Wellbrook Facilities / BG-Demo – Discovery
Callcompleted
Wellbrook Facilities · 22 Jan 2024 10:00
On the 22 Jan 2024 discovery call, Wellbrook Facilities described juggling three systems across about thirty contracts. Priya Raman pitched Starter and agreed a demo on their own data next.
What was said
What this says
As at Fri 9 Oct 2026On the 22 Jan 2024 discovery call, Wellbrook Facilities described juggling three systems across about thirty contracts. Priya Raman pitched Starter and agreed a demo on their own data next.
What happened: Anita Mistry manages about thirty contracts and flips between ticketing, CRM and finance to answer site questions. Clive Wardle added that proving timely responses is a manual audit risk.
Customer view: Anita called the brain idea really useful. Clive asked about cost and timeline, a sign of a buyer engaged on budget.
Commercial: Priya Raman positioned Starter, with fifteen users and four connectors, at twenty-three thousand, five hundred and fifty pounds for the first year. This is a spoken quote on a discovery call, not a proposal or executed paper.
Watch: Only Anita and one or two others would use it, so the Starter user count fits. The aim was to close by mid-April.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Priya Raman to send the calendar invite and Salesforce and ticketing questionnaire for a demo on Wellbrook's data.
- Priya Raman to send a proposal after the demo, aiming to close by mid-April.
Risks
As at Fri 9 Oct 2026- The Starter price was only quoted verbally on the call, so nothing is agreed in writing.
- Only Anita Mistry and perhaps one or two others would use the brain, so adoption is narrow.
Opportunities
As at Fri 9 Oct 2026- Starter tier with Snowflake already in place, addressing the audit-trail and three-system pain.
- Compliance angle with Clive Wardle, who raised audit risk.
Transcript
Priya RamanAnita, Clive, good morning. Thanks for making time. I wanted to understand how you're running things and where there might be pain points we could help.
Anita MistryYes, thanks for coming on. We've been growing the contract-management side and I think there are some things we could be doing better.- Priya RamanTell me about that. What does your day look like?
- Anita MistrySo I'm managing about thirty contracts across hospitals and offices in the Midlands. Each one has tickets: maintenance calls, audits, invoices. Right now I'm jumping between three systems to see what's happening on a site.
- Priya RamanThree systems, so your ticketing system, CRM, and…?
- Anita MistryFinance. I need to see tickets, the account in the CRM, and what's been invoiced. If a site manager calls with a question about an audit or an invoice, I'm flipping between three places.
Clive WardleIt's also an audit risk. We need to show that we're responding to customer issues in time. Right now that's a manual check.- Priya RamanSo compliance and speed are concerns. Anita, how many people on your team would be looking at this data?
- Anita MistryJust me, really. Maybe one or two others if we brought someone in.
- Priya RamanOkay. So what I'd like to tell you about is the brain. It's an AI-queryable layer that sits over your Salesforce, your ticketing system, email, finance data, brings it all together. Instead of jumping between three systems, you ask a question and you get an answer.
- Clive WardleWhat kind of questions?
- Priya RamanThings like 'show me all tickets for hospital sites with overdue invoices' or 'which contracts haven't had an audit in the last month'. Natural language. You type it, it answers.
- Anita MistryThat would be really useful.
- Priya RamanAnd on the compliance side: audit trail, access controls, encryption. Everything runs inside your own Snowflake account.
- Clive WardleWe've got Snowflake. What's the investment?
- Priya RamanFor a business like yours, Starter tier makes sense. Fifteen users, four connectors, search, chat and pages. All-in for the first year, you're looking at twenty-three thousand, five hundred and fifty pounds. Then you renew at standard Starter pricing from year two.
- Clive WardleAnd the timeline?
- Priya RamanLet's do a demo on your real data next. I'll send you a proposal, you review, and if you're happy we sign and implement over four weeks. You pick the go-live date.
- Anita MistryWhen can we do the demo?
- Priya RamanIf we can get to momentum, let's aim for next week. I'll send a calendar invite and a questionnaire about your Salesforce and ticketing setup so the demo is tight. Sound good?
- Clive WardleYeah, that works.
- Priya RamanGreat. I'll get that over today and we'll aim to close out by mid-April. Cheers.
- Anita MistryThanks, Priya.