Kilcarra Medical / BB-Demo – Discovery
Callcompleted
Kilcarra Medical: documents · 2026-07-30 11:00
Discovery call on 30 Jul 2026 between Matteo Ricci and Roisin Clarke. Systems do not talk to each other. Matteo quoted Starter at £28,000 with £6,000 implementation and proposed a demo the following week.
What was said
What this says
Current to 11 Oct 26Discovery call on 30 Jul 2026 between Matteo Ricci and Roisin Clarke. Systems do not talk to each other. Matteo quoted Starter at £28,000 with £6,000 implementation and proposed a demo the following week.
What happened: Discovery call on 30 Jul 2026 between Matteo Ricci and Roisin Clarke. Matteo recommended Starter and proposed a demo on Salesforce and call data the following week.
Customer view: Roisin said their systems do not talk to each other and staff jump between windows to see a customer. She asked who owns the data and was told it stays in their Snowflake account.
Commercial: Matteo quoted £28,000 annually and £6,000 for implementation. The v2 Starter list is £22,000, so the subscription figure does not match the price book.
Watch: Starter covers one team, yet Roisin described operations of about twelve plus a customer success team. The evidence does not show whether the demo took place.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Matteo Ricci to send the demo invite and run the demo on their Salesforce and call data.
- Matteo Ricci to check the Starter price against the current list before any proposal.
Risks
Current to 9 Oct 26- The quoted Starter subscription of £28,000 does not match the v2 list of £22,000, so the quote may need correcting.
- Starter covers one team, but Roisin Clarke described operations and customer success both working with the data.
Opportunities
Current to 9 Oct 26- Growth could fit better if several teams will use the brain.
- Starter with a four-week implementation, with a demo on their Salesforce and call data.
Transcript
Matteo Ricci NoneHi Roisin, good to speak with you. How are things in Cork?
Roisin Clarke NoneGood, busy. We're keen to understand how you might help with our data situation.- Matteo Ricci NoneOf course. Let's start with where you are. What systems are you using today?
- Roisin Clarke NoneWe use Salesforce for customer accounts and orders, we have a call system, email, ticketing. But they don't talk to each other, we're constantly jumping between windows to get a full picture of a customer.
- Matteo Ricci NoneThat's inefficient. How many people on your team are dealing with this?
- Roisin Clarke NoneOperations is about twelve. We've got another team that handles customer success. Everyone touches the data problem daily.
- Matteo Ricci NoneRight. So what if I told you we can build a single brain that knows everything about your customers: all their interactions, orders, support tickets, and lets you search it naturally or build dashboards without code?
- Roisin Clarke NoneThat sounds perfect. How would that work?
- Matteo Ricci NoneYou'd connect all your systems to Snowflake, which you already have or we set up, and we build the brain layer inside it. Nightly refresh, so everything's current by morning.
- Roisin Clarke NoneAnd we own the data?
- Matteo Ricci NoneCompletely. It lives in your Snowflake account. We just manage the query layer.
- Roisin Clarke NoneOkay. What's the investment?
- Matteo Ricci NoneFor your size, I'd recommend Starter. That's £28,000 annual subscription and £6,000 for implementation, four weeks to get you live.
- Roisin Clarke NoneAnd what does Starter include?
- Matteo Ricci NoneOne team, 15 users, four connectors. Pages, search, chat. For most companies your size, that's plenty of headroom.
- Roisin Clarke NoneThat makes sense. What happens next?
- Matteo Ricci NoneI'd love to do a demo, show you the brain working with your Salesforce and call data. Would next week work?
- Roisin Clarke NoneYes, next week is good.
- Matteo Ricci NonePerfect. I'll send a demo invite. This will give you confidence before we move to proposal. Cheers, Roisin.