Maison Vercourt / BG-Demo – Demo
Callcompleted
Maison Vercourt · 4 Jun 2025 15:45
Claire Chevalier watched Hannah Lowe demo search, dashboards and chat on Maison Vercourt's own HubSpot and call data, accepted nightly refresh, and said "Let's do it". Tom Ashdown promised a proposal within a day or two.
What was said
What this says
As at Fri 9 Oct 2026Claire Chevalier watched Hannah Lowe demo search, dashboards and chat on Maison Vercourt's own HubSpot and call data, accepted nightly refresh, and said "Let's do it". Tom Ashdown promised a proposal within a day or two.
What happened: On the 4 Jun 2025 demo, Hannah Lowe showed search, call transcripts, a customer health dashboard and natural-language chat. Claire called it really useful and asked about training and kick-off.
Customer view: Claire accepted a nightly refresh by 7 a.m. local time and said the team would benefit. She told Tom "Let's do it" when he offered a proposal.
Commercial: Tom tied the eight-week implementation, which includes training, to a proposal still to be drafted. The proposal is an open item, not executed paper.
Watch: The evidence does not show whether the proposal was sent or signed, or who else must approve.
Themes
As at Fri 9 Oct 2026Theme
Demo and buying intent
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Tom Ashdown to send the proposal to Claire Chevalier, which he said would follow within a day or two of the call.
Risks
As at Fri 9 Oct 2026- The proposal is still a draft to be written, so nothing is contracted.
- The call does not show whether Claire can sign or who else approves.
Opportunities
As at Fri 9 Oct 2026- Growth implementation with dashboards and pages built during the eight weeks, and training for admins and the wider team.
Transcript
Tom AshdownHi Claire, Hannah's here with me. We're ready to show you the brain with your HubSpot and call data. Ready?
Claire ChevalierYes, let's see it.
Hannah LoweGreat. We've loaded a few weeks of your HubSpot customer records and your call recordings into the brain. Let me share my screen and walk you through.- Hannah LoweOkay, so you're looking at the home page. Top of the screen, search, chat, and dashboards. Let's start with search. I'm going to type a customer name, say, a regular B2B partner who orders frequently.
- Hannah LoweRight. So the brain's found every mention of that customer. You can see their HubSpot account record, and here, every call they've had with your team in the last month. You get the date, the duration, who was on it.
- Claire ChevalierAnd can I click into a call and see what was discussed?
- Hannah LoweYou can see a transcript of each call, which tells you what was talked about. Usually that's enough to understand the context: was it a complaint, an order, a question. If you need the actual recording, your call system has that.
- Claire ChevalierThat's really useful. I can imagine our team would use this a lot.
- Tom AshdownYeah, this is where the value usually shows up first. Agents can get customer context in seconds instead of three minutes of hunting.
- Hannah LoweNow, dashboards. You can build these yourself once we've trained you, or we can help during implementation. Let me show an example. This one's customer health: it shows recent order activity, any support tickets, last call date.
- Hannah LoweSo you can see this customer was active a week ago, no open tickets, last call was positive. Another one here hasn't ordered in two months, might be at risk. Your team could use this for proactive outreach.
- Claire ChevalierAnd how current is this? Is it real-time?
- Hannah LoweTo be precise, we refresh every night by 7 a.m. your local time. Your data's fresh for the next day's work. Real-time is possible but adds cost and usually isn't necessary for retail.
- Claire ChevalierNightly is fine for us.
- Hannah LoweGood. Now chat. Natural-language questions. Let me try one. 'Show me my top 10 customers by order value in the last three months.'
- Hannah LoweRight, the brain's parsed that and returned your top 10. You could ask a follow-up like 'Which of these had a call in the last week?' and it'd update the list. It's like having a data analyst in the chat.
- Claire ChevalierThat's impressive. I'm thinking about how many times our team would have found this useful.
- Tom AshdownMost customers do. It's often the highest-ROI thing you can do, save your team time and give them better customer understanding.
- Hannah LoweOne more thing. Pages, custom views that combine data. Say you want a customer service dashboard that pulls HubSpot health, recent call sentiment, and shipping status all in one place. You'd build that here and your team would have it every morning.
- Hannah LoweWe'd set up a few of these during implementation and show you how to build more.
- Claire ChevalierAnd how much training do we get?
- Tom AshdownEight weeks includes training for your team. We'd usually do a couple of sessions: one for your admins and power users, one for the broader team. Then we're there for questions and support.
- Claire ChevalierOkay. I think the team will really benefit from this. When would we kick off?
- Tom AshdownIf you want to move forward, I'd draft a proposal for you to review. Eight-week timeline, so we'd be live in August if you signed soon.
- Claire ChevalierThat works. Let's do it.
- Tom AshdownBrilliant. I'll get the proposal over to you in the next day or two. We'll have you up and running in no time. Cheers, Claire.
- Claire ChevalierThanks, Tom. Looking forward to it.
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