Brakkevoort Logistics / BB-Demo – Demo
Callcompleted
Brakkevoort Logistics: documents · 2025-01-29 13:45
Demo run by Hannah Lowe on shipper accounts Pieter van Dam supplied. He values the one-place view and the weekly review table, and says he is buying Monday morning, not clever. Price and the proposal are still open.
What was said
What this says
Current to 11 Oct 26Demo run by Hannah Lowe on shipper accounts Pieter van Dam supplied. He values the one-place view and the weekly review table, and says he is buying Monday morning, not clever. Price and the proposal are still open.
What happened: Hannah showed a shipper page joining the CRM record, exception tickets and calls, with every statement linked to its source. She also answered a plain-words question that produced the weekly review table.
Customer view: Pieter builds that table by hand each Monday and wants the time back. He wants early warning, not a machine deciding.
Commercial: Tom Ashdown restated Growth at £56,000 all in, implementation included, with the split to come in the proposal. Pieter will take the demo and proposal to his director.
Watch: His IT team will ask who can see what, and he has no IT name yet. The evidence does not show whether the director agreed.
Themes
Current to 9 Oct 26Theme
Demo on customer sample data
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown sends the proposal with the one-off and yearly parts shown separately.
- Hannah Lowe writes up for IT how the brain sits in the customer's Snowflake account.
- Pieter van Dam sends the shipper worry list and an IT contact name.
Risks
Current to 9 Oct 26- The decision sits with Pieter's director, who has not seen the product and is not on the call.
- No IT contact is named yet, and access questions could slow the security conversation.
- The price is not yet split into one-off and yearly parts, so it may be questioned.
Opportunities
Current to 9 Oct 26- The weekly shipper review table gives a concrete, measurable value case for Growth.
- A warehouse system was mentioned as a possible later connector.
Transcript
Tom Ashdown NoneHello Pieter, can you hear us? We've got Hannah here as well, she's going to do the driving today.
Pieter van Dam NoneHello Tom, hello Hannah. Yes, I can hear you. First, to be clear on last time: you were going to confirm the connector list and I was going to send the sample shipper accounts. I sent them yesterday.- Tom Ashdown NoneGot them, thanks, and no drama, that's exactly what Hannah's used. How's your week been, anyway? Busy at the port?
- Pieter van Dam NoneBusy, yes. Cold and windy, and a few delayed trucks. So the exception tickets are very much on my mind today. Which is good for the demo.
- Tom Ashdown NoneHa, well, that's what we'll point at. Hannah, I'll hand over. Pieter, shout if anything doesn't make sense.
Hannah Lowe NoneThanks, Tom. Hello Pieter. Before I share anything, what do you most need to know from this session? I'd rather spend the time there than on a tour.- Pieter van Dam NoneSimple. What is the plan for my account managers? They need to see one shipper in one place: the account, the exception tickets and the calls. Today they open three systems. Often they find out about a problem when the shipper phones to complain. I want to see it before.
- Hannah Lowe NoneRight, then that's where we'll go. What I'm showing is built on the sample you sent, so these are your shipper accounts, not a made up example. Can you see my screen?
- Pieter van Dam NoneYes. I see a list of shippers.
- Hannah Lowe NoneGood. Let me pick one. This page brings together the account record from the CRM, the exception tickets and the call recordings, all joined on the shipper. At the top, a short summary written by the brain, and underneath, links to every record it used.
- Pieter van Dam NoneSo the summary says what, exactly?
- Hannah Lowe NoneTo be precise, it says that this shipper has had several exceptions in recent weeks, that two were about the same lane, and that the last call mentioned a missed delivery window. Each of those statements links back to the ticket or the call it came from.
- Pieter van Dam NoneGood. Because my account managers will not trust a summary without the source. Can I click and see the ticket?
- Hannah Lowe NoneYes, let me do that. There. The ticket, with its timestamps, and next to it the call where the shipper raised it.
- Pieter van Dam NoneMm. That is useful. Show me a bad one. A shipper that is about to leave.
- Tom Ashdown NoneCareful, Pieter, I'd not like to say which of yours is about to leave in front of a recording.
- Pieter van Dam NoneHa. No, I mean show me how it would look.
- Hannah Lowe NoneUnderstood. Here's one from your sample where the exceptions keep rising and the number of calls has dropped. The brain flags that pattern, and I'll be straight with you, it's a prompt to look, not a verdict. Your account manager still makes the call.
- Pieter van Dam NoneThat is fine. I do not want a machine to decide. I want to be told early.
- Hannah Lowe NoneExactly. Now the part you'll probably use most in the weekly review. I'll ask it a question in plain words. Which shippers have had more exception tickets this month than last month, and when was our last call with each?
- Pieter van Dam NoneGo on. Let's see it.
- Hannah Lowe NoneIt's thinking. There. A table, ordered by the increase, with the date of the last call. And every row links through.
- Pieter van Dam NoneThat is the weekly shipper review. Today I make this table by hand on Monday morning. It takes my team a long time.
- Tom Ashdown NoneThat's the bit I'd be thinking about, Pieter. Not the clever answers, just that Monday morning going away.
- Pieter van Dam NoneYes. To be clear, I am not buying clever. I am buying Monday morning.
- Hannah Lowe NoneUnderstood, and I'll hold myself to that. A question on your side. Which systems would the brain need to read? From the sample, I can see the CRM, the helpdesk and the call recorder.
- Pieter van Dam NoneYes. Those three. Maybe later the warehouse system, but not first. Let's make it concrete: three first.
- Hannah Lowe NoneThree first is sensible. And it all runs inside your own Snowflake account, so the data doesn't leave your environment. Your IT team will ask about that, so I'll put it in writing for them.
- Pieter van Dam NoneYes, please. My IT team will have questions about access. Who can see what.
- Hannah Lowe NoneThe short answer is that the brain respects the access you set. The longer answer depends on how your teams are organised, and I'd rather go through that properly with your IT colleague than guess now.
- Pieter van Dam NoneGood. I do not like guesses.
- Tom Ashdown NoneRight, shall I say a word on shape and scope while Hannah's got that table up?
- Pieter van Dam NoneYes. What is the plan on price? Let's be direct.
- Tom Ashdown NoneDirect it is. What we've been looking at for you is the Growth tier. The number I've got on the deal is fifty-six thousand, £56,000, and that's all in, implementation included, so it's not a yearly subscription figure on its own. I'll confirm the split in the proposal rather than quote it from memory.
- Pieter van Dam NoneSo fifty-six all-in, and the proposal shows what is one-off and what is yearly.
- Tom Ashdown NoneThat's right. Both parts, plain as day, before anyone signs anything.
- Pieter van Dam NoneGood. And timing? I want my account managers on this before the busy season.
- Tom Ashdown NoneWe've pencilled the close for Friday 21 March 2025, so that works back from there. If your review goes well and the paperwork's tidy, which I'll make sure it is, that should hold.
- Pieter van Dam NoneFriday 21 March 2025. Okay. I will take it to my director with the demo and the proposal. What do you need from me?
- Hannah Lowe NoneTwo things, really. A short list of the shippers your account managers worry about most, so I can build the first pages around them. And a name on your IT side for the access questions.
- Pieter van Dam NoneI will send both. The shipper list I can do tomorrow. The IT name, I need to ask.
- Tom Ashdown NoneBrilliant. Leave the proposal with me, I'll get it over once I've confirmed the figures with the team. Let's get something in the diary for the follow-up so it doesn't drift.
- Pieter van Dam NoneYes, let's put a date now. I do not like things to drift.
- Tom Ashdown NoneFair enough. I'll send a couple of slots this afternoon. Thanks both, speak soon.
- Hannah Lowe NoneThanks, Pieter. I'll send the note on how it sits in your Snowflake account today. Thanks, all.
- Pieter van Dam NoneThank you both. Groet, Pieter.
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