Learnings
What the staff insights say
Current to 9 Oct 26
Priya RamanContinuity: Fenmoor Specialty Underwriting, Delancey Haig, Grisedale Search & Selection and Brannock Medical Supplies need a successor commercial owner.- Priya RamanFenmoor's Enterprise order form was open at the last read, with a redline awaited and two-team onboarding scope undefined.
- Priya RamanDelancey Haig's renewal rested on about seven of forty Growth users active, and the evidence does not show the outcome.
- Priya RamanAshwell Mercer Interiors is in administration, and the administrators adopt no contract beyond 22 Aug 2026.
- Priya RamanCawthorne Learning's decision date of 18 Nov 2026 is booked, with a Growth proposal open.
Tom AshdownBrimscombe Energy renewal needs written figures and a measured value case before the 20 Nov 2026 target signature.- Tom AshdownVeldmaat Payments has questioned the Growth renewal price and wants its basis in writing.
- Tom AshdownHollins Tarrant MD is reviewing spend on the Starter renewal and asks what it delivers.
- Tom AshdownProposals and order forms promised to Tanjong Arc Logistics and Ashtonbury Housing are not shown as sent.
- Tom AshdownCalls booked for 12 Oct 2026, 14 Oct 2026 and 26 Oct 2026 are plans, not held.
Jordan PikeQuarrington Care Network: £12k expansion is open, with privacy and security approval needed before signature and a target of 13 Nov 2026.- Jordan PikeWendover Kast Insurance Group: Enterprise proposal at £155k is open, with a security review first and a target of 8 Jan 2027.
- Jordan PikeBrazos Point Physical Therapy: figures, connector count and support terms stated on the 9 Oct 2026 call need checking before the order form goes out.
- Jordan PikePemaquid Analytics: £4,011 expansion is not yet shown as executed, and the CFO wants usage against 40 seats before the renewal.
Daniel OkaforBrimscombe Energy Enterprise renewal targets signature on 20 Nov 2026 and rests on a measured value case.- Daniel OkaforDunholm Precision renewal is pencilled for 9 Nov 2026, with price questioned against falling use.
- Daniel OkaforFenmoor's Callum Reid asked for a named commercial owner for the new lines, and Daniel offered to act as interim contact.
- Daniel OkaforCalderbrook Housing Group's contract has ended, and Lornefield has asked to talk about a return.
- Daniel OkaforPentreath Cold Chain has a Growth renewal notice open, with settlement proposed by 7 Dec 2026.
Marcus BellBrackwell Freight Ltd renews on 1 Dec 2026 and its Finance Director will not agree any increase without a line-by-line reason.- Marcus BellBrannock Medical Supplies, Grisedale Search & Selection and Kingdon Diagnostics are all questioning seats against active users.
- Marcus BellHollins Tarrant's managing director is asking what the Starter renewal buys before the term ends on 3 Jan 2027.
- Marcus BellSeveral renewal outreach emails have no customer reply yet, including Quaystead Marine Services and Kesselfeld Software.
- Marcus BellLeave is booked from 2026-11-02 to 2026-11-06, in the run-up to several year-end renewals.
Elena NovakVeldmaat Payments: refresh misses, credit request and a held invoice block renewal talk before 4 Jan 2027.- Elena NovakBrenneck Pay: use is growing but narrow, and the COO wants a board-ready value example before renewal.
- Elena NovakWexmoor Property Group and Brinkerhof Distributie: adoption gap against licensed users ahead of renewal.
- Elena NovakKaltenbrunn Medizintechnik: the CFO is questioning the value of 150 licences.
- Elena NovakVeldmaat QBR on 23 Oct 2026 and Brinkerhof renewal call on 12 Oct 2026 are booked, not held.
Hannah LoweCorstorphine Building Society security review: the post-incident finding stays open until both actions are complete, and written evidence is owed to Euan Rattray.- Hannah LoweHalberd Point Insurance is waiting on a technical spec and security questionnaire before any proposal.
- Hannah LoweSeveral Growth and Enterprise demos have proposals pending, including Sandusky Bay Mutual Insurance and Conover Lending Group.
- Hannah LoweFenmoor Specialty Underwriting QBR: a connector design outline is owed once the portal feed answer is known.
- Hannah LoweLeave is booked for 2026-11-11 to 2026-11-13 and 2026-11-16.
Sofia MarchettiCalderbrook Housing Group gave written notice of non-renewal; the term ends 1 Sep 2026.- Sofia MarchettiBrackwell Freight Ltd Finance Director wants a value answer before agreeing renewal; the QBR call is booked for 13 Oct 2026.
- Sofia MarchettiDelancey Haig and Carnmoor Fleet Leasing question Growth value against 40 licensed users.
- Sofia MarchettiThe 22 Jul 2026 refresh failure notices to several customers show no customer replies in the threads.
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 WalshOwns the completion alert for Fenmoor's nightly refresh, not yet confirmed as live.- Kieran WalshHis first diagnosis on the Fenmoor refresh issue pointed at the customer's CRM connector, which he later admitted.
- Kieran WalshThe evidence on him is thin: one call, no tickets or email threads.
- Kieran WalshLeave is booked for 2026-11-02.
Rachel DunmoreAshwell Mercer Interiors, her busiest account, is in administration and the administrator treats the subscription as ending on 22 Aug 2026.- Rachel DunmoreGarrow Lusk invoice INV-093-0005, due 15 Jul 2026, was chased on 1 Sep 2026 with no reply shown.
- Rachel DunmoreArdcarne Life Assurance invoice INV-008-0001 was due 7 Oct 2026 and payment is not shown.
- Rachel DunmoreMany invoice threads ask for a PO number and show no customer reply.
Nell AshcombeLornefield Pensions Administration has no live contract; the Growth proposal at £50k total deal value is open and the customer has not replied in the thread.- Nell AshcombeBrindlecote's Starter renewal order form at £20k is not shown as signed in the thread, so it remains an open item.
- Nell AshcombeGarrow Lusk's renewal order form was reported signed on 16 Jun 2026, but the signed copy is not in the thread.
- Nell AshcombeThe Corstorphine Building Society security review is booked for 26 Nov 2026 and has not been held.
Tobias RenwickTwo post-incident actions owed to Corstorphine Building Society by the end of December- Tobias RenwickEtowah Lane security cleared with two contract conditions; Tobias must confirm the failed refresh wording
- Tobias RenwickQuarrington Care Network privacy officer support depends on the allow-list and field inventory
- Tobias RenwickBooked leave on 2026-11-23
Joel MarshLeft BB-Demo on 2024-05-31- Joel MarshNo accounts are recorded against him, so no successor is needed on the evidence
- Joel MarshNo calls, threads or tickets are recorded, so the evidence on his work is thin
Priyanka ShahLeft BB-Demo on 25 Oct 2024; no accounts are recorded against her, so no successor is needed on this evidence.- Priyanka ShahNo calls, email threads or tickets are attributed to her.
- Priyanka ShahEvidence is thin: only the HR record and counts are available.
Callie BrennanLeft BB-Demo on 28 Mar 2025: the accounts she carried need a named successor.- Callie BrennanMerriott Lyle Distribution onboarding was open, with Tariq Saleem the only admin and a branch load that missed new records.
- Callie BrennanBrimscombe Energy onboarding was progressing well, but Nikhil Rao was the only admin until a deputy was named.
- Callie BrennanTarnbeck Insurance Brokers and Skovdal Software adoption rested on one or two customer people.
Ines MoreauNo customer accounts are attached to her- Ines MoreauNo calls, email threads or tickets are recorded for her
- Ines MoreauEvidence is thin: HR record only, no reads
- Ines MoreauStill employed, with no end date in HR
Owen TallisQuillmark Health declined the Enterprise proposal on 29 Jun 2026 and will route any future contact through procurement.- Owen TallisBrenneck Pay's 7 Oct 2026 expansion close was dropped and marked At risk pending security and procurement.
- Owen TallisMerriott Lyle Distribution questions its expansion against falling usage; the 14 Sep 2026 outcome is not in the evidence.
- Owen TallisBrimscombe Energy renewal carries five percent off for references, with signing pencilled for 20 Nov 2026.
Ryan ColesLeft BB-Demo on 27 Jun 2025.- Ryan ColesNo accounts are attached to him, so no successor is needed from the evidence.
- Ryan ColesNo calls, threads or tickets are recorded for him; the evidence is thin.
Bethan ListerWexmoor: Dana Whitaker's third ticket in a month, still asking for a named owner and next step.- Bethan ListerSeveral open tickets are with engineering: dashboard performance, intermittent slowness and a widget display fault.
- Bethan ListerSome first responses are slow, including 397 minutes against a Growth tier SLA of 1 business hour.
- Bethan ListerLeave is booked from 25 Nov 2026 to 1 Dec 2026, so open escalations need cover.
Arjun NairReproduced the Hollins Tarrant placements fault on the 17 Mar 2026 escalation call.- Arjun NairOwns the mapping change; no fix date was given on the call.
- Arjun NairOnly one account and one call are in the evidence, so his wider book is not visible.
- Arjun NairFix depends on Jenna Price sending field names and confirming permissions.
Felix DorranLeft BB-Demo on 2026-05-29; no accounts in the evidence need a successor.- Felix DorranNo calls, email threads or tickets are recorded against him.
- Felix DorranEvidence is thin: only the HR record is available.
Harriet WhitfieldLeft BB-Demo on 28 Feb 2025; no accounts are recorded against her, so no successor is needed.- Harriet WhitfieldNo calls, email threads or tickets are attached to her in the evidence.
- Harriet WhitfieldEvidence is thin: only the HR record and counts are available.
Natalie EzeLeft BB-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 no contract is adopted beyond it.- Bridget KearsleyShe holds the statement of claim for Ashwell Mercer's pre-appointment debt, which can only be claimed in the administration.
- Bridget KearsleyWexmoor Property Group invoices wait on the paying entity and PO numbers being confirmed.
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: an £8,000 add-on for twenty planner users waits on usage figures by team, and the customer ties payment to use.- Lewis KerrClonvara Insurance Services: the contract ends 31 Oct 2026, the renewal deal shows £55k against a contracted £47k, and seats are questioned.
- Lewis KerrKingdon Diagnostics: the CFO questioned the £135k Enterprise renewal figure after the 7 Oct 2026 notice and wants current against proposed terms.
- Lewis KerrIvelbridge Software, Fothergill Brice and Ashby Moor Housing have proposals or order forms open, with no executed paper shown.
- Lewis KerrHarrowden Foods has two calls booked for 12 Oct 2026 at 13:30 and 14:15 that overlap, so the diary needs confirming.
Chloe BarnardNo accounts, calls, email threads or tickets are recorded for her.- Chloe BarnardEvidence is thin: only the HR record and counts are available.
- Chloe BarnardLeave is booked for 2026-11-16 to 2026-11-17.
Dominic HaleEscalations at Veldmaat Payments, Brakkevoort Logistics and Hollins Tarrant concern stale or late data.- Dominic HaleWritten updates are owed to Veldmaat Payments and Quarrington Care Network.
- Dominic HaleAt Calderbrook Housing Group a promised update did not reach the customer in early 2026.
- Dominic HaleLeave is booked from 6 Nov 2026 to 12 Nov 2026.
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 has only a handful of 40 licensed seats in use, and training is the lever.- Laura PenhaligonCalderbrook Housing Group export is hers to run after its agreed non-renewal.
- Laura PenhaligonQuennell Harte went live on four Starter connectors, with questions pointing towards Growth.
- Laura PenhaligonCopperwick Logistics shared mailbox connector still waits on the customer's IT team.
Martin SobczakNo customer accounts, calls, email threads or tickets are attached to him- Martin SobczakOne document authored; no reads available, so the evidence is thin
- Martin SobczakLeave is booked from 4 Nov 2026 to 10 Nov 2026 and from 7 Dec 2026 to 9 Dec 2026
Esther QuayeContinuity risk: Calderbrook, Marlstone, Ellerby, Haddon Rook and Fulford Ings need a successor CSM.- Esther QuayeCalderbrook is reviewing BB-Demo against an in-house platform, with a board-pack escalation open on 2 Feb 2026.
- Esther QuayeMarlstone replied on 31 Dec 2025 that the firm has restructured and asked for renewal terms.
- Esther QuayeEllerby's CFO had not replied to the 22 Jan 2026 renewal request.
Jake FennellLeft BB-Demo on 19 Dec 2025- Jake FennellNo accounts carried, so no successor is needed on the evidence
- Jake FennellNo calls, threads or tickets recorded for him
- Jake FennellEvidence is thin: HR record and counts only
Olivia Grant334 tickets assigned, with several connector and duplicate-record tickets still pending- Olivia GrantStale overnight refresh ticket on 9 Oct 2026 flagged as churn risk by the ticket read
- Olivia GrantSome first responses were slow, including 545 minutes on one how-to ticket
- Olivia GrantLeave booked for 12 Oct 2026 and 26 Oct 2026 to 28 Oct 2026, so pending tickets need cover
Hamza AkhtarPenwortham Mutual asked on 31 Jul 2026 to discuss adding users; the evidence does not show a reply.- Hamza AkhtarTallowfield Health Partners showed about one active user in the last month on Starter, an adoption risk before renewal.
- Hamza AkhtarSeveral onboarded accounts depend on one admin or power user, a key-person risk.
- Hamza AkhtarHollowmere Care Group adoption is building, with a few homes still awaiting mapping confirmation.
Rosie LambertLeft BB-Demo on 2026-03-27; the evidence shows no customer accounts needing a successor.- Rosie LambertNo calls, email threads, tickets or documents are attributed to her.
- Rosie LambertEvidence is thin: only the HR record is available.
Jamie FrostNo accounts, calls, threads or tickets are recorded against Jamie.- Jamie FrostEvidence is thin: only the HR record and counts are available.
- Jamie FrostLeave is booked from 26 Oct 2026 to 30 Oct 2026.
Alice Brewer355 email threads and no calls, tickets or documents attributed to her.- Alice BrewerThe recent invitations show no customer reply in any of the 20 reads.
- Alice BrewerThe 15 Oct 2026 webinar is booked, not held, with follow-ups pending.
- Alice BrewerQuote requests to customers such as Tallowfield need written consent before any use.
- Alice BrewerA renewal angle for 40 licences was raised with a finance contact and needs handing to the account team.
Viktor JensenNo accounts are carried by Viktor in the evidence- Viktor JensenNo calls, threads or tickets are recorded for him
- Viktor JensenBooked leave runs from 2026-12-05 to 2026-12-08
Sean MulliganNo accounts, calls, threads or tickets are recorded against him.- Sean MulliganThe evidence is limited to the HR record, so his customer role is not visible.
- Sean MulliganHe reports to Owen Tallis in sales.
- Sean MulliganLeave is booked from 2026-12-05 to 2026-12-08.
Amara ObiCarnmoor Fleet Leasing: Starter at £22k was agreed in principle against Growth at £42k; the evidence does not show a signed order form.- Amara ObiClonvara Insurance Services: the term ends 31 Oct 2026 and the customer wants value evidence and written terms.
- Amara ObiHarrowden Foods: two calls booked for 12 Oct 2026 overlap, so the diary needs confirming.
- Amara ObiSilverbeck Energy Services and Fulford Ings Software: the main users have left and usage is down.
- Amara ObiHaddon Rook Logistics and Silverbeck: renewal outreach has had no reply shown in the thread.
Ross ThackerayNo customer accounts or customer-facing activity are recorded for Ross- Ross ThackerayEvidence is thin: only the HR record and zero counts are available
- Ross ThackerayLeave is booked on 2026-10-22 and from 2026-12-04 to 2026-12-08
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 Enterprise expansion has no firm signature date while security and procurement review continues.- Matteo RicciKilcarra Medical Starter order form awaits board sign-off after a first-term discount offer.
- Matteo RicciKaltenbrunn Medizintechnik CFO questioned licence value at the 8 Oct 2026 QBR.
- Matteo RicciStrathcorran Renewables Growth proposal is open, with access control scope and security review unresolved.
- Matteo RicciBrinkerhof Distributie renewal call is booked for 12 Oct 2026, not yet held.
Kate Ormerod75 tickets assigned across 24 accounts, with Brimscombe Energy the busiest at eight.- Kate OrmerodOpen duplicate-records ticket at Kenmure Business Telecom waits on customer clean-up before a clean sync.
- Kate OrmerodSalesforce connector ticket at Clashmore Recruitment shows no recorded resolution and a 345-minute first response.
- Kate OrmerodGrowth-tier dashboard questions at several accounts read as adoption and upgrade signals.
Leila RahimiJoined on 2 Feb 2026 and reports to Martin Sobczak- Leila RahimiNo accounts, calls, email threads or tickets are recorded for her
- Leila RahimiEvidence is thin: HR record and counts only
Theo GallagherOwes Ardcarne exit plan test evidence, an outage note and control mapping evidence after the 6 Oct 2026 kickoff.- Theo GallagherService wording on demos has differed from Growth terms: P1 described as resolution within one hour, a four-hour connector response, and a guaranteed nightly refresh.
- Theo GallagherSeveral open Growth proposals follow his demos, including Ravensholt Capital, Fothergill Brice and Cramond Trustee Services.
- Theo GallagherLeave is booked from 2026-12-01 to 2026-12-03, so check demo and proposal timings around it.
Hollie GrieveCopperwick's CFO has made a one-page ROI a condition of renewal talk; Hollie owes the dollar conversion and shipper view.- Hollie GrieveHollowmere has a freshness credit check still owed and a second admin pending ahead of the 1 Apr 2027 renewal.
- Hollie GrieveQuarrington's thirty extra users await a written role description for privacy sign-off.
- Hollie GrievePemaquid and Hartside show about five and seven active users against 40 licensed seats, so value cases are needed.
- Hollie GrieveLeave is booked 14 Oct 2026 to 15 Oct 2026.
Ollie PearsonQuarrington Care Network has one admin, and extra seats depend on its finance lead after real use.- Ollie PearsonMoycullen Recruitment has only two logged-in users and one named admin after training.
- Ollie PearsonAuerhain Industrietechnik reports healthy early adoption, with handover to the CSM team next.
- Ollie PearsonArdcarne Life Assurance kickoff was held on 6 Oct 2026, with security items still open.
- Ollie PearsonNo tickets are assigned to Ollie in the evidence.
Zara MalikInternal people role: no accounts, calls, threads or tickets in the evidence- Zara MalikJoined on 13 Apr 2026 and reports to Bridget Kearsley
- Zara MalikLeave booked on 12 and 13 Oct 2026 and on 11 Nov 2026
- Zara MalikEvidence is thin: HR record and counts only
Harvey DoyleCawthorne Learning: Growth proposal at £62k including implementation, board decision expected around 18 Nov 2026.- Harvey DoyleThorverton Creamery: finance has approved the quoted Growth terms, but no order form is signed yet.
- Harvey DoyleCramond Trustee Services: Growth was quoted with twenty connectors and twelve weeks, which differs from the price book's 8 connectors and 8 weeks.
- Harvey DoyleHallam Ferrier: £62k is a total including implementation, and the partners must agree before signing; the target is 13 Nov 2026.
- Harvey DoyleQuintrell Lending: the annual subscription figure is unconfirmed and the proposal is still to be written.
Leah BrandtAshwell Mercer Interiors queried INV-155-0009 and said the team stopped using the platform- Leah BrandtClashmore Recruitment and Fulford Ings Software renewal invoices have no customer reply
- Leah BrandtBooked leave on 15 Oct 2026 and 16 Oct 2026 needs invoice follow-up cover
Rory MacleanLeft BB-Demo on 26 Sep 2025.- Rory MacleanNo accounts are linked to him, so the evidence names no successor need.
- Rory MacleanNo calls, threads or tickets are recorded, so the evidence is thin.
Anya PetrovaContinuity risk: Kempenland Distributie, Brenneck Pay, Oosterdijk Logistiek and Kittatinny Payments need a technical successor.- Anya PetrovaBrenneck Pay is owed written answers on refresh timing and failure visibility.
- Anya PetrovaOosterdijk Logistiek relies on one admin, Stijn Gielen, and no signed order form is evidenced.
- Anya PetrovaSeveral proposals she supported are shown as open and unsigned.
Connor WebbLeft BB-Demo on 27 Feb 2026: accounts need a successor, starting with Merriott Lyle Distribution and Pentreath Cold Chain.- Connor WebbMerriott Lyle Distribution had a CRM connector credential failure on 24 Feb 2026, three days before he left, with Tariq the apparent sole connector owner.
- Connor WebbKingdon Diagnostics had repeated duplicate record tickets that were unresolved in the last read.
- Connor WebbAn invoice query about connectors ordered against active was opened on 12 Feb 2026 and needs reconciliation by whoever now holds the account.
Sophie LingCarnmoor Fleet Leasing renewal: the Starter order form is unsigned and the Growth term ends on 1 Dec 2026.- Sophie LingTamar Crossing Freight order form for £28k is unsigned and the customer has gone quiet.
- Sophie LingRastrick Precision Components has asked for a Growth order form and no signature is shown.
- Sophie LingKirkhope Insurance Services quote needs checking against the price book before the order form goes out.
- Sophie LingSeveral new Enterprise discoveries are open at Harbrook Utility Services, Bab Al Nakheel Trading and Dar Al Saha Medical Centres.
George AbbottLeft BB-Demo on 31 Oct 2025.- George AbbottThe evidence shows no accounts carried, so no successor is needed for customer accounts.
- George AbbottNo calls, email threads, tickets or documents are recorded for George.