Linthorpe Trade Supplies / BB-Demo – Check In
Callcompleted
Linthorpe Trade Supplies: documents · 2025-05-23 10:45
Check-in on 23 May 2025. Darren Blakey said usage is growing and search has been brilliant for credit queries. He raised no pain points, and a QBR on ROI was agreed in principle.
What was said
What this says
Current to 12 Oct 26Check-in on 23 May 2025. Darren Blakey said usage is growing and search has been brilliant for credit queries. He raised no pain points, and a QBR on ROI was agreed in principle.
What happened: Marcus Bell reviewed usage and said questions asked had risen from a couple a week to four or five. Darren confirmed people use the brain more regularly.
Customer view: Darren said search has been brilliant for credit queries, replacing manual account checks in Salesforce. His one ticket was a how-to question answered quickly.
Commercial: Marcus proposed a QBR to look at the dashboard builder, extra connectors and ROI. That is a route to a value case ahead of renewal and a possible upsell.
Watch: Only Darren was on the call, so the value case rests on one person. No QBR date was fixed.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Darren Blakey to send QBR dates.
- Marcus Bell to book the QBR and prepare the ROI review.
Risks
Current to 9 Oct 26- Value is described by one person, Darren Blakey, so key-person risk is possible.
- The QBR has no fixed date yet.
Opportunities
Current to 9 Oct 26- A QBR could cover the dashboard builder and additional connectors.
- A documented ROI case would support the renewal conversation.
Transcript
Marcus Bell NoneHi Darren, how are you? I've pulled the numbers for the last few months and wanted to give you a quick overview of how you're getting on with the brain.
Darren Blakey NoneYeah, good thanks. Been a bit mad at work but people are definitely using it more regularly now.- Marcus Bell NoneThat's what I'm seeing. You've got a steady group of active users across the month, and the real signal for me is questions asked, that's gone up. Three months ago you were asking maybe a couple a week; last month you were closer to four or five. That tells me people are finding it actually useful rather than just playing with it.
- Darren Blakey NoneYeah, the search particularly, that's been brilliant for credit queries. We were spending ages manually checking accounts in Salesforce before this.
- Marcus Bell NoneThat's exactly what it's built for. You're avoiding manual work and getting answers faster. That's the value. One thing I noticed, you had one support ticket over the last month. Did that get sorted OK?
- Darren Blakey NoneYeah, that was just a how-to question about the search syntax. Got answered pretty quickly, so no drama.
- Marcus Bell NoneGood. Any pain points or things you'd like to see different?
- Darren Blakey NoneNot really. People are comfortable with it now and it's becoming part of the routine.
- Marcus Bell NoneLovely. Well, why don't we book a proper QBR in a couple of months? We can dig into the dashboard builder, see if there's extra connectors you'd want to add, anything like that. Have a proper look at ROI.
- Darren Blakey NoneYeah, that sounds good. I'll send you some dates.
- Marcus Bell NonePerfect. Cheers, Darren. Speak soon.