Garrow Lusk / BB-Demo – Check In
Callcompleted
Garrow Lusk · 2025-11-24 16:45
Jade Kenwright said new team members picked the brain up quickly and use it for placement history and invoice queries. She raised no problems. Daniel Okafor flagged a renewals conversation for the following quarter.
What was said
What this says
Current to 11 Oct 26Jade Kenwright said new team members picked the brain up quickly and use it for placement history and invoice queries. She raised no problems. Daniel Okafor flagged a renewals conversation for the following quarter.
What happened: Daniel Okafor checked in with Jade Kenwright, Operations Director. She confirmed a couple more team members had been added and were asking about placement history and invoices.
Customer view: Jade said the brain saves digging through emails and old spreadsheets. She called searches reliable, dashboards fit for purpose and data freshness solid.
Commercial: Daniel said he would send a usage update the following week and open a renewals conversation for the next quarter. No price, rival or contract concern came up.
Watch: Only Jade spoke for the customer, and the only value case is anecdotal. The call does not show how many questions are asked or by whom.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Daniel Okafor to send Jade Kenwright a usage update the following week and set up the renewal conversation.
Risks
Current to 9 Oct 26- Only one customer voice on the call, so wider satisfaction and value are not tested.
Opportunities
Current to 9 Oct 26- Growing user numbers give a basis for a value case ahead of the renewal conversation.
Transcript
Daniel Okafor NoneHi Jade, thanks so much for making the time. How has your week been?
Jade Kenwright NoneGood, thanks. Busy as usual, but things are moving. How are you?- Daniel Okafor NoneAll good. So I wanted to check in and see how the team has been getting on with the brain. I've been looking at your usage over the last couple of months and it looks like you've brought a few more people into the fold, which is great.
- Jade Kenwright NoneYeah, that's right. We've added a couple more team members who needed visibility into the placements and accounts. They picked it up pretty quickly, which was nice to see.
- Daniel Okafor NoneExcellent. And what sort of questions are they asking? Are they getting what they need?
- Jade Kenwright NoneYeah, mostly looking at placement history and invoice queries. It saves us digging through emails and the old spreadsheets now. It's made a real difference to how quickly we can answer client questions.
- Daniel Okafor NoneThat's brilliant to hear. That's honestly the best feedback I get, when people realise they don't have to spend the morning hunting down information. Just to close the loop, is there anything that's not quite working the way you'd hoped, or anything you'd like to see us look at?
- Jade Kenwright NoneNot really. The searches are reliable and the dashboards do what we need. I think the main thing is just keeping the data fresh, but that's been solid.
- Daniel Okafor NoneGood to know. We refresh every morning, so you should always be current. On the admin side, is Sue handling everything OK from a billing perspective?
- Jade Kenwright NoneYeah, no issues. Sue has it all sorted on her end. She didn't flag anything to me.
- Daniel Okafor NonePerfect. Well, I'll send over a quick update on how we're tracking next week, and we can have a proper conversation about renewals coming into next quarter. But for now, I just wanted to make sure everything was ticking along nicely, and it sounds like it is.
- Jade Kenwright NoneSounds good. Thanks for checking in.
- Daniel Okafor NoneBest wishes, Jade. Speak soon.