What was said
What this says
Current to 11 Oct 26Pieter van Dam is positive: account managers now use the brain in place of three systems. He wants a one-page value case before the 1 Apr 2027 Growth renewal and asked about a high priority ticket.
What happened: Daniel Okafor ran a check-in with Pieter van Dam alone. Usage is spreading across account managers, and Pieter asked for a session for the older hands and a note on a high priority ticket.
Customer view: Pieter values seeing the shipper account, exception tickets and calls on one page. He ties the renewal to showing his director which exceptions were caught.
Commercial: The Growth contract is £44,000 a year and renews on 1 Apr 2027. Fifteen active people against forty seats leaves headroom, and two new account managers start next month.
Watch: Pieter said he wants exception tickets seen before the shipper complains, and the high priority ticket was still open for explanation.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Daniel sends slot options for the session built around one of the older hands' own shippers by the end of the week.
- Daniel sends Pieter a note on the high priority ticket that afternoon.
- Daniel and Pieter start the value page, with Pieter supplying three shippers.
Risks
Current to 9 Oct 26- Two or three older account managers still rely on their own spreadsheets.
- The high priority ticket Pieter raised had not yet been explained to him.
Opportunities
Current to 9 Oct 26- Two new account managers start next month, with plenty of seats available.
- A one-page value case with three shipper stories could make the 1 Apr 2027 renewal straightforward.
Transcript
- Daniel Okafor NoneGood morning, Pieter. Thank you for making the time. Can you hear me all right?
- Pieter van Dam NoneYes, good morning, Daniel. Clear. Sorry, one second, I am closing the other meeting.
- Daniel Okafor NoneNo rush at all. It is just the two of us today, so we can take it at whatever pace suits you.
- Pieter van Dam NoneGood. So, to be clear, first I check last time's actions. You were going to send me the usage overview per team. Did that come?
- Daniel Okafor NoneIt did, it went across last week. Just to close the loop, was there anything in it that did not make sense?
- Pieter van Dam NoneNo, it was clear. The account managers are in there more than before. I see it in my weekly shipper review, they bring the screens themselves now.
- Daniel Okafor NoneThat is lovely to hear. The numbers say the same. On average around fifteen people are active in a month, and that is up on the previous quarter. So the habit is spreading, not just the same few people.
- Pieter van Dam NoneFifteen of forty seats. So there is room.
- Daniel Okafor NoneThere is a lot of room, yes. You are licensed for forty users on Growth, so you are well inside the limit. How is the team finding it day to day?
- Pieter van Dam NoneMostly good. The account managers like seeing the shipper account, the exception tickets and the calls on one page. Before, they opened three systems. Now one. This is the whole point for me.
- Daniel Okafor NoneRight, and that is what you bought it for. Is there anyone who still goes back to the old way?
- Pieter van Dam NoneTwo or three of the older hands. They trust their own spreadsheets. What is the plan for them? I do not want to force it, but I also do not want them to be the exception.
- Daniel Okafor NoneMm. I would not force it either. What tends to work is a short session built around one of their own shippers, so they see their own account in the brain and not a demo. I could do that with them, if you think they would sit through it.
- Pieter van Dam NoneLet's make it concrete. Can you do it in the next few weeks? I will ask them for a slot.
- Daniel Okafor NoneYes. I'll come back to you by the end of the week with two or three options, and you tell me which suits them.
- Pieter van Dam NoneGood. Now tickets. I saw there were two in the last month, one was high priority. I want to understand that one.
- Daniel Okafor NoneOf course. Two in a month is quiet for an account your size, and only one was high priority. I would like to close the loop on it properly, so let me say what I know and then be honest about what I would still confirm with our support team.
- Pieter van Dam NonePlease. And what is the plan if it comes back?
- Daniel Okafor NoneFair question. On Growth the first response for a high priority ticket is within one business hour, and that is the standard I check the timestamps against. I will look at it this afternoon and send you a short note, so you are not relying on my memory.
- Pieter van Dam NoneYes. Do that. I want the exception tickets seen before the shipper complains. That is my job. If the brain is late, I am late.
- Daniel Okafor NoneUnderstood. And the nightly refresh is meant to be complete by seven in the morning your time on business days, so if anyone on your side sees stale numbers first thing, tell me straight away rather than waiting for the review.
- Pieter van Dam NoneOK. Nobody has said it to me. But I will remind them.
- Daniel Okafor NoneThank you. Now, a little further out, if that is all right. Your contract is the forty-four thousand a year on Growth, and it runs to 31 Mar 2027, so the renewal date is 1 Apr 2027.
- Pieter van Dam NoneYes, I know the date. It is still some months. Why do you raise it now?
- Daniel Okafor NoneOnly so that nothing surprises you. I would rather we talk about it early and calmly than have it land in the diary. Nothing needs deciding today. I just want us to be able to say clearly what the brain has done for your account managers by then.
- Pieter van Dam NoneGood. Then let's make it concrete. I want one page. Which shippers were seen early, which exceptions were caught. If I can show this to my director, the renewal is easy.
- Daniel Okafor NoneThat is a good shape for it. I can pull the usage by team and the questions your people ask most, and you add the shipper stories, because you know which ones really mattered. Between us it makes a proper value case.
- Pieter van Dam NoneYes. I give you three shippers. You find the data.
- Daniel Okafor NonePerfect. Anything else on your side before we look at the diary?
- Pieter van Dam NoneOne thing. New account managers. Two will start next month. They need access and a short introduction. Who do I ask?
- Daniel Okafor NoneAsk me, and I will make sure they are set up. You have plenty of seats, so access is not an issue, and I can fold them into the same session as the older hands if the timing works.
- Pieter van Dam NoneGood. That is efficient. Send me the options and I will confirm.
- Daniel Okafor NoneJust to close the loop on today, then. I send you slot options for the session by the end of the week, I send you a note on the high priority ticket this afternoon, and we start on the value page together. Does that match what you have?
- Pieter van Dam NoneYes. That is all three. Thank you, Daniel.
- Daniel Okafor NoneThank you, Pieter. Enjoy the rest of your day. Best wishes.
- Pieter van Dam NoneGroet. Goodbye.