Leiekant Accountants / BB-Demo – Check In
Callcompleted
Leiekant Accountants · 2026-08-07 08:45
Amara Obi's check-in with Els Van Damme was calm. Els reported no complaints, agreed to name more users for the licence headroom and accepted an early new year renewal QBR. Renewal intent was not tested directly.
What was said
What this says
Current to 14 Oct 26Amara Obi's check-in with Els Van Damme was calm. Els reported no complaints, agreed to name more users for the licence headroom and accepted an early new year renewal QBR. Renewal intent was not tested directly.
What happened: Amara walked Els through adoption about five months after go-live. Usage is rising, a couple of client managers are power users, and nightly refreshes are completing cleanly.
Customer view: Els said the recent support queries were sorted quickly and she had no complaints. She volunteered that the associate team could use the brain.
Commercial: The customer is well inside the 15-user licence, so adding people is headroom rather than an upgrade. Els accepted an early new year renewal QBR, ahead of the contract end date next year.
Watch: Els said nothing about value, price or alternatives, so renewal intent is untested. The access list is still owed to Amara.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Amara Obi to send renewal QBR dates to Els Van Damme this week.
- Els Van Damme to send Amara a list of extra users to onboard.
Risks
Current to 9 Oct 26- Els gave no view on value or price, so renewal intent is untested ahead of the contract end next year.
- Usage is led by a couple of client managers, which is a mild key-person exposure.
Opportunities
Current to 9 Oct 26- Els will list associate team members for access, using headroom within the 15-user licence.
Transcript
Amara Obi NoneMorning, Els. Thanks for taking the time. How's the week been treating you?
Els Van Damme NoneGood morning. Busy, but good. What did you want to go over today?- Amara Obi NoneSo we're coming up on five months since you went live back in March. I wanted to walk through how adoption's tracking and see how the team's finding the brain in practice.
- Els Van Damme NoneOkay, good. What are the numbers saying?
- Amara Obi NoneHere's what the numbers say: your team is using it regularly, questions are going in week on week, and the monthly trend is solidly upward. People are discovering it and coming back. That's exactly what we want to see.
- Els Van Damme NoneGood to hear. Who's driving most of that activity?
- Amara Obi NoneYou've got a couple of your client managers who are power users: they're pulling together client fee data, deadline visibility, that sort of thing. But there's real headroom there. You're well inside your 15-user licence, so there's plenty of room to bring in more people.
- Els Van Damme NoneRight. Who else should have access? Could be useful for the associate team.
- Amara Obi NoneExactly. Who else should have access is the question to ask. Get me a list and we'll get them on board. Easy lift.
- Els Van Damme NoneWill do. How's the data looking from your end?
- Amara Obi NoneData's fresh. Nightly refreshes completing cleanly, no staleness issues that we can see. You've had a couple of support queries come in over the last month, nothing serious, but I want to make sure those landed well.
- Els Van Damme NoneYeah, they got sorted quickly. No complaints.
- Amara Obi NonePerfect. So, looking ahead, your contract runs through 5 March next year. We should get a proper renewal QBR in the diary for early in the new year. How's that looking for you?
- Els Van Damme NoneThat works for us. Early new year is fine.
- Amara Obi NoneBrilliant. I'll get some dates over to you this week. And in the meantime, if you want to bring those additional people on, just let me know. Happy to jump on it. Any other questions?
- Els Van Damme NoneNo, I think that covers it.
- Amara Obi NoneGreat. I'll speak soon. Best, Amara.
- Els Van Damme NoneThanks, Amara. Cheers.