Silverbeck Energy Services / B-Brain – 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
B-Brain
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.