Aldbourne Hospice Care / BB-Demo – Demo
Callcompleted
Aldbourne Hospice Care: documents · 2026-04-07 09:00
Fran Whiting saw the brain on her own Salesforce donor data and said she would like to move forward. Sign-off now needs Robin, the finance director, and probably a couple of trustees. A proposal was promised that day.
What was said
What this says
Current to 11 Oct 26Fran Whiting saw the brain on her own Salesforce donor data and said she would like to move forward. Sign-off now needs Robin, the finance director, and probably a couple of trustees. A proposal was promised that day.
What happened: Sophie Ling and Hannah Lowe ran the demo on 7 Apr 2026 using Fran Whiting's own Salesforce donor records. They covered the Snowflake architecture, search, dashboards, a four-week implementation and Starter support.
Customer view: Fran called it really strong and said she would like to move forward. She asked whether BB-Demo had built for charities before and got a general answer, not a charity example.
Commercial: Hannah committed to four weeks from signature, conditional on the customer being responsive. Sophie said extra users beyond the included fifteen are a straightforward add-on.
Watch: Robin, the finance director, and trustees decide, and none were on the call. Hannah owes written dashboard types and timelines.
Themes
Current to 9 Oct 26Theme
Demo and buying intent
Importance
praise
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Sophie Ling to send the formal proposal with pricing, scope and timeline to Fran Whiting.
- Hannah Lowe to put the dashboard types and typical timelines in writing.
- Fran Whiting to take the proposal to Robin and the trustees for sign-off.
Risks
Current to 9 Oct 26- Approval depends on the finance director and trustees, who have not seen the product or the price.
- The four-week go-live was committed verbally and is conditional on the customer's responsiveness.
- Fran asked for charity experience and received no specific example.
Opportunities
Current to 9 Oct 26- Fran said she would like to move forward on Starter after seeing her own data.
- Dashboards and extra users are natural follow-on items after go-live.
Transcript
Sophie Ling NoneRight, thanks for having us. Fran, this is Hannah from our solutions team. She'll walk through the technical side.
Hannah Lowe NoneHi Fran. To be precise, I'll show you the architecture, how the connectors work, and then Sophie will walk through what the actual search and dashboards look like.
Fran Whiting NonePerfect. And you said you'd be using our real Salesforce data?- Sophie Ling NoneYeah, I loaded your Salesforce donor records last week. So everything you see is your actual data.
- Hannah Lowe NoneSo the short answer is: the brain is a layer that sits inside your Snowflake account. The longer answer is that we configure connectors to your Salesforce, your calls, your emails, your shop system. Those connectors run on a schedule and pull data into Snowflake. Then the brain queries across all of it.
- Fran Whiting NoneSo Snowflake is hosting it?
- Hannah Lowe NoneYeah. You own the Snowflake account, we build and run the brain inside it. Your data never leaves your environment.
- Fran Whiting NoneHow often does it refresh?
- Hannah Lowe NoneNightly on business days. So Salesforce data, calls, emails all sync overnight and you're seeing it fresh by morning.
- Sophie Ling NoneLet me show you what that looks like in practice. So here's the search interface. You type a question or a supporter name and you get results across Salesforce, calls, emails. So watch, I'm searching for a specific donor.
- Fran Whiting NoneOh, so that's pulling up their donor record and their emails and...?
- Sophie Ling NoneRight. Their donor profile, any calls they've had with you, emails back and forth. And if they came to one of your shops, that's there too.
- Hannah Lowe NoneThe power is that your team doesn't need to know where the data lives. They just ask, and the brain finds it.
- Fran Whiting NoneSo my fundraisers could do this?
- Sophie Ling NoneExactly. Up to fifteen users on Starter, so you'd give login access to your fundraising team, your team, whoever needs visibility into supporter history.
- Hannah Lowe NoneYou can also build dashboards. So if you wanted a dashboard of all donors above a certain giving level, or all your regular shop visitors, I'd put that together for you.
- Fran Whiting NoneHow long does that take?
- Sophie Ling NoneDepends on complexity. Simple ones, a few days. More involved, maybe a week or two.
- Hannah Lowe NoneI'll put that in writing, the different types of dashboards and typical timelines.
- Fran Whiting NoneAnd if we need to add more users later?
- Sophie Ling NoneYou'd just add them. Fifteen is included, so if you need more beyond that it's a straightforward add-on.
- Hannah Lowe NoneSo let me walk through implementation. Once you sign, we'd have a kickoff call to understand your Salesforce structure, your call system, your shop data.
- Hannah Lowe NoneWe'd build the connectors, which takes a couple of weeks. Then we test everything, make sure the data is clean, and train your team.
- Fran Whiting NoneSo four weeks total?
- Sophie Ling NoneThat's the standard for Starter, yeah. From signature to live in four weeks.
- Fran Whiting NoneCan you guarantee that?
- Hannah Lowe NoneWe commit to it, yes. So long as you're responsive on questions and access.
- Sophie Ling NoneOnce you're live, you get a check-in with us every six months. You can ask questions, we can talk about additional dashboards, additional users, whatever you need.
- Fran Whiting NoneWhat if something breaks or doesn't work?
- Hannah Lowe NoneYou'd reach out to us. Starter includes support during business hours, response within four business hours. If it's urgent we can escalate.
- Fran Whiting NoneI think this is really strong. Let me ask: is this something you've built for charities before, or are we kind of a new use case?
- Sophie Ling NoneWe work across different industries. Charities are actually a great fit because you've got multiple teams doing similar work and you need that unified view. So not unique but definitely something we know how to support well.
- Fran Whiting NoneOkay. I think I'd like to move forward. I need to get sign-off from Robin, our finance director, and probably a couple of trustees.
- Sophie Ling NoneTotally. I'll send a formal proposal with the pricing, the scope, the timeline. You can share that with Robin and anyone else who needs to see it.
- Hannah Lowe NoneAnd if there are any technical questions once you read it, you can email me and I'll answer them.
- Fran Whiting NoneGreat. What's the timeline for next steps?
- Sophie Ling NoneI'll send the proposal by end of this week. You review, get feedback, and hopefully we're signing in early May. That gets you live in late May.
- Fran Whiting NonePerfect. Thanks so much. This is exciting.
- Sophie Ling NoneWe're excited too. I'll get that proposal over today, and we'll speak next week.
- Hannah Lowe NoneThanks, Fran. Speak soon.
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