What was said
What this says
Current to 11 Oct 26Demo on 10 Mar 2026 for Danielle Butler, VP Revenue Operations. She had expected a call search tool and said the single view across systems is what Brannigan Wolfe needs. Growth was quoted at sixty-two thousand for year one; finance is next.
What happened: Jordan Pike and Hannah Lowe ran a demo on 10 Mar 2026 for Danielle Butler. Hannah showed one search across calls, email and CRM records, then the dashboards builder.
Customer view: Danielle had taken BB-Demo for a call search tool and said the joined-up view is what they need. She asked about access, connectors and the Snowflake set-up, and responded well to data staying in the customer's account.
Commercial: Jordan quoted the Growth plan at sixty-two thousand for the first year, covering subscription and implementation. Danielle needs to take it to finance, and budget conversations fall next month.
Watch: The evidence does not show whether the proposal was sent or what finance decided. The figure was spoken on the call, not a document price, so the proposal should be checked against it.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike to send the one-pager and a formal proposal by next week.
- Danielle Butler to take the pricing to finance ahead of the budget conversations.
- Hannah Lowe to join a follow-up on how the connectors work if Danielle asks.
Risks
Current to 9 Oct 26- Finance has not yet seen the price, and Danielle said she needs to talk to them.
- The sixty-two thousand figure was spoken on the call and must match the written proposal.
- Danielle first took the product for a call search tool, so the scope may need restating to finance.
Opportunities
Current to 9 Oct 26- Growth could be rolled out across revenue ops, sales leadership and parts of deal management.
- Danielle said they would probably move fast if the number can be justified.
Transcript
- Jordan Pike NoneHey Danielle, thanks for joining. Can you hear me okay?
- Danielle Butler NoneYeah, I can hear you. Hannah, you're on there too?
- Hannah Lowe NoneI am, yeah. How are you doing?
- Danielle Butler NoneGood, thanks. Looking forward to seeing this.
- Jordan Pike NoneGreat. So we've got forty-five minutes, and I want to show you the company brain running on Brannigan Wolfe data. Hannah's going to walk you through it. What would be most useful to focus on?
- Danielle Butler NoneHonestly, we spend so much time trying to join data from the CRM, calls, email, we'd love to see if you can actually do that in one place.
- Hannah Lowe NoneThat's exactly what the brain does. So I've pulled your data: your call transcripts, email threads from the last quarter, Salesforce records, all indexed and queryable. Let me show you a search.
- Hannah Lowe NoneSo let's say you're looking for all conversations about contract renewal in the past month. I can ask in plain English and it searches across your systems.
- Hannah Lowe NoneThere, that's a call note, an email chain and two CRM records, all the same topic, all in one result. You don't have to log into three systems.
- Danielle Butler NoneRight. So it's just there. One search.
- Hannah Lowe NoneExactly. And you can filter by date, by person, by outcome. Let me show you the dashboard builder. Say you want to track how many of your top deals have had a call this month.
- Hannah Lowe NoneI can build that as a dashboard in a few clicks. No SQL, no data team involved.
- Danielle Butler NoneOkay, that's actually different from what I thought you did.
- Jordan Pike NoneHow so?
- Danielle Butler NoneI assumed it was just another call search tool. This is pulling everything together. That's what we actually need.
- Hannah Lowe NoneYeah, the call search is part of it, but the real value is when you stop switching tabs. The data's fresh every night, by seven in the morning your time, so if someone asked you a question, the brain's current.
- Danielle Butler NoneWho gets access? Is it just your revenue ops team?
- Hannah Lowe NoneIt's how you licence it. The Growth plan includes access for multiple teams. So you could roll it out across revenue ops, sales leadership, maybe parts of deal management.
- Danielle Butler NoneWhat's a connector?
- Hannah Lowe NoneA connector is the link to one system. So Salesforce is one, your call recorder is one, your email system is another. You'd plug in your CRM, calls, email, maybe Slack, several integrations. We design that with you so it fits your stack.
- Danielle Butler NoneAnd it's all inside our infrastructure?
- Hannah Lowe NoneIt is. The brain runs inside your Snowflake account. We build the connectors and the query layer, but your data never leaves your environment. You own it.
- Danielle Butler NoneI like that. What's the timeline looking like?
- Jordan Pike NoneFor the Growth tier, we're looking at about eight weeks end-to-end. That includes setting up your connectors, security sign-off, and making sure your team's ready to use it.
- Danielle Butler NoneAnd cost?
- Jordan Pike NoneSo for the Growth plan, the first year all-in is sixty-two thousand. That covers the subscription and the implementation, the eight weeks of build-out and onboarding.
- Danielle Butler NoneOkay. I need to talk to finance about that, obviously.
- Jordan Pike NoneAbsolutely. I'll send you a one-pager with the pricing and what's included. Do you have a sense of timing, like, are you hoping to have this live by end of Q2?
- Danielle Butler NoneMaybe. We've got budget conversations in April, so if it comes in on a number we can justify, we'd probably move fast.
- Jordan Pike NoneThat works for us. I'll get you a formal proposal by next week. Hannah, do you want to cover anything else?
- Hannah Lowe NoneI think we're good for now. Happy to jump on again if Danielle has detailed questions on how the connectors work.
- Danielle Butler NoneI'll probably have a bunch. But this was really helpful to see actually running.
- Jordan Pike NoneGreat. So next steps: I'll send the proposal, you'll talk to finance, and we'll hop on again once you've had a chance to loop in whoever needs to see it. Sound good?
- Danielle Butler NoneSounds good. Thanks, Jordan, Hannah.
- Hannah Lowe NoneCheers, Danielle.
- Jordan Pike NoneThanks, Danielle. Speak soon.