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Amara Obi

Fulford Ings Software / BG-Demo – Check In

Callcompleted

Fulford Ings Software logo Fulford Ings Software · 23 Mar 2026 09:45

First conversation between Amara Obi and Eleanor Pickering, held 23 Mar 2026. The customer is pleased, nothing is broken, and she asked for ticket and usage data side by side. Headroom exists on the 15 licensed slots.

What was said

What this says

As at Fri 9 Oct 2026

First conversation between Amara Obi and Eleanor Pickering, held 23 Mar 2026. The customer is pleased, nothing is broken, and she asked for ticket and usage data side by side. Headroom exists on the 15 licensed slots.

What happened: Amara introduced herself as CSM, the first contact with Eleanor. Eleanor said the team uses the brain to check support tickets against usage, which is what they wanted.

Customer view: Search and dashboards are helpful and nothing is broken. She asked to see tickets from a specific customer next to their usage.

Commercial: Amara said 15 licensed slots are in use only by a handful, so there is room to grow at no cost. No price or renewal was discussed.

Watch: Amara said a few people drive much of the volume, which is a key-person risk. The call is a first contact, so the relationship is new.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
First check-in, positive adoption
Importance
praise
Sentiment
positive
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Amara Obi to raise the ticket and usage drill-down request with the product team and report back to Eleanor Pickering.
  • Amara Obi to run the next check-in, which she described as a QBR in the spring.

Risks

As at Fri 9 Oct 2026
  • A few people drive much of the usage, so the value depends on them.
  • This was the first contact with the CSM, so the relationship is new.

Opportunities

As at Fri 9 Oct 2026
  • The request to see tickets and usage side by side could become a dashboard or custom query.
  • Unused licensed slots give room to bring in more of the team.

Transcript

  1. Amara Obi
    Amara Obi
    Hi Eleanor, thanks for making the time. I'm Amara, I look after your account as CSM. I know this is the first time we've spoken, so I just want to introduce myself properly and see how the brain's working for you.
  2. Eleanor Pickering
    Eleanor Pickering
    Hi Amara. No, good to meet you. Honestly, we're pretty pleased with it. The team's been using it to check support tickets against usage, which is exactly what we wanted.
  3. Amara Obi
    Amara Obi
    That's brilliant. And usage-wise, here's what the numbers say. You've gone from basically no usage at kickoff to solid adoption over the past few months, really strong growth. A few people are driving a lot of the volume, but overall the team is engaging with it.
  4. Eleanor Pickering
    Eleanor Pickering
    Yeah, a couple of people on my team picked it up quite quickly and then showed the others. Once they saw it could link tickets to usage data, it made sense.
  5. Amara Obi
    Amara Obi
    Exactly. And are there features you'd like to see, or anything that's not working?
  6. Eleanor Pickering
    Eleanor Pickering
    The search is good. The dashboards are helpful. I'd like to be able to drill down a bit more into the ticket data: like, show me tickets from a specific customer, and their usage, side by side. But nothing's broken.
  7. Amara Obi
    Amara Obi
    That's a really good use case. Let me note that, it's something we can probably build into a dashboard or a custom query. I'll chat with the product team and come back to you on that.
  8. Eleanor Pickering
    Eleanor Pickering
    Great. Is there anything from your end that you need from me?
  9. Amara Obi
    Amara Obi
    Not really. Just keep using it, keep getting value from it. And if someone joins your team or you need to add more users, just let me know. You've got 15 licensed slots and you're only using a handful right now, so there's room to grow without any cost.
  10. Eleanor Pickering
    Eleanor Pickering
    Okay, good to know.
  11. Amara Obi
    Amara Obi
    And the next check-in is due in six months: we'll do a proper quarterly QBR in the spring, just to look at the data side by side and talk about what's working and what could improve. But if anything comes up between now and then, just reach out.
  12. Eleanor Pickering
    Eleanor Pickering
    Sounds good. Thanks, Amara.
  13. Amara Obi
    Amara Obi
    Thanks for your time, Eleanor. Really pleased with how you lot are getting on. Speak soon.

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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DataRecords
Organisations225
People at customers862
BG-Demo staff records (in post and leavers)58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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