What was said
What this says
As at Fri 9 Oct 2026Discovery call on 27 May 2025. Signe and Jesper described scattered customer and margin data and were quoted Starter at £22k plus £6,000 implementation. A demo on their own data was agreed as the next step.
What happened: Lewis Kerr ran a 34 minute discovery call with Signe Mortensen and Jesper Thomsen. Both described data spread across several systems and worked by hand.
Customer view: Signe said the brain "would be a game changer". Jesper wants to see which customers and orders make money, and today does that by hand from Xero and Salesforce.
Commercial: Lewis proposed Starter with four connectors and fifteen users, at £22k annually plus £6,000 implementation, £28k in year one. Live in four weeks.
Watch: no price objection was raised, but the call is early stage and the evidence does not show a decision. A demo was agreed for the following week, dates to be sent by Lewis.
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 demo dates and run a demo on the prospect's own data, which Signe wanted the following week.
Risks
As at Fri 9 Oct 2026- Early stage: the evidence does not show a buying decision or a budget owner beyond the two attendees.
Opportunities
As at Fri 9 Oct 2026- Starter tier with four connectors (helpdesk, email, order system, Xero) and fifteen users, plus implementation.
Transcript
- Lewis KerrGood afternoon, Signe, Jesper, thanks for taking the call. How are you both?
- Signe MortensenGood afternoon. We're interested to hear about the brain.
- Lewis KerrGreat. So Signe, you're in customer service, I'd like to understand where the friction is for you at the moment.
- Signe MortensenIt's when we get a question from a customer, maybe a complaint or an order query, we don't have one place to look. It's the helpdesk, email, the order system, sometimes the production notes. We're jumping around.
- Jesper ThomsenAnd from finance, I have similar issues. I want to understand which customers are making us money, which orders have margin issues. But that data is in Xero and Salesforce and I'm basically doing it by hand.
- Lewis KerrRight. So what if you could ask a single question, in plain language, and get the answer from all of those systems at once?
- Signe MortensenThat would be a game changer. Could we really do that?
- Lewis KerrExactly what the brain does. You connect your helpdesk, your email, Salesforce, Xero, whatever you need, and then it's searchable. Signe can ask 'what's the order history for this customer' and get it in seconds.
- Jesper ThomsenHow many systems can you connect?
- Lewis KerrStarter tier, which I think fits you well, handles four connectors. Helpdesk, email, your order system, Xero.
- Signe MortensenWhat's the cost?
- Lewis KerrTo put a number on it: Starter is twenty-two thousand annually, plus six thousand for implementation. So twenty-eight thousand in year one. We get you live in four weeks.
- Jesper ThomsenAnd how many people can use it?
- Lewis KerrFifteen users. Could be Signe's team, your finance people, whoever needs the answers.
- Signe MortensenWhat about support and updates to the data?
- Lewis KerrData refreshes nightly, you wake up each morning with fresh data. First response on any issue is four business hours. We check in with you every six months.
- Jesper ThomsenSounds interesting. What would the next step be?
- Lewis KerrI'd like to do a demo on your data. So we pull in your orders, your helpdesk tickets, your emails, and show you what it looks like in practice. When suits you?
- Signe MortensenNext week would be good.
- Lewis KerrI'll send you a couple of dates and we'll get something in the diary. Sound good?
- Jesper ThomsenPerfect.