · 2025-01-08 14:30

Sarah Hollis said use of the brain had fallen to one or two people after power user Priti moved into sales. The replacement has not been formally trained. Daniel Okafor proposed a training session and a check-in a month later.

What was said

What this says

Current to 11 Oct 26

Sarah Hollis said use of the brain had fallen to one or two people after power user Priti moved into sales. The replacement has not been formally trained. Daniel Okafor proposed a training session and a check-in a month later.

What happened: Sarah Hollis, Operations Director, said the brain was quieter, with only one or two people still touching it. She linked it to Priti, a regular user, moving into sales just before Christmas.

Customer view: Sarah thinks the new person has not been trained properly, and Neil only showed them a bit. She agreed that a walkthrough would help and gave no sign of dissatisfaction with the product itself.

Commercial: This is a champion-loss risk to adoption and so to the subscription at renewal. The evidence does not show the tier, the contract terms or a renewal date.

Watch: Training depends on Sarah coming back to Daniel, and no date was set. Usage should be checked after the session.

AI · claude-sonnet-5-5 · 11 Oct 2026

Themes

Current to 9 Oct 26
Theme
Champion moved, usage fell
Importance
neutral
Sentiment
mixed
Voice
champion

Who was there

BB-Demo

Them

Follow-up

Next steps

Current to 9 Oct 26
  • Sarah Hollis to tell Daniel Okafor once the new person has been trained, then Daniel to check in about a month later.

Risks

Current to 9 Oct 26
  • Usage has dropped to one or two people after the power user moved into sales.
  • The replacement has had no formal training and may not see the value of the brain.

Opportunities

Current to 9 Oct 26
  • A training walkthrough for the new person could restore usage and rebuild a champion.

Transcript

  1. Daniel Okafor
    Daniel Okafor None
    Hi Sarah. Hope you're having a good start to the year. Just wanted to check in and see how things are going with the brain.
  2. Sarah Hollis
    Sarah Hollis None
    Hi Daniel. Honestly, it's a bit quieter than it was. People seem to have stopped using it as much.
  3. Daniel Okafor
    Daniel Okafor None
    Quieter in what way? Are people using it less or have they stopped altogether?
  4. Sarah Hollis
    Sarah Hollis None
    Less, I'd say. At the end of last year we had a few people using it regularly. Now it feels like just one or two are still touching it. I'm not quite sure why.
  5. Daniel Okafor
    Daniel Okafor None
    That's interesting. Did anything change on your side around the turn of the year? Anyone left, restructure, anything like that?
  6. Sarah Hollis
    Sarah Hollis None
    Actually, now you mention it, we had a couple of people move to different roles just before Christmas. Priti moved into sales and we brought someone new in who's still finding their feet.
  7. Daniel Okafor
    Daniel Okafor None
    That might be it. Priti was one of your power users, wasn't she?
  8. Sarah Hollis
    Sarah Hollis None
    Yeah, she was. That's probably it, actually. She was really into it. The new person might not have been trained properly.
  9. Daniel Okafor
    Daniel Okafor None
    Right. Have you trained the new person on the brain?
  10. Sarah Hollis
    Sarah Hollis None
    Not formally. Neil probably showed them a bit, but not a full walkthrough.
  11. Daniel Okafor
    Daniel Okafor None
    I'd suggest doing that. It might get things moving again. You've lost a champion with Priti moving, so the new person doesn't know what they're missing. If we run through it with them they might start using it. Would that help?
  12. Sarah Hollis
    Sarah Hollis None
    Yeah, I think that would help.
  13. Daniel Okafor
    Daniel Okafor None
    Let me know when you've trained them and I'll do a check-in a month or so after. Sound okay?
  14. Sarah Hollis
    Sarah Hollis None
    Yeah, that sounds good. I appreciate it.
  15. Daniel Okafor
    Daniel Okafor None
    No problem. Just to close the loop, is there anything else going on at Corriemoor I should know about?
  16. Sarah Hollis
    Sarah Hollis None
    Nothing else really. We're just trying to keep everything ticking over.
  17. Daniel Okafor
    Daniel Okafor None
    Okay. Well, I'll hear from you once the new person's trained. Talk soon, Sarah.

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