Silverbeck Energy Services / BB-Demo – Discovery
Callcompleted
Silverbeck Energy Services: documents · 2025-08-26 10:45
Discovery call with Silverbeck Energy Services. Project managers build client pictures by hand from the job system and CRM every day. Managing Director called the friction 'not a deal-breaker'. Demo booked on dummy data first.
What was said
What this says
Current to 11 Oct 26Discovery call with Silverbeck Energy Services. Project managers build client pictures by hand from the job system and CRM every day. Managing Director called the friction 'not a deal-breaker'. Demo booked on dummy data first.
What happened: Lewis Kerr ran discovery with Kirsty Ingham and Kevin Kershaw. Kirsty described daily manual work joining work orders in the job system with contracts in the CRM.
Customer view: Kevin said the friction slows things down but is not a deal-breaker. Neither had looked formally at alternatives, so no rival was named.
Commercial: The need maps to the core brain: search, chat and pages across two sources. Users named are the office team, project managers and Kirsty, so likely a single-team fit. No tier, price or timeline was discussed.
Watch: Urgency is moderate. The decision-maker framed the problem as friction, not pain, so the value case must be concrete.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to send the calendar invite and a systems questionnaire to Kirsty Ingham.
- Run a demo on dummy data, then a second session on Silverbeck's real systems.
Risks
Current to 9 Oct 26- Kevin Kershaw framed the problem as friction rather than a deal-breaker, so urgency to buy may be low.
- Internal discussion of alternatives has happened, so a rival or do-it-yourself option could surface.
Opportunities
Current to 9 Oct 26- Daily manual joining of the job system and CRM is a clear use case for search, chat and pages.
- A wider office team of project managers and others suggests room for several users.
Transcript
Lewis Kerr NoneMorning, Kirsty, Kevin. Thanks for making time. How's your week been?
Kirsty Ingham NoneGood, thanks. Busy as always. We're on a video call?- Lewis Kerr NoneYes, can you both see me okay?
Kevin Kershaw NoneAll good here.- Lewis Kerr NoneRight. So you reached out about the brain. First thing I want to understand is what you're trying to solve. What does your world look like right now?
- Kirsty Ingham NoneWe do inspection and maintenance on energy assets, offshore and onshore. When we're managing a client, we spend a lot of time cross-referencing things: what contracts do they have, are they renewing soon, what work orders are open. It's all in different systems.
- Kevin Kershaw NoneYeah, Kirsty's team is doing that every day. Multiple spreadsheets, multiple logins.
- Lewis Kerr NoneSo you've got work orders in one place, client contracts in another?
- Kirsty Ingham NoneDifferent systems. Work orders are in our job system. Contracts are in our CRM.
- Lewis Kerr NoneRight. How often does someone need to pull that information together?
- Kirsty Ingham NoneDaily. Our project managers need to see a complete picture: contracts, history, open jobs, everything in one place. Right now they're building that manually.
- Lewis Kerr NoneAnd if you could ask a question and get that picture instantly?
- Kevin Kershaw NoneIt would save time. There's friction. Not a deal-breaker, but it slows things down.
- Lewis Kerr NoneWho would be asking questions most often?
- Kirsty Ingham NoneOffice team, mainly. Project managers, myself, a few others.
- Lewis Kerr NoneHave you looked at anything else in this space?
- Kevin Kershaw NoneNot formally. We've talked about it internally.
- Lewis Kerr NoneRight. What I'd suggest is a demo. I'll show you the brain on dummy data first, then Kirsty, we can do a second session where we connect to your actual systems and show it working on real data.
- Kirsty Ingham NoneYeah, that would be useful.
- Lewis Kerr NoneI'll get you a calendar invite for next week. Does Tuesday afternoon work?
- Kirsty Ingham NoneTuesday's fine. Around 14:30?
- Lewis Kerr NonePerfect. I'll send that over today. And Kirsty, I'll need some basic information: what your systems are called, table names if you know them. I can send you a questionnaire.
- Kirsty Ingham NoneSure, send it over.
- Lewis Kerr NoneWill do. Right, cheers both. Looking forward to it. Speak soon.