Wellbrook Facilities / BG-Demo – Check In
Callcompleted
Wellbrook Facilities · 12 Sep 2025 10:30
Anita Mistry says Wellbrook Facilities is happy and uses search for client and ticket lookups. Usage dipped earlier because of leave. She keeps 15 users and agrees to a filters and saved searches training in October.
What was said
What this says
As at Fri 9 Oct 2026Anita Mistry says Wellbrook Facilities is happy and uses search for client and ticket lookups. Usage dipped earlier because of leave. She keeps 15 users and agrees to a filters and saved searches training in October.
What happened: Marcus Bell checked in on a call held 12 Sep 2025. He asked about an earlier usage dip and Anita attributed it to colleagues on longer leave.
Customer view: Anita calls the brain a good tool for what they need and reports no refresh problems. She is unsure everyone knows about saved filters.
Commercial: Fifteen users is the right number for now and no headcount growth is planned, so there is little upsell headroom. Marcus noted the renewal is in May.
Watch: Usage is mainly basic search, so adoption is shallow. The training is the main lever to deepen use before renewal.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Marcus Bell to schedule an afternoon training session for early October and send an invite.
- Marcus Bell to check back a couple of months after the training.
Risks
As at Fri 9 Oct 2026- Usage is mostly basic search and not everyone knows about saved filters.
- A usage dip a couple of months earlier was explained only by leave.
Opportunities
As at Fri 9 Oct 2026- Training on filters and saved searches could deepen adoption before the May renewal.
Transcript
Marcus BellHi Anita, thanks for taking the time. So it's been a few months since we got you live, and I wanted to check in on how things are going and whether you've got any blockers or questions.
Anita MistryYeah, it's been going well. The team's been using it pretty regularly for client lookups and ticket searches.- Marcus BellThat's good to hear. I've had a look at the usage on my end. You're seeing queries across client names, tickets, invoices. What I've noticed is a couple of months back usage dipped a bit. Has anything changed on your side, new processes, people moving around?
- Anita MistryNot a major change. We had a couple of people off on a longer leave, and then things picked back up. But we're definitely still using it. The brain's a good tool for what we need.
- Marcus BellGreat. Are there any features you've been wanting to explore? The interface lets you build filters, save searches. Not sure if you've dug into that yet?
- Anita MistryWe've mainly been using the search. I'm not sure everyone knows you can save filters.
- Marcus BellRight. Shall I put together a short training for your team? Just a quick session on the filters and saved searches. Could be useful to build some reusable queries for things you ask regularly.
- Anita MistryYeah, that'd be helpful.
- Marcus BellI'll set that up for early October. Is afternoon better than morning for your crew?
- Anita MistryAfternoon works better.
- Marcus BellPerfect. I'll schedule it. Now, you're currently on 15 users. Are you thinking of adding anyone, or is that still the right number?
- Anita MistryFifteen's probably fine for now. If we bring on a new team member I might think about it, but we're not planning to expand headcount in the near term.
- Marcus BellFair enough. And the nightly refresh, has that been working fine? You're getting data in by morning, no issues?
- Anita MistryYeah, no complaints. Data's always there when we need it.
- Marcus BellExcellent. So I think the main thing is: we'll do the training in October, and I'll check back in a couple months after that. Your renewal's not until May, so we've got plenty of time, but I'll make sure we're staying in touch. Anything else I should know?
- Anita MistryNo, I think we're good. Thanks, Marcus.
- Marcus BellCheers. I'll sort the training date and send you an invite. Speak soon.