Sprotbrough Recruitment / BG-Demo – Check In
Callcompleted
Sprotbrough Recruitment · 16 Jul 2025 09:30
Short check-in with Donna Wragg. Active use is up about a tenth after the consultant session. Terry has read the value note and the unchanged order form is with him and Lynn. One morning of old data was mentioned.
What was said
What this says
As at Fri 9 Oct 2026Short check-in with Donna Wragg. Active use is up about a tenth after the consultant session. Terry has read the value note and the unchanged order form is with him and Lynn. One morning of old data was mentioned.
What happened: Donna said the two newer consultants now use B-Viz on the move after Daniel Okafor's half-hour session. Daniel said active use is up on the previous quarter by around a tenth.
Customer view: Donna wants it kept simple and light, and said it is pretty much what they need. She also mentioned one morning when the numbers looked old but were fine by lunchtime.
Commercial: The order form is unchanged: Starter at £20k and fifteen users, renewal date 31 Jul 2025. Donna expects Terry to sign on the last possible day and will nudge him.
Watch: The old-data morning is a possible freshness issue, as the nightly refresh should finish by 07:00. One consultant asked for a paid or not paid view on his phone, which is not yet confirmed.
Themes
As at Fri 9 Oct 2026Theme
Check-in before renewal
Importance
renewal
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Daniel to check the phone view of invoice status and reply by the end of the following week.
- Donna to nudge Terry to sign the order form that week.
- Donna to tell Daniel the same day if the data looks old again.
Risks
As at Fri 9 Oct 2026- The order form was unsigned at the time of the call and Terry tends to sign at the last moment.
- One morning of old-looking data was reported, and the date was not pinned down.
Opportunities
As at Fri 9 Oct 2026- Higher use among the newer consultants strengthens the value case for the renewal.
Transcript
Daniel OkaforGood morning, Donna. Thank you for making the time. Can you hear me all right?
Donna WraggMorning! Yep, loud and clear. Sorry, I've got a coffee in one hand and a consultant waving at me through the glass.- Daniel OkaforNo rush at all. How is the week going? You said last time it was a busy one for the driving roles.
- Donna WraggMad. Summer agency demand, everyone wants drivers yesterday. But good mad. Clients are rebooking, which is what I like.
- Daniel OkaforLovely to hear. So this is just a short check-in, really. I wanted to see how the team is finding it since we spoke with Terry and Lynn, and just to close the loop on a couple of things from that call.
- Donna WraggGo for it. Start with whatever you like. Oh, first thing, the consultants didn't complain about anything this fortnight. I'm saying that out loud in case I jinx it.
- Daniel OkaforNoted, and I won't tell anyone. Actually the numbers look encouraging. Active use is up on the previous quarter by around a tenth, so more people are in it on a typical day, somewhere around four or five.
- Donna WraggThat'll be the two newer lads. After your half hour with them, they've been using it in the van, well, not driving obviously, parked up. Checking the client's open roles before they ring.
- Daniel OkaforThat's exactly what I was hoping. How did they find the session? I never asked properly.
- Donna WraggThey said it was short, which they liked. One of them asked if he could get the invoice view on his phone, and I said I'd ask you.
- Daniel OkaforRight. I'd want to check exactly what he can see on a phone before I promise anything. I'll come back to you on that by the end of next week. Is it the invoice status he wants, or the whole picture?
- Donna WraggJust whether the client has paid. So he knows whether to be nice or not on the phone.
- Daniel OkaforHa. Understood. Paid or not paid, nothing fancy. I'll note that down.
- Donna WraggThanks. Keep it simple for the consultants, that's all I'd ask.
- Daniel OkaforAlways. Now, support. I can see one ticket in the last month and it was resolved. Anything else bubbling that never got logged?
- Donna WraggNo, I don't think so. Oh, there was one morning the numbers looked a bit old, but it was fine by lunchtime. Probably me being impatient.
- Daniel OkaforWorth knowing. The nightly refresh should be done by seven in the morning on business days, so if you ever see it behind again, flag it to me straight away and I'll look at the timing. Do you remember which morning?
- Donna WraggNot exactly. Early last week, I think. I'll tell you if it happens again.
- Daniel OkaforPerfect. Thank you. Now, the renewal. Has Terry said anything to you since the last call?
- Donna WraggHe's read my three lines. He grunted. Which, for Terry, is basically a thumbs up.
- Daniel OkaforThat's encouraging. And I sent the order form to him and Lynn. Have you heard whether Lynn has had a look?
- Donna WraggShe has, she was asking me something about the dates. Contract ends 30 Jul 2025 and the renewal's the day after, yes?
- Daniel OkaforCorrect. The contract runs to 30 Jul 2025 and the renewal date is 31 Jul 2025. Same Starter tier, £19,500 a year, fifteen users. Nothing changes on the form.
- Donna WraggGood. Because I told Terry nothing changes, and he asked me twice.
- Daniel OkaforWell, you've been right both times. Do you think he'll sign it soon, or is he in his I'll think about it phase?
- Donna WraggBoth. He'll say he's thinking, then sign it at five o'clock on the last possible day. I'll nudge him this week.
- Daniel OkaforThank you, that's kind. I won't chase him myself too hard, he doesn't love long emails, as I remember.
- Donna WraggHa, no. A phone call from me works better. Does it save my lot time, does it cost the same, is it signed. Three questions.
- Daniel OkaforThree good questions. Is there anything you'd like B-Viz to do that it doesn't at the moment? Anything the consultants keep asking for?
- Donna WraggThe phone thing, which we covered. Otherwise it's pretty much what we need. We're not a big firm, we don't need loads of bells and whistles.
- Daniel OkaforThat's useful to hear. Starter is built for a single team, and you've used it that way well. I'll keep the check-ins light then, nothing heavy.
- Donna WraggLight is good. Light is very good.
- Daniel OkaforRight, to recap. I'll look into the phone view for the invoice status and come back by the end of next week. You'll nudge Terry on the order form. And if the data looks old again, you'll tell me the same day.
- Donna WraggGot it. All three. Will you send me those in an email so I don't forget?
- Daniel OkaforI will, this afternoon. Thank you, Donna. It's always a pleasure.
- Donna WraggYou too. Ta, speak soon!
- Daniel OkaforBest wishes. Bye for now.
- Daniel OkaforEnding the recording now.
Callsmade from