Stourleigh Logistics / BB-Demo – Discovery
Callcompleted
Stourleigh Logistics: documents · 2026-04-07 15:45
Discovery call with Stourleigh Logistics. Operations and billing run across separate systems and are coordinated by hand. Sophie Ling suggested Starter with a four week implementation. No price, rival or decision date was discussed.
What was said
What this says
Current to 11 Oct 26Discovery call with Stourleigh Logistics. Operations and billing run across separate systems and are coordinated by hand. Sophie Ling suggested Starter with a four week implementation. No price, rival or decision date was discussed.
What happened: Sophie Ling ran discovery with Neil Ashby and Kirsty Walsh, the Chief Operating Officer. Kirsty described dispatchers working across spreadsheets and system screens, and billing that reconciles delivered against invoiced by hand.
Customer view: Neil wants to know which routes are profitable and which customers drive margin, but delivery records, costs and contracts sit apart. Kirsty agreed that one place to ask those questions is exactly what they need.
Commercial: Sophie recommended Starter and quoted about four weeks to implement, connecting the CRM and delivery tracking first. Kirsty and Neil named four systems, which is the Starter connector limit.
Watch: no budget, price, timeline for a decision or competitor came up. The evidence does not show who signs.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Sophie Ling to arrange a demo on Stourleigh's own data.
Risks
Current to 9 Oct 26- Four systems named (CRM, delivery tracking, billing, cost accounting) would fill all four Starter connectors, leaving no room to grow.
- No budget, decision date or signatory was discussed.
Opportunities
Current to 9 Oct 26- Starter implementation to connect CRM and delivery tracking, with billing and costs as later connectors.
- Expansion to Growth if more teams or connectors are needed later.
Transcript
Sophie Ling NoneHi Neil, Kirsty, thanks for making time. I wanted to understand what you're doing at Stourleigh and where a data brain might help.
Kirsty Walsh NoneSure. So we're a pallet and parcel distributor, Midlands based. We've got operations across a few hubs, driver tracking, customer billing, all in different systems. Right now, the coordination is manual.- Sophie Ling NoneAnd what does that cost you? What would change if you had everything connected?
- Kirsty Walsh NoneA lot of time spent on manual coordination. Dispatchers are juggling spreadsheets and system screens. Billing takes forever because we're reconciling what was actually delivered against what was invoiced. If we could automate that, we'd free people up.
Neil Ashby NoneAnd from a revenue ops side, we're trying to understand which routes are profitable, which customers drive margin. But that data is scattered: delivery records, costs, customer contracts all separate.- Sophie Ling NoneHow many people are involved in this?
- Kirsty Walsh NoneDispatchers, drivers, customer service, maybe a couple of dozen in ops. Finance and revenue ops, another few. So thirty, forty people.
- Sophie Ling NoneAnd what systems are you on?
- Neil Ashby NoneCRM for customer data. Delivery tracking is custom built. Billing is separate. And we've got a cost accounting system. It's a bit all over the place.
- Sophie Ling NoneRight. So if we connected the CRM, delivery tracking, billing, and costs, you'd have one place to ask: what's profitable, what was delivered versus invoiced, how are routes performing.
- Kirsty Walsh NoneYeah, that's exactly what we need.
- Sophie Ling NoneGiven the complexity: distributed operations, multiple systems, revenue reporting, I'd suggest Starter. You've got one team focus, straightforward connectors, and you can always expand later.
- Neil Ashby NoneHow long would that take?
- Sophie Ling NoneStarter implementation is about four weeks. We'd connect your CRM and delivery tracking, validate the data, train your team. You'd be live within a month.