Clashmore Recruitment / BB-Demo – Check In
Callcompleted
Clashmore Recruitment · 2025-12-29 12:15
On 29 Dec 2025 Deirdre Barry told Elena Novak usage rose after the November training. Her colleague Cian is asking whether it is worth it, so a usage summary is due before the contract end of 17 Sep 2026.
What was said
What this says
Current to 13 Oct 26On 29 Dec 2025 Deirdre Barry told Elena Novak usage rose after the November training. Her colleague Cian is asking whether it is worth it, so a usage summary is due before the contract end of 17 Sep 2026.
What happened: Elena covered usage since training, a recently handled high priority ticket, and wishes for the new year. Deirdre credited Hamza's session and Aisling's stand-up instruction for the rise.
Customer view: Deirdre was satisfied with the ticket response and wants a refresher for newer consultants. She wants to add consultants gradually, not all at once.
Commercial: Cian is asking whether it is worth it, and Elena said the contract runs until 17 Sep 2026. A written usage summary is the value case.
Watch: Duplicate client names look like a source record problem, and Elena made no promise of a quick fix. Elena called the numbers still modest.
Themes
Current to 9 Oct 26Theme
Usage growth, value question
Importance
renewal
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Elena Novak to send a written usage summary and proposed refresher times, after confirming Hamza Akhtar's availability.
- Deirdre Barry to send two examples of duplicate client names this week.
- Deirdre Barry to keep bringing consultants across gradually.
Risks
Current to 9 Oct 26- Cian is asking whether the brain is worth it, and the evidence does not show his view beyond that.
- Usage is still modest, so the value case for the renewal is thin.
- Duplicate client names in the source system could erode consultants' trust in answers.
Opportunities
Current to 9 Oct 26- Fifteen licensed users leave room to bring more consultants onto the subscription in stages.
- A refresher for newer consultants and a walk-through of connectors can deepen adoption.
Transcript
Deirdre Barry NoneHi Elena! Quick one before we start, one of the consultants asked me this morning, can the consultants see a client's invoices on the same page as the roles? Because I told her yes but I wasn't a hundred percent sure.
Elena Novak NoneHello Deirdre, good afternoon. Yes, to confirm, that is the purpose of the client page, and as I understand it that is what you bought the Starter tier for. I will come back to it in a moment, because it is on my agenda.- Deirdre Barry NoneGrand, grand. Sorry, I jumped straight in. How are you? Did you get a break over Christmas?
- Elena Novak NoneThank you, yes, a quiet few days in Amsterdam. And you? I hope the office was not too cold.
- Deirdre Barry NoneHa, it was freezing, we've the heating on a timer and nobody can work it. Anyway, we're back in, it's a funny week, half the team are off.
- Elena Novak NoneUnderstood, so I will keep this short. As I wrote in my email, the agenda has three points. First, how usage has gone since the training in November. Second, the one ticket you raised recently. Third, what you would like from us in the new year. Is that acceptable?
- Deirdre Barry NonePerfect. Go on.
- Elena Novak NoneOn usage, I can see that more than one person is now using the brain regularly. It has gone up clearly compared with the previous quarter. May I ask what you think has changed?
- Deirdre Barry NoneHonestly, the session with Hamza. After it Aisling told everyone at the stand-up to open the client page before they ring a client. And it stuck, mostly. Shane especially, he's gone from never to asking me how to do things, which is a good sign.
- Elena Novak NoneThat is very good to hear. I will make sure that Hamza knows, he will be pleased. And Méabh, how is she finding it?
- Deirdre Barry NoneShe likes the saved searches. She's got one for contacts who've moved companies. She said it saved her a morning, she told the whole office.
- Elena Novak NoneExcellent. To confirm, then, the numbers are still modest, but the direction is right. You have fifteen licensed users, so there is room for more consultants when you are ready.
- Deirdre Barry NoneThat's the plan. I don't want to throw everyone in at once though, I'd rather bring them across a few at a time so nobody's left struggling on their own. Is that daft?
- Elena Novak NoneNot at all, it is sensible. If it helps, I can suggest a simple order. Start with the consultants who spend most time preparing for client calls, because they notice the benefit first.
- Deirdre Barry NoneGrand, that'd save us hours. Right. The ticket. That was the one where the invoices weren't lining up against one of the clients.
- Elena Novak NoneYes. As I see it, it was marked high priority and has been handled. Can you confirm from your side that the records are now correct?
- Deirdre Barry NoneI had a look yesterday and it's all showing properly. I was a bit nervous because it was in front of the consultants, you know, they lose patience quickly. But the response was quick, so no complaints.
- Elena Novak NoneThank you. I will make sure that the support team receives that feedback. Is there anything else you noticed that looked wrong, even something small?
- Deirdre Barry NoneNot really. Oh, one thing. Some clients have the same company name twice, with slightly different spelling. Can the consultants see which is the right one? Or is that a record problem on our side?
- Elena Novak NoneIt is most likely a record problem in the source system, so the brain is showing what it is given. I would not want to promise a quick fix from my side. If you send me two examples, I will ask the consultant team to look and I will reply in writing.
- Deirdre Barry NoneWill do, I'll pull two together this week. Thanks a million.
- Elena Novak NoneNow the third point. What would you like from us in the new year? I can offer a short refresher for the consultants who joined the brain late, or a review of which sources you are connecting.
- Deirdre Barry NoneThe refresher, definitely. For the newer ones. And maybe have Aisling walk through the connectors with someone, because I don't understand half of that and I won't pretend I do.
- Elena Novak NoneUnderstood. As agreed, I will arrange the refresher with Hamza and propose some times in my follow-up email. I would rather confirm his availability first than name a day now.
- Deirdre Barry NoneThat's grand. Oh, and Cian will want to know where we are on all this at some point. He's asking whether it's worth it.
- Elena Novak NoneThat is a fair question and a good one to answer with evidence. I will include in my follow-up a short summary of usage to date, so you can share it with him. The contract runs until 17 Sep 2026, so there is time, but it is better he sees the progress early.
- Deirdre Barry NoneLovely, he'll appreciate that. Right, I'd better let you go, I've a consultant waiting at my desk.
- Elena Novak NoneOf course. To summarise: one, I send the written summary and proposed refresher times. Two, you send two examples of the duplicate client names. Three, you continue bringing consultants across gradually. Kind regards, Deirdre, and happy new year.
- Deirdre Barry NoneHappy new year, Elena. Thanks a million, bye now.
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