B-Viz
Daniel Okafor

Marlcliff Security Services / BG-Demo – Renewal

Callcompleted

Marlcliff Security Services logo Marlcliff Security Services · 24 Mar 2026 11:45

Finance Director Nigel Fairbrother, who decides after the call, says he is not unhappy but wants proof of value. Lewis Kerr put £40k now against £44k at renewal, with eight daily users on a 40-user Growth plan.

What was said

What this says

As at Fri 9 Oct 2026

Finance Director Nigel Fairbrother, who decides after the call, says he is not unhappy but wants proof of value. Lewis Kerr put £40k now against £44k at renewal, with eight daily users on a 40-user Growth plan.

What happened: Renewal call on 24 Mar 2026 for the Growth subscription, which ends on 4 Jun 2026. Nigel Fairbrother, Finance Director, said he never decides on the call and will go back to colleagues.

Customer view: Michelle Pomeroy said credit control now checks client history before ringing about overdue invoices. Nigel called that anecdote and wants it measured, not trend.

Commercial: Lewis Kerr set £40k a year now against £44k at renewal, both excluding VAT, as the first-term discount ends. Eight active users a day against forty licensed is the pressure point, and Starter was judged not to fit three teams.

Watch: Control room adoption and a possible split payment are open. The 26 May 2026 date is BG-Demo's planning marker, and the call does not show the outcome.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Growth renewal, value proof
Importance
renewal
Sentiment
mixed
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Lewis Kerr to send the renewal quote the same day, laid out line by line against the signed order form with a single co-termed renewal date, and confirm any split payment in writing.
  • Daniel Okafor to send Nigel a one-page usage note by team, with the numbers underneath, by the end of that week.
  • Michelle Pomeroy to arrange a dashboard walk-through for Nigel and introduce Daniel to the control room shift manager.

Risks

As at Fri 9 Oct 2026
  • The first-term discount ends, taking the Growth price from £39,600 to £44,000, while only about eight of forty licensed users are active on a typical day.
  • Nigel sees trend rather than proof of value at the full price and has not committed to a decision or to the 26 May 2026 planning marker.
  • Control room adoption is thin and two of the three teams are only now settling in.

Opportunities

As at Fri 9 Oct 2026
  • Credit control is building dashboards and uses B-Viz before overdue-invoice calls, which supports a value case under Growth.
  • A control room session built around a real shift could widen the question-asking base and make forty users look right.
  • Invoices are paid on terms and no tickets were raised in the last month, so the money and service picture is clean.

Transcript

  1. Daniel Okafor
    Daniel Okafor
    Hello, can you hear me all right? Thank you all for making the time. Just checking who has joined: Nigel, Michelle, and Lewis is on as well, I think.
  2. Lewis Kerr
    Lewis Kerr
    I am, yes. Morning, everyone.
  3. Nigel Fairbrother
    Nigel Fairbrother
    Morning. Can't see Michelle yet.
  4. Michelle Pomeroy
    Michelle Pomeroy
    Sorry, sorry. My camera's being slow, and I had to find the right link. Morning. Can you hear me?
  5. Daniel Okafor
    Daniel Okafor
    Loud and clear. No rush at all. How has your week been so far? Bristol looks very grey on my forecast.
  6. Michelle Pomeroy
    Michelle Pomeroy
    It's been raining since Sunday. Honestly, it's fine, I'm mostly indoors chasing invoices anyway.
  7. Nigel Fairbrother
    Nigel Fairbrother
    Before we start, can I ask the obvious one? Who is actually using it at the moment? That's what I want out of this call.
  8. Daniel Okafor
    Daniel Okafor
    Of course, and I'm glad you asked it first. I'll come to the detail, but the short version is that usage is up a good deal on the previous quarter. It's a healthier picture than when we last spoke.
  9. Nigel Fairbrother
    Nigel Fairbrother
    Up from what, though? A percentage on its own doesn't tell me anything. What's the base?
  10. Daniel Okafor
    Daniel Okafor
    Fair challenge. Let me put it in people. On a typical day about eight people are active, and that is averaged across the last month. A quarter ago it was a lot fewer than that, a handful really, mostly in the account management team.
  11. Nigel Fairbrother
    Nigel Fairbrother
    Eight. And we pay for forty.
  12. Daniel Okafor
    Daniel Okafor
    You're licensed for forty users on Growth, yes. I won't dress that up. Eight a day is not forty, and I'd rather we talk about it straight.
  13. Nigel Fairbrother
    Nigel Fairbrother
    Good. Go on.
  14. Lewis Kerr
    Lewis Kerr
    If I can add one thing, Nigel, just so we all start from the same page. My understanding is you want to talk about renewing the Growth subscription, and that the contract ends on 4 Jun 2026, with the renewal date being 5 Jun 2026. Is that how you see it as well?
  15. Nigel Fairbrother
    Nigel Fairbrother
    That's the date I have. I'm not promising anything today, mind. I never decide on the call. I want to see the numbers first, then I'll go back to my colleagues.
  16. Lewis Kerr
    Lewis Kerr
    Understood, and that's perfectly reasonable. I'd rather you decided with the facts in front of you.
  17. Michelle Pomeroy
    Michelle Pomeroy
    Can I jump in on the usage point? Because some of that is us. Credit control has only really picked it up properly in the last few months.
  18. Daniel Okafor
    Daniel Okafor
    Please do, Michelle. That's what I was hoping you'd say. How is the team finding it?
  19. Michelle Pomeroy
    Michelle Pomeroy
    Better than I expected, to be honest. At the start I thought it would be another screen to look at. But when I'm about to ring a client about an overdue invoice, I can ask it what's been going on with that client first. Have they had incidents, have they been on to the control room, has the account manager spoken to them. Before, that was three different systems and a couple of emails.
  20. Nigel Fairbrother
    Nigel Fairbrother
    What does that save you? In time.
  21. Michelle Pomeroy
    Michelle Pomeroy
    I haven't timed it, Nigel, so I'm not going to give you a figure I've made up. But I'd say I don't go into those calls blind any more. And the awkward conversations are shorter, because I'm not asking the client to explain what already happened.
  22. Nigel Fairbrother
    Nigel Fairbrother
    Hm. That's anecdote. I'd like it measured. What's that per contract?
  23. Daniel Okafor
    Daniel Okafor
    I think that's the right instinct, and I'd be careful not to claim more than we can show. What I can show you today is who is asking questions and how often. What I can't honestly give you is a saving per contract, because that depends on measuring things on your side that we don't hold.
  24. Nigel Fairbrother
    Nigel Fairbrother
    At least that's honest.
  25. Daniel Okafor
    Daniel Okafor
    Well, it's the only way I know to do it. So, if it's all right, I'll share my screen. Give me a second. Can you see it?
  26. Michelle Pomeroy
    Michelle Pomeroy
    Not yet. Just a blank window. There, now I can.
  27. Daniel Okafor
    Daniel Okafor
    Good. This is the usage view for the account. The line you want is the questions asked. You can see it climbing from the start of the year, and the steepest part is where credit control came on board.
  28. Nigel Fairbrother
    Nigel Fairbrother
    Who's asking? Is it one person?
  29. Daniel Okafor
    Daniel Okafor
    It's a good thing to check, because one person asking most of the questions would worry me. It isn't one person here. The account managers are the biggest group, then Michelle's team, then a few from the control room. The control room is the group I'd like to see more of.
  30. Michelle Pomeroy
    Michelle Pomeroy
    They're busy. They live in their own tools all shift, so it's a habit thing. Someone would need to sit with them.
  31. Daniel Okafor
    Daniel Okafor
    I think that's right. And that's something I could help with. We could run a short session with the control room, built around what they actually do in a shift, rather than a general tour of the product.
  32. Nigel Fairbrother
    Nigel Fairbrother
    Would that cost me?
  33. Daniel Okafor
    Daniel Okafor
    A session like that I'd treat as part of looking after the account, so no. If you wanted a full training day on site, that is a separate add-on, and Lewis would quote it. But I don't think you need that to start with.
  34. Lewis Kerr
    Lewis Kerr
    Correct. If it ever came to the on-site day, I'd send a clean quote, with the VAT position on it. But Daniel's right, I wouldn't push it at this stage. The usage doesn't call for it yet.
  35. Nigel Fairbrother
    Nigel Fairbrother
    Fine. Tickets. Have we had problems? I haven't heard any complaints, but that doesn't mean much.
  36. Daniel Okafor
    Daniel Okafor
    Nothing at all in the last month. No tickets, and nothing urgent. I'll be straight with you that quiet isn't always a good sign, because sometimes people go silent when they've stopped using something. But here the usage is rising as well, so I read the silence as things simply working.
  37. Michelle Pomeroy
    Michelle Pomeroy
    That matches what I see. If something had gone wrong with the data I'd have noticed straight away, because I'm in there when the morning refresh has run.
  38. Nigel Fairbrother
    Nigel Fairbrother
    And invoices. Anything outstanding from our side? Michelle, you'd know.
  39. Michelle Pomeroy
    Michelle Pomeroy
    Nothing overdue. We pay on terms, and I check that myself, because I'd be embarrassed otherwise, given what I do all day.
  40. Lewis Kerr
    Lewis Kerr
    That matches our records too. Which does make my part of this easier.
  41. Nigel Fairbrother
    Nigel Fairbrother
    Right. Then the number. What am I being asked to pay?
  42. Lewis Kerr
    Lewis Kerr
    Yes. So, to put a number on it. Today you're paying £39,600 a year for Growth, excluding VAT. That is the contracted figure on the order form, and it's what we've invoiced. When you joined on 5 Jun 2025 you had an introductory discount for the first term, and that discount applies to the first term only.
  43. Nigel Fairbrother
    Nigel Fairbrother
    So it goes up.
  44. Lewis Kerr
    Lewis Kerr
    At renewal the discount falls away, yes. The renewal is open in our system at £44,000, again excluding VAT, which is the Growth list price you signed up under. I want to be clear that I'm not moving you onto the newer price list. Your renewal falls before that applies, so you stay on the list you originally signed under.
  45. Nigel Fairbrother
    Nigel Fairbrother
    Say that again, slowly. I don't like surprises.
  46. Lewis Kerr
    Lewis Kerr
    Of course. Now it's £39,600 a year with the first-term discount. At renewal the discount ends, and the figure on the renewal is £44,000. Same tier, same forty users, same connectors. The only thing that changes is the discount going.
  47. Nigel Fairbrother
    Nigel Fairbrother
    How much is that as a percentage?
  48. Lewis Kerr
    Lewis Kerr
    I could give you one, but you told me earlier you don't take a percentage without the base, so I'd rather give you the two pounds figures and let you do the sum. It's £39,600 now and £44,000 at renewal. I'll put both in writing.
  49. Nigel Fairbrother
    Nigel Fairbrother
    Hm. Fair. You've listened.
  50. Michelle Pomeroy
    Michelle Pomeroy
    Will the invoice come in one go, like last year? Or can we split it? I'm thinking about cash timing.
  51. Lewis Kerr
    Lewis Kerr
    The standard is annual in advance, on thirty-day terms. Quarterly is possible on request. I'd need to confirm exactly how that sits against the quote before promising anything, so let me check and come back to you in writing rather than answer from memory.
  52. Michelle Pomeroy
    Michelle Pomeroy
    That's fine. I'd just rather know early.
  53. Daniel Okafor
    Daniel Okafor
    Can I just come in, Nigel? I don't want the price to be the only thing we talk about. Because I suspect the real question in your head is whether forty users is the right number.
  54. Nigel Fairbrother
    Nigel Fairbrother
    It is. I'm paying for forty seats and eight people are in there. Why wouldn't I drop down?
  55. Daniel Okafor
    Daniel Okafor
    It's a reasonable thing to ask. A few thoughts, and then I'd like Lewis to react. First, Growth is built for several teams, and you've got account managers, the control room and credit control, which is exactly three groups. Second, the trend is going the right way. Third, and this is just my view, two of those three groups are only now settling in.
  56. Nigel Fairbrother
    Nigel Fairbrother
    So you're saying wait and see.
  57. Daniel Okafor
    Daniel Okafor
    I'm saying that if the control room session works, the number of people asking questions should go up, and then forty will look about right. If it doesn't, we'd have the conversation honestly, with real data in front of us.
  58. Lewis Kerr
    Lewis Kerr
    And from my side, I'd say this. I'm not going to suggest you buy more than you use. There's no upgrade or extra users on the table here. What I'd want to understand is whether a smaller tier would give you what you need. Starter is for one team, with a lower user limit and fewer connectors. You've three teams using this, so I'm not convinced it fits.
  59. Nigel Fairbrother
    Nigel Fairbrother
    Starter wouldn't cover credit control and the control room, then.
  60. Lewis Kerr
    Lewis Kerr
    Not comfortably, no. And the dashboards builder is part of Growth, as are the quarterly reviews with Daniel. I would not want to quote you something that leaves a gap and then have you ring me in the summer.
  61. Michelle Pomeroy
    Michelle Pomeroy
    Dashboards. We have started building a couple, haven't we? I think one of my team made a view of overdue accounts by client type.
  62. Daniel Okafor
    Daniel Okafor
    You have, yes, and it's a good one. I looked at it last week. That's the sort of thing I take as a sign of investment from your side, because someone has chosen to build it rather than being asked to.
  63. Nigel Fairbrother
    Nigel Fairbrother
    I'd like to see that one. Show me before the renewal.
  64. Michelle Pomeroy
    Michelle Pomeroy
    I can walk you through it. Next week maybe? Thirty minutes would do.
  65. Nigel Fairbrother
    Nigel Fairbrother
    Fine. Put it in the diary.
  66. Daniel Okafor
    Daniel Okafor
    And I'll happily join that, if it's useful, just to answer any questions about where the data is coming from. Just to close the loop on that, Michelle, I'll send you a couple of times, and you pick whichever suits Nigel.
  67. Michelle Pomeroy
    Michelle Pomeroy
    Perfect.
  68. Nigel Fairbrother
    Nigel Fairbrother
    Next. Contract terms. Anything else changing apart from the price? I don't want to find something in the small print.
  69. Lewis Kerr
    Lewis Kerr
    Good question. As far as I'm aware, the service levels, the connectors and the user count stay as they are on the executed order form. The renewal paperwork will be based on that signed document, not on any draft. I'll make sure it's laid out so you can compare line by line.
  70. Nigel Fairbrother
    Nigel Fairbrother
    Do that. And co-termed, whatever you call it. I don't want two renewal dates.
  71. Lewis Kerr
    Lewis Kerr
    There'll be one. Co-termed to your renewal, so everything runs from 5 Jun 2026. I'll send that over today, actually, with the two figures and the terms side by side.
  72. Nigel Fairbrother
    Nigel Fairbrother
    Today's fine. I won't read it until later in the week.
  73. Lewis Kerr
    Lewis Kerr
    That's absolutely fine. What I'd ask is a rough idea of when you might come back to me. We have 26 May 2026 pencilled as when we'd expect to have this closed, so that gives us a good amount of room.
  74. Nigel Fairbrother
    Nigel Fairbrother
    Plenty. I'll tell you if I need more. But I'm not committing to that date, it's your date, not mine.
  75. Lewis Kerr
    Lewis Kerr
    Understood, it's only a planning marker for us. Nothing is fixed by it.
  76. Daniel Okafor
    Daniel Okafor
    Can I come back to something, Nigel? You asked at the start who's using it. I'd like to give you a better answer than eight people a day before you decide.
  77. Nigel Fairbrother
    Nigel Fairbrother
    I'm listening.
  78. Daniel Okafor
    Daniel Okafor
    What I'd suggest is that I send you a short note, one page, showing questions asked month by month, who's asking by team, and the dashboards built. No percentages without the numbers underneath. Then you can judge it with your own eyes.
  79. Nigel Fairbrother
    Nigel Fairbrother
    Yes. That's what I want. Names or teams?
  80. Daniel Okafor
    Daniel Okafor
    Teams, mostly. If you want it by person, I'm happy to, but I'd rather check with Michelle first how comfortable people are with that.
  81. Michelle Pomeroy
    Michelle Pomeroy
    Teams is fine by me. Nobody likes being singled out.
  82. Nigel Fairbrother
    Nigel Fairbrother
    Teams, then.
  83. Daniel Okafor
    Daniel Okafor
    Lovely. I'll come back to you by the end of the week with that.
  84. Michelle Pomeroy
    Michelle Pomeroy
    Can I ask something more practical? The connectors. When we started, one of our systems was a bit awkward to connect. Is that all sorted now?
  85. Daniel Okafor
    Daniel Okafor
    As far as I can see, yes. The connectors you have are all loading, and there's been no ticket about them, which is what I'd expect if they're healthy. Records indexed are moving too, so the data isn't going stale. I'll double-check it before I send the note, just so I'm not telling you something from memory.
  86. Michelle Pomeroy
    Michelle Pomeroy
    Great. Because if we changed any of the systems later in the year, I'd want to know who to tell.
  87. Daniel Okafor
    Daniel Okafor
    Tell me, and tell me early. When a customer changes a system, that's the most common reason a connector stops loading. A quick message beforehand saves a lot of head-scratching afterwards.
  88. Nigel Fairbrother
    Nigel Fairbrother
    Are we planning to change anything, Michelle?
  89. Michelle Pomeroy
    Michelle Pomeroy
    Nothing that I know of. I'm only saying, in case.
  90. Nigel Fairbrother
    Nigel Fairbrother
    Good. Nothing moves without telling Daniel.
  91. Lewis Kerr
    Lewis Kerr
    Can I also ask, Nigel, whether anyone else on your side needs to see the renewal paperwork? Procurement, or a colleague who signs? I'd rather address it correctly first time.
  92. Nigel Fairbrother
    Nigel Fairbrother
    I signed the original, so it comes to me. If it needs anyone else, I'll bring them in.
  93. Lewis Kerr
    Lewis Kerr
    Perfect. I'll address it to you and copy Michelle.
  94. Michelle Pomeroy
    Michelle Pomeroy
    That's fine.
  95. Nigel Fairbrother
    Nigel Fairbrother
    Let me say where I am, so there's no confusion. I'm not unhappy. I expected to be, to be honest. The usage is better than I thought, the invoices are clean, and nothing has broken. But I haven't seen enough yet to say it's worth the full price, because a lot of what you've told me is trend, not proof.
  96. Daniel Okafor
    Daniel Okafor
    That's a fair summary, and I'd rather you said it than kept it to yourself. Our job between now and the renewal is to get you proof rather than trend. The note, the dashboard walk-through, and the session with the control room.
  97. Nigel Fairbrother
    Nigel Fairbrother
    And if the control room doesn't take to it?
  98. Daniel Okafor
    Daniel Okafor
    Then we'll know that, and you'll have it in front of you before you decide, not after. I won't hide it from you.
  99. Lewis Kerr
    Lewis Kerr
    And I'd say the same from the commercial side. If the picture at the end of April looks like it's not there, tell me, and we'll talk honestly about what makes sense. I'm not going to pretend there's an infinite amount of flexibility, but I'd rather have that conversation early than at the last minute.
  100. Nigel Fairbrother
    Nigel Fairbrother
    Noted. I'll hold you to that.
  101. Michelle Pomeroy
    Michelle Pomeroy
    Daniel, for the control room session, who do I need to organise? Their manager?
  102. Daniel Okafor
    Daniel Okafor
    Yes, if you could introduce me to whoever runs the shifts, I'll work around them. I'd keep it short, maybe half an hour, ideally at a quieter point in the day. They'll know better than I do when that is.
  103. Michelle Pomeroy
    Michelle Pomeroy
    I'll have a word this week and let you know.
  104. Daniel Okafor
    Daniel Okafor
    Thank you, that would be a great help.
  105. Nigel Fairbrother
    Nigel Fairbrother
    Anything else I need to know? Any other change coming from your end that affects us?
  106. Lewis Kerr
    Lewis Kerr
    Nothing that I'm aware of. If that changes I'll tell you before it reaches the paperwork. And as I say, I wouldn't quote anything from memory, so what you get from me will be checked against the signed order form.
  107. Nigel Fairbrother
    Nigel Fairbrother
    Good.
  108. Daniel Okafor
    Daniel Okafor
    Shall I recap, so we all leave with the same list? Stop me if I get it wrong.
  109. Michelle Pomeroy
    Michelle Pomeroy
    Please.
  110. Daniel Okafor
    Daniel Okafor
    Lewis sends the renewal quote today: £39,600 now, £44,000 at renewal, both excluding VAT, laid out against the signed order form, with the single renewal date. Michelle, I send you some times for the dashboard walk-through for Nigel, and you come back to me on the control room introduction. I send Nigel the one-page usage note by the end of the week, by team, with the numbers underneath. And Lewis comes back to Michelle about whether the payment can be split.
  111. Lewis Kerr
    Lewis Kerr
    That's all of it. I'd add only that I'll confirm the split in writing, rather than promise it here.
  112. Nigel Fairbrother
    Nigel Fairbrother
    And I decide after I've seen it. Not today.
  113. Daniel Okafor
    Daniel Okafor
    Entirely agreed. Nobody's asking for a decision today.
  114. Michelle Pomeroy
    Michelle Pomeroy
    Just one tiny thing. Is this recording going to be shared? I'd like to send the summary to my team.
  115. Daniel Okafor
    Daniel Okafor
    I'll send you a short written summary afterwards, which is easier to forward than a recording. Would that do?
  116. Michelle Pomeroy
    Michelle Pomeroy
    That's perfect, thank you.
  117. Nigel Fairbrother
    Nigel Fairbrother
    Right. If that's everything, I have another meeting in a few minutes.
  118. Daniel Okafor
    Daniel Okafor
    Of course. Thank you all for your time, and Nigel, thank you for being so direct. It helps.
  119. Nigel Fairbrother
    Nigel Fairbrother
    Always am. Speak soon.
  120. Lewis Kerr
    Lewis Kerr
    Thanks, everyone. Quote coming your way this afternoon.
  121. Michelle Pomeroy
    Michelle Pomeroy
    Thanks both. Bye for now.
  122. Daniel Okafor
    Daniel Okafor
    Take care. Bye.

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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