Fairhallow Travel / BB-Demo – Check In
Callcompleted
Fairhallow Travel: documents · 2025-04-17 15:00
Becky Lawton reported a strong client review built from a brain page and welcomed usage figures well above last quarter. Rollout is partial against forty licences. The accounting connector waits on Simon's budget.
What was said
What this says
Current to 11 Oct 26Becky Lawton reported a strong client review built from a brain page and welcomed usage figures well above last quarter. Rollout is partial against forty licences. The accounting connector waits on Simon's budget.
What happened: Marcus Bell took over from Callie and walked through usage. Active users average between six and seven a day, with one how-to ticket closed within the day.
Customer view: Becky said a client's finance director called the page the first time anyone had shown them this. She held back wider rollout until the team had wins to talk about.
Commercial: Forty licences and eight connectors on Growth leave headroom. The accounting connector needs Simon's agreement, and he will want to attend the QBR.
Watch: Tariq is the fastest adopter and the unofficial trainer, so key-person risk is building. Callie's departure is covered by her setup note.
Themes
Current to 9 Oct 26Theme
Usage growth and rollout
Importance
praise
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Marcus to send usage by person and set up a session with Leanne on copying pages today.
- Marcus to confirm the QBR date and have the usage numbers ready for Simon.
- Becky to raise the accounting connector with Simon.
Risks
Current to 9 Oct 26- Tariq is the fastest adopter and the unofficial trainer, so usage leans on one person.
- The accounting connector depends on Simon's budget and has no confirmed decision.
Opportunities
Current to 9 Oct 26- Forty licences are only partly used, so rolling out to the rest of the team would raise usage.
- An accounting connector would add a fourth source within the eight allowed on Growth.
Transcript
Marcus Bell NoneHi Becky, can you hear me? I'm just sharing my screen. I wanted to cover usage, what your team's asking, and anything that's getting in your way.
Becky Lawton NoneHi Marcus. Yes, all fine. Good timing, actually, I've just come out of a review with one of our biggest clients and it went so well. The account manager had the whole picture on one page, and the client's finance director said, and I quote, this is the first time anyone's shown us this.- Marcus Bell NoneThat's brilliant to hear. Was that one of the pages built from the brain?
- Becky Lawton NoneYes. Tariq built it, he's been the fastest to take it up. He's basically my unofficial trainer now.
- Marcus Bell NoneGood. So I've pulled the numbers. Let me show you. Active users have gone up a lot since the start of the year. We're averaging between six and seven people a day over the last month, which is more than three times the previous quarter.
- Becky Lawton NoneLove that. Is that all account managers, or is Leanne in there a lot?
- Marcus Bell NoneA mix. Leanne's in there for admin, but most of the questions are coming from the account managers. You're licensed for forty, so there's a lot of headroom still.
- Becky Lawton NoneRight, we haven't rolled it out to everybody. I wanted to wait until the team had a few wins to talk about. Now they do.
- Marcus Bell NoneMakes sense. And the records are loading every day, so the data's fresh. There's one ticket in the last month, nothing urgent, and it was closed within the day.
- Becky Lawton NoneOh, that'll be Leanne's. She said it was a how-to question.
- Marcus Bell NoneYes, it was. So that's the picture. Is there anything on your side that's not working how you'd like?
- Becky Lawton NoneHonestly, just one thing. My team want to be able to see it by client without having to rebuild the page every time. Can we do a template, or something that's pre-filled?
- Marcus Bell NoneYou can. Pages can be copied, so Tariq's page is basically a template already. I'd suggest he duplicates it, changes the client, and that's the starting point. Shall I show him how, or Leanne?
- Becky Lawton NoneLeanne, she'll write it down for everyone. She's good like that.
- Marcus Bell NoneOkay, I'll set up a short session with her. And I should say, I'm picking this up from Callie, who's moved on from BB-Demo, so if there's anything she told you that you think hasn't made it into the notes, just say.
- Becky Lawton NoneOh, I'd wondered. No, the notes were great, honestly. She was really organised.
- Marcus Bell NoneGood. She left a thorough setup note, I've been through it. One thing it says is that you wanted the accounting system connected once the first three were stable. Do you still want that?
- Becky Lawton NoneYes, I think so, but that's one for Simon, really. It's his budget, his finance team. I'll mention it.
- Marcus Bell NoneNo pressure. You've got room for eight connectors on Growth, so it's not a limit issue. It's whether it adds value for you.
- Becky Lawton NoneUnderstood. Can we see the usage by person, by the way? Not to check up on anyone, I just want to know who needs a nudge.
- Marcus Bell NoneYes, I can send that over. It'll be in the QBR pack as well. We've got that booked for next month, I think. I'll check the diary and confirm.
- Becky Lawton NoneLovely. Simon will want to be on that one. He asks who's using it every time.
- Marcus Bell NoneThen I'll make sure the numbers are ready for him. Anything else?
- Becky Lawton NoneNo, that's it. Thanks Marcus. Becky x.
- Marcus Bell NoneThanks Becky. I'll send the usage by person and the session invite with Leanne today. Speak soon.
Callsmade from