B-Glass
Daniel Okafor

Garrow Lusk / BG-Demo – Check In

Callcompleted

Garrow Lusk logo Garrow Lusk · 27 Nov 2024 16:00

Check-in on 27 Nov 2024 with Operations Director Jade Kenwright. She reports the brain is used more across the team and is happy on Starter. Renewal at £20k on the same terms was agreed verbally, with paperwork promised by mid December.

What was said

What this says

As at Fri 9 Oct 2026

Check-in on 27 Nov 2024 with Operations Director Jade Kenwright. She reports the brain is used more across the team and is happy on Starter. Renewal at £20k on the same terms was agreed verbally, with paperwork promised by mid December.

What happened: Daniel Okafor, Customer Success Manager, held a check-in with Jade Kenwright, Operations Director, on 27 Nov 2024. He used it to close the loop on the renewal he said is due in June.

Customer view: Jade said people now ask the brain first, and the placements team asks things she would not think to ask. She reported nothing major on the support side beyond one call data issue that was fixed.

Commercial: Jade said Starter is fine and she does not need dashboards yet. Daniel proposed renewal at £20k on the same annual, in-advance terms, and she agreed.

Watch: The usage figures on the call are Daniel's, and the call does not show who asks most of the questions. The renewal is agreed verbally only, and no signatory other than Jade is shown.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Starter renewal check-in
Importance
renewal
Sentiment
positive
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Daniel Okafor to send the Starter renewal agreement by the middle of December.
  • Daniel Okafor to get the agreement signed before the holidays, ahead of the June renewal.

Risks

As at Fri 9 Oct 2026
  • Renewal is agreed verbally only and no paperwork is shown as sent.
  • The call does not show who asks most of the questions, so key-person exposure is unchecked.

Opportunities

As at Fri 9 Oct 2026
  • Use is spreading to the placements team, which supports a later conversation about the Growth tier.
  • Jade said dashboards are not needed yet, so the dashboards builder is a later prompt rather than a present need.

Transcript

  1. Daniel Okafor
    Daniel Okafor
    Jade, hi, thanks for making time. How are you?
  2. Jade Kenwright
    Jade Kenwright
    Good, all good. Busy quarter, but the brain's making things easier.
  3. Daniel Okafor
    Daniel Okafor
    That's great to hear. So I've been looking at your usage over the last three months, and I'm seeing some really positive signals. More people using the brain, more questions being asked each week. How is the team finding it?
  4. Jade Kenwright
    Jade Kenwright
    People are using it more, yeah. I think once folks realised they could ask about a client and get the placement history and the invoices in one go, it just stuck. Now when someone asks me a question, I tell them to ask the brain instead.
  5. Daniel Okafor
    Daniel Okafor
    That's exactly what we want to hear. Your active users have grown significantly quarter on quarter, and questions asked, I'm seeing forty or fifty a week now. Are those coming from you, or is it spreading?
  6. Jade Kenwright
    Jade Kenwright
    Mix of both. I'm asking a fair few, but the team is definitely using it. The placements team especially, they ask it things I wouldn't think to ask.
  7. Daniel Okafor
    Daniel Okafor
    Brilliant. That's adoption, that. And any issues on the technical side? Any tickets or things that didn't work?
  8. Jade Kenwright
    Jade Kenwright
    Nothing major. We had one thing with the call data a while back, but Hannah sorted that out pretty quick.
  9. Daniel Okafor
    Daniel Okafor
    Good. So we're coming up on your renewal, it's due in June. I wanted to just close the loop on how you're finding the product and whether this is still the right tier for you.
  10. Jade Kenwright
    Jade Kenwright
    Yeah, we're happy with it. The Starter tier is fine for us. I don't think we need the dashboards and all that yet, search and chat is doing what we need.
  11. Daniel Okafor
    Daniel Okafor
    That makes sense. So we'd renew you on Starter at nineteen thousand five hundred, same as this year. Contract's annual, paid in advance, same terms.
  12. Jade Kenwright
    Jade Kenwright
    Yeah, that's fine. Can we sort that in the next month or so?
  13. Daniel Okafor
    Daniel Okafor
    Absolutely. I'll get a renewal agreement to you by the middle of December, and we'll get it signed before the holidays. That way you're all set for June.
  14. Jade Kenwright
    Jade Kenwright
    Perfect.
  15. Daniel Okafor
    Daniel Okafor
    Brilliant. I'll be in touch by email with the paperwork. Thanks for the time, and cheers for being such a great customer.
  16. Jade Kenwright
    Jade Kenwright
    No, thanks Daniel. Speak soon.

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