Check-in notes and next steps
Email thread Ludworth Lettings · cs
After a call, Marcus Bell recorded that Kerry Bramall's team sees value in one view of landlords, repairs and statements, wants more users, and needs a savings view for Stephen. No customer reply in the thread.
What was said
What this says
As at Fri 9 Oct 2026After a call, Marcus Bell recorded that Kerry Bramall's team sees value in one view of landlords, repairs and statements, wants more users, and needs a savings view for Stephen. No customer reply in the thread.
Customer view: per Marcus's notes, the team saves time chasing across systems and wants more colleagues using B-Viz. Stephen will want to know what it saves.
Next: Marcus will send a one-page usage summary, check the recent support ticket is closed out, and share a new-user guide. He noted licences for 15 users, so there is headroom; Kerry has no decision to make now.
The thread
Updated 9 Oct 26Messages
Marcus Bell 14 Aug 2026 11:48Hi Kerry, Thanks for your time on the call. Here are my notes so we both have the same picture. What I heard: - Your team is getting value from seeing each landlord's properties, repairs tickets and statements in one place, and it's saving time chasing across systems. - You'd like more of the team to use it, not just the few people who are in there regularly now. - Stephen will want to know what it saves, so a simple view of that would help. What I'll do: - Send you a short usage summary you can forward to Stephen. I'll keep it to a page. - Look at the support ticket you raised recently and make sure it's closed out properly. I can't promise a date on any engineering change, but I'll tell you what I find. - Share a quick guide for new users, so it's easy to bring colleagues on. You have licences for 15 users, so there's plenty of headroom if you want to add people. Nothing to decide now. Let me know if I've missed anything. Thanks, Marcus