B-Viz
Daniel Okafor

Sprotbrough Recruitment / BG-Demo – QBR

Callcompleted

Sprotbrough Recruitment logo Sprotbrough Recruitment · 11 Dec 2023 11:00

Managing director Terry Hinchcliffe joined and asked about cost and whether Sprotbrough could build this itself. Usage is up and fewer calls reach Donna. He wants a one-page case before the Starter renewal on 31 Jul 2024.

What was said

What this says

As at Fri 9 Oct 2026

Managing director Terry Hinchcliffe joined and asked about cost and whether Sprotbrough could build this itself. Usage is up and fewer calls reach Donna. He wants a one-page case before the Starter renewal on 31 Jul 2024.

What happened: Daniel Okafor and Nell Ashcombe ran the 11 Dec 2023 quarterly review with Donna, Terry and Jodie Burkinshaw. Terry opened with cost and whether the company could do it itself. Jodie asked about the refresh and user setup.

Customer view: Donna said the warehouse desk no longer rings her about late-paying clients, and put the fall at about half but called it a feeling, not a number. Terry asked what it saves in hours and nobody could say.

Commercial: Nell confirmed Starter at £20k a year, paid on time, term to 30 Jul 2024. Terry said he would think about the one-page summary, so no decision was made.

Watch: Terry has no savings figure yet. The build-it-ourselves question was answered, but he did not say whether he accepted it.

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

Themes

As at Fri 9 Oct 2026
Theme
Value case before renewal
Importance
renewal
Sentiment
mixed
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Daniel Okafor to send the one-page summary of use, users and cost, with consultant comments from Donna in their own words.
  • Daniel to offer the engineering desk a short session and come back with a date.
  • Jodie Burkinshaw to tell Daniel if the morning data ever looks old.

Risks

As at Fri 9 Oct 2026
  • Terry is weighing cost and a do-it-ourselves option, and has no hours-saved figure to set against the Starter fee.
  • Value rests on Donna's impression that calls have roughly halved, which she called a feeling, not a number.

Opportunities

As at Fri 9 Oct 2026
  • Engineering could be brought in with a short chat-based session on their own clients.

Transcript

  1. Daniel Okafor
    Daniel Okafor
    Hello everyone. Thank you all for your time. Let me just check who's joined. Donna, Terry, Jodie, and Nell from our side as well. Lovely.
  2. Terry Hinchcliffe
    Terry Hinchcliffe
    What's it costing us, this one? Is it on the agenda?
  3. Nell Ashcombe
    Nell Ashcombe
    It is, Terry, we'll get to it. First, what does each of you need to leave with? I'd rather aim at that than at our slides.
  4. Donna Wragg
    Donna Wragg
    Consultants first. They've been telling me it's easier to find things now, so I want to know we're not missing a trick. And keep it simple.
  5. Jodie Burkinshaw
    Jodie Burkinshaw
    From me, I'd like to understand the refresh. When the data updates and what to do if it looks old. And whether I'm setting up users the right way.
  6. Terry Hinchcliffe
    Terry Hinchcliffe
    Cost. And could we do it ourselves. That's it.
  7. Nell Ashcombe
    Nell Ashcombe
    Good, all fair questions. Daniel, over to you for the usage picture, and I'll come in on the rest.
  8. Daniel Okafor
    Daniel Okafor
    Thanks, Nell. So the headline is that this quarter has been a good one. More of your people are in B-Viz than at the last review, and they come back day after day. It's up by a big margin on the quarter before, which is a lovely thing to see for a team of your size.
  9. Terry Hinchcliffe
    Terry Hinchcliffe
    Big margin from what? From nothing?
  10. Daniel Okafor
    Daniel Okafor
    Ha, fair challenge. From a low start, yes. It was a handful of people in the summer. Now it's a regular group, a few every day, which for an agency your size is most of the people who'd actually benefit.
  11. Donna Wragg
    Donna Wragg
    It's the warehouse desk mostly. And the driving team are coming round. Engineering still do their own thing.
  12. Nell Ashcombe
    Nell Ashcombe
    That matches what we see. What would B-Viz say? It says the questions are about clients, roles and invoices. Nobody's asking it to do anything fancy, they're asking it the questions they used to ring you about, Donna.
  13. Donna Wragg
    Donna Wragg
    That's exactly it. They used to ring me about which client was behind. Now they just look.
  14. Terry Hinchcliffe
    Terry Hinchcliffe
    So fewer calls to you.
  15. Donna Wragg
    Donna Wragg
    Fewer calls, yes. I'd say about half, but don't hold me to that. It's a feeling, not a number.
  16. Nell Ashcombe
    Nell Ashcombe
    Say what happened, say how you know. I like that you've said it's a feeling. We'd rather have that than a made up figure.
  17. Jodie Burkinshaw
    Jodie Burkinshaw
    Can I ask about the refresh? Some mornings I wasn't sure if the numbers were from yesterday or the day before.
  18. Daniel Okafor
    Daniel Okafor
    Good question, Jodie. The data is refreshed overnight, and it should be ready before the working day starts. If you ever open it first thing and something looks old, send me a note straight away and I'll look at it. Just so you know, there haven't been any tickets from you, so I haven't seen a problem on our side.
  19. Jodie Burkinshaw
    Jodie Burkinshaw
    Right. Maybe it was me looking too early. I'll check it again and tell you if it happens.
  20. Daniel Okafor
    Daniel Okafor
    Please do. And on users, you're doing it correctly. You're well within the fifteen licensed users, so add people whenever you need to. No need to ask first.
  21. Jodie Burkinshaw
    Jodie Burkinshaw
    Brilliant, that's easier than I thought.
  22. Terry Hinchcliffe
    Terry Hinchcliffe
    Right. Cost.
  23. Nell Ashcombe
    Nell Ashcombe
    Yes. You're on Starter at £19,500 a year, fifteen licensed users. The order form and what's been invoiced agree, nothing is outstanding, and you've paid on time. The term runs to 30 Jul 2024, with renewal on 31 Jul 2024. That's well over half a year away.
  24. Terry Hinchcliffe
    Terry Hinchcliffe
    Could we do it ourselves? Build something.
  25. Nell Ashcombe
    Nell Ashcombe
    You could try. Honestly, it depends who'd look after it. Someone would need to connect the systems, keep them connected when they change, and fix it when it breaks. If that's one of your people, it's their time away from candidates.
  26. Donna Wragg
    Donna Wragg
    And that's not Jodie. She's got a job.
  27. Jodie Burkinshaw
    Jodie Burkinshaw
    I really do. Please don't give me that.
  28. Terry Hinchcliffe
    Terry Hinchcliffe
    Hm. What does it save? In hours. Roughly.
  29. Donna Wragg
    Donna Wragg
    I can ask the desks. I wouldn't want to make up a number for you, Terry. But I can tell you the warehouse lot don't ring me any more.
  30. Daniel Okafor
    Daniel Okafor
    If it helps, I can put a one page summary together before the summer. What you use, who uses it, what you pay. Donna can add what the consultants tell her, in their own words.
  31. Terry Hinchcliffe
    Terry Hinchcliffe
    One page. Good. I'll think about it.
  32. Nell Ashcombe
    Nell Ashcombe
    That's fair, and there's no rush. We'd like you to look at it properly and decide with the facts in front of you.
  33. Donna Wragg
    Donna Wragg
    Can I ask something else? The engineering desk. Is there a way to get them in without a big fuss?
  34. Daniel Okafor
    Daniel Okafor
    I think so. A short session on their own clients, nothing formal. How is the team finding the chat compared with the search?
  35. Donna Wragg
    Donna Wragg
    Chat, every time. Search is for me.
  36. Daniel Okafor
    Daniel Okafor
    Then I'd build the session around the chat. I'll come back to you with a date that suits their week.
  37. Nell Ashcombe
    Nell Ashcombe
    Before we go, anything that isn't working? I'd rather hear it now than in the summer.
  38. Terry Hinchcliffe
    Terry Hinchcliffe
    Not from me.
  39. Jodie Burkinshaw
    Jodie Burkinshaw
    Nothing. Just the refresh check.
  40. Donna Wragg
    Donna Wragg
    Nope. Quiet is good.
  41. Daniel Okafor
    Daniel Okafor
    Then just to close the loop. I'll send the one page summary, Jodie will tell me if the morning data ever looks old, and I'll offer the engineering desk a short session. Anything I've missed?
  42. Donna Wragg
    Donna Wragg
    That's the lot.
  43. Nell Ashcombe
    Nell Ashcombe
    Thank you all. Good to see it being used the way we hoped. Speak soon.
  44. Terry Hinchcliffe
    Terry Hinchcliffe
    Right. Bye.

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