Brigstock Vane Lettings / BB-Demo – Discovery
Callcompleted
Brigstock Vane Lettings: documents · 2023-05-22 16:15
Discovery call on 22 May 2023. Amy Tebbutt and Robert Vane described manual joining of CRM, accounts and maintenance data. Nell Ashcombe pitched Starter and agreed an early June demo. No decision was taken.
What was said
What this says
Current to 11 Oct 26Discovery call on 22 May 2023. Amy Tebbutt and Robert Vane described manual joining of CRM, accounts and maintenance data. Nell Ashcombe pitched Starter and agreed an early June demo. No decision was taken.
What happened: Nell Ashcombe ran a discovery call on 22 May 2023 with Amy Tebbutt and Robert Vane. Both described pulling tenancy, payment and maintenance data together by hand.
Customer view: Amy wants a single place to search or run a report. Robert wants to know quickly whether a property is running profitably, and called the idea of fast answers very useful.
Commercial: Nell positioned Starter and quoted twenty-eight thousand for the first year, covering implementation and subscription. Robert asked about year two and was told it is subscription only and lower, with numbers deferred until after a demo.
Watch: The figure was spoken, not a written proposal. The evidence does not show whether the demo took place or whether a proposal followed.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Nell Ashcombe to send a calendar invite and a note on what to expect, for an early June demo.
Risks
Current to 9 Oct 26- Price was only discussed verbally and year-two cost was left open until after a demo.
Opportunities
Current to 9 Oct 26- Starter sale for one office, with a single place to search tenancy, payment and maintenance data.
Transcript
Nell Ashcombe NoneHi Amy, Robert. Thanks for making the time this afternoon.
Amy Tebbutt NoneGood to see you.
Robert Vane NoneYeah, hello.- Nell Ashcombe NoneSo, you've got lettings properties, block management. I want to understand where the pain is. Amy, tell me: you've got CRM, you've got accounting, what does the week look like for you?
- Amy Tebbutt NoneIt's quite admin-heavy. I'll be in the CRM pulling tenancy records, then I need to check the accounts system for payments, then I'll look at maintenance requests in another system. And then it all comes together in my head, or sometimes in an email to Robert.
- Nell Ashcombe NoneSo you're manually pulling things together.
- Amy Tebbutt NoneYes. And I'd like a single place I could search or run a report.
- Nell Ashcombe NoneRight. Robert, what's the commercial view? What would you want to know faster?
- Robert Vane NoneProbably whether a property is running profitably. That's across rental income, maintenance costs, voids. It should be obvious, but it's not. We have to do a lot of manual calculation.
- Nell Ashcombe NoneAnd you're using standard systems or bespoke ones?
- Robert Vane NoneStandard. Salesforce for the let management, an accounting system, spreadsheets for the rest.
- Nell Ashcombe NoneOkay. So if I told you there was a way to ask show me properties with the highest maintenance costs and get the answer in seconds, not hours, what would that be worth to you?
- Amy Tebbutt NoneThat would be useful, yeah.
- Robert Vane NoneVery useful.
- Nell Ashcombe NoneOkay. So what we do is quite simple. We connect to your systems and build a searchable layer on top. You ask a question, you get an answer. No more manual reconciliation.
- Robert Vane NoneAnd the cost?
- Nell Ashcombe NoneFor a team like yours, one office, one set of needs, it's Starter. That's twenty-eight thousand in the first year, which covers implementation and the subscription.
- Amy Tebbutt NoneAnd what's involved in implementation?
- Nell Ashcombe NoneFour weeks. We connect your systems, test everything, train you and Amy, and then you're live.
- Robert Vane NoneAnd in year two?
- Nell Ashcombe NoneSubscription only, so it's lower. But let's see what a demo shows before we talk numbers.
- Amy Tebbutt NoneWhen could you do a demo?
- Nell Ashcombe NoneHow about early June? I'll bring someone from my team to walk you through it.
- Robert Vane NoneThat works for us.
- Nell Ashcombe NoneGood. I'll send a calendar invite and a brief note on what to expect.
- Amy Tebbutt NoneThank you.
- Nell Ashcombe NoneBest.