Quintrell Lending / BB-Demo – Demo

First demo for a prospect with an FCA audit-trail need and an open £62k deal at discovery. The tier is unsettled: discovery recommended Enterprise, while the CRM deal and the 8 Oct 2026 follow-up say Growth. Only the champion is attending.

Context: Donna Ibbotson described customer records spread across separate systems and reconciled by hand. She needs an auditable trail under FCA rules. Neither her leadership team nor procurement has appeared in any call or thread.

Approach: Before the call, Harvey Doyle should agree one tier and one figure with Owen Tallis. Hannah Lowe should then build the demo around the audit trail across calls, credit notes, applications and follow-ups.

Show data retention and access controls, since Donna raised both. Close by agreeing a follow-up that brings in Yasmin Carswell, the CRM economic buyer.

Watch for: questions on price, implementation length or her day-to-day contact. Donna asked about all three at discovery, and the offer she has heard so far is inconsistent. Do not improvise a subscription figure on the call.

AI · claude-opus-5-5 · 14 Oct 2026