B-Glass
Lewis Kerr

Ekholm Byggtjänst / BG-Demo – Discovery

Callcompleted

Ekholm Byggtjänst logo Ekholm Byggtjänst · 15 Dec 2025 08:00

Discovery call with Sara Forsberg and Gustav Åberg. Scattered project, safety and cost data; Starter quoted at £6,000 implementation and £20k subscription. Both agreed to a demo in February.

What was said

What this says

As at Fri 9 Oct 2026

Discovery call with Sara Forsberg and Gustav Åberg. Scattered project, safety and cost data; Starter quoted at £6,000 implementation and £20k subscription. Both agreed to a demo in February.

What happened: Lewis Kerr ran a first discovery call on 2025-12-15. Sara and Gustav described scattered project, site and safety data, and cost tracking done by spreadsheet.

Customer view: Sara said "This sounds useful. What's next?" Gustav asked about data location, cost and refresh, which points to a finance-led check on value and control.

Commercial: Lewis quoted Starter at £6,000 implementation over four weeks and £20k a year, £26k in the first year. Fifteen users and four connectors fit one team; more connectors would be an add-on.

Watch: The evidence does not show a budget, a competitor or a decision date. Lewis promised a summary by end of week and a demo in February.

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

Themes

As at Fri 9 Oct 2026
Theme
Starter discovery, scattered data
Importance
upsell
Sentiment
positive
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Lewis Kerr to send the summary to Sara Forsberg and Gustav Åberg by end of week.
  • Lewis Kerr to book the demo on the customer's own data for February.

Risks

As at Fri 9 Oct 2026
  • The evidence does not show a budget, a decision date or any competitor being considered.
  • Four connectors on Starter may not cover project, accounting and document systems.

Opportunities

As at Fri 9 Oct 2026
  • Starter at £19,500 a year plus £6,000 implementation for a team with clear data pain.
  • Extra connectors as an add-on, or a move up a tier, if the demo lands.

Transcript

  1. Lewis Kerr
    Lewis Kerr
    Good morning. Thanks for making time early in the day.
  2. Sara Forsberg
    Sara Forsberg
    Hi Lewis, we're keen to hear what you have.
  3. Lewis Kerr
    Lewis Kerr
    Great. So just to set the scene: we help companies query all their data in one place, instead of bouncing between systems. Before we dive in, what's the pain you're trying to solve?
  4. Sara Forsberg
    Sara Forsberg
    So we're a building-services contractor, and we have project data, site photos, safety records, all scattered across different places. When we need to answer a question like 'what happened on site on Tuesday', we're fishing around. It's slow and we miss context.
  5. Gustav Åberg
    Gustav Åberg
    And from a financial perspective, we can't easily track project costs or see profitability by job. We do that mostly by spreadsheet.
  6. Lewis Kerr
    Lewis Kerr
    That's a classic problem. We've built the brain: an AI layer that sits over all your systems. You ask a question in plain language and it pulls answers from your project data, your photos, your financials, all at once.
  7. Sara Forsberg
    Sara Forsberg
    So we could ask 'show me all safety incidents on site X in the past year'?
  8. Lewis Kerr
    Lewis Kerr
    Exactly. Or 'which projects are over budget and why'. The brain pulls it together from everywhere.
  9. Gustav Åberg
    Gustav Åberg
    Where does the data live?
  10. Lewis Kerr
    Lewis Kerr
    In your Snowflake account. We build on top of what you already own. Nothing moves to us.
  11. Sara Forsberg
    Sara Forsberg
    How many people can use it?
  12. Lewis Kerr
    Lewis Kerr
    Starter tier gives you fifteen users, soft limit. Search, chat, and dashboards. Four connectors to your key systems.
  13. Gustav Åberg
    Gustav Åberg
    And the cost?
  14. Lewis Kerr
    Lewis Kerr
    Implementation is £6,000, four weeks. Annual subscription is £19,500. So first year is £25,500.
  15. Sara Forsberg
    Sara Forsberg
    And every year after that?
  16. Lewis Kerr
    Lewis Kerr
    £19,500 annually, so you're not locked in. You renew every year.
  17. Sara Forsberg
    Sara Forsberg
    What systems can you connect?
  18. Lewis Kerr
    Lewis Kerr
    We work with Salesforce, project-management tools, accounting systems, document storage. We can connect four systems on Starter. If you need more later, that's an add-on.
  19. Gustav Åberg
    Gustav Åberg
    Timeline for setup?
  20. Lewis Kerr
    Lewis Kerr
    Four weeks for Starter. We set up the connectors, validate the data, do a handover with your team. By week four you're live.
  21. Sara Forsberg
    Sara Forsberg
    And you'd need something from us?
  22. Lewis Kerr
    Lewis Kerr
    Read access to your systems, a champion on your side to own it, and a team to test with us. That's typical.
  23. Gustav Åberg
    Gustav Åberg
    How often is data refreshed?
  24. Lewis Kerr
    Lewis Kerr
    Nightly, complete by 07:00 your local time. Every morning your dashboards are fresh.
  25. Sara Forsberg
    Sara Forsberg
    This sounds useful. What's next?
  26. Lewis Kerr
    Lewis Kerr
    I'd like to do a demo. We'll show you the brain on data like yours. Maybe an hour, just you and me or with Hannah from our team if you want technical depth.
  27. Sara Forsberg
    Sara Forsberg
    When?
  28. Lewis Kerr
    Lewis Kerr
    Early in the new year. February works for us if you're free then.
  29. Gustav Åberg
    Gustav Åberg
    That's fine by us.
  30. Lewis Kerr
    Lewis Kerr
    Great. I'll send over a summary and we'll get a demo in the diary. You should have it by end of week.
  31. Sara Forsberg
    Sara Forsberg
    Perfect.
  32. Lewis Kerr
    Lewis Kerr
    Cheers. Speak soon.

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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DataRecords
Organisations225
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

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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