Yealmpton Accountants / BG-Demo – Check In
Callcompleted
Yealmpton Accountants · 3 Mar 2025 16:15
Jenny Trethewey told Daniel Okafor the team is using B-Viz more than expected and that use has spread beyond her and Zoe. She declined to discuss renewal yet, wanting to see how the next few months go.
What was said
What this says
As at Fri 9 Oct 2026Jenny Trethewey told Daniel Okafor the team is using B-Viz more than expected and that use has spread beyond her and Zoe. She declined to discuss renewal yet, wanting to see how the next few months go.
What happened: Daniel held a 34 minute check-in with Jenny alone. He said more people are logging in than last quarter, and Jenny said the tax team have stopped emailing her for deadline lists.
Customer view: Jenny said use has spread to people's own clients, and they trust the chat answers. She asked for an easier way to share views with partners and a full client history on one page.
Commercial: Daniel raised renewal early. Jenny said she would like to see how the next few months go first, and Daniel agreed to pick it up next September.
Watch: Renewal is open but not discussed, and Daniel promised to come back on the two feature requests by the end of the week without committing to either.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Daniel to reply to Jenny by the end of the week on what is possible for the two feature requests.
- Daniel to check in with Jenny before the renewal conversation planned for next September.
Risks
As at Fri 9 Oct 2026- Jenny would not discuss renewal and wants to see how the next few months go first.
- Two feature requests, easier sharing with partners and a full client history page, are unanswered.
Opportunities
As at Fri 9 Oct 2026- Use has spread beyond the administrators into people's own client work, which deepens adoption.
- The partner sharing request could be a reason to review the tier or add-ons if it needs more.
Transcript
Daniel OkaforHi Jenny, thanks so much for making the time, I know the day gets away from you. Shall we just check the team's all there? I can see you, so that's a good start.
Jenny TretheweyHello Daniel. Yes, it's just me today, the others are with clients. Good to see you.- Daniel OkaforGood to see you too. Right, the plan is a quick look at how things are going, then the usage numbers, then anything you want from us. How is the team finding it?
- Jenny TretheweyHonestly, really well. More than I expected. The tax team have stopped emailing me for deadline lists, which is a relief.
- Daniel OkaforThat's wonderful to hear. That's exactly what it's meant to do, take the chasing out of the day. Have they been using the chat much?
- Jenny TretheweyQuite a lot, yes. Some of them ask it things they'd otherwise have to ring round about, and they seem to trust the answers now.
- Daniel OkaforGood. I'll have a look at that on our side, just to close the loop on how often it's being used. The numbers look encouraging, Jenny, a lot more people logging in than last quarter.
- Jenny TretheweyYes, that's the other thing I wanted to say. It's spread out now, not just me and Zoe poking at it. People are using it for their own clients.
- Daniel OkaforThat's the best sign there is. When it's in people's own work rather than the admin's, it sticks. Has anyone asked for something they can't do yet?
- Jenny TretheweyOne or two things. They'd like the view to be a bit easier to share with the partners, and one of them wants a way to see the client's full history on one page.
- Daniel OkaforOkay, thank you, that's really helpful. I'll note both and come back to you by the end of the week with what's possible. I don't want to promise anything before I've checked it.
- Jenny TretheweyThat's fair. No rush, honestly. I'd just like to know.
- Daniel OkaforOf course. How's Zoe finding the admin side, is it getting easier for her?
- Jenny TretheweyShe's much calmer about it. She's the one who spotted the credentials thing early, which I think saved us.
- Daniel OkaforThat's great, and please pass on my thanks to her. Right, anything else on your mind before we wrap up? Renewal is a while off, but I'd rather we talk about it early than late.
- Jenny TretheweyNot yet, really. We'll look at it nearer the time. I'll be honest, I'd like to see how the next few months go first.
- Daniel OkaforThat's completely sensible. We'll pick it up next September, and I'll check in with you before then anyway. Thanks for your time today, Jenny. Best wishes, Daniel.
- Jenny TretheweyThanks Daniel, speak soon. Bye.