Thackwray Logistics / BG-Demo – Check In
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Thackwray Logistics · 17 Sep 2025 10:00
Kelly Swainston reports rising use by client managers, with returns, orders and review notes now in one place. No tickets raised. Renewal is months away and she can already state the value in her own words.
What was said
What this says
As at Fri 9 Oct 2026Kelly Swainston reports rising use by client managers, with returns, orders and review notes now in one place. No tickets raised. Renewal is months away and she can already state the value in her own words.
What happened: Marcus reported active users up by about a fifth on the quarter before, at about eight on a 40-user Growth licence. Kelly said the team checks B-Viz before every review and that nobody has grumbled for a while.
Customer view: Kelly says worth is easy. Reviews now start from the facts, and returns problems were spotted before the brand raised them at least a couple of times.
Commercial: The term runs to 3 Apr 2026, with renewal on 4 Apr 2026, and Sophie Ling owns the account. Kelly was wary about giving the two site ops managers access and will decide after her review.
Watch: Kelly promised a few lines on the returns example by the end of the week. The call was on 17 Sep 2025, and the evidence does not show what followed.
Themes
As at Fri 9 Oct 2026Theme
Healthy usage, renewal groundwork
Importance
praise
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Marcus Bell to send the usage summary and times for a check-in nearer the end of the year.
- Kelly Swainston to send a few lines on the returns example, probably by the end of the week.
- Kelly to try saved wording on her review pack and consider the site ops managers afterwards.
Risks
As at Fri 9 Oct 2026- Only about eight of 40 licensed users are regularly active, so value rests on one team.
- Kelly is hesitant to widen access to the site ops managers.
Opportunities
As at Fri 9 Oct 2026- The two site ops managers could join, using more of the 40-user Growth licence.
- A saved review-pack wording shared with client managers could embed B-Viz in every service review.
Transcript
Marcus BellHi Kelly, can you hear me alright?
Kelly SwainstonLoud and clear. Morning, Marcus. Sorry, I've got a service review pack open in the other window, I'm halfway through it.- Marcus BellNo problem at all. Is that for one of the brands?
- Kelly SwainstonOne of the bigger ones, yes. Returns are the whole story this time, so I'm trying to get the facts straight before I walk in. Anyway, you go. What have you got for me?
- Marcus BellRight, I'll share my screen, bear with me. Can you see it? It should be the usage page.
- Kelly SwainstonYep, I see it. Lots of green, that's a good start.
- Marcus BellHa, yes. I've pulled the numbers for the last quarter and I think it's a good story. I want to cover three things: how people are using it, anything that's got in your way, and what's coming up between now and the renewal. Half an hour should do it.
- Kelly SwainstonSounds good. Usage first.
- Marcus BellSo the number of people active in a typical month is up by about a fifth on the quarter before. On average it's about eight people in there, which for a team of client managers is a healthy core.
- Kelly SwainstonEight, yeah, that sounds right. That's the client managers and a couple of the team leads. I'd say they're in there before every review now.
- Marcus BellThat's what I was hoping you'd say. What are they actually doing in there? I can see a lot of questions being asked, but I can't see why.
- Kelly SwainstonIt's the returns mostly. Before, someone would pull returns tickets from one place, orders from another, and the last review notes were in a document somewhere. Now they ask what the brand saw over the last month and it puts the orders, the returns tickets and the review notes together. Returns first, then orders, that's how we go through it.
- Marcus BellRight, that's exactly what you bought it for. Do they trust it?
- Kelly SwainstonMostly. There was a bit of "is this up to date?" early on, but it refreshes overnight and now they just check it in the morning and get on with it. Nobody's grumbled for a while.
- Marcus BellGood. And that matches the helpdesk, you haven't raised anything with us this month. Nothing at all.
- Kelly SwainstonQuiet is good, isn't it?
- Marcus BellQuiet is very good, yes. Though sometimes quiet means nobody's using it, so I like to check. Here it's the opposite, usage is climbing and there's nothing in the queue.
- Kelly SwainstonFair. Mm.
- Marcus BellSo you're licensed for forty on Growth, and about eight are regularly active. I'm not saying you need to fill them, but there's room. Is there anyone else who should be in there? Ops, finance, anyone who sits in the reviews?
- Kelly SwainstonHm. The ops managers on the two sites would benefit, honestly. They get asked about returns after the fact and they're always going on what the client manager tells them. I've been a bit wary, because I don't want it turning into a blame thing. I never walk into a review blaming the floor without the data.
- Marcus BellThat's fair, and it's sort of the point, isn't it? If they've got the same facts you have, the conversation's easier.
- Kelly SwainstonYeah. Yeah, maybe. Let's take the facts to the review and see how it lands, then I'll think about the sites.
- Marcus BellHappy to jump on a call with them if that helps, show them round. Half an hour, no slides.
- Kelly SwainstonLet me come back to you on that. What else have you got?
- Marcus BellNext, anything that's got in your way? A connector that's been awkward, anything you wish it did?
- Kelly SwainstonNot really. I did wish finding the older review notes was a bit quicker, but that's me being picky.
- Marcus BellOlder as in last year, or last quarter?
- Kelly SwainstonLast year, I was going to say. But we only came on in April, so, no. Right. It's really not that old, is it?
- Marcus BellNo, you started in the spring, so it's about five months of history, give or take. It gets richer as it goes. The longer it runs, the more useful the history is.
- Kelly SwainstonGood point. I'll stop moaning then.
- Marcus BellYou weren't moaning! Okay, so the renewal. I won't go on, but I want it on your radar. Your term runs to 3 Apr 2026, and the renewal date is 4 Apr 2026. Sophie Ling is your account owner, she'll pick up the commercial side nearer the time, and I'll keep doing the usage side.
- Kelly SwainstonRight, Sophie. Is there anything I need to do before then?
- Marcus BellNot really. The useful thing is to be able to say what it's worth to you, in your own words, the sort of thing you'd say to whoever signs it off. That's what I'll help you pull together over the winter.
- Kelly SwainstonWorth is easy. The reviews start from the facts now. I can tell you the returns problems got spotted before the brand raised them at least a couple of times. That never happened before.
- Marcus BellCan you give me one? I'd like to put it in the notes, with your permission.
- Kelly SwainstonI'd have to dig it out. The one I'm thinking of was a run of returns on one of the brands, and we saw it in the tickets before they emailed us. I'll find the detail.
- Marcus BellLovely, that's exactly it. Send me a few lines when you've got a minute and I'll fold it into the summary.
- Kelly SwainstonWill do. Not today, I've got this pack. End of the week, probably.
- Marcus BellNo rush. Shall we book half an hour for a proper check-in nearer the end of the year?
- Kelly SwainstonYes, put something in. Not the week the pack's due, though, I'll be no use to anyone.
- Marcus BellHa, noted. I'll send a few times.
- Kelly SwainstonActually, can I ask something while I've got you? When I ask it what the brand saw, sometimes the answer's long. Is there a way to get it shorter, something I can drop straight into a review pack?
- Marcus BellYes, you can tell it what shape you want. Let me show you. I'll type it in here: what did the brand see in the last month, returns first, as a short list for a service review.
- Marcus BellThere. Returns first, then orders, then anything from the last review. And the tickets are underneath each point, so you can click through.
- Kelly SwainstonOh, that's nicer. That's actually what I'd want. Can you make it the same shape every time?
- Marcus BellIf you save the wording, yes, and the others can use it too. I'd suggest you write the wording and share it with the client managers, so everyone's reviews look alike.
- Kelly SwainstonI like that. It makes the team share what they've got rather than everyone doing their own thing. That's half the battle with client managers, honestly.
- Marcus BellThat's the sort of thing I love to hear. Try it on this pack and tell me how it goes.
- Kelly SwainstonRight, okay, I will. I might ring you if it goes sideways.
- Marcus BellPlease do. Or just message. I'll send the usage summary over after this, with the notes.
- Marcus BellJust one more thing: if anything ever looks stale, a source that seems to have stopped updating, tell us early. Most often it's because somebody changed something in the source system.
- Kelly SwainstonWill do. Nothing so far.
- Marcus BellBrilliant. So, to recap: I send the usage summary and some times for a check-in, you send me a few lines on the returns example, and you have a go at the saved wording on the pack.
- Kelly SwainstonAnd I'll think about the site ops managers. After the review.
- Marcus BellPerfect. Anything else from you?
- Kelly SwainstonNo, that's me. Good call, Marcus, that was useful.
- Marcus BellThanks, Kelly. Good luck with the pack. Speak soon.
- Kelly SwainstonCheers, bye.
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