Copperlane Payroll / B-Brain – Check In
Callcompleted
Copperlane Payroll: documents · 2025-11-12 11:15
Check-in on 12 Nov 2025 with Rebecca Nuttall, Head of Operations. Usage and connectors were healthy, only four or five of 15 licensed users are active, and she confirmed they are happy to carry on. No upgrade request yet.
What was said
What this says
Current to 11 Oct 26Check-in on 12 Nov 2025 with Rebecca Nuttall, Head of Operations. Usage and connectors were healthy, only four or five of 15 licensed users are active, and she confirmed they are happy to carry on. No upgrade request yet.
What happened: Marcus Bell ran a check-in with Rebecca Nuttall, Head of Operations, on 12 Nov 2025. He reported about four active users a day, all four connectors clean and no major tickets.
Customer view: Rebecca said Wayne now asks the brain directly instead of waiting for Ian to run queries. People are also starting to use the billing dashboard for invoice questions.
Commercial: Copperlane is on Starter, and only four or five people are active against 15 licensed users. Custom dashboards would be a Growth upgrade, which Rebecca called not urgent.
Watch: Use rests on a small group, with Wayne the heavy user. Marcus planned to open renewal conversations about a month before the contract end he gave.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Marcus Bell to send a calendar invite for an early-in-the-new-year check-in.
- Marcus Bell to open renewal conversations about a month before the contract end.
Risks
Current to 9 Oct 26- Only four or five people are active, so the value case rests on a small group with Wayne as the heavy user.
Opportunities
Current to 9 Oct 26- Custom dashboards are a possible Growth upgrade if Rebecca's team wants to build its own.
- Billing dashboard use for invoice questions suggests the brain is spreading to more of the team.