Copperlane Payroll / BB-Demo – Check In
Callcompleted
Copperlane Payroll: documents · 2026-03-16 16:15
Check-in on 16 Mar 2026 ahead of the June renewal. Rebecca Nuttall sees value in client queries and expects to stay on Starter another year, after talking to Mark about Growth. A formal renewal proposal was promised.
What was said
What this says
Current to 11 Oct 26Check-in on 16 Mar 2026 ahead of the June renewal. Rebecca Nuttall sees value in client queries and expects to stay on Starter another year, after talking to Mark about Growth. A formal renewal proposal was promised.
What happened: Marcus Bell checked in with Rebecca Nuttall on 16 Mar 2026 ahead of the June renewal. He described usage as steady, with no connector issues and a couple of minor tickets.
Customer view: Rebecca said usage rises and falls with busy client call periods. The brain answers client queries without digging through systems, and the pre-built dashboards are useful.
Commercial: Marcus raised Growth at around £22,000 a year against £19,500 now. Rebecca will talk to Mark but expects to stay on Starter for another year.
Watch: The £22,000 quoted for Growth matches the v2 Starter list, not the Growth list of £50,000. The evidence does not show whether the proposal was sent or signed.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Priya to send a formal renewal proposal within a few weeks of the 16 Mar 2026 call.
- Marcus Bell to confirm the correct Growth price if Mark asks about an upgrade.
Risks
Current to 9 Oct 26- Usage is described as going up and down, with no sign of growth beyond a small team.
- The Growth figure quoted on the call does not match the Growth list price, which could confuse the renewal conversation.
Opportunities
Current to 9 Oct 26- Rebecca will discuss Growth with Mark, so a custom dashboards and quarterly QBR upgrade stays open.
Transcript
Marcus Bell NoneHi Rebecca, good to catch up again. It's been a little while since we last spoke.
Rebecca Nuttall NoneYeah, good to hear from you too.- Marcus Bell NoneSo I've pulled the numbers. Still getting good usage. The team's been using it consistently. Queries are steady, no issues with the connectors. And I've got a couple of minor tickets, nothing blocking anything.
- Rebecca Nuttall NoneYeah, usage does seem to go up and down a bit. Some weeks people use it more, some weeks less. Depends on whether we're in a busy client call period.
- Marcus Bell NoneThat makes sense. Are the team still finding value in it?
- Rebecca Nuttall NoneYeah, they are. Especially for client queries. When someone rings up and asks something, we can answer them in the brain instead of digging through systems.
- Marcus Bell NoneGood. So as we head towards renewal, that's coming up in June, are there any features you've been wishing for? Anything that would make you use it more?
- Rebecca Nuttall NoneNot particularly. It does what we need. The pre-built dashboards are useful.
- Marcus Bell NoneOkay. Just so you're aware, we're on v2 of the product now, which has some new features. Not a huge change for Starter, but if you wanted to chat about Growth, there's custom dashboards and quarterly QBRs.
- Rebecca Nuttall NoneWhat's the cost difference?
- Marcus Bell NoneGrowth is around 22,000 a year. You're on 19,500 right now. So it's an increase, but you'd get more users, more connectors, and we'd do quarterly check-ins instead of half-yearly.
- Rebecca Nuttall NoneOkay. I'll chat with Mark about it. But for now, I think we'll stick with Starter for another year.
- Marcus Bell NoneFair enough. I'll get Priya to send over a formal renewal proposal in the next few weeks. We'll need it signed before your contract expires in June. Any questions before I go?
- Rebecca Nuttall NoneNo, that's it. Thanks, Marcus.
- Marcus Bell NoneCheers, Rebecca.