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Sprotbrough Recruitment - QBR

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Sprotbrough Recruitment logo Sprotbrough Recruitment · QBR deck · final · 8 Jun 2025

A final QBR deck from Daniel Okafor dated 8 Jun 2025. It reads Starter usage as cautious: a handful of active users against fifteen licensed, concentrated in a few people. The term ends 30 Jul 2025; the stated contracted figure is £20k.

What it says

What this says

As at Fri 9 Oct 2026

A final QBR deck from Daniel Okafor dated 8 Jun 2025. It reads Starter usage as cautious: a handful of active users against fifteen licensed, concentrated in a few people. The term ends 30 Jul 2025; the stated contracted figure is £20k.

What it is: a customer-facing QBR deck prepared by Daniel Okafor, Customer Success Manager. It states "Customer since 31 Jul 2023", the Starter tier, "Contracted annual recurring revenue: £20k" and 15 licensed users.

Commits: nothing new. It says the Starter "nightly refresh and availability commitments" remain "as in your current agreement", without quoting any figures. Its plan assigns Daniel to walk through usage and confirm every source is loading, and Nell Ashcombe to issue the renewal order form ahead of 30 Jul 2025.

Unusual: use is "concentrated in a few people", a key-person risk. The deck admits "We have not yet checked" that every connected source is still loading, and it cannot see the decisions B-Viz informs.

Not settled: why use has eased, whether fifteen users is still right, and whether the customer renewed. The deck does not show any outcome. The £20k is the figure in this deck, not a confirmed current price.

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

As found in this document

As at Fri 9 Oct 2026
  • Date end30 Jul 2025Source: the AI read of this record
  • Date renewal30 Jul 2025Source: the AI read of this record
  • Price£19,500Source: the AI read of this record
  • Nightly refresh and availabilityremain as in your current agreementSource: the AI read of this record
  • Renewal order formNell Ashcombe, Ahead of 30 Jul 2025Source: the AI read of this record
  • Confirm every connected source is loadingDaniel Okafor, Before the renewalSource: the AI read of this record

Body

Sprotbrough Recruitment - QBR

Account review prepared by Daniel Okafor, Customer Success Manager, BG-Demo Date: 8 Jun 2025 Status: Final

Slide 1: Welcome and purpose

Thank you for your time. This review covers how Sprotbrough Recruitment has been using B-Viz on the Starter tier, what has gone well, what we have noticed, and what happens as your current term comes to an end on 30 Jul 2025.

  • Customer since 31 Jul 2023
  • Tier: Starter
  • Contracted annual recurring revenue: £20k
  • Licensed users: 15

Just to close the loop on something from earlier: the renewal proposal from Nell has already reached you, and this review is meant to help you decide what you want from the next term.

Slide 2: Usage

MeasureWhat we see
Active users in a typical monthA handful, well below the fifteen licensed
Trend against the previous quarterSlightly down
Questions askedSteady use, concentrated in a few people
Licensed users15
Read the whole document (3,390 characters)

Our reading is cautious. A small number of regular users is not unusual for a recruiter of your size, but a concentration of use in a few people is a risk if one of them is away or moves on. How is the team finding it day to day? We would like to hear that from you directly.

Slide 3: Value

The most useful measure of value is the questions your team asks and what they do with the answers. From our side we can see that B-Viz is being used, but we cannot see the decisions it informs. For a business placing people into warehouse, driving and engineering roles across South Yorkshire, the useful moments are likely to be:

  • Checking which clients and candidates have gone quiet
  • Pulling together placement history before a client call
  • Answering questions that used to mean reconciling several systems by hand

Please tell us which of these, if any, match your experience. We would rather record your own words than guess.

Slide 4: Support and service

  • One support ticket in the last month
  • Nothing raised as high priority
  • No overdue invoices on the account

Nothing here points to a service problem. The nightly refresh and availability commitments for the Starter tier remain as in your current agreement.

Slide 5: Things we noticed

  1. Active use is a little lower than last quarter.
  2. Use is spread across far fewer people than the licence allows.
  3. We have not yet checked with your team that every connected source is still loading as expected.

The evidence does not tell us why use has eased. It could be seasonal, a change in how the team works, or something we can fix. We would like to find out.

Slide 6: Plan to the end of the term

ActionOwnerWhen
Walk through usage with the people who use B-VizDaniel OkaforIn the coming weeks
Confirm every connected source is loadingDaniel OkaforBefore the renewal
Agree whether fifteen users is still the right numberSprotbrough Recruitment with Daniel OkaforBefore the renewal
Renewal order formNell AshcombeAhead of 30 Jul 2025

Slide 7: Questions for you

  • What would make B-Viz more useful to the team in the next year?
  • Who should we be speaking to besides the regular users?
  • Is there anything about the current arrangement you would change?

I'll come back to you after this review with a short summary of what we agreed.

Best wishes, Daniel

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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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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.

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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.

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