Copperlane Payroll / BB-Demo – Check In
Callcompleted
Copperlane Payroll: documents · 2026-07-06 16:15
Check-in on 6 Jul 2026 with Rebecca Nuttall. Renewal is closed at £22,000, usage is steady and tickets are rare. Marcus Bell will send a value report and tips, and book a check-in next quarter on growth.
What was said
What this says
Current to 11 Oct 26Check-in on 6 Jul 2026 with Rebecca Nuttall. Renewal is closed at £22,000, usage is steady and tickets are rare. Marcus Bell will send a value report and tips, and book a check-in next quarter on growth.
What happened: Marcus Bell checked in with Rebecca Nuttall after the renewal closed. She reported only one ticket query and no major issues.
Customer view: Rebecca said the team now asks the brain instead of searching emails and systems. That is a clear statement of embedded value.
Commercial: Marcus referred to the renewal as closed at £22,000. He plans to raise growing the licence or adding systems at the next check-in.
Watch: only Rebecca attended, so the wider team's view is not heard on this call. The evidence does not show any usage figures.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Marcus Bell to send an end-of-year report on what the team has asked and the value gained.
- Marcus Bell to send a list of tips for getting more value.
- Marcus Bell to schedule a check-in for next quarter.
Risks
Current to 9 Oct 26- Only one customer contact joined, so the view of the wider team is not tested.
Opportunities
Current to 9 Oct 26- Marcus Bell plans to discuss growing the licence or adding systems at the next quarterly check-in.
Transcript
Marcus Bell NoneHi Rebecca, hope you're well. Good to check in with you again before the busy summer.
Rebecca Nuttall NoneYeah, you too. Things are a bit hectic this time of year, but all good.- Marcus Bell NoneI can imagine. So I just wanted to touch base on how things are going. Renewal closed a few weeks ago, so you're locked in for another year at 22,000. Connectors are all running smoothly.
- Rebecca Nuttall NoneYeah, the team's using it. We had a one-off ticket query the other week but nothing major.
- Marcus Bell NoneGood. The fact that you're only getting the odd ticket is a good sign, means it's working well for you. Is the team still finding value in it?
- Rebecca Nuttall NoneThey are. It's part of how we work now. When a question comes up, we just ask the brain instead of rooting through emails and systems.
- Marcus Bell NonePerfect. That's exactly what we want to see. Right, I'll send over a couple of things. One, an end-of-year report so you can see what the team's been asking and what value you've got. Two, a list of tips for getting more value: some things that customers often find useful but haven't tried yet.
- Rebecca Nuttall NoneThat's helpful.
- Marcus Bell NoneAnd I'll schedule another check-in for next quarter. We can review how things are going and talk about whether you want to grow the licence or add any new systems.
- Rebecca Nuttall NoneGood. I think we're all set.
- Marcus Bell NoneBrilliant. I'll get those reports over to you. Thanks for everything, Rebecca.
- Rebecca Nuttall NoneCheers, Marcus.