Dunholm Precision / BG-Demo – QBR
Callcompleted
Dunholm Precision · 27 Oct 2025 13:00
Ruth Ackroyd is pleased with adoption and used the brain's sourced answers to pass an audit. Renewal on 1 Dec 2025 at the invoiced £47k was raised without terms. She wants evidence of usage and the paperwork sent to her first.
What was said
What this says
As at Fri 9 Oct 2026Ruth Ackroyd is pleased with adoption and used the brain's sourced answers to pass an audit. Renewal on 1 Dec 2025 at the invoiced £47k was raised without terms. She wants evidence of usage and the paperwork sent to her first.
What happened: Daniel Okafor ran the QBR with Tom Ashdown. About twelve people were active daily against 60 licensed users, up by about a quarter on the previous quarter, with sales engineers and order management newly active.
Customer view: Ruth credits the source shown with each answer for the audit result. She asked for hard question numbers and declined, for now, to let BG-Demo write the audit up as an example.
Commercial: Tom stated the first term ends on 30 Nov 2025 and the invoiced annual figure is £47k, but quoted no renewal change. Ruth's managing director signs and finance will review, so the paperwork goes to her first.
Watch: Dashboards are barely used, yet Nathan Booth wants a late orders against open quality tickets view to replace a manual spreadsheet. No need for more users or connectors was voiced.
Themes
As at Fri 9 Oct 2026Theme
QBR usage and renewal
Importance
renewal
Sentiment
positive
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Daniel Okafor to send Ruth the question numbers and dashboard session dates.
- Tom Ashdown to send written renewal paperwork to Ruth first, for her managing director and finance.
- Daniel Okafor to ask again about the audit write-up once Ruth has seen the wording.
Risks
As at Fri 9 Oct 2026- Renewal terms were not stated, and the managing director and finance will see the paperwork, so price and value will be tested.
- Ruth wants hard evidence of question volumes and is cautious about public references.
Opportunities
As at Fri 9 Oct 2026- A dashboard session with Nathan Booth could deepen use of a feature included in the tier but barely used.
- Sourced answers that satisfied an auditor give a value case for the managing director.
Transcript
Daniel OkaforAfternoon, everyone, and thank you all for making the time. Let me just check who's here. Ruth, Nathan, and Tom's with me from our side. Is anyone else due to join?
Ruth AckroydAfternoon, Daniel. No, just us. What's changed since last time? That's what I want from this.- Daniel OkaforThat's a good way to frame it, Ruth. I'll share my screen. Three parts: usage, what you're getting from it, and then the renewal, which Tom will pick up. How does that sound?
Tom AshdownAfternoon all. How's your week been, Ruth? Still audit season?- Ruth AckroydIt's always audit season. We passed the last one, as it happens. Right first time.
- Tom AshdownBrilliant. Well done to you. No drama, then.
- Daniel OkaforThat's lovely to hear, and I'll come back to it, because I think the brain had something to do with it. First, usage. You're licensed for 60 users now. On average about twelve people were active each day over the last month, which is up by about a quarter on the previous quarter.
- Ruth AckroydUp by a quarter. Who are the new ones?
- Daniel OkaforMostly the sales engineers, as it happens, and a few from order management. The sales engineers started asking about what customers had been promised on calls, which was part of the original plan.
- Ruth AckroydYes. They were the sceptical ones. I'm pleased. How many questions are they asking? Send me the evidence, don't just say they're using it.
- Daniel OkaforFair challenge. I've pulled the numbers and I'll send them over after this. What I can tell you from the screen is that questions are rising month on month, and they're spread across several people rather than one or two. That matters, because one person asking everything is a risk if they leave.
Nathan BoothFrom the admin side, it's been quiet in a good way. Refresh lands every morning, no tickets, nothing broken. The only thing I'd say is that we haven't built many dashboards. Most people use the chat and search.- Daniel OkaforThat's a useful point, thank you, Nathan. Dashboards are in your tier and you've barely touched them. How is the team finding the chat? Is it quick enough, do they trust it?
- Ruth AckroydThey trust it because it shows the source. If it didn't, they'd stop. The audit evidence was the real test. I could show where each answer came from, and the auditor was satisfied.
- Daniel OkaforThat's exactly what we hoped for. I'd love to write that up as an example, if you're comfortable, though only if it's alright with you. I'd not name the customer.
- Ruth AckroydNot yet. Ask me again when I've seen the wording.
- Daniel OkaforOf course. Just to close the loop on that. Now, dashboards. Would a short session help? Nathan, maybe you and a couple of others, building a view of late orders against open quality tickets, by customer. Then the managers can see it without typing anything.
- Nathan BoothYes, I'd like that. Ruth's team keeps asking for a weekly view, and I've been doing it by hand in a spreadsheet. If I can replace that, I'm in.
- Ruth AckroydDo that. By customer, and by part. Not a pretty chart nobody reads.
- Daniel OkaforUnderstood, I'll offer you some dates for the dashboard session in the next few days. Now, Tom, over to you for the renewal.
- Tom AshdownThanks, Daniel. So, Ruth, as you know, this first term finishes on 30 Nov 2025 and renews on 1 Dec 2025. The annual figure that's been invoiced and is on the order form is £46,600. I'm not going to quote you any change off the top of my head. When I've got renewal terms I'll put them in writing, properly, and not from memory.
- Ruth AckroydFine. Who needs to see the paperwork? My managing director signs it, and our finance team will want to see it too. I'll make sure it gets in front of both.
- Tom AshdownThat's perfect. I'll send it to you, and you can pass it on, or I can send it to them direct if you'd rather. Whichever's easier. Leave that with me.
- Ruth AckroydSend it to me first. He'll ask me whether it's working. And I can tell him.
- Tom AshdownThat's all I need. Anything else you'd want from us before the renewal? More users, more connectors?
- Nathan BoothNot at the moment. We're inside the connectors we have. If the sixty seats fill up, I'll say.
- Daniel OkaforLovely. So, to recap. I send Ruth the question numbers and the dates for the dashboard session. Tom sends the renewal paperwork to Ruth for her managing director and finance. Ruth, you'll let me know about the write-up once you've seen it. Have I missed anything?
- Ruth AckroydNo. That's the lot. Thanks, Daniel. Thanks, Tom.
- Daniel OkaforThank you, all. I'll come back to you by the end of the week. Best wishes.
- Tom AshdownCheers, Ruth. Cheers, Nathan.
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