Brannock Medical Supplies / BG-Demo – Check In
Callcompleted
Brannock Medical Supplies · 23 Jun 2025 13:15
Helen Varley found usage steady but wants a per-trust dashboard for her account managers and a value case for the 1 May 2026 renewal. She is not asking for more spend. Marcus Bell flagged reliance on a small group of askers.
What was said
What this says
As at Fri 9 Oct 2026Helen Varley found usage steady but wants a per-trust dashboard for her account managers and a value case for the 1 May 2026 renewal. She is not asking for more spend. Marcus Bell flagged reliance on a small group of askers.
What happened: Marcus Bell reviewed usage with Helen Varley on 23 Jun 2025. Average active users was a touch down, questions asked was holding, and there were no tickets in the last month.
Customer view: Helen wants each key-account manager to have one view of orders, delivery queries and renewal status for their own trusts. She wants it broader, not narrower, and is not asking for more spend.
Commercial: Marcus quoted renewal on 1 May 2026 at £48k a year as it stands, under the Growth tier, with terms going through Priya. Helen wants to show what the business got for forty licences.
Watch: Four or five people do the bulk of the asking. Marcus noted that quiet tickets can mean people have stopped trying things.
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 send slots for a dashboard working session once Helen picks the trust.
- Marcus to build a one page view of usage and dashboards for Helen to show internally.
- Helen to send the list of account managers who should have access.
Risks
As at Fri 9 Oct 2026- Usage rests on four or five people, a key-person risk going into the 1 May 2026 renewal.
- Helen needs evidence of value for forty licences, and none has been assembled yet.
- Zero tickets may signal people have stopped trying things rather than satisfaction.
Opportunities
As at Fri 9 Oct 2026- The dashboards builder is included in Growth, so a first trust view can be built and copied for the others.
- Headroom on forty licences means the aim is wider adoption, not extra spend.
Transcript
Marcus BellHi Helen, afternoon. Can you see my screen yet?
Helen VarleyAfternoon. Yes, I've got the usage page. Three things from me today: how the account managers are getting on, anything that's not working, and dashboards by trust. Does that fit?- Marcus BellThat fits nicely. I was going to cover usage first anyway, so let's start there. I've pulled the numbers and they're pretty steady. Average active users is a touch down on the last quarter, nothing dramatic.
- Helen VarleyA touch down. What's driving that?
- Marcus BellHonestly it looks like normal movement. A couple of people who used to log in daily now dip in weekly. Questions asked is holding up, which is what I care about more.
- Helen VarleyOkay. By trust, please, who's asking? Because I think a few of the trusts are quieter than they should be and I'd rather know.
- Marcus BellI can show you who asks the most. Give me a second. It's mostly four or five people doing the bulk of it, and that's the part I'd flag. Quite a lot rests on a small group.
- Helen VarleyThat's useful. I'll take that to the account managers. I'd like it broader, not narrower.
- Marcus BellAgreed. And there's headroom, you've got forty licensed users and nowhere near that active. So it's about getting more of the team in, not buying more.
- Helen VarleyGood, because I'm not asking for more spend. Tickets?
- Marcus BellNone this last month. Quiet. Which is good, but I'll be straight, quiet can also mean people have stopped trying things. I'd rather hear a few how-to questions.
- Helen VarleyHa, so I should make them raise more tickets?
- Marcus BellNot quite, no. Just ask me, or ask the brain. Right, so dashboards. You said by trust.
- Helen VarleyYes. Each key-account manager should open one view for their own trusts: orders, delivery queries, and where the contract renewal stands. Right now they're stitching it together from searches.
- Marcus BellThat's exactly what the dashboards builder is for, and it's included in your Growth tier. I can build a first one with you for a single trust, and then you copy it for the rest.
- Helen VarleyFine. Which trust? Pick the busiest one, they'll complain loudest if it's wrong.
- Marcus BellFair. You tell me which and I'll set up a working session with you and one of the account managers. Say an hour, I'd build while you steer.
- Helen VarleyI'll pick one and come back to you today. And the renewal's next spring, isn't it? I want to be able to show what we got for forty licences.
- Marcus BellYes, it runs to 30 Apr 2026 and renews 1 May 2026, at £48,500 a year as it stands. Anything on terms goes through Priya, but I'm very happy to build you a one page view of usage and dashboards so you've got something to show.
- Helen VarleyPlease. That would help me more than anything. Anything on your side you need from me?
- Marcus BellA list of the account managers who should have access, so I can compare it against who's actually in. Then I'll know who's missing.
- Helen VarleyI'll send that. It'll be one or two names out of date, I'm warning you now.
- Marcus BellThat's fine, it's usually the case. Right, I'll also look at a fuller review in September once the dashboards have been in use for a bit. Shall we pencil that in?
- Helen VarleySeptember's fine. Not the first week, I'm away.
- Marcus BellNoted. So I send slots for the dashboard session, you pick the trust and send the user list, and I put together the usage page. Anything I've missed?
- Helen VarleyNo, that's the lot. Thanks Marcus.
- Marcus BellThanks Helen, speak soon. Bye.