B-Glass
Jordan Pike

Llano Crossing Software / BG-Demo – Demo

Callcompleted

Llano Crossing Software logo Llano Crossing Software · 27 Apr 2026 15:45

Kayla Ramirez, Director of Customer Success, said after the demo that Llano Crossing Software wants to move forward. Jordan Pike quoted £22k a year plus implementation on Starter, with a proposal to follow.

What was said

What this says

As at Fri 9 Oct 2026

Kayla Ramirez, Director of Customer Success, said after the demo that Llano Crossing Software wants to move forward. Jordan Pike quoted £22k a year plus implementation on Starter, with a proposal to follow.

What happened: Hannah Lowe demoed the brain on Llano Crossing's own ticketing and usage data on 27 Apr 2026. Kayla Ramirez and Hector Villarreal asked about data ownership, refresh, service levels and security.

Customer view: Kayla said the demo was helpful and that they want to move forward. The timeline of four weeks to live after signing works for her.

Commercial: Jordan quoted £22k a year plus the implementation on Starter. Kayla asked about dashboards, which Starter does not include, and security needs may point to Growth or Enterprise.

Watch: The proposal needs review with Jeff, whose role the call does not show. The evidence does not show whether the proposal was sent or signed.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Starter demo, proposal next
Importance
upsell
Sentiment
positive
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Jordan Pike to send the formal proposal to Kayla Ramirez by the end of that week.
  • Jordan Pike to run through the numbers with Kayla and Jeff in a couple of weeks.

Risks

As at Fri 9 Oct 2026
  • Jeff must review the numbers, and the call does not show his role or view.
  • Starter has no dashboard builder and only shared role access, which may not meet what the team asked about.

Opportunities

As at Fri 9 Oct 2026
  • Kayla's dashboard question could lead to a Growth conversation.
  • Hector's security questions touch row-level security and SSO, which are Enterprise features.

Transcript

  1. Hannah Lowe
    Hannah Lowe
    Hi everyone, thanks for joining. I'm Hannah from BG-Demo. I'm going to walk you through how the brain works with your data. Is everyone on?
  2. Kayla Ramirez
    Kayla Ramirez
    Yep, we're here.
  3. Hannah Lowe
    Hannah Lowe
    Great. So I've pulled your ticketing data and your product usage over the last three months. What I want to show you is how we connect those two things, so you can answer questions like 'which customers are quiet in tickets but active in the product' or 'which ones have high ticket volume but low usage'.
  4. Hector Villarreal
    Hector Villarreal
    How do you pull the data?
  5. Hannah Lowe
    Hannah Lowe
    To be precise, we build connectors to your systems. In your case, we'd pull directly from the helpdesk and from your product analytics. Everything lands in your Snowflake account in your own cloud, so you own it completely.
  6. Hector Villarreal
    Hector Villarreal
    Your Snowflake or yours?
  7. Hannah Lowe
    Hannah Lowe
    Your Snowflake. We run inside your account. You control the access, the data retention, everything. The short answer is it's your data, full stop.
  8. Kayla Ramirez
    Kayla Ramirez
    Okay, that's good. So what does this actually look like when we use it?
  9. Hannah Lowe
    Hannah Lowe
    So let me share my screen. You'll see we've got a search interface and some chat. You just ask a question in plain language, like 'show me customers with more than ten tickets and zero logins in the last month', and the brain answers it.
  10. Kayla Ramirez
    Kayla Ramirez
    Can we build dashboards?
  11. Hannah Lowe
    Hannah Lowe
    Starter doesn't include the dashboard builder, but that's something you can add later. For now you're working with search and chat, which gets you pretty far.
  12. Hector Villarreal
    Hector Villarreal
    How often is the data refreshed?
  13. Hannah Lowe
    Hannah Lowe
    Nightly, complete by 07:00 your local time on business days. So your brain wakes up every morning with fresh data.
  14. Kayla Ramirez
    Kayla Ramirez
    And if something breaks? Like, what if the helpdesk connector stops working?
  15. Hannah Lowe
    Hannah Lowe
    We monitor it. If a connector goes down, you'll know in the morning report. There's also an SLA, for Starter, first response is four business hours.
  16. Kayla Ramirez
    Kayla Ramirez
    Okay. And if we want to add more users later?
  17. Hannah Lowe
    Hannah Lowe
    Easy. Starter comes with 15 users. You can add more as you grow.
  18. Kayla Ramirez
    Kayla Ramirez
    Alright. So you've got our tickets and usage here, how good is the data quality? Does it look right to you?
  19. Hannah Lowe
    Hannah Lowe
    Yeah, it's clean. Your helpdesk and Salesforce are well structured. I notice some variation in how tickets are tagged, but nothing that breaks the queries.
  20. Hector Villarreal
    Hector Villarreal
    What about security? How do you handle access controls?
  21. Hannah Lowe
    Hannah Lowe
    For Starter, it's basic role access within your Snowflake. Everyone on your team gets the same view. If you need row-level security or SSO, that's Enterprise.
  22. Kayla Ramirez
    Kayla Ramirez
    Got it. So for Starter we're all seeing the same data.
  23. Hannah Lowe
    Hannah Lowe
    Correct.
  24. Hector Villarreal
    Hector Villarreal
    Any other integrations we should know about?
  25. Hannah Lowe
    Hannah Lowe
    Starter supports four connectors: so tickets, your analytics, Salesforce... you've got one more slot. You could pull email, calls, or anything else you need.
  26. Kayla Ramirez
    Kayla Ramirez
    Okay. This is really helpful. I think we want to move forward. What's the next step?
  27. Jordan Pike
    Jordan Pike
    Great. So from here, I'll send you a formal proposal with the numbers, £22,000 a year plus the implementation. You'll review it with Jeff, we'll have a quick call to tie up any details, then we'll get paperwork signed and kick off.
  28. Kayla Ramirez
    Kayla Ramirez
    How long is the whole process from here to live?
  29. Jordan Pike
    Jordan Pike
    Implementation is four weeks once we sign. So if we close in mid-May, you're live by mid-June.
  30. Kayla Ramirez
    Kayla Ramirez
    That timeline works for us.
  31. Jordan Pike
    Jordan Pike
    Perfect. I'll get the proposal out by end of week and we'll sync in a couple of weeks with you and Jeff to run through the numbers. Sound good?
  32. Kayla Ramirez
    Kayla Ramirez
    Yep.
  33. Jordan Pike
    Jordan Pike
    Thanks, both. Talk soon.

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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DataRecords
Organisations225
People at customers862
BG-Demo staff records (in post and leavers)58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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