Wickersley Building Supplies / BG-Demo – Discovery
Callcompleted
Wickersley Building Supplies · 15 May 2025 16:00
Shaun Godley and Diane Pashley described spreadsheet-based reporting across eight branches. Lewis Kerr pitched Starter at £6,000 implementation and £20k a year. Shaun wants to brief the MD; a demo is pencilled for mid-July.
What was said
What this says
As at Fri 9 Oct 2026Shaun Godley and Diane Pashley described spreadsheet-based reporting across eight branches. Lewis Kerr pitched Starter at £6,000 implementation and £20k a year. Shaun wants to brief the MD; a demo is pencilled for mid-July.
What happened: Lewis Kerr ran a discovery call with Shaun Godley and Diane Pashley. Shaun described pulling from three systems into weekly spreadsheets across eight branches.
Customer view: Shaun said he gave the MD a wrong figure last month. Diane said finance is always behind until invoices hit the books, and was comfortable that data stays in their Snowflake account.
Commercial: Lewis quoted Starter with a four-week implementation at £6,000 and a subscription of £20k a year plus VAT. Shaun thinks it is worth a conversation with the MD.
Watch: the MD is not on the call and the decision sits with him. The demo on their own data was set for mid-July, so timing depends on Shaun briefing the MD.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr to send the Starter one-pager the same day.
- Lewis Kerr to book a demo on Wickersley's own data for mid-July.
Risks
As at Fri 9 Oct 2026- The MD has not been on a call and must approve before any commitment.
- Diane Pashley asked about a trial, so cost may be a sticking point.
Opportunities
As at Fri 9 Oct 2026- Starter tier with a four-week implementation fits a single-team, eight-branch use case.
- Finance visibility is a second pain point that could widen the use.
Transcript
Lewis KerrRight, can you hear me both? Quick audio check.
Shaun GodleyYep, all good here.
Diane PashleyClear.- Lewis KerrCheers. So the reason we're talking today, Shaun, you'd mentioned you're looking for a way to join up data across your branches. Is that still the pain point?
- Shaun GodleyYeah. We've got eight branches scattered across South Yorkshire. Each one has sales in the CRM, call recordings, emails, all pulling in different directions. If I want to see which customers have bought from more than one branch, I can't just ask. I'm pulling from three systems and building spreadsheets. It's killing time.
- Lewis KerrHow often are you doing that?
- Shaun GodleyWeekly, sometimes more. And it's error-prone, I gave the MD a figure last month that was wrong.
- Diane PashleyIt's not just Shaun, either. On the finance side, we don't see what's really happening until invoices hit the books. We're always behind.
- Lewis KerrRight. So what you've got is data locked in separate places. Our brain sits on top and turns it into one queryable layer. You ask it a question...'show me customers who've bought from two branches', and it answers. No spreadsheets.
- Shaun GodleySo I'd be able to ask it something like 'show me all customers who've bought from two branches' and get the answer?
- Lewis KerrExactly. You'd type the question into a search bar or ask it in a chat interface and get the result back instantly. No more spreadsheets.
- Diane PashleyWhere does the data live?
- Lewis KerrIn your Snowflake account. It never leaves your infrastructure. You own it, we manage the brain inside.
- Diane PashleyWe use Snowflake. That's okay, IT will be comfortable with that.
- Lewis KerrIdeal. So the structure: we do implementation, that's four weeks, set up the connectors to your CRM, calls, emails, all of it, and then you're on Starter. That's one team, up to fifteen users, and includes four connectors.
- Shaun GodleyAnd what does that cost?
- Lewis KerrImplementation is £6,000. Then the subscription is £19,500 a year, plus VAT, renewed annually. That number includes support and quarterly check-ins with us to make sure you're getting value.
- Diane PashleyAnd we can trial it first, or...?
- Lewis KerrWe'd do a security review and then a go-live, but we'd spend time on the demo, you'd see it running on your own data before you commit. How does that sound?
- Shaun GodleyI think it's worth a conversation with the MD, but this sounds like what we've been looking for.
- Lewis KerrGreat. What I'll do is send a one-pager over with some detail on the Starter tier and the timeline. When would be a good time for us to do a proper demo on your data?
- Diane PashleyMaybe middle of July? That gives Shaun time to brief the MD.
- Lewis KerrPerfect. I'll send that over today and we'll get something in the diary for mid-July. Cheers, both.