Copperlane Payroll / BG-Demo – Check In
Callcompleted
Copperlane Payroll · 16 Mar 2026 16:15
Rebecca Nuttall is really happy and about four people ask questions most days. She raised two small issues: overnight data not visible at 08:00, and difficulty with the dashboard builder. Renewal notice due in about ten weeks.
What was said
What this says
As at Fri 9 Oct 2026Rebecca Nuttall is really happy and about four people ask questions most days. She raised two small issues: overnight data not visible at 08:00, and difficulty with the dashboard builder. Renewal notice due in about ten weeks.
What happened: Daniel Okafor held a check-in with Rebecca Nuttall on 16 Mar 2026. Use has become a habit, mostly joining invoices and payroll runs, and she trusts the data as current.
Customer view: She asked a question at 08:00 and overnight activity was missing, and wants everything by 07:00. She also got lost in the dashboard builder.
Commercial: Daniel flagged a renewal notice in about ten weeks for the second year and offered more seats or connectors. Rebecca said they are fine for now.
Watch: The refresh query may point to a connector not loading, and Daniel owes an answer by end of the week plus a dashboard guide. The dashboard builder sits in Growth, but the call does not show what the order form includes.
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 investigate the 07:00 refresh gap and reply to Rebecca by the end of that week.
- Daniel Okafor to send Rebecca a dashboard builder guide and offer a call the following week.
Risks
As at Fri 9 Oct 2026- Overnight data missing at 08:00 may mean a connector is not loading, which would undermine trust in freshness before the renewal.
- Difficulty with the dashboard builder could stall adoption if the guide does not arrive.
Opportunities
As at Fri 9 Oct 2026- Interest in dashboards could open a Growth tier conversation, which includes the dashboards builder.
- Daniel offered extra seats or connectors, and Rebecca said she would shout if that changes.
Transcript
Daniel OkaforHi Rebecca, thanks for making time today. How's the week been?
Rebecca NuttallBusy as usual, but good. I wanted to tell you the team's been using the brain quite a lot, which is great.- Daniel OkaforThat's brilliant to hear. How is the team finding it?
- Rebecca NuttallReally well. About four people ask questions most days now. They're mostly joining invoices and payroll runs together, which saves a lot of time switching between systems.
- Daniel OkaforThat's exactly what it should do. Are they asking questions regularly, or still quite ad hoc?
- Rebecca NuttallIt's become a habit now, which is good. They just ask when they need an answer. The data feels current, which helps, people trust that what they're getting is up to date.
- Daniel OkaforThat's the sweet spot. Any pain points so far?
- Rebecca NuttallOne thing. I'll ask a question at 08:00 and the overnight activity isn't quite there yet. It's not critical, but if I could see everything by 07:00 that would be ideal.
- Daniel OkaforWe refresh by 07:00 every business day, so there might be something on one of the connectors not pulling through. Let me dig into that and I'll come back to you by end of the week. What else?
- Rebecca NuttallWe tried to build a dashboard for monthly totals and I got lost in the builder. Could use some help there.
- Daniel OkaforNo problem. I'll send you a quick guide, it's usually just dragging the fields you want into rows and columns. If you get stuck we can jump on a call. When works?
- Rebecca NuttallMaybe next week. A guide first would be helpful though.
- Daniel OkaforWill do. Just to close the loop, are you happy with how things are going more broadly?
- Rebecca NuttallReally happy. It's doing what we wanted.
- Daniel OkaforGreat. And just a heads-up, you'll get a renewal notice in about ten weeks for the second year. Nothing changes unless you want it to, but we'll have a proper chat about it then. If you want to add more seats or connectors before then, let me know.
- Rebecca NuttallGood to know. We're fine for now, but I'll shout if that changes.
- Daniel OkaforCheers, Rebecca. I'll get that guide over and look into the refresh question. Speak soon.
- Rebecca NuttallThanks, Daniel. Speak soon.