Penhallow Vets / BB-Demo – Discovery
Callcompleted
Penhallow Vets: documents · 2025-11-17 13:15
Penhallow Vets described five practices with no central view and heavy manual reconciliation. Tom Ashdown positioned Starter for eight to ten users and quoted the year-one and renewal prices. A demo on their data was pencilled for early January.
What was said
What this says
Current to 11 Oct 26Penhallow Vets described five practices with no central view and heavy manual reconciliation. Tom Ashdown positioned Starter for eight to ten users and quoted the year-one and renewal prices. A demo on their data was pencilled for early January.
What happened: On the discovery call dated 2025-11-17, Yasmin Lomax described five practices on similar systems with no centralised view. Rob Allott added that finance spends much time on manual reconciliation and reporting.
Commercial: Tom positioned Starter for eight to ten users, quoted twenty-eight thousand pounds all-in for year one, then £19,500 a year. He caveated that renewal figure as depending on the latest price list at the time.
Watch: The quote covers four connectors, which is the Starter hard limit, and the customer named four sources. Any further source would need an upgrade or an add-on.
Next: A demo on their own data with Hannah was agreed for early January. The evidence does not show the outcome.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to book the demo with Hannah for early January.
- Tom Ashdown to email a brief of the access needed to the practice management system and CRM.
Risks
Current to 9 Oct 26- The renewal price was quoted from the price list in force at the time, so the customer may meet a higher figure later.
- Starter's connector limit is already reached by the four systems named.
Opportunities
Current to 9 Oct 26- Eight to ten users across five practices and finance gives scope to grow into Growth for dashboards and further connectors.
Transcript
Tom Ashdown NoneRight, Yasmin, Rob, how are you both?
Yasmin Lomax NoneGood, thanks. Looking forward to hearing about this.- Tom Ashdown NoneGood. So, I understand you've got multiple practices and you're looking for a better way to see what's happening across them. Is that right?
- Yasmin Lomax NoneYes. We've got five practices now, and they're all using similar systems but there's no centralised view. When our management team wants to know something like, what's the overall patient acquisition trend or how are we doing on revenue per practice, it takes forever to pull together.
- Tom Ashdown NoneAnd what systems are you using?
- Yasmin Lomax NoneWe've got a practice management system for appointments and billing, we've got a CRM where we track client interactions, we've got call recordings from our reception teams, and some data in spreadsheets.
Rob Allott NoneAnd from a finance perspective, we're spending a lot of time on manual reconciliation and reporting. If we could automate some of that, it would free up resources.- Tom Ashdown NoneHow many people would need to access something like this?
- Yasmin Lomax NoneI'd say eight to ten. Myself, the practice leads, finance, a couple of senior vets.
- Tom Ashdown NoneSo Starter would be the right fit. The brain is basically an AI layer that sits on top of your practice management system, your CRM, your call recordings. You ask it questions and it searches everything at once. All your data stays inside your Snowflake, you own it completely.
- Yasmin Lomax NoneAnd we'd be able to ask it things like, what's the patient acquisition trend across all five practices?
- Tom Ashdown NoneExactly. You'd just ask the brain: show me patient acquisitions by practice over the last quarter. It would search your practice management system and your CRM and give you the answer.
- Rob Allott NoneWhat's the cost?
- Tom Ashdown NoneStarter is twenty-eight thousand pounds all-in for year one. That includes our implementation fee, four weeks of work to get you set up, and connecting four of your systems. After that, nineteen thousand five hundred a year renewal.
- Rob Allott NoneSo that's setup plus the first year subscription?
- Tom Ashdown NoneYes. The twenty-eight thousand is the all-in figure for year one. From year two onwards, it's the annual subscription at nineteen thousand five hundred, but that's on our latest price list at the time.
- Yasmin Lomax NoneHow long is the implementation?
- Tom Ashdown NoneFour weeks. We do a kickoff call, connect your systems, index your data, and you're live.
- Yasmin Lomax NoneAnd what happens after go-live?
- Tom Ashdown NoneYou get a check-in every six months and support if there's an issue. The brain refreshes nightly, so your data is fresh each morning. On Starter it's all fairly straightforward.
- Rob Allott NoneWhat would be next?
- Tom Ashdown NoneI'd like to bring Hannah, one of our solutions engineers, in to run a demo on your actual data. She'd show you what the brain would do for your team. We'd need some access to your practice management system and your CRM. Would that work for you early next year?
- Yasmin Lomax NoneYeah, early January would work well for us.
- Tom Ashdown NonePerfect. I'll get something in the diary with Hannah for early January. I'll send over a brief on what we need by email, and you can get that access sorted.
- Yasmin Lomax NoneSounds good. Cheers, Tom.
- Tom Ashdown NoneCheers, both. Speak soon.