Stainmore Haulage / BB-Demo – Check In
Callcompleted
Stainmore Haulage · 2024-05-07 16:45
Marcus Bell's 7 May 2024 check-in found Shirley Bowman content: usage climbing, no tickets, no wish to add users yet. Renewal is flagged for November. Nothing raised on value, price or a rival.
What was said
What this says
Current to 14 Oct 26Marcus Bell's 7 May 2024 check-in found Shirley Bowman content: usage climbing, no tickets, no wish to add users yet. Renewal is flagged for November. Nothing raised on value, price or a rival.
What happened: Marcus walked Shirley through last month's numbers. He reported active users climbing, questions up month on month and clean data freshness.
Customer view: Shirley said the brain is becoming second nature and the team finds it useful. She reported no blockers and no tickets.
Commercial: Marcus offered to bring more people on and Shirley declined for now. Seats are within the 15 included on Starter, so there is no upgrade pressure yet.
Watch: The renewal is in November and Marcus plans to reach out a few months ahead. Shirley was agreeable but offered nothing on what she wants next, and the call did not test value or price.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Marcus Bell to reach out a few months ahead of the November renewal to review what is working.
Risks
Current to 9 Oct 26- Shirley raised no needs or goals, so the value case for the November renewal is untested.
Opportunities
Current to 9 Oct 26- Shirley said more users may come on down the road once people are up to speed.
Transcript
Marcus Bell NoneMorning, Shirley. How's the week going?
Shirley Bowman NoneGood, Marcus, thanks. Busy as usual. What did you want to cover?- Marcus Bell NoneSo I've pulled the numbers from the last month and wanted to walk you through them. You're getting more comfortable with the brain, I reckon?
- Shirley Bowman NoneYeah, it's becoming second nature now. We're using it pretty regularly.
- Marcus Bell NoneGood to hear. Here's what the numbers say: your active user count is climbing, questions are up month on month, and adoption's tracking in the right direction. It's a nice trajectory.
- Shirley Bowman NoneThat's good. The team's finding it useful.
- Marcus Bell NoneYeah, it's showing. You're still within your 15 seats, and I'm not seeing any complaints. Data freshness is clean. Shall we talk about whether you want to bring anyone else on?
- Shirley Bowman NoneNot for now. We're still getting people up to speed. Maybe down the road.
- Marcus Bell NoneFair enough. No rush. On the support side, you haven't logged any tickets, which is great. No blockers?
- Shirley Bowman NoneNone that we've hit. All good.
- Marcus Bell NoneExcellent. So your renewal comes around in November. Still plenty of time, but I'll be reaching out a few months ahead to run through what's working and what might be next. Sound okay?
- Shirley Bowman NoneYeah, that's fine.
- Marcus Bell NoneGreat. Anything else on your mind or anything you want to get better at with the tool?
- Shirley Bowman NoneNot for now. We're pretty happy with how it's going.
- Marcus Bell NoneBrilliant. Thanks, Shirley. Speak soon.
- Shirley Bowman NoneThanks, Marcus. Cheers.