Dunholm Precision / B-Brain – Check In
Callcompleted
Dunholm Precision: documents · 2026-03-23 13:15
Ruth Ackroyd reports quiet, regular use with no tickets in the last month. She refused a renewal conversation in a check-in. The contract runs to the end of November, with dashboards as a possible next step.
What was said
What this says
Current to 11 Oct 26Ruth Ackroyd reports quiet, regular use with no tickets in the last month. She refused a renewal conversation in a check-in. The contract runs to the end of November, with dashboards as a possible next step.
What happened: Daniel Okafor reviewed usage with Ruth: around twelve people active on an average day, up on the previous quarter, against sixty licensed users. Use is mostly order management and quality, with a few sales engineers.
Customer view: Ruth wants evidence rather than assurances and sees quiet as the right sign from a supplier. She says engineers recording fewer calls is a habit issue she will address.
Commercial: Daniel flagged that the contract runs to the end of November and Tom will follow up nearer the time. Ruth said she does not want a renewal conversation in a check-in.
Watch: Ruth may want an on-time delivery by customer dashboard. There is no sign of dissatisfaction, but the evidence does not show renewal terms being discussed.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Daniel Okafor to email Ruth the usage breakdown by team today.
- Ruth to speak to the engineers about recording calls.
- Ruth to tell Daniel what an on-time delivery view would need.
Risks
Current to 9 Oct 26- Ruth will not discuss renewal in check-ins, so the renewal conversation needs its own well-timed slot before the end of November.
- Sales engineers record fewer calls than Ruth wants, which limits value from the call data.
Opportunities
Current to 9 Oct 26- An on-time delivery by customer dashboard could add use of a feature in the tier.