Who was there
BG-Demo
Them
Call prep
As at Fri 9 Oct 2026First demo for a Manchester housing association with an open new-business Starter deal at the CRM discovery stage for £28k. The price exists only in an email, and the economic buyer is not on the invite.
Context: The 29 Sep 2026 discovery call surfaced hand-built repair reporting across the helpdesk and CRM. It also surfaced a COO who wants KPIs at a glance. Tom Ashdown's 30 Sep 2026 email quoted £28k all in and four weeks.
Context: The records do not show the promised written proposal being sent, or any reply to the price.
Approach: Theo Gallagher should build the demo around repair reporting, showing completed against outstanding repairs and an at-a-glance KPI view. That replaces Kevin's spreadsheets and answers Steve's need directly.
Approach: Tom should then confirm Starter scope for about ten users and two sources, the four-week implementation, and the route to a written proposal.
Watch for: Kevin Duckworth is the only customer attendee. Steve Greenhalgh, the economic buyer, is not booked.
Watch for: Without Steve, any reaction to the demo needs carrying back to him. Probe whether the email figure has landed, and who else would use the brain.