Zoe Hocking
Person
Yealmpton Accountants · admin
Zoe Hocking is the platform admin and day-to-day owner of B-Viz at Yealmpton Accountants on Starter. She raised most tickets, is the first port of call for odd answers, and shapes setup, though Jenny Trethewey leads on scope.
- Last contact 21 Nov 24
- made from
Who they are
Insight
As at Fri 9 Oct 2026Zoe Hocking is the platform admin and day-to-day owner of B-Viz at Yealmpton Accountants on Starter. She raised most tickets, is the first port of call for odd answers, and shapes setup, though Jenny Trethewey leads on scope.
Role: Practice Systems Administrator in Plymouth, CRM role admin, with a platform admin account created on 23 Sep 2024. She joined the demo, onboarding and training calls, and raised most of the ticket history.
Influence: She gates adoption and acts as the technical approver. At the 22 Jul 2024 demo she would not agree until she had the connector list. Jenny Trethewey owns the client side and set the scope.
Watch: Adoption leans on one administrator, and she was stretched at month end during onboarding. Recent tickets show slow first responses, including 852 minutes on the September 2026 export ticket. Her per-manager fee and view questions point to a possible Growth conversation.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Yealmpton Accountants | Practice Systems Administrator | admin | zoe.hocking@yealmpton.example |
Activity
- 3 Sep 2026ticketHow do I export the fees for the month?
- 1 Jun 2026ticketCan I limit a view to one client manager?
- 13 Apr 2026ticketClient query pages are very slow to load
- 9 Apr 2026ticketHow do I see client deadlines and fees on one page?
- 10 Feb 2026ticketFees tab goes blank on client record
- 10 Feb 2026ticketNew starter gets permissions error at sign-in
- 17 Oct 2025ticketMonthly deadline digest setup
- 19 Sep 2025ticketFees showing as unpaid
- 28 Aug 2025ticketExport client list with next deadline
- 4 Jun 2025ticketHow to filter fees by client manager
- 25 Apr 2025ticketDeadlines attached to the wrong client
- 21 Nov 2024eventBG-Demo webinar
+28 - 8 Nov 2024callYealmpton Accountants / BG-Demo – Training
- 29 Oct 2024email threadInvitation to our November webinar
- 29 Oct 2024callYealmpton Accountants / BG-Demo – Onboarding
- 22 Oct 2024callYealmpton Accountants / BG-Demo – Onboarding
- 17 Oct 2024callYealmpton Accountants / BG-Demo – Onboarding
- 11 Oct 2024email threadScheduling the onboarding session
- 8 Oct 2024ticketClient files connector not pulling records
- 3 Oct 2024callYealmpton Accountants / BG-Demo – Onboarding
- 26 Sep 2024email threadFollow-up from the kickoff
+1 - 25 Sep 2024callYealmpton Accountants / BG-Demo – Kickoff+1
- 22 Jul 2024callYealmpton Accountants / BG-Demo – Demo
+1