Hollins Tarrant / BG-Demo – Demo
Callcompleted
Hollins Tarrant · 23 Oct 2023 13:00
Demo of the brain on sample data for Hollins Tarrant. Interest was real, but Rob Ellery did not commit. Jenna Price wants the proposal and a one page security note first. Starter tier and a four week implementation were discussed.
What was said
What this says
As at Fri 9 Oct 2026Demo of the brain on sample data for Hollins Tarrant. Interest was real, but Rob Ellery did not commit. Jenna Price wants the proposal and a one page security note first. Starter tier and a four week implementation were discussed.
What happened: On 23 Oct 2023 Tom Ashdown demoed a brain on sample client, placement and ticket data. Josh Penrose and Rob Ellery both reacted well to the quiet-clients and fee questions.
Customer view: Jenna Price asked where data goes and who can see it, and wants the Snowflake answer in writing. She also warned that if setup needs her, it will not happen.
Commercial: Tom pitched Starter with one team, fifteen users and four connectors, and four weeks to implement. Rob said he is not saying yes today and the figure will come in the proposal.
Watch: Jenna said a CRM change is possible at some point, which would affect a connector.
Themes
As at Fri 9 Oct 2026Theme
Starter demo, security and proposal
Importance
upsell
Sentiment
positive
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Tom Ashdown sends the Starter proposal that week and books a slot to go through it.
- Tobias Renwick sends the one page security note that week.
- Tom Ashdown confirms the full Starter figure in the proposal rather than quoting from memory.
Risks
As at Fri 9 Oct 2026- Rob Ellery did not commit and Jenna Price needs several days to read the proposal.
- Jenna Price will not take on setup work herself, so the implementation must be fully handled by BG-Demo.
- A possible future CRM change could break a connector.
Opportunities
As at Fri 9 Oct 2026- Starter tier with a four week implementation fits the single team and the interest in quiet-client and fee questions.
- A clear written note on the Snowflake approach can settle the compliance concern.
Transcript
Tom AshdownAfternoon all. Josh, you've made it. Rob, Jenna, and Tobias, our CTO, who's going to help with the clever bits.
Josh PenroseAfternoon. Quick one before we start, I'm chasing a placement that needs to close before month end, so if I vanish for a minute that's why.
Rob ElleryHow long's this going to be? I've got the same candidate call as last time.- Tom AshdownUnder the hour, Rob, no drama. Tobias, over to you for a second.
Tobias RenwickThank you, Tom. Before we show anything, can I ask what your security team, or whoever fills that role, will need to see? Because I would rather answer that first than leave it.
Jenna PriceThat's me, I'm afraid. Systems and compliance. Honestly it's mainly where the data goes and who can see what.- Tobias RenwickTo be precise, then: the brain is built and run inside your own Snowflake account. The data is not copied out to us. That means your existing controls apply, and you decide who has access. The trade-off is that you need that account, which we set up with you.
- Jenna PriceOkay. That's a clear answer. Can I get that in writing for later?
- Tobias RenwickYes. I will write it down on one page.
- Tom AshdownRight, I'll share my screen. This is a brain pointed at a sample of the kind of data you described, your client accounts, placements and tickets. Josh, what were you chasing?
- Josh PenroseA client I haven't heard from in a bit. I'd like to know if they've gone quiet or if I'm imagining it.
- Tom AshdownPerfect. Let me type that. Which of my clients have gone quiet recently, no placements, no tickets?
- Josh PenroseOh, that's quick. Okay. That's actually the list I'd build by hand. Any joy getting it to say why?
- Tom AshdownIt'll show you what it's used. So here, it's pulled the last placement, the last ticket and the last email, and it tells you where each came from. You can click through.
- Rob ElleryDoes it tell me which ones matter? I've got a lot of small clients.
- Tom AshdownAsk it. Which quiet clients have paid us the most in fees?
- Rob ElleryHang on. That's the list I'd want on a Monday.
- Tom AshdownThat's the idea. Not a big report you ask someone for, a question you ask yourself.
- Jenna PriceWho sets that up? Is that me? Because honestly, if it needs me, it won't happen.
- Tobias RenwickThe honest answer is that we do the connecting, in the implementation. It's a fixed piece of work and it's finished before you rely on it. After that, the refresh runs overnight and you shouldn't need to touch it. The trade-off is that if you change a system later, a connector may need attention, and we'd want to hear about that.
- Jenna PriceRight. We might change the CRM at some point. Not soon. But it's a thing.
- Tobias RenwickThen tell us when you do, and the connector is the first thing we look at.
- Josh PenroseQuick one. Does it slow down? Afternoons in here are a nightmare as it is.
- Tom AshdownIt's not touching your CRM live, Josh. It's reading the copy it holds. So your CRM doesn't know it's there.
- Josh PenroseCheers, appreciate it. That's all I needed.
- Rob ElleryWhat would we be paying for, on top of all this? I'll say it plainly.
- Tom AshdownStarter tier. One team, fifteen users, four connectors. I'll put the full figure in the proposal and I'll confirm it rather than quote from memory. It's in the area we talked about before.
- Rob ElleryFine. How long to get it going?
- Tom AshdownFour weeks for Starter, from when you sign.
- Rob ElleryOkay. I'll let Jenna look at it. I'm not saying yes today.
- Jenna PriceI'd like to see the proposal first. Sorry, it'll be a few days before I've read it properly.
- Tom AshdownThat's fine. Take your time. I'll send it over this week and we'll pick a slot to go through it. Cheers, everyone.
- Tobias RenwickI will send the one page this week. Best, Tobias.
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