Marsden Vale Recruitment / BG-Demo – Discovery
Callcompleted
Marsden Vale Recruitment · 4 Jul 2024 15:45
Discovery call on 4 Jul 2024. Jonathan Marsden and Charlotte Haigh described scattered client data. Tom Ashdown quoted Starter at £20k plus £6,000 implementation and agreed a demo on their own data.
What was said
What this says
As at Fri 9 Oct 2026Discovery call on 4 Jul 2024. Jonathan Marsden and Charlotte Haigh described scattered client data. Tom Ashdown quoted Starter at £20k plus £6,000 implementation and agreed a demo on their own data.
What happened: Tom explained the brain and asked how client data is managed. Charlotte and Jonathan described a CRM, spreadsheets, emails and call notes, with Charlotte pulling it together by hand.
Customer view: Jonathan called it a pain point. Charlotte asked how up to date it is and whether they could try it before committing.
Commercial: Tom proposed Starter at £20k a year plus a one-off £6,000 implementation, £26k in all, about four weeks to go live. Jonathan asked what the price includes.
Watch: The call is a prospect conversation, not a contract. The demo with Hannah was only proposed for the following week, and the evidence does not show it was held or what followed.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Tom Ashdown to confirm the demo with Hannah, the Solutions Engineer, and send Charlotte and Jonathan a link.
- Run the demo on Marsden Vale's own data, proposed for midday the following week.
Risks
As at Fri 9 Oct 2026- Charlotte asked to try the product before committing, so the buying decision is not yet made.
- Jonathan asked whether the price covers setup, training and support, which suggests price sensitivity.
Opportunities
As at Fri 9 Oct 2026- Starter tier fits a single team with Salesforce, Outlook and the cloud call recorder, all of which Tom said can be connected.
Transcript
Tom AshdownMorning Charlotte, Jonathan. Thanks for taking the time. How's the week going?
Charlotte HaighMorning Tom. Yeah, good, busy, you know. We're keen to hear what you've got for us.- Tom AshdownGreat. So I've done a bit of research into Marsden Vale and I know you're placing engineering and manufacturing roles across the Midlands. What I'd like to understand today is: how are you managing all the data about your clients, your open roles, invoices, communication, across different systems?
Jonathan MarsdenIt's a pain point, to be honest. We've got the CRM, spreadsheets, emails, call notes. Charlotte spends a lot of time pulling information together when a client calls with a question.- Charlotte HaighYeah. Often we don't know the full picture without digging. And if someone's away, nobody else knows what's been discussed.
- Tom AshdownThat's exactly the problem we solve. So imagine Charlotte gets a call from a client and she can search their name and see every call you've had with them, every contract, every invoice, all in one place. No more piecing it together.
- Jonathan MarsdenAnd that's all in one system?
- Tom AshdownExactly. The brain, we call it. It sits inside your Snowflake account and pulls from your CRM, your email, your call recorder, your accounting system, whatever you use. You search for a client, you get everything.
- Charlotte HaighAnd how up to date is it?
- Tom AshdownWe refresh every night. So tomorrow morning you've got all of today's data: calls, invoices, whatever. Ready to go.
- Jonathan MarsdenWhat's the cost?
- Tom AshdownFor a team your size, I'd look at our Starter tier. That's £19,500 a year subscription, plus a one-off implementation of £6,000. So £25,500 all-in to get you running. Takes about four weeks to go live.
- Jonathan MarsdenAnd that includes everything? Setup, training, the ongoing support?
- Tom AshdownThe implementation is the setup and initial training, that's included. Then you've got the subscription, which includes support. If you hit any snags, you've got a team on the other end.
- Charlotte HaighCan we try it first? See if it works for us before we commit?
- Tom AshdownWe do a demo on your actual data. So I'd bring in Hannah, she's our Solutions Engineer, and we'd walk through how the brain would work with your systems. That's no commitment, just a look under the hood.
- Jonathan MarsdenThat sounds reasonable. When could you do that?
- Tom AshdownNext week? I'll check with Hannah and get something in the diary. Would midday suit you both?
- Charlotte HaighThat's fine with me.
- Jonathan MarsdenYeah, midday works.
- Tom AshdownPerfect. I'll send you a link once I've confirmed with Hannah. And between now and then, is there anything else you want to know?
- Charlotte HaighCan you connect to our specific systems? We use Salesforce, Outlook, and the cloud call recorder.
- Tom AshdownAll of those, yeah. Salesforce, definitely. Email, yep. Call recorder, what system?
- Charlotte HaighIt's the cloud version.
- Tom AshdownPerfect. Hannah'll have everything hooked up by the demo. Anything else?
- Jonathan MarsdenI think that's it. Looking forward to seeing it.
- Tom AshdownGreat. I'll get that demo sorted and speak soon. Cheers, both.