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Lewis Kerr

Ardfinnan Freight Services / BB-Demo – Demo

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Ardfinnan Freight Services: documents logo Ardfinnan Freight Services: documents · 2024-12-20 12:00

Demo of the brain on a sample of Ardfinnan's data. Noel Cronin named time lost across three or four systems as the pain. Lewis Kerr quoted £12k implementation and £44k a year; Brendan, the Finance Director, must see the proposal.

What was said

What this says

Current to 12 Oct 26

Demo of the brain on a sample of Ardfinnan's data. Noel Cronin named time lost across three or four systems as the pain. Lewis Kerr quoted £12k implementation and £44k a year; Brendan, the Finance Director, must see the proposal.

What happened: Hannah Lowe showed the brain on a sample of Ardfinnan's Salesforce, Microsoft 365 and call records. Lewis Kerr quoted Growth: forty users, eight connectors, quarterly check-in.

Customer view: Noel Cronin said every customer question means checking three or four different systems. Grainne Lynch found the interface straightforward.

Commercial: Lewis quoted £12k implementation, one-off, and £44k a year. Grainne said Brendan, the Finance Director, will want to see it, so he is the next hurdle.

Watch: Premium support was played down as something most people do not need. The evidence does not show any objection to price on this call.

AI · claude-sonnet-5-5 · 12 Oct 2026

Themes

Current to 9 Oct 26
Theme
Growth tier demo
Importance
neutral
Sentiment
positive
Voice
champion

Who was there

BB-Demo

Them

Follow-up

Next steps

Current to 9 Oct 26
  • Lewis Kerr to send the formal proposal to Grainne Lynch on 20 Dec 2024.
  • Lewis Kerr to arrange a call with Brendan, the Finance Director, in the new year.

Risks

Current to 9 Oct 26
  • The Finance Director was not on the call and has yet to see the numbers.
  • Price was asked about as all-in but not challenged, so reaction to the total is untested.

Opportunities

Current to 9 Oct 26
  • Connector headroom on Growth (eight) leaves room beyond the systems named on the call.
  • Additional users or Premium support remain available as add-ons later.

Transcript

  1. Lewis Kerr
    Lewis Kerr None
    Hi, thanks for making time. I'm Lewis and this is Hannah, our Solutions Engineer. Great to meet you both.
  2. Grainne Lynch
    Grainne Lynch None
    Thanks for coming. Yeah, we're keen to see what you can do.
  3. Hannah Lowe
    Hannah Lowe None
    Right, so I've set up the brain on a sample of your data, Salesforce, Microsoft 365, call records. The idea is to stop manual lookups. Noel, what's the biggest pain right now?
  4. Noel Cronin
    Noel Cronin None
    Honestly, time. Every customer question means checking three or four different systems.
  5. Hannah Lowe
    Hannah Lowe None
    Yeah, that's the point. You ask the brain and it joins them. So if you ask 'show me all interactions with customer X in the last three months', it comes back with emails, calls, CRM notes, everything.
  6. Lewis Kerr
    Lewis Kerr None
    And it's all inside your own Snowflake, so the data stays with you.
  7. Hannah Lowe
    Hannah Lowe None
    Exactly. Let me show you the interface. You type your question in plain English, no SQL, and it searches across everything. I've built a dashboard as well. You can track customer interactions, sentiment, whatever matters to you.
  8. Grainne Lynch
    Grainne Lynch None
    That looks really straightforward.
  9. Hannah Lowe
    Hannah Lowe None
    It is. The data refreshes every night by 07:00, so you're always looking at current stuff. Let me walk you through the connectors. We'd plug into your Salesforce, your Microsoft 365, and your call recorder. That's three. Growth gives you eight total, so there's room.
  10. Noel Cronin
    Noel Cronin None
    How many people can use it?
  11. Lewis Kerr
    Lewis Kerr None
    Forty users with Growth. If you need more later, we can add them.
  12. Hannah Lowe
    Hannah Lowe None
    Implementation is eight weeks. We build the connectors, make sure everything's loading right, train your team. Go-live in mid-April if we start in January.
  13. Grainne Lynch
    Grainne Lynch None
    And support?
  14. Lewis Kerr
    Lewis Kerr None
    Quarterly check-in by default. Premium support is available if you want it, but most people don't need it.
  15. Hannah Lowe
    Hannah Lowe None
    If something breaks, like a connector, we fix it. Our target's one business hour response time.
  16. Grainne Lynch
    Grainne Lynch None
    Okay. What's the investment?
  17. Lewis Kerr
    Lewis Kerr None
    Implementation is 12,000 pounds. Annual subscription is 44,000 pounds a year. Covers the lot: the forty users, connectors, dashboards, the check-in.
  18. Noel Cronin
    Noel Cronin None
    Is that the all-in price?
  19. Lewis Kerr
    Lewis Kerr None
    That's all-in for the annual side, yeah. The 12k is one-off, upfront.
  20. Grainne Lynch
    Grainne Lynch None
    Brendan, our Finance Director, will want to see this.
  21. Lewis Kerr
    Lewis Kerr None
    Sure. I'll send you a formal proposal with all the detail. You can share it with Brendan and we'll do a call with him in the new year to go through the numbers.
  22. Hannah Lowe
    Hannah Lowe None
    And if you have technical questions, just reach out. I'm happy to send over architecture details or jump on a call.
  23. Grainne Lynch
    Grainne Lynch None
    That's great. Thanks, both of you.
  24. Lewis Kerr
    Lewis Kerr None
    Cheers. I'll send that proposal over today.
  25. Noel Cronin
    Noel Cronin None
    Cheers.

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