B-Viz
Daniel Okafor

Hepscott Recruitment / BG-Demo – Check In

Callcompleted

Hepscott Recruitment logo Hepscott Recruitment · 1 Feb 2024 14:45

Nichola 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 was said

What this says

As at Fri 9 Oct 2026

Nichola 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.

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

Themes

As at Fri 9 Oct 2026
Theme
Check-in, adoption and renewal timing
Importance
renewal
Sentiment
positive
Voice
champion

Who 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

  1. Daniel Okafor
    Daniel Okafor
    Afternoon Nichola, thanks for making the time. Is it just you on this one, or has anyone else joined?
  2. Nichola Hogg
    Nichola Hogg
    Just me today. Everyone's in the middle of a placement run, so I've said I'd give you the update.
  3. Daniel Okafor
    Daniel Okafor
    That'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.
  4. Nichola Hogg
    Nichola Hogg
    Honestly, it's going really well. The desk is asking it questions every day now, which I didn't expect after the first month.
  5. Daniel Okafor
    Daniel Okafor
    That's lovely to hear. The usage is up quite a bit on the quarter before, so the team's clearly getting value from it.
  6. Nichola Hogg
    Nichola Hogg
    It is. The consultants use it before they ring a client now, which saves a lot of back and forth.
  7. Daniel Okafor
    Daniel Okafor
    That's exactly what we hoped for. Do you have a sense of which questions get asked most?
  8. Nichola Hogg
    Nichola Hogg
    Mostly placements and candidates. Finance ask about invoices now and then, but it's mainly the consultants.
  9. Daniel Okafor
    Daniel Okafor
    Good. I'd like to check one thing, though. Is it mostly one person asking, or does it spread across the desk?
  10. Nichola Hogg
    Nichola Hogg
    Mostly one colleague on the resourcing side. She's the one who knows the data best, so she uses it the most.
  11. Daniel Okafor
    Daniel Okafor
    Right, that's worth knowing. If she were ever away, would the rest of the desk pick it up, do you think?
  12. Nichola Hogg
    Nichola Hogg
    I'd like to think so, but I'm not sure. I'll have a word and get a few more people using it.
  13. Daniel Okafor
    Daniel Okafor
    That 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.
  14. Nichola Hogg
    Nichola Hogg
    Yes, that'd be useful, I'd like to see that myself.
  15. Daniel Okafor
    Daniel Okafor
    Lovely. Anything that's been frustrating, or anything you'd like added?
  16. Nichola Hogg
    Nichola Hogg
    Not really. The status field's a bit better now. The only thing is the weekend gap, but nobody minds that.
  17. Daniel Okafor
    Daniel Okafor
    That's fair, and it's the same for everyone. I'll make sure that's in the notes, so nobody's surprised later.
  18. Nichola Hogg
    Nichola Hogg
    Thanks. Oh, and the renewal, I'd like to get that sorted well before the end of August.
  19. Daniel Okafor
    Daniel Okafor
    Absolutely, 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.
  20. Nichola Hogg
    Nichola Hogg
    Perfect. Our MD will want a bit of notice, he doesn't like surprises.
  21. Daniel Okafor
    Daniel Okafor
    Understood. 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.
  22. Nichola Hogg
    Nichola Hogg
    Yes, that'd be good. Thursday afternoon is usually best for me.
  23. Daniel Okafor
    Daniel Okafor
    Thursday afternoon it is, I'll send an invite. And I'll check how the team is finding it again in a few months.
  24. Nichola Hogg
    Nichola Hogg
    Sounds good. Thanks for checking in, it's appreciated.
  25. Daniel Okafor
    Daniel Okafor
    My pleasure. Thanks for your time, Nichola, and give my best to the team.
  26. Nichola Hogg
    Nichola Hogg
    Will do. Bye for now.
  27. Daniel Okafor
    Daniel Okafor
    Speak soon, 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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DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
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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