Copperlane Payroll / BG-Demo – Check In
Callcompleted
Copperlane Payroll · 12 Nov 2025 11:15
Rebecca Nuttall said the brain is running smoothly, is used at least weekly, and has delivered what Copperlane hoped for. Four to five active users against 15 licences. Renewal conversation set for the new year.
What was said
What this says
As at Fri 9 Oct 2026Rebecca Nuttall said the brain is running smoothly, is used at least weekly, and has delivered what Copperlane hoped for. Four to five active users against 15 licences. Renewal conversation set for the new year.
What happened: Daniel Okafor ran a routine check-in on 12 Nov 2025. Rebecca Nuttall, Head of Operations, raised no problems and said the connectors going live was the turning point.
Customer view: Search is the most used feature, and Wayne uses it to prepare for client calls. About four to five people are active, so there is headroom on the 15 licences.
Commercial: Daniel restated the Starter subscription at £20k a year and a renewal date of 1 Jun 2026. Rebecca mentioned more connectors only as a possibility if the team grows.
Watch: Nothing is at risk on this call. The only expansion signal is conditional on hiring, and the call does not show who signs the renewal.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Daniel Okafor to open the renewal conversation in the new year ahead of the 1 Jun 2026 renewal.
Risks
As at Fri 9 Oct 2026- Active use is concentrated in a small group of four to five people, so a departure would hit usage quickly.
Opportunities
As at Fri 9 Oct 2026- More connectors could be needed if the team grows, which would touch the Starter connector limit and the additional connectors add-on.
Transcript
Daniel OkaforMorning Rebecca. How are you?
Rebecca NuttallHi Daniel, good thanks. How's your week?- Daniel OkaforGood, good. Busy. Right, so I wanted to touch base now we're heading into the last few weeks of the year. Just to see how the brain's been for you all?
- Rebecca NuttallHonestly, it's made a real difference. The team's using it quite a lot now. Once we got all the connectors live, it just opened up so much for us.
- Daniel OkaforThat's great to hear. And how are they finding it? Any issues or bits that aren't working for you?
- Rebecca NuttallNo, it's all running pretty smoothly. The nightly refresh is fine for us. I think the most used feature is actually the search, people just ask it questions about clients and invoices and get answers without having to dig through three systems.
- Daniel OkaforThat's exactly what we want to hear. Are people asking the brain regularly?
- Rebecca NuttallYeah, I'd say once a week at least, probably more. Wayne's definitely using it a lot to prep for client calls. It's saved him time.
- Daniel OkaforBrilliant. And are you managing fine with the 15 user licenses? No one pushing for more?
- Rebecca NuttallNo, we're good. We're probably using about four to five people actively, so we've got headroom if we hire someone new, but we're not stretched.
- Daniel OkaforGood. Just to close the loop: you came on in June on Starter at £19,500 a year. Your renewal's coming up on 1 June 2026, so we'll have a proper conversation about that in the new year. But for now, I just wanted to check in and see how things are.
- Rebecca NuttallThanks Daniel. Yeah, we're very happy. It's delivered what we hoped for, to be honest.
- Daniel OkaforBrilliant. Is there anything you'd like to see added, or is there anything that's not quite working?
- Rebecca NuttallNo, I think it does what we need. Maybe down the line if we grow the team we'd want more connectors, but right now we're good.
- Daniel OkaforThat's useful to know. Well, let me know if anything comes up. Otherwise, we'll be in touch in the new year about renewal. Speak soon, Rebecca.
- Rebecca NuttallCheers, Daniel. Thanks.