Carnmoor Fleet Leasing / BB-Demo – Training
Callcompleted
Carnmoor Fleet Leasing · 2026-02-04 14:45
Training for Kofi Asamoah and Priti Varma on asking questions, pinning and the Growth dashboards builder. Loads are current, no sync issues, and Priti built a four-tile dashboard and plans to show colleagues.
What was said
What this says
Current to 13 Oct 26Training for Kofi Asamoah and Priti Varma on asking questions, pinning and the Growth dashboards builder. Loads are current, no sync issues, and Priti built a four-tile dashboard and plans to show colleagues.
What happened: Hamza Akhtar trained Kofi and Priti, a Corporate Account Manager, on questions, pages, search and the dashboards builder. Priti pinned a question, built four tiles and tried a trend.
Customer view: Priti was nervous about quoting from the brain in front of clients but found it far less scary than expected. One fleet figure that looked low matched the leasing system, so her notes were behind.
Commercial: Only one small how-to ticket was open and loads were current. Kofi asked whether low use of the forty licences matters, and Hamza advised letting use spread through the service desk and remarketing.
Watch: use still rests on Kofi and Priti. Adoption beyond them depends on Priti's planned show and tell.
Themes
Current to 9 Oct 26Theme
Training and dashboards adoption
Importance
praise
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Hamza sends Priti and Kofi the one-page guide on the day of the call.
- Kofi tells the service desk about pinning and sends remarketing a short note to try one question.
- Hamza checks with the customer success manager about a later session once Priti has practised.
Risks
Current to 9 Oct 26- Only a handful of the forty licensed users are active, so value depends on a few people.
- Priti was wary of quoting from the brain to clients, so trust in answers is still forming.
Opportunities
Current to 9 Oct 26- Priti's show and tell could spread dashboards use among the other corporate account managers.
- Service desk and remarketing are targeted to try one pinned question each, widening use within Growth.
Transcript
Kofi Asamoah NoneHello, hello. Can you hear us all right, Hamza?
Hamza Akhtar NoneLoud and clear. Good afternoon, both. Priti, you're on mute, I think. Oh, no, there you are.
Priti Varma NoneSorry, sorry. Afternoon. I was just finishing a call with a client, so I've still got their fleet list open in another window. Apologies if I'm a bit distracted.- Hamza Akhtar NoneNot at all, that's kind of perfect, actually. We can use a real client today. How's the week been?
- Priti Varma NoneBusy. Renewals season for a couple of my accounts, so everybody wants a number yesterday.
- Kofi Asamoah NoneSame on the data side. Right, before we start, shall I do the tickets? There's only one open and it's a small one. Somebody on the driver service desk asked how to save a question so they can run it again tomorrow. I've told them it's the pin option, but I thought it was worth covering today anyway.
- Hamza Akhtar NoneGood, that's a nice one to start with, then. And nothing else outstanding? No sync problems?
- Kofi Asamoah NoneNo. I checked last night's load this morning and it completed well before the working day started. Everything's current. Which is why I'm happy to spend the time on training rather than fixing.
- Hamza Akhtar NoneLovely. So, plan for the next hour or so. I'd like to go through how to ask the brain a good question, then pages and search, then the dashboards builder, which is part of Growth and I don't think anyone's really touched it yet. And we'll leave time at the end for Priti to try things on her own clients. Does that sound right?
- Priti Varma NoneYes, that's what I need. I've been using the chat a bit, but honestly I ask it things the way I'd ask a colleague and sometimes the answers are a bit, well, wide.
- Hamza Akhtar NoneThat's really common, and it's fixable. I'll share my screen. Can you see the brain home page?
- Kofi Asamoah NoneYeah, we see it.
- Hamza Akhtar NoneOkay. So the thing to remember is that the brain knows who the client is, because Kofi's mapped the client list to the leasing system. So you don't need to explain everything about them. You name the client, you say what you want to know, and you say a time frame. Try something like, what has this client raised with the driver service desk recently, and are any of their invoices outstanding.
- Priti Varma NoneRight. Let me type that in. Can I use the client I was just on with?
- Hamza Akhtar NonePlease do.
- Priti Varma NoneOkay, it's thought about it. And there. It's given me a short summary, three queries from their drivers, and it says no invoices are overdue. Oh, that's useful. It's got links under each one.
- Hamza Akhtar NoneClick one of the links. That takes you to the source record, so you're never just trusting the summary. You see where it came from.
- Priti Varma NoneAh, that's the helpdesk ticket. Okay. So I could have this open when I'm on the phone to them.
- Hamza Akhtar NoneExactly the idea. Now, the wide answers. If you ask something like, how is this client doing, it has to guess what you mean by doing. Better to ask for one thing at a time. Fleet size, then queries, then invoices. Or ask it to compare this quarter with the last one.
- Kofi Asamoah NoneCan I add something there? When people ask about the fleet, which source is that from is the question I'd ask. The brain will pull vehicle counts from the leasing system, but if someone put a number in an email, it might surface that too. If the two don't match, that's a mapping question, not a bug. Tell me and I'll look.
- Priti Varma NoneOkay, so if I see a number that looks off, I shouldn't just assume the brain's wrong.
- Kofi Asamoah NoneRight. Open the source, see where it came from, and then send it to me. I'd much rather get a note than have you reconcile it in a spreadsheet.
- Priti Varma NoneHa, that's the dream. Fewer spreadsheets.
- Hamza Akhtar NoneLet's keep going. Priti, try one with a time frame. Ask for everything that changed on that client in the last month. Contract, queries, emails, anything.
- Priti Varma NoneOkay. Hm. That's quite long. It's grouped it, which is nice. Emails, tickets, finance. There's a bit about a vehicle swap that I'd forgotten about.
- Hamza Akhtar NoneThat's the point of it. All the places you'd normally have to go and look, in one answer. Now, the pin option Kofi mentioned. See the little pin at the top of the answer? Click it and give the question a name.
- Priti Varma NoneDone. I've called it monthly client catch-up. Oh, and it's in the sidebar now.
- Hamza Akhtar NonePerfect. Next time you click that and change the client name, you get the same shape of answer. That's what the service desk wanted, I think.
- Kofi Asamoah NoneYes, that's exactly their question. I'll send them a note after this. Can you pin one for everyone, or is it just your own?
- Hamza Akhtar NoneBoth. Your own by default, and as an admin you can share one with a team. So if Priti builds one that works, you could share it with the other corporate account managers.
- Priti Varma NoneOh, I like that. They'd stop asking me how I do it.
- Hamza Akhtar NoneLet's do pages and search next. Pages are the written summaries the brain keeps for each client, so it's like a living account file. Search is the quick route if you just know a name or a phrase. Priti, search for a contact at one of your clients, someone you know well.
- Priti Varma NoneOkay, I've typed a name. It's found the person, a couple of emails and a call. That's quick. Quicker than my inbox, anyway.
- Hamza Akhtar NoneNow open the client page from the results. This is where you'd start before a review meeting.
- Priti Varma NoneRight, this has the fleet, who the contacts are, recent queries, invoices. Is that all updated overnight?
- Kofi Asamoah NoneEvery night. It's done by seven in the morning on a working day, so by the time anyone's at a desk it's current. If it ever isn't, that's me, and you should shout.
- Priti Varma NoneGood to know. I'd been a bit nervous about quoting from it in front of a client, to be honest.
- Hamza Akhtar NoneThat's fair, and it's why the sources are always there. Check the link, then quote it. Over time you'll find you don't need to check every one.
- Priti Varma NoneYeah. Mm. Okay.
- Hamza Akhtar NoneShall I give you a few minutes to play? Pick three clients you'd normally prepare a review for, and for each one ask for fleet, queries and invoices. Kofi and I will stay quiet.
- Priti Varma NoneGo on then. Give me a minute.
- Priti Varma NoneRight, sorry, that took a while, but it was worth it. Two of the three were spot on. The third one showed a fleet number I didn't recognise. It's lower than what I have in my head.
- Kofi Asamoah NoneWhich client is that? And which source is the number from, can you see?
- Priti Varma NoneIt says the leasing system. I'll paste the client name in the chat.
- Kofi Asamoah NoneGot it. I'll check last night's load for that one and compare it with the leasing system directly. I'd guess it's a recent handback that hasn't made it into your own notes, but I won't guess. I'll come back to you tomorrow.
- Priti Varma NoneThanks, Kofi. Honestly, if the brain's right and my memory's wrong, that's quite a good outcome.
- Hamza Akhtar NoneIt happens a lot, to be fair. Right, the dashboards builder. This is the bit I think will matter most for you, Priti, because you can put a client's fleet, queries and invoices on one screen and keep it. Let me go to the builder tab.
- Hamza Akhtar NoneSo, you start with a blank canvas and add tiles. Each tile is basically a saved question with a chart type. I'll build one live. Tile one, vehicles on contract by client. Tile two, open queries by client. Tile three, overdue invoices by client.
- Hamza Akhtar NoneThere. It's a bit plain, but you can see the idea. You can filter the whole thing by one client at the top, so it works as your pre-meeting view.
- Priti Varma NoneOh, that's what I wanted. So I wouldn't need to be running three questions each time.
- Kofi Asamoah NoneAnd the remarketing people would want something like that as well, I'd think. Different tiles, same idea. Can more than one person edit a dashboard?
- Hamza Akhtar NoneThe owner edits, and others can view or copy it. If Priti shares hers, people can copy it and change the tiles for their own team. That tends to work better than everyone editing the same one.
- Kofi Asamoah NoneGood. Fewer accidents. I'll note that down.
- Hamza Akhtar NonePriti, your turn. Build one for your own book. Don't worry about making it pretty.
- Priti Varma NoneOkay. Where's the add tile button?
- Hamza Akhtar NoneTop right, the plus. Then choose a saved question or write a new one.
- Priti Varma NoneGot it. I'll use the monthly catch-up one I pinned. Can I do that?
- Hamza Akhtar NoneYou can, yes. Pinned questions show up as options. That's the nice link between the two.
- Priti Varma NoneRight. I've got four tiles. Fleet count, queries, invoices, and one for renewals coming up. It's slow to make the first one and then it gets quick.
- Hamza Akhtar NoneThat's about right. Can you share your screen and I'll have a look?
- Priti Varma NoneSure. Is it showing?
- Hamza Akhtar NoneIt is. That's good. One tip: on the renewals tile, set the time frame to the next quarter rather than the next year, otherwise it'll be a very long list. And name the tiles in plain words, because other people will look at it and won't know what a label means.
- Priti Varma NoneFair point. I'll rename them.
- Kofi Asamoah NoneWhile Priti does that, can I ask something about usage? We're licensed for forty users, and I know only a handful are really using it day to day. Is that something we should be pushing on, or does it not matter?
- Hamza Akhtar NoneHonestly, I think it's healthy. Active use has gone up a lot since go-live, and you've got plenty of room left. I wouldn't push people on for the sake of it. I'd get the people who feel the pain, the service desk and remarketing, to try one real question each this week, and let it spread from there.
- Kofi Asamoah NoneThat's more or less what I was thinking. A named question each, pinned, and a short note on how to find it.
- Priti Varma NoneI can do a ten minute show and tell for the other account managers. If I've got a dashboard I can say, look, this is what it does for me.
- Hamza Akhtar NoneThat would be better than anything I can do. I'll send you a one page guide after this with the three habits: name the client, ask one thing, say the time frame.
- Priti Varma NonePlease. Lovely.
- Hamza Akhtar NoneOne more trick. You can tell it to use only one source. So if you want the answer from the leasing system alone, or only from emails, you say so. It's useful when two sources disagree, like the number you saw earlier.
- Kofi Asamoah NoneThat'd help with the mismatch. Does it work in chat as well as in pinned questions?
- Hamza Akhtar NoneBoth. Try it, Priti, on that client where the number looked low.
- Priti Varma NoneOkay, leasing system only. Same number as before. So the brain and the system agree, and it's my notes that are behind.
- Kofi Asamoah NoneThen I don't need to chase anything, but I'll still check the load tomorrow, just so I can tell you I did.
- Priti Varma NoneHa. Fine. Thanks.
- Hamza Akhtar NoneOkay. We've got a good bit of time left. Do you want to go deeper on anything? I could show how to ask for trends over a few months, or how to build a tile that compares two clients.
- Priti Varma NoneTrends, please. My clients always want to know if their query numbers are going up or down.
- Hamza Akhtar NoneRight. So you'd say, show me monthly queries for this client over the last six months. And then in the builder you pick a line chart rather than a table. Have a go.
- Priti Varma NoneThat's nice. You can see a bump about two months ago. I'd like to know what caused it, though.
- Hamza Akhtar NoneClick the bump. It'll take you to the tickets in that month, and you can ask the brain what they had in common. Be careful with the why, though. It'll tell you what the tickets say, not what the client is thinking.
- Priti Varma NoneYeah, understood. That's a conversation for me to have.
- Kofi Asamoah NoneI'd say the same about the data. It can tell you what's recorded. Whether it's right is a different job, and that one's mine.
- Hamza Akhtar NoneGood split. Now the last piece, which is how you ask for help. If something looks wrong, there's the thumbs down on an answer, which flags it to Kofi, and for anything bigger Kofi raises a ticket with us. You don't need to do anything with us directly.
- Priti Varma NoneThat's reassuring. I won't feel like I'm breaking it.
- Hamza Akhtar NoneYou won't. You can't. Honestly, the worst that happens is a poor answer.
- Kofi Asamoah NoneCan I go back to the dashboards for a second? I'd like to set up one for the connectors, so I can see in the morning that every source loaded. Is that possible?
- Hamza Akhtar NoneYes. There's an admin view for it, and you can put the same tiles on your own dashboard. Let me show you where.
- Kofi Asamoah NoneRight, that's what I wanted. One screen, every source, last load time. I'll check that first thing and keep the ticket queue for real problems.
- Hamza Akhtar NonePerfect. Right, I'm conscious of time. Let me recap. Priti, you've pinned a monthly catch-up question, built a four tile dashboard and tried a trend. Kofi, you've got your load view and you're going to look into that fleet number. Anything I've missed?
- Priti Varma NoneI think the main thing for me is the one page guide, so I can show the others. And maybe a follow up in a few weeks, once I've used it on real review meetings.
- Hamza Akhtar NoneOf course. I'll send the guide today, and I'll check with your customer success manager about a short session later, once you've had some practice. Kofi, anything on your side?
- Kofi Asamoah NoneJust that I'll tell the service desk about pinning, and then I'll send a short note to remarketing about trying one question. If anyone gets stuck they can ask me.
- Hamza Akhtar NoneBrilliant. And if you want me to join a team session, I'm happy to.
- Priti Varma NoneMight take you up on that. Thank you, Hamza, that was really helpful. Far less scary than I thought.
- Kofi Asamoah NoneYes, thanks. Good session. Cheers, Hamza.
- Hamza Akhtar NoneCheers both. Speak soon.
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