What was said
What this says
Current to 14 Oct 26Lieke Hermans reported smooth use and early margin gains from exception tracking. She is not expanding yet but may add HR data. Marcus Bell flagged the end-of-year renewal and proposed another touchpoint in September.
What happened: Marcus reviewed usage with Lieke and she described the brain as really useful. He raised expansion and put the year-end renewal on her radar.
Customer view: Lieke credits exception tracking with catching shipper problems early and estimates a couple of percent on overall margin, not formally quantified. The one WMS sync slowdown was fixed within the hour.
Commercial: Lieke is thinking about adding HR data later, which would be a new connector. The renewal is at the end of the year and the customer is positive going in.
Watch: The September touchpoint is now in the past and the evidence does not show whether it happened. The margin figure is an estimate and no value case has been written.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Marcus Bell sends Lieke a note on how to expand her plan.
- Marcus Bell holds a renewal check-in with Lieke, which was suggested for September.
Risks
Current to 9 Oct 26- The margin benefit is an informal estimate, so the value case is unquantified going into renewal.
- Lieke is the only customer voice on the call, so the renewal rests on one relationship.
Opportunities
Current to 9 Oct 26- Adding HR data as a new connector would extend the brain to staffing against workload.
- Eleven active users and room under the Growth plan allow extra users or connectors.
Transcript
- Marcus Bell NoneLieke, how's it going? Good to catch up.
- Lieke Hermans NoneYeah, really good actually. The brain's been really useful.
- Marcus Bell NoneThat's great to hear. I've been looking at your usage numbers, I wanted to chat through those with you. So you're averaging about eleven active users a month, which is great, that's solidly in the Growth plan. And I'm seeing a nice upward trend.
- Lieke Hermans NoneYeah, people have been getting into it. The ops team especially, they're running daily exception reports now.
- Marcus Bell NoneThat's exactly what I wanted to hear. So tell me, what's been the biggest win so far?
- Lieke Hermans NoneHonestly, the exception tracking. We were losing margin on certain shippers because we weren't spotting problems until way downstream. Now we catch them early and can talk to the shipper about it. I reckon we've already picked up some margin there.
- Marcus Bell NoneThat's fantastic. Have you quantified that at all, the margin saved?
- Lieke Hermans NoneNot formally, but I'd say a couple of percent on our overall margin. For our size, that's significant.
- Marcus Bell NoneBrilliant. That's exactly the kind of outcome we hope to see. Any frustrations or pain points?
- Lieke Hermans NoneNo, honestly it's been smooth. We had one connector issue maybe a month ago, WMS sync got a bit slow, but Stijn and I reported it and you guys fixed it within the hour.
- Marcus Bell NoneGood to hear. Yeah, that was a blip on our end, we squashed it. Have you thought about expanding? You've got room for more users or more connectors if you wanted to.
- Lieke Hermans NoneNot immediately, but we're definitely thinking about it. Maybe down the line we'd add HR data so we can see staffing against workload.
- Marcus Bell NoneThat's a good idea. We can discuss that whenever you're ready. I'll send you a quick note on how to expand your plan if you want to explore it.
- Lieke Hermans NonePerfect. Cheers for checking in.
- Marcus Bell NoneOf course. So, the renewal is coming up at the end of the year. We've got plenty of time, but I wanted to put that on your radar. Nothing changes unless you want it to, but let's touch base again in September to make sure everything's still tracking right.
- Lieke Hermans NoneSounds good. I'll get it in the diary.
- Marcus Bell NoneGreat. Thanks again and speak soon.