Brakkevoort Logistics / BB-Demo – Check In
Callcompleted
Brakkevoort Logistics: documents · 2025-11-27 15:45
Pieter van Dam wants to start the renewal early and asks for a one page usage summary for his director, showing who asks the questions. He also floats a customer service team joining next year.
What was said
What this says
Current to 11 Oct 26Pieter van Dam wants to start the renewal early and asks for a one page usage summary for his director, showing who asks the questions. He also floats a customer service team joining next year.
What happened: Daniel Okafor, new on the account, held a check-in on 27 Nov 2025. Pieter said there were no open actions from his side.
Customer view: Pieter wants the renewal to start early and wants numbers before it, because his director will ask. He asked to see whether questions come only from him and two other people.
Commercial: Daniel gave the term end as 31 Mar 2026 and the renewal date as 1 Apr 2026 on Growth at £44,000 a year, with invoicing matching the order form. Fourteen active users against forty licences, plus a possible customer service team, is headroom for expansion.
Watch: Warehousing use is weak after only one fifteen minute session. Daniel must check whether the customer service team needs a new connector.
Themes
Current to 9 Oct 26Theme
Early renewal, value case
Importance
renewal
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Daniel Okafor to send an outline for the warehousing training session by early the following week.
- Daniel Okafor to prepare a one page usage summary with questions per month and who asks them before the renewal talk.
- Daniel Okafor to tell Tom Ashdown that Pieter wants to start the renewal early.
Risks
Current to 9 Oct 26- Questions may be concentrated in a few people, which would weaken the value case for Pieter's director.
- Warehousing staff use the brain little and rely on their own spreadsheets.
Opportunities
Current to 9 Oct 26- A customer service team could be added next year, with room on users but connectors still to check.
- A training session for the warehousing group could lift active use above fourteen of forty licensed users.
Transcript
Daniel Okafor NoneHello Pieter, good afternoon. Thank you for making the time. Can you hear me all right?
Pieter van Dam NoneYes, I hear you fine. Good afternoon, Daniel. You are new on this account, yes? I had someone else before.- Daniel Okafor NoneThat's right, I'm picking up the check-ins with you from here. I've read through the whole history, so you won't need to start from the beginning. I've been with BB-Demo a while, I looked after a few of our early customers, so I know the product well.
- Pieter van Dam NoneGood. To be clear, I do not need a long introduction. I need to know what happens with the account. What is the plan?
- Daniel Okafor NoneFair enough. Just to close the loop first, was there anything open from your last conversation that you wanted to check? I saw nothing outstanding in the notes, but you'll know better than the notes.
- Pieter van Dam NoneNo. The actions were done. The account managers got their shipper views, and the exception tickets are in the same place as the calls now. That was the point. So, no open actions from my side.
- Daniel Okafor NoneLovely. Then I'll tell you what I'm seeing and you tell me if it matches what you feel on the floor. Active use is up on the quarter before, by about a third. Roughly fourteen people are active on an average day, out of forty licensed users.
- Pieter van Dam NoneFourteen. So it is not even half of the licences.
- Daniel Okafor NoneNo, not half. And I'd say that's headroom rather than a problem. You bought the forty for the account managers and the wider commercial team. The question is who is not using it yet.
- Pieter van Dam NoneMm. I think I know. The account managers in the road freight side use it every day. The warehousing side, less. They have their own habits, their own spreadsheets.
- Daniel Okafor NoneThat's very common. How is the team finding it, on the warehousing side? Is it that they don't see the use, or that nobody has shown them?
- Pieter van Dam NoneNobody showed them properly. I showed one session, fifteen minutes. Not enough. They ask me for things I can see they could ask the brain themselves.
- Daniel Okafor NoneThen that's something we can help with. We do training sessions that walk people through their own data, so they see their own shippers on the screen rather than a demo. I can suggest a session for the warehousing group. I'd want to agree the format with you first.
- Pieter van Dam NoneYes. Let's make it concrete. Who comes, how long, what do they see?
- Daniel Okafor NoneRight, so I'd propose a short session, an hour or less, built around one real shipper account that your team knows well. The account managers from road freight can come as well and say what they ask the brain, because peers are more convincing than I am.
- Pieter van Dam NoneThat is good. Peers, yes. I will pick the shipper. Not a small one. A shipper where there was a problem in the past, so everybody remembers.
- Daniel Okafor NonePerfect, that's exactly the kind of example that lands. I'll come back to you by early next week with a proposed outline, and you can change it.
- Pieter van Dam NoneOkay. Next point. Tickets. I see we have had none with you in the last month. Is that good or is that strange?
- Daniel Okafor NoneI asked myself the same, to be honest. Normally I'd want to read silence carefully. But here the usage is going up, the sources are loading, and nothing has been flagged by anyone. So I read it as the brain simply working. No high priority issues either.
- Pieter van Dam NoneGood. I prefer that. I do not want to open tickets for fun.
- Daniel Okafor NoneHa, no. Though if something odd happens, even small, please do raise it. A small thing early is much easier than a big thing later.
- Pieter van Dam NoneYes. Understood. Now the contract. The year ends in March, yes? I want to be clear about the dates. I do not want a surprise.
- Daniel Okafor NoneOf course. The current term runs to 31 Mar 2026, and the renewal date is 1 Apr 2026. You're on Growth at £44,000 a year, and invoicing matches the order form exactly. Nothing overdue, so on the money side it's clean.
- Pieter van Dam NoneGood. So the renewal. Who talks to me? You or Tom?
- Daniel Okafor NoneBoth, in different ways. I'll keep the adoption and value side, and Tom Ashdown, who looks after the commercial terms on your account, will be in touch about the renewal itself. I won't guess a date for him, but I'll make sure he knows you want to start early.
- Pieter van Dam NoneYes, early. And I want to see the numbers before. What the team used, what the brain gave. My director will ask me. I need something simple for him.
- Daniel Okafor NoneThat's a very sensible thing to prepare. I can put together a short summary: who is using it, how many questions are being asked, which shipper accounts are looked at most, and what has changed since you started. One page, not a deck.
- Pieter van Dam NoneOne page is perfect. With the questions per month. And who asks them. I want to see if it is only me and two other people.
- Daniel Okafor NoneGood instinct, and I'll be honest with you in the summary, whichever way it falls. If it's concentrated in a few people, that tells us where the training should go.
- Pieter van Dam NoneYes. And one more thing. We may add a team next year. Customer service. They handle the exceptions by phone. I want them to see the same shipper view.
- Daniel Okafor NoneThat's interesting. Well, with fourteen active against forty licences you have room for them without changing anything on users. The thing to check is connectors, because their calls and tickets might come from a source you haven't connected yet. I'll look at that and tell you honestly what it would involve.
- Pieter van Dam NoneOkay. Do that. Not now, but before the renewal talk.
- Daniel Okafor NoneUnderstood. So, just to close the loop. From me: an outline for the warehousing training session, and the one-page usage summary ahead of the renewal conversation, plus a view on the customer service team. I'll also let Tom know you'd like to start early.
- Pieter van Dam NoneAnd from me: I choose the shipper for the session, and I tell you the names of the people from the warehouse side. That is all.
- Daniel Okafor NonePerfect. Thank you, Pieter, I appreciate the time, and the straight talking. I'll email you a note of this today.
- Pieter van Dam NoneGood. Thank you, Daniel. Groet.
- Daniel Okafor NoneBest wishes, Pieter. Speak soon.
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