Learnings
What the staff insights say
As at Fri 9 Oct 2026
Priya RamanContinuity risk: she left on 28 Aug 2026, so Fenmoor, Delancey Haig, Ashwell Mercer Interiors, Grisedale and Brannock need a named successor.- Priya RamanFenmoor Specialty Underwriting: the Growth term ended on 30 Jun 2026 and the last reads show no executed Enterprise order form at £125k.
- Priya RamanYealmpton Accountants: the £22k Starter renewal was held pending a usage review, and the evidence does not show the outcome.
- Priya RamanCawthorne Learning: a £62k Growth proposal is open, with a decision date of 18 Nov 2026 that is booked, not reached.
- Priya RamanDuddingston Payroll: renewal falls on 10 Feb 2027 and a value note for the customer was still to be sent.
Tom AshdownBrimscombe Energy renewal: written figures are promised before anything is signed.- Tom AshdownVeldmaat Payments: the customer wants the basis for the renewal amount in writing before any call.
- Tom AshdownAbermule Insurance: the Enterprise proposal is open paper, and the CFO wants one pack of terms.
- Tom AshdownA Starter renewal order form at £22k is unsigned after its target date.
- Tom AshdownThe reads do not cover Kelbrook Mutual Insurance, his most active account.
Jordan PikeSeveral Enterprise proposals at £155k total deal value wait on privacy or security review before signature.- Jordan PikeQuarrington Care Network £12k expansion targets 13 Nov 2026, and Gregory Hasselbeck will not sign before privacy and security approve.
- Jordan PikeBrazos Point Physical Therapy call quoted terms that do not match the Growth tier or the price book, so the order form needs checking.
- Jordan PikePemaquid Analytics expansion at £4,011 was expected to close on 29 Sep 2026, but the executed copy is not shown; about seven of forty seats are active.
Daniel OkaforBrimscombe Energy Enterprise renewal targets signature on 20 Nov 2026, but the value case is not yet measured.- Daniel OkaforDunholm Precision's Growth renewal is contested on price against falling use, and the term ends on 30 Nov 2026.
- Daniel OkaforFenmoor Specialty Underwriting has asked for a named commercial contact for new lines, and Daniel is interim contact.
- Daniel OkaforMarlcliff Security Services has about ten of forty Growth users active, which puts the price in question at renewal.
- Daniel OkaforLornefield Pensions Administration held a win-back discovery call on 6 Oct 2026, with no budget committed.
Marcus BellBrackwell Freight Ltd renewal is due 1 Dec 2026, and its Finance Director will not agree any increase without a line-by-line reason.- Marcus BellKingdon Diagnostics and Hollins Tarrant both ask what their renewals buy, so each needs a value case before the January 2027 terms end.
- Marcus BellMossbrook Data Partners and Kelbrook Mutual Insurance rely on one main contact or admin, a key-person risk.
- Marcus BellSeveral renewal emails, including Oosterdijk Logistiek and Kesselfeld Software, have no customer reply yet.
- Marcus BellLeave is booked from 2 Nov 2026 to 6 Nov 2026, so cover for open renewals is worth confirming.
Elena NovakVeldmaat Payments: refresh misses, credit request and invoice query are open ahead of a renewal on 5 Jan 2027.- Elena NovakWexmoor, Brenneck Pay and Kaltenbrunn show licences well above active users, so renewal value cases are thin.
- Elena NovakMarlstone Legal has no measured ROI and a quoted renewal price to confirm against the v2 list.
- Elena NovakArdcarne Life Assurance is newly in Enterprise onboarding, with the nightly extract still unknown.
Hannah LoweHeavy demo load in September and early October 2026, across Starter, Growth and Enterprise prospects.- Hannah LoweCorstorphine security review: a post-incident finding stays open until the end of December.
- Hannah LoweHalberd Point Insurance is owed a technical spec and security questionnaire; sending is not shown.
- Hannah LoweFenmoor QBR on 15 Sep 2026: both new lines are to use the brain, with a connector design outline to follow.
Sofia MarchettiCalderbrook Housing Group has given written notice of non-renewal, citing an in-house platform.- Sofia MarchettiCarnmoor Fleet Leasing has a Starter proposal on the table and a new CIO writing an options paper.
- Sofia MarchettiDelancey Haig and Brackwell Freight Ltd both question what 40 Growth licences buy.
- Sofia MarchettiThe 22 Jul 2026 refresh failure notices went to several customers, with no customer replies shown.
Ewan PryceVeldmaat Payments: written findings and a fix plan are owed after the 28 Jul 2026 escalation on late refresh.- Ewan PryceCalderbrook Housing Group: the repairs double-counting cause was not confirmed on 27 Jan 2026.
- Ewan PryceBrakkevoort Logistics: no alert exists for a stalled connector, and Ewan is to give a date for testing one.
- Ewan PryceAll three escalations are on Growth-tier data freshness or accuracy, with causes unconfirmed.
Kieran WalshEvidence is thin: one call and one account, no tickets or email threads.- Kieran WalshOwns the Fenmoor completion alert, which is not yet confirmed as live.
- Kieran WalshInitial diagnosis on the Fenmoor refresh issue pointed at the customer's connector and was wrong.
- Kieran WalshFenmoor is on Enterprise, where a freshness credit is open.
Rachel DunmoreRecent invoice threads ask for PO numbers and show no customer reply- Rachel DunmoreFirst invoice for Ardcarne Life Assurance was due 7 Oct 2026; payment is unconfirmed
- Rachel DunmoreA renewal invoice chased as significantly overdue has no reply in the thread
- Rachel DunmoreRenewal invoice due 26 Sep 2026 shows neither a PO number nor payment
- Rachel DunmoreOnly 1 recorded call and 0 tickets, so evidence of her work is email-only
Nell AshcombeLornefield has no live contract; the Growth proposal is an open item and the customer has not replied in the thread.- Nell AshcombeGarrow Lusk and Brindlecote Insurance Brokers Starter renewals at £20k: the threads do not show the executed order forms.
- Nell AshcombeSprotbrough Recruitment questioned paying for fifteen Starter seats with about four users in the June 2025 renewal call.
- Nell AshcombeThe Corstorphine Building Society call record is dated after the as-of date, so it is booked and needs its date confirmed.
Tobias RenwickOwns two post-incident security actions due by the end of December, cited in the Kielderside Growth Agency and Corstorphine Building Society reviews.- Tobias RenwickAsked to confirm the failed refresh definition and notice wording for Etowah Lane Equipment Rental before any contract draft goes out.
- Tobias RenwickQuarrington Care Network's security lead expects written answers on exclusions, logging and evidenced removal.
- Tobias RenwickHeavy involvement in security reviews and demos alongside account activity, so his time is shared across many accounts.
Joel MarshNo calls, email threads or tickets on record- Joel MarshNo accounts carried on record
Priyanka ShahNo calls, email threads or tickets on record- Priyanka ShahNo accounts carried on record
Callie BrennanLeft BG-Demo on 28 Mar 2025: her accounts need a named successor, starting with Ardenmore Pension Administration, Brimscombe Energy and Kelbrook Mutual Insurance.- Callie BrennanMerriott Lyle Distribution was mid-onboarding: a branch load reported complete without new records and one admin held the connector knowledge.
- Callie BrennanStrensall Merchants still had a delivery connector awaiting its supplier and a live-by commitment in the order form.
- Callie BrennanBrimscombe Energy and Duddingston Payroll each had a single admin or a pending handover when her last reads were written.
Ines MoreauNo calls, email threads or tickets on record- Ines MoreauNo accounts carried on record
Owen TallisBrenneck Pay expansion is unsigned: the 7 Oct 2026 close was not realistic while security and procurement review continues.- Owen TallisMerriott Lyle Distribution questions the expansion against usage down by about a third; a usage review comes first.
- Owen TallisBrimscombe Energy renewal signing is pencilled for Fri 20 Nov 2026, with five percent off for this term only.
- Owen TallisQuillmark Health declined the Enterprise proposal on 29 Jun 2026 and routes any future contact through procurement.
- Owen TallisA Fenmoor Specialty Underwriting negotiation is booked for 14 Oct 2026; no outcome is described.
Ryan ColesNo calls, email threads or tickets on record- Ryan ColesNo accounts carried on record
Bethan ListerWexmoor Property Group says this is its third ticket in a month and wants a named owner and next step.- Bethan ListerSeveral open tickets await engineering: dashboard performance, slow branch pages and a study source that stopped loading.
- Bethan ListerVeldmaat Payments had a refresh breach with a root cause found; the query fix is still to be confirmed.
- Bethan ListerCustomers have praised her handling, including a retest before closing a ticket.
- Bethan ListerLeave is booked from 25 Nov 2026 to 1 Dec 2026.
Arjun NairEvidence is thin: one call and one read only- Arjun NairReproduced the Hollins Tarrant placements sync fault
- Arjun NairGave no fix date on the 17 Mar 2026 escalation call
- Arjun NairOwes the mapping change that the account needs to restore placements data
Felix DorranNo calls, email threads or tickets on record- Felix DorranNo accounts carried on record
Harriet WhitfieldNo calls, email threads or tickets on record- Harriet WhitfieldNo accounts carried on record
Natalie EzeLeft BG-Demo on 2025-08-29: Thackwray Logistics needs a successor CSM.- Natalie EzeSteven Holroyd, finance director, wants proof of value and will not renew on autopilot.
- Natalie EzeOpen items: a one-page usage summary, a dashboards note and a value case before the renewal on 4 Apr 2026.
- Natalie EzeUsage and questions were rising across several people, not one champion.
Bridget KearsleyAshwell Mercer Interiors is in administration: the term ends 22 Aug 2026 and the statement of claim is hers to send.- Bridget KearsleyWexmoor Property Group invoices remain unpaid until the paying entity and PO numbers are confirmed.
- Bridget KearsleyKelbrook Mutual Insurance wants the renewal price basis stated in the order form, and she is to confirm the figures.
- Bridget KearsleyEvidence is thin: four reads, no calls or tickets.
Samir HaddadOnly one customer interaction is on record: the 23 Mar 2026 Delancey Haig escalation call.- Samir HaddadHe offered an early view that some tickets may share one pipeline issue, unproven.
- Samir HaddadThe evidence does not show whether the root cause was confirmed or fixed.
- Samir HaddadEvidence is thin: one read, no tickets or email threads assigned.
Lewis KerrHarrowden Foods wants usage evidence by team before the extra users or the renewal; Lewis and the CSM must give one consistent set of figures.- Lewis KerrClonvara Insurance Services questions forty seats against about ten active users, with the renewal deal above the contracted figure.
- Lewis KerrKingdon Diagnostics Enterprise renewal needs a side by side breakdown of current against proposed terms.
- Lewis KerrRavensholt Capital's quoted prices differ between discovery and demo and need one reconciled proposal.
- Lewis KerrSeveral proposals (Fothergill Brice, Ivelbridge Software, Ashby Moor Housing) await order forms or signature, so none is executed paper yet.
Chloe BarnardNo calls, email threads or tickets on record- Chloe BarnardNo accounts carried on record
Dominic HaleNamed owner on repeated escalations over stale data and refresh misses at several Growth accounts.- Dominic HaleCalderbrook thread shows no reply to a promised written update.
- Dominic HaleVeldmaat Payments: written update committed after the 28 Jul 2026 call; outcome not shown.
- Dominic HaleHandles connector removals at Delancey Haig and Carnmoor Fleet Leasing.
- Dominic HaleQuarrington Care Network privacy ticket stays open until the customer confirms she is satisfied.
Yusuf DemirVeldmaat Payments is the only account he carries, so he is a single point of knowledge on it.- Yusuf DemirThe 07:00 refresh was missed repeatedly in early 2026 and the cause of some misses was not confirmed.
- Yusuf DemirFew of the 40 licensed users log in, and the customer ties this to distrust of stale data.
- Yusuf DemirJoost Verbeek's invoice query (£50k against £45k) is owned by Elena Novak and Tom and not shown as answered.
Laura PenhaligonPellegrin Hart Benefits: only a handful of 40 licensed seats in use; adoption is the main renewal risk.- Laura PenhaligonCalderbrook Housing Group is not renewing Growth; Laura is running the traceable data export.
- Laura PenhaligonQuennell Harte: Starter customer asking about Growth features, an upgrade opportunity.
- Laura PenhaligonCopperwick Logistics: shared mailbox connector still waits on a customer service account.
- Laura PenhaligonBooked leave from 5 Dec 2026 to 8 Dec 2026.
Martin SobczakNo calls, email threads or tickets on record- Martin SobczakNo accounts carried on record
Esther QuayeSix accounts need a successor, led by Calderbrook Housing Group and Marlstone Legal.- Esther QuayeCalderbrook is reviewing an in-house platform, and its board-pack escalation was still open on her last days.
- Esther QuayeMarlstone Legal flagged a restructure and asked for renewal terms; the evidence does not show the outcome.
- Esther QuayeEllerby Dental Group's CFO had not replied to the renewal outreach.
Jake FennellLeft BG-Demo on 19 Dec 2025: Marlcliff Security Services needs a successor for the loader fault follow-up- Jake FennellEvidence is thin: one recorded call and no tickets, threads or documents
- Jake FennellOn the 10 Oct 2025 call he found loads reporting success while loading little or nothing
- Jake FennellThe evidence does not show whether the cause was confirmed or the fix completed
Olivia GrantDuplicate-record tickets appear across several customers, some still open or pending.- Olivia GrantConnector sync and authentication failures are open on several accounts, including a stale Salesforce connector.
- Olivia GrantFirst response times vary widely, up to 545 minutes on one how-to ticket.
- Olivia GrantThe retailer search duplicates ticket has had no BG-Demo reply since 7 Oct 2026.
- Olivia GrantFeature requests for dashboards and exports are routed from her tickets.
Hamza AkhtarPenwortham Mutual: the Enterprise rollout is going well, and Phil Catterall's request to add users shows no reply.- Hamza AkhtarTallowfield Health Partners: about one active user in the last month on a 15-user Starter subscription.
- Hamza AkhtarPlum Grove Staffing: schedulers have barely logged in, billing has no owner and worker records are not connected.
- Hamza AkhtarBrightcombe Veterinary: connector access details are pending and one farm invoice total looked lower than the accounts.
- Hamza AkhtarLeave is booked from 27 Nov 2026 to 30 Nov 2026.
Rosie LambertNo calls, email threads or tickets on record- Rosie LambertNo accounts carried on record
Jamie FrostNo calls, email threads or tickets on record- Jamie FrostNo accounts carried on record
Alice Brewer472 email threads, with no calls attended and no tickets assigned.- Alice BrewerThe 15 Oct 2026 webinar is booked, not held.
- Alice BrewerNone of the 20 reads shows a customer reply to an invitation.
- Alice BrewerQuote requests to customers are unanswered, so no customer quote can be used yet.
Viktor JensenNo calls, email threads or tickets on record- Viktor JensenNo accounts carried on record
Sean MulliganNo calls, email threads or tickets on record- Sean MulliganNo accounts carried on record
Amara ObiCarnmoor Fleet Leasing renews on 1 Dec 2026 with few active users against 40 Growth seats and a finance director wanting a value case.- Amara ObiClonvara Insurance Services' term ends 31 Oct 2026, with about ten active users against forty licensed.
- Amara ObiHarrowden Foods wants usage in writing before any call; two calls booked for 12 Oct 2026 overlap.
- Amara ObiSilverbeck Energy Services lost its main hands-on user and needs re-engagement.
- Amara ObiHaddon Rook Logistics has not replied to the 8 Oct 2026 Starter renewal outreach.
Ross ThackerayNo calls, email threads or tickets on record- Ross ThackerayNo accounts carried on record
Lucy AdebayoLucy owes Siân Pritchard the date, running order and slot length for the Customer Day London slot.- Lucy AdebayoSiân will only speak to measured evidence, so usage data must be available for the talk.
- Lucy AdebayoHer customer-facing evidence is one email thread; no calls or tickets are recorded.
Matteo RicciBrenneck Pay: the £125k Growth to Enterprise expansion is unsigned, and the 7 Oct 2026 close was dropped while security and procurement review.- Matteo RicciKaltenbrunn Medizintechnik: the CFO questioned paying for 150 licences with about forty active at the 8 Oct 2026 QBR; renewal is 1 May 2027.
- Matteo RicciMenlo Quay Medical: the CFO queried a £125k CRM figure against the £50k Growth order form, and the term runs to 28 Dec 2026.
- Matteo RicciOpen proposals at Strathcorran Renewables, Wiesenthal Software, Ballycullen Payments and Kilcarra Medical: the evidence shows no signed order form.
- Matteo RicciThe Brinkerhof Distributie renewal call is booked for 12 Oct 2026, so its outcome is not described.
Kate OrmerodDuplicate account records at Kenmure Business Telecom are pending customer cleanup as of 9 Oct 2026.- Kate OrmerodThe lockout ticket at Thackwray Logistics shows no root cause yet and was awaiting customer details.
- Kate OrmerodThe Duddingston Payroll invoice query is with billing and needs chasing before the customer's payment run.
- Kate OrmerodSeveral first responses on low-priority requests were slow, over 700 minutes.
- Kate OrmerodDashboard and user-provisioning tickets point to Growth tier adoption and possible upsell.
Marek StrandNo calls, email threads or tickets on record- Marek StrandNo accounts carried on record
Leila RahimiNo calls, email threads or tickets on record- Leila RahimiNo accounts carried on record
Theo GallagherArdcarne Life Assurance: exit plan test evidence, the July outage note and control mapping evidence are still owed.- Theo GallagherSeveral prospects wait on his written security or residency answers before a proposal can move.
- Theo GallagherTold Strathcorran Renewables that role-based access could be built into Growth scope, which is unresolved.
- Theo GallagherDescribed Growth P1 as resolution within one hour on a prospect call, which differs from the first-response service level.
- Theo GallagherNo tickets are assigned to him; his work is calls, email threads and documents.
Hollie GrieveHollowmere Care Group: freshness credit check and executive sponsor introduction owed before the 1 Apr 2027 renewal.- Hollie GrieveCopperwick Logistics: the CFO wants a one-page ROI before any renewal talk.
- Hollie GrieveQuarrington Care Network: thirty extra users held until privacy confirms the written role description.
- Hollie GrieveHartside Student Living and Pellegrin Hart Benefits: value cases needed before renewal, with few seats in use.
Ollie PearsonSingle customer admins at Quarrington Care Network and Moycullen Recruitment are a key-person dependency.- Ollie PearsonArdcarne Life Assurance onboarding is his newest Enterprise start, with calls booked after the as-of date.
- Ollie PearsonMoycullen Recruitment shows only two logged-in users after training.
- Ollie PearsonQuarrington Care Network may need extra users once more liaisons join the 40 licensed seats.
Zara MalikNo calls, email threads or tickets on record- Zara MalikNo accounts carried on record
Will AshbyNo calls, email threads or tickets on record- Will AshbyNo accounts carried on record
Ruth OkoroMossbrook Data Partners: duplicate client records fix not confirmed since 16 Sep 2026.- Ruth OkoroStrensall Merchants: stalled trade account connector blocks wider rollout; no fix time given.
- Ruth OkoroQuabbin Clinical Research: finance users' invoice access ticket is pending on the customer's reply.
- Ruth OkoroDuddingston Payroll: freshness issue after the refresh fix is unconfirmed.
- Ruth OkoroSeveral tickets close without the outcome recorded.
Ellis CraneNo calls, email threads or tickets on record- Ellis CraneNo accounts carried on record
Freya LindgrenNo calls, email threads or tickets on record- Freya LindgrenNo accounts carried on record
Adam KowalNo calls, email threads or tickets on record- Adam KowalNo accounts carried on record
Mia FaircloughNo calls, email threads or tickets on record- Mia FaircloughNo accounts carried on record
Harvey DoyleCawthorne Learning: Growth proposal at £62k is with the board, decision date 18 Nov 2026.- Harvey DoyleThorverton Creamery: finance has approved the quoted Growth terms, but no order form is signed.
- Harvey DoyleCramond Trustee Services: terms quoted verbally differ from the price book and need checking before the proposal.
- Harvey DoyleQuintrell Lending: the Enterprise annual subscription figure was only approximate and needs a firm number.
- Harvey DoyleWithnell Fold: the managing partner must sign off the rollout, and the price basis is unconfirmed.
Leah BrandtAshwell Mercer Interiors has held its renewal invoice, saying the team stopped using the platform; the account team needs to confirm what executed paper covers the current period.- Leah BrandtThe invoices for Brightcombe Veterinary and Rodenkirchen Assekuranzmakler passed their due dates on 8 Oct 2026 and 7 Oct 2026 with no payment shown in the threads.
- Leah BrandtYealmpton Accountants was invoiced on 9 Sep 2026 while the renewal order form was still unsigned in a separate sales thread.
- Leah BrandtEvidence is thin: seven billing threads only, no calls or tickets.
Rory MacleanNo calls, email threads or tickets on record- Rory MacleanNo accounts carried on record
Anya PetrovaContinuity risk: accounts such as Marlcliff Security Services, Kempenland Distributie, Brenneck Pay and Oosterdijk Logistiek need a successor engineer.- Anya PetrovaOpen written technical answers were owed to Brenneck Pay, Kralingse Expeditie and Menlo Quay Medical, with no evidence of delivery.
- Anya PetrovaSeveral demo-stage Growth deals show no signed order form in the evidence.
- Anya PetrovaReads cover 20 recent calls, threads and tickets; none are tickets, as zero tickets were assigned.
Connor WebbContinuity risk: his accounts need a successor, starting with Merriott Lyle Distribution, Kelbrook Mutual Insurance and Strensall Merchants.- Connor WebbMost reads were connector sync failures, often after the customer changed a system.
- Connor WebbSeveral tickets end without a recorded customer confirmation, so fixes are unverified.
- Connor WebbSome first responses were slow, for example 454 minutes on a warehouse connector ticket.
Sophie LingCarnmoor Fleet Leasing: the Starter renewal order form at £22k is unsigned, the 22 Sep 2026 date has passed and the customer is on Growth.- Sophie LingKirkhope Insurance Services: the quoted year one total does not match its parts; check it against the price book before the order form goes out.
- Sophie LingTamar Crossing Freight: the £28k order form is unsigned and the customer has not replied since the chase on 5 Oct 2026.
- Sophie LingBilsdale Housing: the £62k Growth proposal is open, with an order form aimed for the end of October pending the director.
- Sophie LingRastrick Precision Components: the Growth order form is not shown as signed and the early October kickoff date has passed.
George AbbottNo calls, email threads or tickets on record- George AbbottNo accounts carried on record