B-Viz
Daniel Okafor

Kettlewell Lettings / BG-Demo – Check In

Callcompleted

Kettlewell Lettings logo Kettlewell Lettings · 2 Sep 2024 09:00

Victoria Spence told Daniel Okafor the platform is quieter than she would like. Daniel confirmed fewer logins and questions. She wants to see value before signing a renewal, and asked about a price rise.

What was said

What this says

As at Fri 9 Oct 2026

Victoria Spence told Daniel Okafor the platform is quieter than she would like. Daniel confirmed fewer logins and questions. She wants to see value before signing a renewal, and asked about a price rise.

What happened: Victoria joined alone as Lily was on leave. She said people have gone back to asking each other, and negotiators forget the question box on landlord calls.

Customer view: She reported no platform problems and one ticket Lily resolved. She asked whether the call recorder is still feeding B-Viz and said she wants to see value before she signs anything.

Commercial: The contract ends on 27 Mar 2025. She raised a possible list price rise, and Daniel did not commit on pricing.

Watch: Falling questions ahead of a renewal is a renewal risk, and a stalled connector is one possible cause. Daniel owes her findings and a refresher suggestion by the end of next week.

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

Themes

As at Fri 9 Oct 2026
Theme
Falling usage 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 checks the recorder and drive connector status and usage by team.
  • Daniel Okafor reports back to Victoria Spence by the end of next week with a refresher suggestion.
  • Daniel Okafor prepares a value case before the renewal conversation.

Risks

As at Fri 9 Oct 2026
  • Logins and questions have fallen, and the customer wants to see value before she signs the renewal.
  • The customer has heard of a list price rise and the recorder connector may have stopped loading.
  • Training dates from May, so habits may have lapsed and negotiators forget the question box on calls.

Opportunities

As at Fri 9 Oct 2026
  • A short refresher and a usage review by team could rebuild habit and give a value case for renewal.

Transcript

  1. Daniel Okafor
    Daniel Okafor
    Hello Victoria, thanks so much for making the time. Are you able to hear me all right? Good. It's just the two of us today, is that right?
  2. Victoria Spence
    Victoria Spence
    Hello Daniel, yes, it's just me. Lily's on leave this week, so it's me holding the fort.
  3. Daniel Okafor
    Daniel Okafor
    Oh, I hope she's enjoying it. How are you finding things with the team at the moment? I know it's been a busy few months.
  4. Victoria Spence
    Victoria Spence
    It has been busy. Honestly, to be frank, it's been quieter on the platform than I'd like. People have gone back to asking each other, and I'm not sure why.
  5. Daniel Okafor
    Daniel Okafor
    Thank you for being straight with me. That's really useful to hear. Would you say it's the team or the way it's being used?
  6. Victoria Spence
    Victoria Spence
    I don't know yet, that's partly why I wanted to talk to you. I'm not blaming anyone.
  7. Daniel Okafor
    Daniel Okafor
    Of course, and I'm not looking to blame anyone either. Just to close the loop on what we set up, do you still have the question box in front of the team?
  8. Victoria Spence
    Victoria Spence
    Yes, it's there. The negotiators say it's quicker than the old way, but they forget to use it when they're on the phone to a landlord.
  9. Daniel Okafor
    Daniel Okafor
    That's a really common pattern, to be honest. People fall back on habit when they're busy. Shall we look at the usage together, so we can see where it's dropped off?
  10. Victoria Spence
    Victoria Spence
    Yes, please. I'd like to see that before I decide anything.
  11. Daniel Okafor
    Daniel Okafor
    Of course. Usage has come down compared with the previous quarter. Fewer people are logging in, and the number of questions has dropped too. That's the headline, and I'd rather be clear about it than skirt round it.
  12. Victoria Spence
    Victoria Spence
    Right. Is that bad, in your view?
  13. Daniel Okafor
    Daniel Okafor
    It's something to look at properly, rather than a reason to panic. I'd like to understand what's behind it, and we can then decide whether the training needs refreshing or whether the team needs something else.
  14. Victoria Spence
    Victoria Spence
    We did have that training in May, so it's a bit of a while ago now. Maybe that's it.
  15. Daniel Okafor
    Daniel Okafor
    It could well be. A short refresher is a sensible idea, but I'd like to check first. Are there any tickets that have been raised since the spring?
  16. Victoria Spence
    Victoria Spence
    I think there was one. Lily sorted it out, and I don't recall it being a big deal.
  17. Daniel Okafor
    Daniel Okafor
    Thanks, that's helpful. Nothing on the platform side that stands out to you, then?
  18. Victoria Spence
    Victoria Spence
    No, nothing like that. It's more that people aren't reaching for it.
  19. Daniel Okafor
    Daniel Okafor
    Right. Let's think about the renewal, since it's coming up. Your contract ends on 27 Mar 2025, so we've got a fair amount of time, but I'd like us to be sure the platform is earning its place before we get to that conversation.
  20. Victoria Spence
    Victoria Spence
    Yes, I'd expect that. Is there a new price coming in? I've heard something about the list going up.
  21. Daniel Okafor
    Daniel Okafor
    That's a fair question, and I don't want to speculate. Whatever happens with pricing at renewal, I'd much rather we talk about what the team is getting from it first.
  22. Victoria Spence
    Victoria Spence
    Fair enough. I'd want to see the value before I sign anything.
  23. Daniel Okafor
    Daniel Okafor
    Completely reasonable. Shall we look at what the team is using it for now, and see if there's a case to make?
  24. Victoria Spence
    Victoria Spence
    I think that's sensible. Could you also check whether the call recorder is still picking up the calls? I'm wondering if that's why people have stopped asking.
  25. Daniel Okafor
    Daniel Okafor
    That's a good thought, and it's worth checking. I'll look at the connector status and come back to you with what I find.
  26. Victoria Spence
    Victoria Spence
    Thanks. That would help.
  27. Daniel Okafor
    Daniel Okafor
    Just to close the loop, here's what I'll do. I'll check the connector status for the recorder and the drive, and I'll look at the usage by team. Then I'll come back to you by the end of next week with what I've found and a suggestion for a short refresher if it makes sense.
  28. Victoria Spence
    Victoria Spence
    Yes, that works. Thank you, Daniel. I'd rather know now than find out in the new year.
  29. Daniel Okafor
    Daniel Okafor
    Absolutely, and I appreciate you being open about it. Give my best to Lily when she's back.
  30. Victoria Spence
    Victoria Spence
    I will. Thanks, Daniel. Bye for now.
  31. Daniel Okafor
    Daniel Okafor
    Thanks for your time, Victoria. Speak soon.

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

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

What the data covers

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.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help

Ask B

B-Viz · read-only