Cadnam Rise Recruitment / BB-Demo – Demo
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Cadnam Rise Recruitment: documents · 2025-07-23 15:15
Demo of the brain on Cadnam Rise's CRM sandbox. Phoebe Lacey called it comprehensive and Jodie Sims saw her month-end reporting automated, but Phoebe wants to talk to Duncan before committing.
What was said
What this says
Current to 12 Oct 26Demo of the brain on Cadnam Rise's CRM sandbox. Phoebe Lacey called it comprehensive and Jodie Sims saw her month-end reporting automated, but Phoebe wants to talk to Duncan before committing.
What happened: Lewis Kerr and Hannah Lowe demoed the brain to Phoebe Lacey and Jodie Sims on 23 Jul 2025. Hannah showed chat, three starter dashboards and search across CRM, emails and calls.
Customer view: Jodie said she builds the placement fee and close rate report by hand every month and that this answer was useful. Phoebe said the demo looked pretty comprehensive.
Commercial: Lewis quoted twenty-eight thousand all-in for implementation and the first year of subscription. Phoebe wants to talk to Duncan first, so the decision sits with someone not on the call.
Watch: Lewis said dashboards have no limits in Starter, but the Starter tier does not list the dashboards builder; that is a Growth feature. The order form should state exactly what is included before it is signed.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to send the formal proposal with costs and timeline the day after the call.
- Hannah Lowe to send technical diagrams for Phoebe's IT team if wanted.
- Lewis Kerr to hold the follow-up call agreed for the end of the following week.
Risks
Current to 9 Oct 26- Duncan, who is not on the call, must agree before Cadnam Rise commits.
- Lewis said dashboards are unlimited in Starter, which does not match the Starter tier definition and could cause a dispute after signing.
- Nightly refresh was described as always current, which may set a wrong expectation of freshness.
Opportunities
Current to 9 Oct 26- Month-end reporting by hand is a clear, quantified pain that the brain removes.
- A calendar system could be added as a connector later, as Hannah offered.
Transcript
Lewis Kerr NoneRight, can everyone hear me okay?
Phoebe Lacey NoneYes, loud and clear. Jodie's just joined.- Lewis Kerr NoneExcellent. So Phoebe, Jodie, this is Hannah from our solutions team. Hannah's going to walk you through the brain and how it works with your own data. We've set up a sandbox with your CRM so you'll see it in action.
Hannah Lowe NoneGood afternoon. Before we dive in, Jodie, I'd like to know, what kind of analysis are you doing manually today that you wish was automated?
Jodie Sims NoneHonestly, at month end I'm pulling data into spreadsheets to calculate placement fees, close rates, which recruiters are performing. It's time-consuming.- Hannah Lowe NoneThat's exactly the problem the brain solves. Okay, let me share my screen now. Can everyone see it?
- Phoebe Lacey NoneYes, all clear.
- Hannah Lowe NoneRight, so this is the landing page. When you log in, you've got the chat interface at the top, that's where you ask the brain a question. Below are your dashboards and saved searches. We've built three to start: pipeline by stage, active placements, and win rate by recruiter.
- Jodie Sims NoneSo if I ask a question, does it answer straight away?
- Hannah Lowe NoneExactly. Let me show you. I'm typing: 'Close rate for placements closed this month.' And there's your answer, seventy-three per cent. It shows which recruiter brought in each placement and their fee.
- Jodie Sims NoneThat's really useful. I spend an hour every month just building that report.
- Lewis Kerr NoneAnd the thing is, Jodie can ask that whenever she wants. Not just month end. The data's always current.
- Hannah Lowe NoneRight. Phoebe, this dashboard builder is where you'll probably spend time. You can build dashboards yourself, no code, no waiting for engineering. Say you want a weekly pipeline view by source and conversion rate.
- Phoebe Lacey NoneCan we change it once it's live?
- Hannah Lowe NoneOf course. Everything's interactive. You can add filters, change time ranges, whatever you need. Data refreshes nightly.
- Lewis Kerr NoneAnd it's all included in Starter. No upsell, no limits on dashboards.
- Hannah Lowe NoneLet me show the search interface too. This is for ad-hoc questions across your CRM, emails, and calls. Everything's indexed and searchable.
- Jodie Sims NoneSo if a candidate mentions they're considering another firm in a call, we'd find it?
- Hannah Lowe NoneIf it's in a call and the call recorder is connected, yes. The brain indexes it. Data refreshes nightly, so you'd have it by morning.
- Lewis Kerr NoneAny other systems you're using we should know about?
- Phoebe Lacey NoneWe use a calendar system but I don't think we need to query that.
- Hannah Lowe NoneWe can add it later. For now, the core connectors cover the main questions. To be precise, we'd start with your CRM, call recorder, and email.
- Phoebe Lacey NoneIt's looking pretty comprehensive actually.
- Lewis Kerr NoneSo to put a number on it, we're looking at twenty-eight thousand all-in for implementation and your first year of subscription. If we move forward this month, you'd be live by mid-September.
- Phoebe Lacey NoneThat's useful to know. I'd like to talk to Duncan before we commit.
- Lewis Kerr NoneOf course. I'll send a formal proposal tomorrow with all the costs and timeline. Hannah can send technical diagrams as well if you want to review those with your IT team.
- Hannah Lowe NoneHappy to do that. Just let me know if you have any technical questions.
- Lewis Kerr NoneShall we set up a follow-up for end of next week and see where you are?
- Phoebe Lacey NoneYes, let's do that.
- Lewis Kerr NoneBrilliant. Cheers, you two. Speak soon.