Ashtonbury Housing / B-Brain – Discovery
Callcompleted
Ashtonbury Housing: documents · 2026-09-29 14:45
Ashtonbury Housing's operations director and COO described manual cross-system reporting and a need for at-a-glance KPIs. Tom Ashdown pitched Starter; the customer asked for a quote and a follow-up call.
What was said
What this says
Current to 11 Oct 26Ashtonbury Housing's operations director and COO described manual cross-system reporting and a need for at-a-glance KPIs. Tom Ashdown pitched Starter; the customer asked for a quote and a follow-up call.
What happened: Tom Ashdown ran a discovery call with Kevin Duckworth and Steve Greenhalgh on 29 Sep 2026. Both described pulling repair data from the helpdesk and CRM by hand.
Customer view: Kevin builds spreadsheets to compare completed and outstanding repairs. Steve, as COO, wants to see KPIs at a glance and is chasing reports.
Commercial: Kevin counted about ten users and two main systems, which fits Starter at fifteen users and four connectors. Tom gave a ballpark of high twenties for the first year with implementation and mentioned Growth as a later step. Steve asked for a quote and a follow-up call.
Watch: the quote and the early-next-week call were promised on the call. The evidence does not show whether either happened, and no formal quote is on record.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send the formal Starter quote to Steve Greenhalgh and Kevin Duckworth.
- Tom Ashdown to confirm the follow-up call and walk through implementation and the 90 days' notice term.
Risks
Current to 9 Oct 26- The quote was only a verbal ballpark, so price expectations are not yet anchored in a written proposal.
- The evidence does not show whether the quote or the follow-up call has happened.
Opportunities
Current to 9 Oct 26- Starter fits about ten users and two main systems, with Growth as a path if users or connectors increase.
- The COO wants KPI visibility, which a brain over the helpdesk and CRM addresses directly.