Coorabell Logistics / BB-Demo – Discovery
Callcompleted
Coorabell Logistics: documents · 2026-02-23 10:45
Discovery call on 23 Feb 2026. Coorabell's customer service lead described manual reconciliation across three systems; the CFO wants the value to outweigh the cost. Starter was pitched and a demo on their data was agreed.
What was said
What this says
Current to 11 Oct 26Discovery call on 23 Feb 2026. Coorabell's customer service lead described manual reconciliation across three systems; the CFO wants the value to outweigh the cost. Starter was pitched and a demo on their data was agreed.
What happened: Lewis Kerr ran discovery with Brooke Dawson and Warren Petrie on 23 Feb 2026. Brooke described accounts, delivery tickets and invoicing sitting in three systems, with hours of manual reporting each week.
Customer view: Brooke owns the pain and reports customer health to the board. Warren, the CFO, framed the call around value against cost and asked what the exit is.
Commercial: Lewis recommended Starter at four weeks to implement. He quoted an implementation fee of twenty-eight thousand and twenty-two thousand a year; the Starter implementation fee in the price book is £6,000, so the proposal needs checking against it.
Watch: Warren's value test and exit question mean the proposal must carry a clear value case. The demo is to run on a CRM, ticketing and invoicing sample the customer promised by end of week.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr sends the data sample sheet the same day, 23 Feb 2026.
- Brooke Dawson supplies CRM, ticketing and invoicing samples by end of that week.
- Lewis Kerr runs the demo on their data the week after.
Risks
Current to 9 Oct 26- The CFO is testing value against cost and asked about the exit, so price must be defended with a value case.
- The implementation fee quoted on the call is not the £6,000 Starter fee in the price book, which could cause a pricing correction later.
Opportunities
Current to 9 Oct 26- Starter fits one team with three main systems, and Growth is the named path if users or connectors grow.
- Customer service and operations teams of roughly ten to twelve people spend hours weekly on manual reporting.
Transcript
Lewis Kerr NoneGood morning, both. Thanks for making time. I'm Lewis, account executive at BB-Demo. I believe you've already had a chat with one of our team about the brain?
Brooke Dawson NoneYeah, we had an initial conversation a couple of weeks back. Sounded interesting but we wanted to know more about the detail.- Lewis Kerr NonePerfect. And Warren, you're looking at this from a commercial angle?
Warren Petrie NoneThat's right. We want to understand whether the value stack up against the cost.- Lewis Kerr NoneThat makes sense. So let me ask, what's your biggest pain right now when it comes to seeing customer accounts and delivery data together?
- Brooke Dawson NoneWe're scattered across three systems. Customer accounts are in one CRM, our delivery tickets are in another, and invoicing is in a third. If I want to see the status of all active deliveries for a customer or check what we've billed them against what we promised to deliver, I'm jumping between systems. It's clunky.
- Lewis Kerr NoneSo reconciliation is manual?
- Brooke Dawson NoneVery much so. My team spends hours every week pulling reports, cross-checking, building spreadsheets.
- Warren Petrie NoneHow many people are we talking about?
- Brooke Dawson NoneIn customer service, probably six or seven. Operations maybe another four or five. So it's a real overhead.
- Lewis Kerr NoneRight. And when you do get that data together, what do you use it for? Decision-making? Reporting?
- Brooke Dawson NoneBoth. We report to the board on customer health: retention, revenue per account, delivery volumes. And internally we use it to plan resource and spot problems early.
- Lewis Kerr NoneThat's exactly what the brain is built for. Instead of your teams jumping between systems, you ask one question...'show me all active deliveries for this customer': and you get the answer instantly, with context from your CRM, your tickets and your invoices all stitched together.
- Warren Petrie NoneAnd this lives inside our systems? It's not a cloud service you're hosting?
- Lewis Kerr NoneExactly right. We build and run it inside your Snowflake account. Your data stays on your infrastructure. We just provide the connectors and the query layer.
- Brooke Dawson NoneWhat does implementation look like?
- Lewis Kerr NoneFor Starter, which I'd recommend as a starting point, four weeks. We connect your three main systems, train your team on how to use it, and you're live. Implementation fee is twenty-eight thousand, and then it's twenty-two thousand a year after that.
- Warren Petrie NoneWhat's included in that annual fee?
- Lewis Kerr NoneThe software licence, nightly data refresh so everything's current, first-response support at four business hours, and a check-in every six months with your dedicated CSM. If you grow and need more users or more connectors, there's a Growth tier that gives you more of everything.
- Brooke Dawson NoneHow long does the nightly refresh take?
- Lewis Kerr NoneBy seven in the morning your local time. So if something changes in your CRM overnight, you'll see it in the brain by the start of your business day.
- Warren Petrie NoneAnd if we decide it's not for us, what's the exit?
- Lewis Kerr NoneAnnual contract. You're not locked in beyond that. We'd obviously love to keep you, and normally once teams see the value, they don't leave. But there's no long-term penalty.
- Brooke Dawson NoneWhat's the next step?
- Lewis Kerr NoneI'd like to run a quick demo on your actual data, show you what it looks like in practice. That would be in the next couple of weeks if you're keen.
- Warren Petrie NoneYeah, let's do that. What do you need from us?
- Lewis Kerr NoneJust a data sample from your CRM, your ticketing system and your invoicing system. Nothing sensitive, just recent records so we can demo with realistic data. I'll send over a sheet that specifies what.
- Brooke Dawson NoneWe can get you that by end of week.
- Lewis Kerr NonePerfect. I'll send the sheet today and we'll aim for a demo the week after. Sound good?
- Warren Petrie NoneYep.
- Lewis Kerr NoneCheers, both. Speak soon.