B-Glass
Priya Raman

Copperlane Payroll / BG-Demo – Demo

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Copperlane Payroll logo Copperlane Payroll · 7 Apr 2025 09:00

Hannah Lowe demoed the brain on Copperlane data to Rebecca Nuttall, Ian Brearley and Wayne Entwistle. Rebecca asked the price, heard £26k for year one, and said she wants to move forward after talking to Mark and Dan.

What was said

What this says

As at Fri 9 Oct 2026

Hannah Lowe demoed the brain on Copperlane data to Rebecca Nuttall, Ian Brearley and Wayne Entwistle. Rebecca asked the price, heard £26k for year one, and said she wants to move forward after talking to Mark and Dan.

What happened: Priya Raman and Hannah Lowe ran the demo on 2025-04-07. Wayne saw one query return payroll runs and tickets together, and Ian asked about integration and security.

Customer view: Rebecca asked about cost and support, then said "I need to chat with Mark and Dan about it, but I'd like to move forward." Mark and Dan are not otherwise identified.

Commercial: Priya quoted the Starter plan at £26k all-in for the first year, with four business hours' support response. Wayne asked about building dashboards, and Hannah said on Starter she builds them, with self-serve on higher plans.

Watch: Snowflake was still described as something Copperlane must set up. Mark and Dan's role in the decision is not shown.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Starter demo and proposal
Importance
upsell
Sentiment
positive
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Priya Raman to send Copperlane a proposal covering terms, price, timeline and connectors.
  • Rebecca Nuttall to talk to Mark and Dan about moving forward.

Risks

As at Fri 9 Oct 2026
  • Mark and Dan have not yet been consulted, and their role in the decision is not shown.
  • Copperlane still needs to set up Snowflake before the brain can run.

Opportunities

As at Fri 9 Oct 2026
  • Rebecca said she would like to move forward to a proposal for Starter.
  • Self-serve dashboards on higher plans and extra users or connectors give a later upgrade route.

Transcript

  1. Priya Raman
    Priya Raman
    Good morning, everyone. Thanks for joining. So today Hannah's going to walk you through the brain and show you what it does with your data. Please stop us if you have questions along the way.
  2. Hannah Lowe
    Hannah Lowe
    Morning, all. So what I've done is set up a demo with some of your actual data: clients, payroll runs, invoices, helpdesk tickets. The brain's connected to all of those systems. I'm going to show you a few scenarios that I think are realistic for how your team would use it day to day.
  3. Rebecca Nuttall
    Rebecca Nuttall
    Sounds good.
  4. Hannah Lowe
    Hannah Lowe
    So, first scenario, a client calls about a payroll problem. Wayne, you take the call. I ask the brain: 'Show me all payroll runs for this client in the last three months, and any helpdesk tickets they've raised about payroll.' And here's the answer. Everything in one place, all the runs, both tickets they've raised.
  5. Wayne Entwistle
    Wayne Entwistle
    Right, so I don't have to jump between the system and the spreadsheet?
  6. Hannah Lowe
    Hannah Lowe
    Exactly. One question, one answer. And the data refreshes every night, so it's always current.
  7. Ian Brearley
    Ian Brearley
    How do you actually connect to our systems? Is it a big integration project?
  8. Hannah Lowe
    Hannah Lowe
    Good question. We build connectors to each system you use: your accounting software, your helpdesk, whatever else. We've already built those for the systems you've mentioned. The data lives in Snowflake, which you'd need to set up on your side, but our setup process is pretty straightforward. For Starter, it's typically four weeks end-to-end.
  9. Rebecca Nuttall
    Rebecca Nuttall
    And what does it cost?
  10. Priya Raman
    Priya Raman
    So the Starter plan, all-in for the first year, is £25,500. That covers the subscription, the implementation, and four weeks of our time getting you live.
  11. Ian Brearley
    Ian Brearley
    How many users is that?
  12. Hannah Lowe
    Hannah Lowe
    Starter gives you 15 users and four connectors. So you'd have access to your accounting system, your helpdesk, and a couple of spare connectors if you want to add something else down the line.
  13. Rebecca Nuttall
    Rebecca Nuttall
    What about support if something goes wrong?
  14. Priya Raman
    Priya Raman
    You get our standard support, we come back within four business hours on any issue. And Hannah's right, the data refreshes every night automatically.
  15. Hannah Lowe
    Hannah Lowe
    Let me show you another use case. Someone wants to see everything about a client: all invoices, all calls, all tickets. I can ask for that and build a dashboard showing it all. So you could track whatever matters to your team.
  16. Wayne Entwistle
    Wayne Entwistle
    Could we build our own dashboards, or do you have to do it?
  17. Hannah Lowe
    Hannah Lowe
    On Starter, I'd build them for you. But if you grow to one of our higher plans, you get the ability to self-serve.
  18. Rebecca Nuttall
    Rebecca Nuttall
    And if we need more users or connectors later?
  19. Priya Raman
    Priya Raman
    No problem. We can add them as you scale. There's pricing for each add-on and we'd update your contract.
  20. Hannah Lowe
    Hannah Lowe
    Anything else about how it works?
  21. Ian Brearley
    Ian Brearley
    Is the data secure? Where's it stored?
  22. Hannah Lowe
    Hannah Lowe
    The brain runs inside your own Snowflake account. Your data stays with you, we don't hold a copy. Snowflake's encrypted, SOC 2 certified. We've got role-based access control so you can decide who sees what.
  23. Rebecca Nuttall
    Rebecca Nuttall
    Okay. So what happens next?
  24. Priya Raman
    Priya Raman
    If you're interested, we move to a proposal: we'd lay out the terms, the price, the timeline, which connectors we're setting up, all of that. Then we schedule implementation. Does that sound right?
  25. Rebecca Nuttall
    Rebecca Nuttall
    Yeah, I think so. I need to chat with Mark and Dan about it, but I'd like to move forward.
  26. Priya Raman
    Priya Raman
    Brilliant. I'll get a proposal to you. Hannah, thanks for the demo.
  27. Hannah Lowe
    Hannah Lowe
    Thanks, all. Speak soon.

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People at customers862
BG-Demo staff records (in post and leavers)58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

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