Fothergill Brice / BG-Demo – Discovery
Callcompleted
Fothergill Brice · 17 Aug 2026 14:00
On the 17 Aug 2026 discovery call, Fothergill Brice described manual, scattered research for its business development team. Lewis Kerr quoted £62k for the first year and proposed a demo the following month.
What was said
What this says
As at Fri 9 Oct 2026On the 17 Aug 2026 discovery call, Fothergill Brice described manual, scattered research for its business development team. Lewis Kerr quoted £62k for the first year and proposed a demo the following month.
What happened: Lewis Kerr ran the 17 Aug 2026 discovery call with Lydia Ashurst and Jonathan Brice. They described a team of about six doing manual research across Salesforce, a call recorder, Microsoft 365 and accounting data.
Customer view: Lydia said a pitch or prospect check usually takes a few hours and is inefficient. Jonathan said the partners would want access too, so ten to twelve people in all.
Commercial: Lewis positioned Growth with an eight-week implementation and quoted £62k for the first year, covering implementation and the annual subscription. This was a verbal figure on a call, not an order form.
Watch: The evidence does not show whether the demo was booked or held.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr sends demo dates for the following month and Lydia Ashurst picks one.
Risks
As at Fri 9 Oct 2026- No demo date was fixed on the call, so momentum depends on Lydia Ashurst replying.
- The £62,000 first-year figure was spoken on the call and the evidence shows no written proposal.
Opportunities
As at Fri 9 Oct 2026- A Growth implementation and subscription for the business development team and partners, ten to twelve people.
- A demo on a sample law firm client file, showing the brain working on similar data.
Transcript
Lewis KerrMorning, everyone. Thanks for making time. I'm Lewis, Account Executive at BG-Demo. Before we dive in, how's your week been going?
Lydia AshurstGood, thanks. Busy as always but good.
Jonathan BriceYes, likewise.- Lewis KerrGreat. So Lydia, you reached out to us about the business development side of things. Tell me a bit about the team and what you're working towards.
- Lydia AshurstSure. We've got a team of about six people focused on new client development. Right now we're doing a lot of manual research: looking at past cases, client interactions, reputation. It's quite scattered across different systems. We thought there might be a way to bring that together and make it faster.
- Lewis KerrThat makes sense. What systems are you using at the moment? CRM, anything like that?
- Lydia AshurstWe use Salesforce for client management. We've also got a call recorder, we record client calls. And obviously email, which is Microsoft 365. We've got some financial data in the accounting system as well.
- Lewis KerrRight. So you've got good data spread across multiple places. At the moment, when someone on your team needs to put together a pitch or understand a prospect, how long does that take and where does that information come from?
- Lydia AshurstUsually a few hours. Someone would need to log into Salesforce, pull up past cases, listen to or read through call notes. Sometimes they'd have to ask around the office for information. It's inefficient.
- Lewis KerrAnd the team size: is it just the six of you, or is there a wider group that would benefit from having that information?
- Jonathan BricePotentially the partners would want access to some of that data. So maybe ten to twelve people all told.
- Lewis KerrGot it. So what we do is build a query layer on top of all your systems. Your Salesforce, your call data, Microsoft 365, accounting, you can ask questions in natural language and get answers that pull from everywhere. So instead of logging in to three systems, someone on your team could ask 'show me all cases from manufacturing firms that went to court in the past year' and it pulls the answer for them.
- Lydia AshurstThat sounds really useful. How long does it take to set something like that up?
- Lewis KerrImplementation is typically eight weeks for the tier you're looking at, which is our Growth offering. We'd spend time mapping your data, making sure all the connectors are working cleanly, then rolling out to your team. And there's training as well so people know how to ask the right questions.
- Lydia AshurstFeasible. And cost-wise, what are we talking about?
- Lewis KerrTo put a number on it, it's £62,000 for your first year all-in. That covers the eight-week implementation and your annual subscription.
- Jonathan BriceThat's helpful context. What would the next step be?
- Lewis KerrI'd like to set up a demo where we can show you the brain working on similar data to yours, we'd use a sample client file from a law firm client of ours. Then we can talk about fit and timelines. Does sometime next month work?
- Lydia AshurstYeah, next month works. I'll check the calendar and come back to you.
- Lewis KerrPerfect. I'll send a couple of dates over and you can let me know what suits. Thanks both.