Silverbeck Energy Services / BB-Demo – Demo
Callcompleted
Silverbeck Energy Services: documents · 2025-09-16 14:30
Hannah Lowe demoed search, chat and pages to Kirsty Ingham and Donna Underwood on 16 Sep 2025. Kirsty asked about question limits and security, then agreed to a conversation on scope and pricing. Lewis Kerr promised a proposal.
What was said
What this says
Current to 11 Oct 26Hannah Lowe demoed search, chat and pages to Kirsty Ingham and Donna Underwood on 16 Sep 2025. Kirsty asked about question limits and security, then agreed to a conversation on scope and pricing. Lewis Kerr promised a proposal.
What happened: Hannah showed one query returning work orders, contracts and dates from the job system and CRM. She explained the nightly snapshot and the index built inside the customer's Snowflake account.
Customer view: Kirsty asked whether the data was live, whether questions are limited, and about security. Donna checked that plain English works and that everything stays internal.
Commercial: Hannah pointed to Growth for dashboards. Kirsty agreed to talk scope and pricing, and Lewis committed to send a proposal early the following week.
Watch: Lewis referred to something Kevin had mentioned earlier. The evidence does not show Kevin's role or whether he was involved in the decision.
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 proposal to Kirsty Ingham early the following week.
- Lewis Kerr to confirm who else at Silverbeck should join the scope and pricing conversation.
Risks
Current to 9 Oct 26- Scope and pricing were not discussed on the call, so the buying decision and any budget holder are not yet visible.
Opportunities
Current to 9 Oct 26- Growth tier with the dashboards builder fits the recurring work order and contract views Hannah demonstrated.
- Kirsty agreed to a scope and pricing conversation, which opens the proposal stage.
Transcript
Lewis Kerr NoneRight, so welcome everyone. Hannah's our Solutions Engineer; she'll walk you through the brain working on your data.
Hannah Lowe NoneHi, Kirsty, Donna. What I'm going to show you is how the brain connects to your systems and lets you search across them. Does everyone have their sound okay?
Donna Underwood NoneYeah, we're good.- Hannah Lowe NonePerfect. So here's the dashboard. This is the front end. You've got search, you've got chat, and you've got pages. Let me search for a client and show you what happens.
- Hannah Lowe NoneI'm typing in a client name. Right, one query, three seconds, and I'm getting everything: work orders, contracts, dates, everything. That's pulling from your job system and your CRM at once.
Kirsty Ingham NoneSo that's live data?- Hannah Lowe NoneYes. We pull a snapshot every night and build an index. So when you search, it's instant. You don't need to be fancy either: you can just type plain English. 'Client work orders', 'contracts ending soon', whatever makes sense to you.
- Donna Underwood NoneAnd it understands plain English?
- Hannah Lowe NoneYeah. So next example: 'Which clients have open work orders?' One query, you get a list.
- Hannah Lowe NoneNow, something slightly more advanced: the chat feature. This is where you build your own questions. You can create a dashboard, a page that shows all your urgent work orders, or contracts expiring this quarter.
- Hannah Lowe NoneIt's no-code. You pick your fields, you set the filters, and it updates every night. Your project manager runs it once, and each night the data refreshes.
- Lewis Kerr NoneThis is the kind of thing Kevin mentioned: a manager could run this weekly and know exactly where they stand.
- Hannah Lowe NoneExactly. So we connect to your systems: your job system, your CRM, and your history database. We pull a snapshot each night. We index it, and then you search and chat across everything at once.
- Kirsty Ingham NoneIs there a limit to how many questions we can ask?
- Hannah Lowe NoneNo limit on searches. On the subscription side, we offer Growth, which includes dashboards, so you could build a dashboard that runs queries automatically.
- Kirsty Ingham NoneWhat about security?
- Hannah Lowe NoneWe don't store your data on our servers. It stays in your Snowflake account. We build an index inside your account, you own it, and we never see the raw data.
- Donna Underwood NoneSo it's all internal?
- Hannah Lowe NoneRight. Everything runs in your environment.
- Lewis Kerr NoneSo next step: do you want to have a proper conversation about scope and pricing?
- Kirsty Ingham NoneYeah, let's do that.
- Lewis Kerr NonePerfect. I'll get a proposal over early next week.