Brannock Medical Supplies / B-Brain – Training
Callcompleted
Brannock Medical Supplies: documents · 2024-07-02 12:15
Callie Brennan trained Lee Garside, a self-described sceptic, and Sunita Bains. Lee found open queries he had not known about and an overdue order, and Sunita offered to run the next session for other account managers herself.
What was said
What this says
Current to 11 Oct 26Callie Brennan trained Lee Garside, a self-described sceptic, and Sunita Bains. Lee found open queries he had not known about and an overdue order, and Sunita offered to run the next session for other account managers herself.
What happened: Callie ran a hands-on training on chat, trust pages, pinned pages and sharing. Lee asked about his NHS trusts and found delivery queries he had not seen, two from the previous week.
Customer view: Lee began as a sceptic and said he was less of one after the first answer. His overdue-orders query surfaced an item three weeks old, which he planned to chase straight after the call.
Commercial: Lee noted forty seats and asked whether the whole team gets access. Sunita wants to run the next session with the other account managers using Lee's example, which points to wider adoption of the Growth subscription.
Watch: Callie said the brain reads what is in the CRM, so a wrong CRM means wrong answers. Sunita is tidying CRM data, and trust in answers depends on that.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Callie to send Sunita the training outline and setup note by the end of the day.
- Lee to attend Sunita's session and tell the two-queries story.
Risks
Current to 9 Oct 26- Answers are only as good as the CRM data, which Sunita is still tidying.
- Adoption depends on Lee and Sunita passing the story to the wider team.
Opportunities
Current to 9 Oct 26- Sunita will run a session for the other account managers, widening use across the forty seats.
- Pinned trust pages could become a routine before renewal meetings.