What was said
What this says
As at Fri 9 Oct 2026Nichola Hogg said the desk asks B-Viz questions daily and consultants use it before client calls. Mostly one resourcing colleague asks them. Nichola wants the renewal settled well before the end of August.
What happened: Daniel Okafor ran a short check-in with Nichola Hogg, the Operations Manager, who attended alone. She reported daily use and no real frustrations beyond the weekend gap.
Customer view: Consultants use B-Viz before they ring a client, which saves back and forth. Questions are mostly about placements and candidates, with finance asking about invoices now and then.
Watch: Most questions come from one colleague on the resourcing side. Nichola was not sure the rest of the desk would pick it up if she were away, so this is a key-person risk on questions asked.
Commercial: Nichola asked to sort the renewal well before the end of August and said the managing director dislikes surprises. Daniel promised options by the end of the month and a diary slot on a Thursday afternoon.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Daniel to come back with renewal options by the end of the month and send a Thursday afternoon invite.
- Daniel to review the question logs with Nichola next time to see who is using it.
- Nichola to encourage more people on the desk to use B-Viz.
Risks
As at Fri 9 Oct 2026- Most questions come from one resourcing colleague, a key-person risk on questions asked.
- The managing director dislikes surprises and was not on the call.
Opportunities
As at Fri 9 Oct 2026- Spreading use across the desk would deepen adoption ahead of the Starter renewal.
Transcript
- Daniel OkaforAfternoon Nichola, thanks for making the time. Is it just you on this one, or has anyone else joined?
- Nichola HoggJust me today. Everyone's in the middle of a placement run, so I've said I'd give you the update.
- Daniel OkaforThat's fine, it's a short one. I wanted to hear how the team is finding it, and I'll come back to you on anything you'd like changed.
- Nichola HoggHonestly, it's going really well. The desk is asking it questions every day now, which I didn't expect after the first month.
- Daniel OkaforThat's lovely to hear. The usage is up quite a bit on the quarter before, so the team's clearly getting value from it.
- Nichola HoggIt is. The consultants use it before they ring a client now, which saves a lot of back and forth.
- Daniel OkaforThat's exactly what we hoped for. Do you have a sense of which questions get asked most?
- Nichola HoggMostly placements and candidates. Finance ask about invoices now and then, but it's mainly the consultants.
- Daniel OkaforGood. I'd like to check one thing, though. Is it mostly one person asking, or does it spread across the desk?
- Nichola HoggMostly one colleague on the resourcing side. She's the one who knows the data best, so she uses it the most.
- Daniel OkaforRight, that's worth knowing. If she were ever away, would the rest of the desk pick it up, do you think?
- Nichola HoggI'd like to think so, but I'm not sure. I'll have a word and get a few more people using it.
- Daniel OkaforThat would be good. Just to close the loop on it, I'll look at the question logs with you next time, so we can see who's using it and who isn't.
- Nichola HoggYes, that'd be useful, I'd like to see that myself.
- Daniel OkaforLovely. Anything that's been frustrating, or anything you'd like added?
- Nichola HoggNot really. The status field's a bit better now. The only thing is the weekend gap, but nobody minds that.
- Daniel OkaforThat's fair, and it's the same for everyone. I'll make sure that's in the notes, so nobody's surprised later.
- Nichola HoggThanks. Oh, and the renewal, I'd like to get that sorted well before the end of August.
- Daniel OkaforAbsolutely, I'd like that too. I'll be in touch about it closer to the time, and I'll come back to you with the options by the end of the month.
- Nichola HoggPerfect. Our MD will want a bit of notice, he doesn't like surprises.
- Daniel OkaforUnderstood. We'll make sure he gets everything in plenty of time. Let's get something in the diary for the renewal conversation, so it's sorted.
- Nichola HoggYes, that'd be good. Thursday afternoon is usually best for me.
- Daniel OkaforThursday afternoon it is, I'll send an invite. And I'll check how the team is finding it again in a few months.
- Nichola HoggSounds good. Thanks for checking in, it's appreciated.
- Daniel OkaforMy pleasure. Thanks for your time, Nichola, and give my best to the team.
- Nichola HoggWill do. Bye for now.
- Daniel OkaforSpeak soon, bye.