What was said
What this says
As at Fri 9 Oct 2026Erin Milburn, Operations Director at Ouseburn Media, described client context scattered over four places. Nell Ashcombe pitched Starter at a verbal first-year price of twenty-five thousand five hundred pounds. Erin ended positive.
What happened: Nell Ashcombe ran the discovery call on 17 May 2023 with Erin Milburn. Erin described Ouseburn Media as a content and events agency serving B2B tech firms.
Customer view: Erin hunts through four places to find the full story on a client. She said it is inefficient and risky when a client calls angry.
Commercial: Nell positioned Starter with four connectors and fifteen users, and quoted twenty-five thousand five hundred pounds for the first year. That is a verbal quote, not an executed order form. Erin chose Slack as the fourth connector over accounting.
Watch: Erin asked about data location and was told it stays in the customer's Snowflake. The call does not show who else would sign off or any competitor being considered.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Nell Ashcombe to send Erin the discovery form the same day.
- Nell to bring a detailed proposal once the form is returned.
Risks
As at Fri 9 Oct 2026- The call does not show who besides Erin would approve the purchase.
- Accounting was left out of the four Starter connectors, so the client picture may feel incomplete.
Opportunities
As at Fri 9 Oct 2026- Starter includes fifteen users, and Erin asked what happens if more are needed: additional users or Growth are open.
- A fifth connector would sit beyond the Starter hard limit of four, so the connector add-on could follow.
Transcript
- Nell AshcombeMorning, Erin. How are you?
- Erin MilburnMorning, Nell. Good. Looking forward to this, we've heard good things about what you do.
- Nell AshcombeThat's kind of you to say. I'm curious about Ouseburn Media, tell me about the business.
- Erin MilburnWe're a content and events agency. We work with B2B tech firms: podcasts, whitepapers, events. Our team is split across content creation, client management, production.
- Nell AshcombeAnd where does it get tricky? Where do you lose track of things?
- Erin MilburnClient data is everywhere. We've got our project management software, our CRM, emails, Slack. When a client has a problem, I'm usually hunting through four places to find the full story.
- Nell AshcombeSo you can't easily see: client, all their projects, all the conversations, all the milestones, in one place?
- Erin MilburnExactly. It's inefficient and risky. If the client calls angry, I need ten minutes to get the context.
- Nell AshcombeThat's where the brain sits. You connect your systems: your CRM, project software, emails, chat, and you can ask it: 'What's the full story with client X?' It pulls all the context for you in seconds.
- Erin MilburnInteresting. Is it custom reporting or more like search?
- Nell AshcombeIt's both. You can build dashboards, say, revenue by client stage. But you can also just ask a question in natural language. 'Show me clients acquired in the last quarter' or 'Which projects are at risk.'
- Erin MilburnYou mentioned connecting systems. What can you connect to?
- Nell AshcombeCRM, project management, accounting, email, chat, calls, helpdesk. On the Starter tier you get four connectors to start.
- Erin MilburnAnd it all sits in our own account? You're not sending data to your servers?
- Nell AshcombeIt sits in your Snowflake. Your data never leaves your environment. You control the access, you manage the credentials.
- Erin MilburnWhat does onboarding look like?
- Nell AshcombeFour weeks for Starter. We set up Snowflake, load your connectors, test it. You're in touch with us twice a week. By the end you're live and your team's using it daily.
- Nell AshcombeThe total cost is twenty-five thousand five hundred for the first year.
- Erin MilburnSo roughly twenty-five and a half in year one.
- Nell AshcombeTwenty-five thousand five hundred, exactly. Year two it's just the subscription renewal unless you want to upgrade.
- Erin MilburnHow many users am I talking about?
- Nell AshcombeStarter includes fifteen. So your operations team, your senior folks, whoever's accountable for client relationships.
- Erin MilburnAnd if we need more?
- Nell AshcombeYou can add more users as you go. We can talk about that at the next step.
- Erin MilburnWhat would you recommend for our four connectors?
- Nell AshcombeBased on what you've said, I'd suggest your CRM, your project software, email, and either accounting or Slack, whichever matters most for client context.
- Erin MilburnSlack, probably. That's where the day-to-day client chat is.
- Nell AshcombePerfect. So the next step, I'll send you a detailed discovery form. Questions about your systems, your team structure. Twenty minutes to fill out. Then we'll book another call and I'll come with a detailed proposal.
- Erin MilburnHow long until a proposal?
- Nell AshcombeI'll get the form to you today. Turn it around in a week, I'll have a proposal. You review for a week, then we can start.
- Erin MilburnGreat. I think this could genuinely help us.
- Nell AshcombeI think so too. Let me get that form over. Speak soon.