Clashmore Recruitment / BG-Demo – Check In
Callcompleted
Clashmore Recruitment · 7 Sep 2026 09:00
Elena Novak told Deirdre Barry that daily use is about a third down on the previous quarter, carried by two people. Deirdre accepted this and agreed a consultant session. The Starter renewal on 18 Sep 2026 needs a signatory who was not on the call.
What was said
What this says
As at Fri 9 Oct 2026Elena Novak told Deirdre Barry that daily use is about a third down on the previous quarter, carried by two people. Deirdre accepted this and agreed a consultant session. The Starter renewal on 18 Sep 2026 needs a signatory who was not on the call.
What happened: Elena Novak opened the 7 Sep 2026 check-in with usage and was direct about the fall. Deirdre Barry accepted it and agreed to a consultant session, a usage summary and a list of names by the end of the week.
Customer view: Deirdre said most use runs through her and one senior consultant. She read the silence on tickets as low use, not a healthy brain.
Commercial: The contract is Starter at £19k a year, the order form and invoices agree and nothing is overdue. The term ends 17 Sep 2026 and Deirdre does not sign alone. Elena would not say whether the price changes and left that to Lewis Kerr in writing.
Watch: The evidence does not show whether the renewal was signed. Use depends on one person, and the signatory will ask who is using it.
Themes
As at Fri 9 Oct 2026Theme
Low usage before renewal
Importance
renewal
Sentiment
mixed
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Elena Novak sends the written summary and proposes two times for the consultant session.
- Deirdre Barry sends the names of the consultants for the first session by the end of the week.
- Lewis Kerr sends the renewal paperwork with the terms stated, including anything that differs from the current term.
Risks
As at Fri 9 Oct 2026- Use is carried by Deirdre Barry and one senior consultant, so the value goes quiet if either is away.
- Daily active use is about a third down on the previous quarter against fifteen licensed users.
- The person who signs the renewal was not on the call and will ask who is using it.
Opportunities
As at Fri 9 Oct 2026- A thirty-minute consultant session built on roles, placements and invoices together could bring users back.
- All fifteen licences give the combined client view, so Starter headroom is unused rather than missing.
- A plain-language usage summary for the signatory gives a value case for the renewal.
Transcript
Deirdre BarryHello, Elena, can you hear me? Sorry, I've the kettle going behind me, give me two seconds.
Elena NovakGood morning, Deirdre. Yes, I hear you well. Please, take your time.- Deirdre BarryGrand, I'm back. Quick one before we start, if that's all right. One of the consultants asked me last week can she see a client's open roles, the placements and the invoices all on the one page, without going into three places. I said yes, but I wanted to be sure I'm not telling fibs.
- Elena NovakYes, that is exactly what the Starter set-up was built for. I will make sure we look at it together before the end of the call. First, to confirm the agenda I emailed on Friday. One, usage over the last quarter. Two, the connectors and whether everything is loading. Three, the renewal on 18 Sep 2026 and what you need from us. Four, the written actions afterwards.
- Deirdre BarryPerfect. That's all grand.
- Elena NovakThank you. So, usage. I will be direct with you, because I would rather say it now than in the renewal paperwork. Over the last month the brain has had, on average, just over two people active on a given day. Against the previous quarter that is about a third fewer. You have fifteen licensed users.
- Deirdre BarryMm. Yeah. No, that's fair. I'd have said it was down, I just didn't know it was that much.
- Elena NovakI do not want to alarm you. I would like to understand it. Can you tell me what you see from your side?
- Deirdre BarryHonestly? It's been busy. Quarter end, a few of the consultants are on the road, and when it gets busy they go back to what they know. The spreadsheet, the inbox, ringing the client. And I'm not always there to nudge them, that's the thing. I'm the one who set it up, so a lot of it comes through me, and if I'm not asking, nobody's asking.
- Elena NovakThat is helpful, thank you. So the questions are mostly asked by you, and by perhaps one other person.
- Deirdre BarryMe and one of the senior consultants, yeah. The others dip in and out. Is that bad? That sounds bad.
- Elena NovakIt is a risk, to confirm, rather than a failure. When one person carries most of the use, the value is fragile. If that person is away for a fortnight, the brain goes quiet. And quiet is what makes a renewal conversation difficult, for both of us.
- Deirdre BarryRight. Yeah. No, I take that.
- Elena NovakOn the tickets: there have been none in the last month, and nothing urgent. I read that two ways. Either everything works well, or people are not using it enough to meet a problem. From what you say, I think it is more the second.
- Deirdre BarryHa. Yeah, I'd say the second. Nobody's complaining because nobody's pushing it hard enough to break it.
- Elena NovakExactly. Now, the connectors. As far as I can see, the sources you agreed at the start are all configured and records are still coming in. Is there any system you have changed or are planning to change?
- Deirdre BarryNo, nothing like that. Same CRM, same accounting. We haven't touched them.
- Elena NovakGood. Then the data is not the problem. It is the habit. So may I propose something small and practical?
- Deirdre BarryGo on.
- Elena NovakOne, a short session, perhaps thirty minutes, with the consultants, built around the question your colleague asked: a client's roles, placements and invoices together before the call. Two, I will send you a one-page summary of who asked what over the last quarter, so you can see where the use is. Three, you tell me which two or three consultants you would most like to bring back.
- Deirdre BarryGrand, that'd save us hours, honestly. Can I pick the ones who spend the most time chasing invoice queries? Because they're the ones who'd see it straight away.
- Elena NovakYes, that is a very good place to start. Those people will feel the benefit quickest.
- Deirdre BarryAnd the thing the consultant asked, can I show you? Or can you show me, I mean. I'd rather not guess.
- Elena NovakOf course. Please open the brain and search for one of your clients by name. Choose one you know well.
- Deirdre BarryOkay. Typing. Right, it's thinking. Oh, there it is. Roles on the left. Placements. And the invoices underneath. Oh, that's lovely. That's all of it.
- Elena NovakYes. And you can ask in plain words as well, for example which invoices for this client are still open. Try it.
- Deirdre BarryWhich invoices are still open for this one. Hang on. Right. It's giving me two, and the dates. Sure that's what a consultant needs before she rings them. Quick one, can the consultants see that too, all fifteen?
- Elena NovakYes, all fifteen licences give that view. That is the point I would like to land in the session.
- Deirdre BarryGrand. Right. I feel a bit silly now, I'd forgotten how good it is.
- Elena NovakPlease do not. It is common. A tool is easy to forget when the week is full. That is why I would like the habit to be shared across more people, not only you.
- Deirdre BarryFair. Okay, so the renewal. I should say, I don't sign that off on my own, I'd need to bring the person who signs it here into it. Will he want to see numbers?
- Elena NovakI expect so, and that is reasonable. To confirm where things stand: the contract is Starter at £18,525 a year, the order form and the invoices agree, and nothing is overdue. The current term ends on 17 Sep 2026, so the renewal date is 18 Sep 2026. Lewis Kerr holds the commercial terms, and I will ask him to send you the renewal paperwork directly.
- Deirdre BarryOkay. And is there anything that changes? Price or whatever?
- Elena NovakI will not guess, because I would rather you had it in writing from Lewis. I will make sure he states the renewal terms clearly, including anything that differs from the current term.
- Deirdre BarryFine by me. Grand.
- Elena NovakOne more point. If the person who signs would like to join a call, I am happy to prepare a usage summary for them in plain language, so that the decision is based on what the team actually does with it.
- Deirdre BarryYeah, that'd help. He'll ask who's using it. Better he hears it from you than from me stumbling.
- Elena NovakThen as agreed, here are the actions. I will send the written summary today. I will propose two times for the consultant session. I will ask Lewis to send the renewal paperwork. And you will send me the names of the consultants you would like in the first session. Is that right?
- Deirdre BarryThat's right. I'll have names to you by the end of the week.
- Elena NovakThank you, Deirdre. I will make sure everything is in writing, so nothing is lost in an inbox.
- Deirdre BarryHa, you've me sussed. Thanks a million, Elena. Talk soon.
- Elena NovakKind regards, Deirdre. Goodbye.
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