Hensall Grange Care / BG-Demo – Demo
Callcompleted
Hensall Grange Care · 19 Apr 2023 10:00
Demo to Wendy Skelton on 19 Apr 2023 using Hensall Grange Care's own CRM and call data. She was positive and wants to match admissions to invoices. A proposal follows, and her director and IT must review it.
What was said
What this says
As at Fri 9 Oct 2026Demo to Wendy Skelton on 19 Apr 2023 using Hensall Grange Care's own CRM and call data. She was positive and wants to match admissions to invoices. A proposal follows, and her director and IT must review it.
What happened: Nell Ashcombe and Tobias Renwick ran a demo for Wendy Skelton on 19 Apr 2023, using Hensall Grange Care's own CRM and call data. Wendy asked about connectors, users, price and support.
Customer view: Wendy found the pages very clean and said the demo was really promising. Her use case is matching admissions to invoices, so the accounting system would be the fourth connector.
Commercial: Starter was quoted at twenty-five thousand five hundred pounds for the first year including implementation, with fifteen users and four connectors. Nell promised a proposal around the middle of the following week.
Watch: Wendy needs her director and IT to review the proposal, and neither was on the call. The evidence does not show who the director is.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Nell Ashcombe sends the proposal covering pricing, scope, timeline and four connectors.
- Wendy Skelton reviews it with finance, IT and her director, and asks for a call if they want one.
Risks
As at Fri 9 Oct 2026- Sign-off sits with Wendy's director, finance and IT, none of whom joined the demo.
- Starter's four-connector limit is used up by CRM, calls, emails and accounting, leaving no room for another source.
Opportunities
As at Fri 9 Oct 2026- Starter subscription with an accounting connector so admissions can be matched to invoices.
- Extra users or connectors later if the operations team and regional managers outgrow Starter.
Transcript
Nell AshcombeMorning, Wendy. Good to see you. How are you?
Wendy SkeltonMorning, Nell, Tobias. Doing well, yes. Ready to see what the brain can do.- Nell AshcombeBrilliant. We've loaded your CRM and call data, so you'll see it on your actual records. Tobias will drive the screen and I'll talk through what this means for your operations team.
Tobias RenwickRight, let me share the screen. So the brain sits inside your Snowflake, your data stays in your account, nothing leaves. From here you can ask questions across your CRM, calls, emails without moving between systems.- Tobias RenwickHere's a page showing your admissions by source, filterable by date and outcome. No SQL, no code. You pick the fields you want and the brain renders it.
- Wendy SkeltonThat's very clean. It's pulling from the CRM?
- Tobias RenwickFrom your CRM, yes. Also the calls and emails, so you've got the full context behind each admission.
- Nell AshcombeThat's the thing, Wendy, you're not reconciling three systems to understand one admission. Everything in one place.
- Wendy SkeltonYou said four connectors on Starter?
- Nell AshcombeThat's the limit, yes. So CRM, calls, emails, and one more. What would that be, your accounting system?
- Wendy SkeltonExactly. We'd want to match admissions to invoices.
- Tobias RenwickStandard. We can connect that. Let me show the search, this is where it gets interesting.
- Tobias RenwickI'll type a question. 'Show me admissions without a phone number recorded.' The brain searches your CRM and emails and comes back with results in two seconds.
- Wendy SkeltonHow does it know where to look?
- Tobias RenwickYou map the connectors once during setup. After that it just knows.
- Nell AshcombeFirst month is about bedding in the connectors and your team learning the patterns. After that, you'll see people asking their own questions instead of waiting for someone in the office to pull the data.
- Wendy SkeltonHow many users are we talking?
- Nell AshcombeStarter is fifteen users. Your operations team, a couple of regional managers.
- Wendy SkeltonAnd the pricing on Starter?
- Nell AshcombeTwenty-five thousand five hundred for the first year. That's including the implementation. Then in year two it's just the annual subscription.
- Wendy SkeltonAnd support's included?
- Nell AshcombeStandard support, technical issues within four business hours. And the data refreshes nightly, so you're never working with stale data.
- Tobias RenwickThe refresh completes by seven in the morning your time on business days.
- Wendy SkeltonRight. What happens next?
- Nell AshcombeI'll send you a proposal: pricing, scope, timeline, the four connectors. You check it with finance and IT. If it looks good, you sign an order form and we kick off immediately.
- Wendy SkeltonHow long would that take?
- Nell AshcombeNo drama. Fortnight to review and sign, then we start straight away. Four weeks to live.
- Wendy SkeltonI'll want to loop in my director and IT. Are you happy to jump on a call with them?
- Nell AshcombeAbsolutely. Send them the proposal first, that usually answers the questions. Then if they want a call, we'll sort it.
- Wendy SkeltonPerfect. I think this is really promising.
- Nell AshcombeGreat. So I'll get the proposal out, probably middle of next week. You have a read, check with your team, and we'll get a call in the diary if you need one.
- Wendy SkeltonThat works. Cheers, Nell.
- Nell AshcombeCheers. Speak soon.