Ashby Moor Housing / BG-Demo – Discovery
Callcompleted
Ashby Moor Housing · 20 Aug 2026 13:15
Michelle Bancroft, Head of Tenant Insight at Ashby Moor Housing, says her team of eight works across three systems and has budget. Lewis Kerr pitched Starter at "twenty-eight thousand" with implementation, aiming to close by early January.
What was said
What this says
As at Fri 9 Oct 2026Michelle Bancroft, Head of Tenant Insight at Ashby Moor Housing, says her team of eight works across three systems and has budget. Lewis Kerr pitched Starter at "twenty-eight thousand" with implementation, aiming to close by early January.
What happened: Lewis Kerr ran discovery on 20 Aug 2026 with Michelle Bancroft. Her tenant-insight team of eight pulls from Salesforce, a legacy housing system, calls and email.
Customer view: The pain is speed when a tenant rings with a rent or repairs question. She says they have budget and want to go live in the new year if it looks right.
Commercial: Lewis quoted Starter including four weeks of implementation at "twenty-eight thousand". The four connectors discussed (Salesforce, housing system, calls, email) use the whole Starter connector limit.
Watch: A proposal was promised the same day, but the record does not show it was sent or who signs for Ashby Moor Housing.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr to send the proposal with pricing, timeline and terms, as promised on the call.
- Lewis Kerr to catch up with Michelle Bancroft to take her team's questions on the proposal.
Risks
As at Fri 9 Oct 2026- The four connectors discussed fill the Starter hard limit, so any further source needs an add-on or an upgrade.
- The proposal is an open item and the record does not show who at Ashby Moor Housing signs.
Opportunities
As at Fri 9 Oct 2026- A Starter new-business deal with implementation, targeted to close by early January.
- Growth is a later route if the team wants more connectors or the dashboards builder.
Transcript
Lewis KerrMichelle, can you hear me okay?
Michelle BancroftYes, hi Lewis. Just got on.- Lewis KerrPerfect. So just to confirm: we're looking at whether the brain might work for your tenant-insight team, and we're aiming at a decision by early January?
- Michelle BancroftThat's right. We've got budget and we want to go live in the new year if it looks right.
- Lewis KerrGood. Tell me about your current setup. Where's your tenant data living?
- Michelle BancroftIt's spread about, honestly. We have Salesforce for some stuff, but a lot is in our legacy housing system, and then calls, emails, tenant correspondence, it's all over the place. We're constantly pulling information from different systems to get a full picture.
- Lewis KerrThat's familiar. How many people are on your team?
- Michelle BancroftEight of us. Some focus on lettings, some on housing support. We all need the same data but from different angles.
- Lewis KerrWhat's the biggest pain for you at the moment?
- Michelle BancroftSpeed. A tenant rings in with a question about their rent or repairs, and we're going into three systems trying to find their history, what we've promised, what's done. It's slow and frustrating. A single view would be massive.
- Lewis KerrThat's exactly what the brain delivers. It sits on top of Salesforce, your housing system, call recordings, email, whatever you've got, and creates a single searchable view. One question gets you all the answers, instantly.
- Michelle BancroftHow's it work technically?
- Lewis KerrWe build connectors to your systems. Salesforce connector pulls your tenant records, housing system connector does the same there, same with calls and emails. We run all that inside your Snowflake, which you own. The brain queries it, your team searches it, builds views. At Starter you get four connectors.
- Michelle BancroftSo that covers Salesforce, housing system, calls, and emails?
- Lewis KerrSpot on. And you can have fifteen users. To put a number on it, Starter including four weeks of implementation comes to twenty-eight thousand.
- Michelle BancroftRight. What does implementation look like?
- Lewis KerrFour weeks. We work with your IT team on the technical side, pulling data, building the connectors. You bring your data owners to a couple of sessions. At the end of week four, you're live. After that, we do six-monthly check-ins.
- Michelle BancroftAnd timing, if we wanted to move forward?
- Lewis KerrClose by early January, go live in February. Does that suit you?
- Michelle BancroftYes, that works.
- Lewis KerrI'll send you a proposal today with all the details: pricing breakdown, timeline, the full terms. You review it with your team, and we can catch up the week of the twentieth to talk through any questions.
- Michelle BancroftPerfect. Thanks, Lewis.
- Lewis KerrGood. I'll send that over today. Cheers, Michelle.
- Michelle BancroftThanks. Speak soon.