Ledgerwood Freight / B-Brain – Demo
Callcompleted
Ledgerwood Freight: documents · 2026-08-20 15:15
Jennifer Holloway of Ledgerwood Freight saw a Growth demo and said the cross-system answer would have taken her most of a day to build by hand. She agreed to a proposal and will take it to Maria for sign-off.
What was said
What this says
Current to 11 Oct 26Jennifer Holloway of Ledgerwood Freight saw a Growth demo and said the cross-system answer would have taken her most of a day to build by hand. She agreed to a proposal and will take it to Maria for sign-off.
What happened: Hannah Lowe ran a test query across Salesforce, call recordings and finance records. Jennifer's stated pain point was pulling a customer's information together from several systems.
Customer view: She was impressed by the speed and asked whether her team could repeat it many times a day. She also asked about access controls, and was told Growth has role-based access while SSO and SCIM are Enterprise.
Commercial: Jordan Pike proposed moving to a proposal, with Jennifer then speaking to Maria for the green light. Hannah will send a technical architecture document with it.
Watch: The evidence does not show Maria's role or when she will decide.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike to send the proposal covering scope, timeline and investment.
- Hannah Lowe to send the technical architecture document with the proposal.
- Jordan Pike to find out when Jennifer will speak to Maria.
Risks
Current to 9 Oct 26- The green light sits with Maria, whose role and timing the call does not show.
- Jennifer raised access controls, and Growth offers role-based access only, with SSO and SCIM held back for Enterprise.
Opportunities
Current to 9 Oct 26- Growth fits the stated need: forty users and eight connectors covering Salesforce, the call recorder and Xero.
- Enterprise is a possible later step if access control needs grow.