Stainmore Haulage / BB-Demo – Discovery
Callcompleted
Stainmore Haulage · 2023-09-05 15:30
Discovery call on 5 Sep 2023 with Stainmore Haulage. Shirley Bowman loses at least half her day to searching across spreadsheet, CRM and phone. Ronald Hetherington asked for cost and timeline. Starter was pitched.
What was said
What this says
Current to 13 Oct 26Discovery call on 5 Sep 2023 with Stainmore Haulage. Shirley Bowman loses at least half her day to searching across spreadsheet, CRM and phone. Ronald Hetherington asked for cost and timeline. Starter was pitched.
What happened: Tom Ashdown ran discovery with Shirley Bowman and Ronald Hetherington on 5 Sep 2023. Shirley described a day split between a scheduling spreadsheet, the CRM and driver and customer calls.
Customer view: Shirley said she loses at least half her day searching for information. Ronald framed the value as more jobs from the same team or better margins.
Commercial: Tom pitched Starter, with fifteen users, four connectors and a four-week implementation. He quoted twenty-five thousand five hundred pounds for the first year, implementation and subscription bundled, and said year two moves to standard list price.
Watch: The call shows no discussion of what year two would cost. Ronald asked about cost and timeline, which reads as buying intent, but no decision was made.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send the proposal by the end of that week.
- Tom Ashdown to book a demo on dummy haulage data in about two weeks.
Risks
Current to 9 Oct 26- Year two price was only described as standard list price, so the step up from the bundled first-year figure is not yet explained to the customer.
Opportunities
Current to 9 Oct 26- Starter fits a single traffic office using a CRM, call recordings and email, with a four-week implementation.
Transcript
Tom Ashdown NoneHi Shirley, hi Ronald. Good to hear from you. How's the week been? Busy, I imagine.
Shirley Bowman NoneYeah, pretty full-on. The traffic office doesn't stop, does it?- Tom Ashdown NoneNo drama. Thanks for taking the time. I wanted to understand a bit more about how you're running things now, and then we can talk about whether the brain might help. Shirley, you're the traffic office manager, can you walk me through what a typical day looks like?
- Shirley Bowman NoneSure. So I'm coordinating the movements of the vehicles: where they are, what they're carrying, which jobs are on time or behind schedule. I've got a spreadsheet with the schedule, then I'm jumping into the CRM to see customer details, and I'm fielding calls from drivers and customers asking where their load is. It's quite fragmented.
- Tom Ashdown NoneSo you're hopping between a spreadsheet, the CRM, and phone calls. That's what I'm hearing. How much time do you reckon you spend just organizing that information versus actually getting things moving?
- Shirley Bowman NoneAt least half my day. I'm searching for stuff: a customer's history, a delivery address, when they last booked a job. If I could see all that in one place, it would be faster.
- Tom Ashdown NoneExactly. That's where the brain comes in. It's basically one AI layer over your CRM, your calls, your emails, all your systems. You ask it a question, what is this customer's full history, and it brings it all together. No more toggling between screens. Ronald, from a business angle, if Shirley and the team could save a couple of hours a day on admin, what would that mean?
Ronald Hetherington NoneIt would free up time and money. We could handle more jobs with the same team, or margins improve. That's the value for us.- Tom Ashdown NoneNo drama. That's the pitch, the brain makes your team faster, so you're more profitable. What systems have you got in place now?
- Shirley Bowman NoneThe CRM for customer data. A spreadsheet for scheduling. And the call recorder, most calls are recorded so I can go back if there's a question about what a customer asked for.
- Tom Ashdown NoneGood. The brain can plug into all of those, CRM, calls, email. We'd pull all that into one searchable layer, and you ask it: where is this customer's history, and it gives you everything. On Starter, you get up to fifteen users, four connectors: so CRM, calls, email, and one more if you need it. Implementation is four weeks, then you're live.
- Ronald Hetherington NoneWhat's the cost?
- Tom Ashdown NoneStarter is twenty-five thousand five hundred for the first year, that's implementation and the subscription bundled. Year two onwards, you'd move to standard list price. But no drama, I'll send you a proper proposal and we can walk through the detail.
- Ronald Hetherington NoneWhat's the timeline, if we wanted to move on this?
- Tom Ashdown NoneWe could do a demo in a week or two, show you the brain on some dummy haulage data, so you see what it looks like. If that lands, we'd draw up a proposal, and we'd aim to have you signed and implementing by late October. Puts you live before winter.
- Shirley Bowman NoneThat's a good timeline for us.
- Tom Ashdown NoneGreat. Let's get something in the diary, demo in about two weeks, how's that? I'll send you the proposal by end of week, and Shirley, if you've got any questions before then, just give us a shout.
- Ronald Hetherington NoneWill do.
- Tom Ashdown NoneBrilliant. I'll leave that with me to get the diary sorted, and I'll catch you in a couple of weeks. Cheers, both.