Fosdyke Packaging / BB-Demo – Demo
Callcompleted
Fosdyke Packaging: documents · 2025-09-15 11:15
Demo on 15 Sep 2025 with Sam Entwistle and Fiona Fairclough. Fiona saw a clear use in Client Services. The finance contact from discovery was not on the call. Tom Ashdown promised a proposal that week.
What was said
What this says
Current to 11 Oct 26Demo on 15 Sep 2025 with Sam Entwistle and Fiona Fairclough. Fiona saw a clear use in Client Services. The finance contact from discovery was not on the call. Tom Ashdown promised a proposal that week.
What happened: Hannah Lowe demoed the brain on a sample of Fosdyke Packaging's Salesforce and call recordings on 15 Sep 2025. Sam Entwistle and Fiona Fairclough attended with Tom Ashdown.
Customer view: Sam called it pretty powerful and asked about building reports. Fiona said Client Services tracks uncontacted customers by hand and it is always out of date.
Commercial: Tom restated Starter with four weeks of implementation and four connectors. He committed to a proposal that week and a walk-through call.
Watch: the finance voice that raised the value question at discovery was not on this call. The proposal needs to carry the value case for that person.
Themes
Current to 9 Oct 26Theme
Demo, Client Services use case
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send the proposal with scope, timeline and pricing this week.
- Tom Ashdown to set up a walk-through call of the proposal and invite the finance contact from discovery.
Risks
Current to 9 Oct 26- The finance contact who raised the value question at discovery was absent, so the budget view is untested on this call.
- No price was discussed on this call, so reaction to cost is still unknown.
Opportunities
Current to 9 Oct 26- Client Services is a second team with a concrete need alongside business systems.
- Sam's interest in pinned reports points to use of pages on Starter.
Transcript
Tom Ashdown NoneRight, Sam, Fiona, good to see you both. Hannah's going to walk through the demo now.
Hannah Lowe NoneHi, thanks for joining. I've loaded a sample of your Salesforce and some of your call recordings. I'm going to show you how the brain searches across them. Let me start with something practical: show me all the orders we took in the last month where the customer also mentioned delivery concerns in a call.- Hannah Lowe NoneThe brain has found eight orders matching that. You can drill down, like this one here where the customer ordered boxes but mentioned in the call that their supplier was tight on space. Your sales team said they could do smaller shipments, but the order in Salesforce just says standard lead time. You'd miss that unless you listened back to the call.
Sam Entwistle NoneSo it's finding conversations that don't match what's in the CRM?- Hannah Lowe NoneExactly. Real conversations often have nuance that doesn't make it into Salesforce. The brain helps you capture that. Let me show you another example: show me which customers placed orders in the last ninety days but haven't been contacted since the order.
- Hannah Lowe NoneThe brain has found five customers. For each one, you can see the order date, see if there were any follow-up calls or emails, and identify whether someone should check in about satisfaction or whether there's a cross-sell opportunity.
Fiona Fairclough NoneSo this would help us know who to reach out to?- Hannah Lowe NoneYes. It's basically your team asking the brain: who's been quiet? Then your team decides what to do. One more example: show me the top reason for customer objections in the last quarter.
- Hannah Lowe NoneThe brain has searched all your calls and found that the most common objection is delivery lead time. You can then drill down and see which customers mentioned it, what your team said in response, and whether they still converted or walked away.
- Sam Entwistle NoneThat's pretty powerful. Can we build reports from this?
- Tom Ashdown NoneYeah, that's what pages are for. Once you understand what questions you want to ask regularly, you can pin them as reports and your whole team sees them. Fiona, does Client Services look at this kind of thing?
- Fiona Fairclough NoneWe'd definitely use it. Right now we're manually tracking which customers haven't been contacted, and it's always out of date.
- Tom Ashdown NoneThat's a classic one. So on Starter you'd get all this: the brain, the pages, and chat where anyone can ask the brain directly. Four weeks implementation, four connectors, Salesforce, calls, emails, and if you've got a helpdesk, that.
- Hannah Lowe NoneAny questions about how it works, or what happens after you go live?
- Sam Entwistle NoneWhat about training? Will we need to learn something?
- Hannah Lowe NoneTraining's included in the four-week implementation. We run a group session in week four once everything's live, and then we're available for questions as you get going.
- Fiona Fairclough NoneAnd how fresh is the data?
- Hannah Lowe NoneThe brain refreshes every night. So by seven in the morning, any new Salesforce records, calls, or emails from the day before are indexed and searchable.
- Sam Entwistle NoneOkay, I think we've got a good picture. What's next?
- Tom Ashdown NoneI'll get a proposal over to you this week. It'll have the scope, the timeline, pricing, and the next steps. Once you've had a look and any questions, we can set up a call to walk through it.
- Sam Entwistle NonePerfect. Cheers, Tom, thanks Hannah.
- Hannah Lowe NoneThanks, both of you. Speak soon.
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