Ekholm Byggtjänst / BB-Demo – Discovery
Callcompleted
Ekholm Byggtjänst: documents · 2025-12-15 08:00
Sara Forsberg and the Chief Financial Officer described hours lost stitching CRM, email and project data by hand. Lewis Kerr pitched Starter with four connectors at £28,000 for the first year; a proposal and a terms call were agreed.
What was said
What this says
Current to 11 Oct 26Sara Forsberg and the Chief Financial Officer described hours lost stitching CRM, email and project data by hand. Lewis Kerr pitched Starter with four connectors at £28,000 for the first year; a proposal and a terms call were agreed.
What happened: Lewis Kerr ran discovery with Sara Forsberg, Head of Operations, and the Chief Financial Officer. Pain is reconciling CRM, email and project data, which takes Sara hours each week and leaves the view stale.
Customer view: The CFO wants a clearer link between what was promised and what is delivered. He called the Starter support terms reasonable and accepted the next step.
Commercial: Starter at £28,000 for the first year covers four connectors and twelve to fifteen users, which sits at the 15-user soft limit. A call recorder is not yet in place, so the fourth connector depends on that purchase.
Watch: Terms are only pencilled for a call early next year. The evidence does not show a firm date or a signed order form.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to send a short proposal covering connectors, users, pricing and timeline by end of week.
- Lewis Kerr to arrange a call early next year to settle terms and a start date.
Risks
Current to 9 Oct 26- Twelve to fifteen users sits at the Starter soft limit, leaving little headroom.
- The fourth connector depends on a call recorder the customer does not yet have.
- Terms are only pencilled for early next year with no firm date.
Opportunities
Current to 9 Oct 26- Growth tier is a natural step if users or connectors grow beyond Starter limits.
- Finance and sales access could widen use once operations is live.
Transcript
Lewis Kerr NoneSara, Gustav, good morning. Thanks for the time. How are things?
Sara Forsberg NoneGood, thanks Lewis. Busy as always, but keen to hear about this.- Lewis Kerr NoneBrilliant. So this is a discovery call, I want to understand where you are now, what's working, what's not, and where the brain might fit in. Sound fair?
Gustav Åberg NoneFair enough.- Lewis Kerr NoneRight. So Ekholm does building services, you've got teams in the field, teams in the office. When you say you need better visibility across sales, operations, finance, what does that feel like day to day?
- Sara Forsberg NoneWell, we've got the CRM for sales, we've got email, we've got a project management tool. But if I want to know what's in the pipeline and what's actually under way: whether we're going to hit margin, whether we're staffed right, I'm jumping between three or four systems.
- Sara Forsberg NoneAnd then I chase people down for a spreadsheet. It takes hours every week.
- Lewis Kerr NoneSo the pain is reconciliation, data lives in different places and you're stitching it together by hand?
- Sara Forsberg NoneExactly. And by the time I've got a view, it's stale.
- Gustav Åberg NoneFrom my angle, I get invoices, I get email: but the link back to what was promised and what we're delivering, that's fuzzy. I want to see that faster.
- Lewis Kerr NoneOkay. So CRM, email, project system, that's three. Are you recording calls?
- Sara Forsberg NoneNot yet, but we've talked about it. The sales team would like to look back at what was discussed in client calls.
- Lewis Kerr NoneRight. So if you add a call recorder, that's four connectors, CRM, email, projects, calls. The brain pulls all that in, and then you can ask across it. How many people would need to query it?
- Sara Forsberg NoneFrom my team, maybe five or six. But sales would want access too, and maybe a couple of people in finance.
- Lewis Kerr NoneSo twelve to fifteen across the company.
- Sara Forsberg NoneThat's about right.
- Lewis Kerr NoneThat's Starter territory, up to 15 users, four connectors. We'd build those live in four weeks, get you trained up, and then you've got a brain that stays fresh every night.
- Gustav Åberg NoneAnd what does that cost?
- Lewis Kerr NoneStarter is £28,000 for the first year, all-in, that's implementation and the subscription. Then it renews annually.
- Sara Forsberg NoneWhat about support? If something breaks?
- Lewis Kerr NoneOn Starter you get business-hours support, 08:00 to 17:00 UK time, and we aim to respond to critical issues within four hours. Most issues we sort within the day.
- Gustav Åberg NoneThat's reasonable. What's the next step?
- Lewis Kerr NoneI'll send you a short proposal that lays out the four connectors, the user count, the pricing, the timeline. Then we can talk about any questions and if it feels right, we'll move to a conversation about terms.
- Sara Forsberg NoneWhen are you thinking?
- Lewis Kerr NoneI'll send it by end of week. Then if you're keen, we could do a call early next year and lock down terms and a start date.
- Gustav Åberg NoneSounds good.
- Lewis Kerr NoneBrilliant. I'll get that proposal over. Kind regards.