Maelbeek Assurances / BB-Demo – Discovery
Callcompleted
Maelbeek Assurances: documents · 2025-09-25 14:00
Arnaud Janssens and Elise Claes want one view across Salesforce, Zendesk and renewal spreadsheets, starting with a small team. They want to move quickly. Lewis Kerr agreed to set up a demo on their data.
What was said
What this says
Current to 11 Oct 26Arnaud Janssens and Elise Claes want one view across Salesforce, Zendesk and renewal spreadsheets, starting with a small team. They want to move quickly. Lewis Kerr agreed to set up a demo on their data.
What happened: Discovery call on 25 Sep 2025 with the Operations Director and the Chief Executive. They described client files, complaints and renewal data spread across separate systems.
Customer view: Elise said her team spends too much time reconciling things manually. Arnaud expects 10 or 15 users to start, which sits within Starter.
Commercial: Salesforce and Zendesk are standard connectors, and the spreadsheets add a third and possibly fourth source. Starter allows four connectors, so the count needs checking at scoping.
Watch: No proposal or price had been discussed on this call. Markus is named as the admin contact, with no surname or role beyond that.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to send information and book a demo on the customer's own data within a couple of weeks.
- Confirm the full list of sources against the Starter connector limit.
- Propose a scope after the demo that matches the customer's wish for speed.
Risks
Current to 9 Oct 26- The renewal data sits in spreadsheets and some in Salesforce, so source quality and location are unconfirmed.
- No proposal or order form exists yet, so the stated timeline is only a wish.
Opportunities
Current to 9 Oct 26- A Starter subscription fits a first team of 10 or 15 users across operations and client services.
- Success with the first team could lead to extra users or connectors later.
Transcript
Lewis Kerr NoneHi Arnaud, Elise, thanks for making time. I wanted to understand what you're looking to do with the brain.
Arnaud Janssens NoneYes, so we're an insurance broker, we work with SMEs and professionals. Right now we're juggling too many systems. We've got client files scattered across Salesforce, complaints in a helpdesk, renewal data in spreadsheets. We want visibility.- Lewis Kerr NoneSo you need to see all of that together: renewals, complaints, client data, in one place.
Elise Claes NoneExactly. And fast. Our team spends too much time reconciling things manually.- Lewis Kerr NoneRight, that's where the brain helps. You can ask it questions across all those systems at once. 'Show me clients with overdue renewals' or 'which ones have had complaints in the last year', you get one answer from all the data. What systems are you running exactly?
- Arnaud Janssens NoneSalesforce for clients, Zendesk for complaints and enquiries, and we've got renewal data in various places, mostly spreadsheets and some in Salesforce.
- Lewis Kerr NoneGood. We can definitely hook into Salesforce and Zendesk. The spreadsheets, we can bring those in too if they're in a stable location. How many users would be asking questions of this data?
- Arnaud Janssens NoneProbably a small team to start, maybe 10 or 15 people in operations and client services.
- Lewis Kerr NoneOkay. And you've got IT support in-house or do you outsource that?
- Arnaud Janssens NoneWe have a small IT team. Markus in our team would be the admin contact.
- Lewis Kerr NoneGood. So here's how it would work: we sit the brain inside your Snowflake account, connect your systems, and then your team can ask questions in natural language. We do a discovery with you, a demo on your actual data, then we propose something. What's your timeline on this?
- Elise Claes NoneWe'd want to move relatively quickly. Q1 would be ideal.
- Lewis Kerr NoneThat's definitely doable. Let's set up a demo in a couple of weeks so you can see it working with your data.
- Arnaud Janssens NoneThat works for us.
- Lewis Kerr NoneGreat. I'll send over some information and let's get a demo in the diary.