Penvarra Digital / BB-Demo – Discovery
Callcompleted
Penvarra Digital: documents · 2023-08-21 09:00
Toby Lister described scattered client data costing three or four hours per client picture. Tom Ashdown proposed Starter, Toby asked about expansion and terms, said he was interested, and agreed a demo on Penvarra's own data.
What was said
What this says
Current to 11 Oct 26Toby Lister described scattered client data costing three or four hours per client picture. Tom Ashdown proposed Starter, Toby asked about expansion and terms, said he was interested, and agreed a demo on Penvarra's own data.
What happened: Toby Lister, Head of Data, said client data sits across HubSpot, a separate call-notes system, email and Slack. Building the whole story of a client is manual and can take three or four hours.
Customer view: Toby said about thirty people would benefit. He asked about connector choice, later expansion and the term, then said he was interested and agreed to a demo.
Commercial: Tom Ashdown quoted Starter at £19,500 a year with £6,000 implementation. Starter includes fifteen users, so about thirty potential users points to extra users as add-ons or a higher tier.
Watch: Tom did not address the gap between thirty users and the fifteen included. Toby's expansion question suggests the user count and connectors need to be settled in the demo.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send times for a demo on Penvarra's own data with Hannah, the solutions engineer.
- Tom Ashdown to confirm user numbers and connector needs with Toby Lister at the demo.
Risks
Current to 9 Oct 26- About thirty intended users exceeds the fifteen users included in Starter, so the quote may not fit as offered.
Opportunities
Current to 9 Oct 26- Extra user add-ons or a Growth tier could fit the thirty users Toby described.
- Toby's question about plugging in another system later points to extra connector add-ons.
Transcript
Tom Ashdown NoneHi Toby, how are you? Good morning?
Toby Lister NoneMorning, Tom. Yeah, good. Been reading about what you do. Sounds interesting.- Tom Ashdown NoneNo drama. So the short version: the brain sits on your CRM, your calls, your emails, and it lets your team ask it questions. No more digging around in three systems. What's your current biggest headache when you're trying to pull together a picture of what's happening with a client?
- Toby Lister NoneData's everywhere. We've got HubSpot with the relationship, but call notes go into a separate system, emails are scattered, Slack has conversations. If someone wants to know the whole story of a client: it's manual work, three or four hours sometimes.
- Tom Ashdown NoneRight. And how many people in your team would benefit from that?
- Toby Lister NoneProbably about thirty. Account managers, some of the ops team, a bit of senior management.
- Tom Ashdown NonePerfect. So for a team your size we'd put you on Starter. That's £19,500 a year: includes fifteen users, four connectors, nightly data refresh, quarterly check-ins. Implementation is £6,000, takes four weeks. The data lives in your Snowflake account, you own it, we build the AI layer on top.
- Toby Lister NoneWhat four connectors do we get?
- Tom Ashdown NoneYou choose. You'd want HubSpot obviously, the call recorder, email, that's three. The fourth's up to you, could be Slack, could be something else. We support a bunch of systems.
- Toby Lister NoneAnd can we expand later? Like, if we want to plug in something else in six months?
- Tom Ashdown NoneYeah, absolutely. You can add an extra connector, extra users, we price those as add-ons. So it grows with you.
- Toby Lister NoneWhat's the term?
- Tom Ashdown NoneAnnual. Payment in advance. Thirty-day notice if you need to exit. Pretty standard stuff.
- Toby Lister NoneOK. I'm interested. What's the next step?
- Tom Ashdown NoneI'd like to get Hannah over, she's our solutions engineer, to do a demo on your data. She'll show you what it looks like, and we can chat about implementation. Keen for next week?
- Toby Lister NoneYeah, let's do it.
- Tom Ashdown NoneI'll send over some times. Cheers, Toby.