Grisedale Search & Selection / BG-Demo – Demo
Callcompleted
Grisedale Search & Selection · 12 Feb 2024 16:00
The team saw their own client data and complaints on one screen and liked it. Nadia Bashir wants permissions written down before signing, and Stuart will want a chat about price.
What was said
What this says
As at Fri 9 Oct 2026The team saw their own client data and complaints on one screen and liked it. Nadia Bashir wants permissions written down before signing, and Stuart will want a chat about price.
What happened: on 12 Feb 2024 Tobias Renwick demoed the account page and plain-English chat on Grisedale's own data, with Lauren Pilkington, Nadia Bashir and Becky Tattersall present.
Customer view: Becky said it is the thing she is always piecing together by hand. Nadia found the Snowflake-in-your-account model less scary than expected but wants permissions written down before signing.
Commercial: Starter was confirmed as the right shape, with one team and fifteen users. Lauren said Stuart will want the headline and the cost, and a chat about price.
Watch: some spreadsheets sit on personal machines and must move to the shared drive first. Stuart did not attend, and his role is not stated.
Themes
As at Fri 9 Oct 2026Theme
Demo, permissions and price
Importance
upsell
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Tobias Renwick writes up how access works on one page to go with the proposal.
- Priya Raman sends a short proposal next week and books half an hour with Stuart before 18 March 2024.
Risks
As at Fri 9 Oct 2026- Stuart has not been on a call and will want to discuss price.
- Spreadsheets on personal machines must be moved before go-live.
Opportunities
As at Fri 9 Oct 2026- Starter was accepted as one team with fifteen users and four connectors.
- Growth was mentioned as the route if the team grows beyond one team.
Transcript
Priya RamanHi everyone, can you hear me all right?
Lauren PilkingtonYep, loud and clear. Afternoon, Priya.
Nadia BashirHello, yes, fine here.
Becky TattersallHi. Sorry, I'm in the corridor, give me a minute to find a room.- Priya RamanNo rush at all. Tobias is joining from our side, he's just finishing something off.
Tobias RenwickAfternoon, all. Apologies, the last call overran. Before we start, can I ask what your security team, or whoever looks after that for you, will need to see? I'd rather know now than at the end.- Lauren PilkingtonOoh, good question. Honestly, we don't have a security team as such. Nadia's the nearest thing, she looks after logins and access.
- Nadia BashirYeah, that's me by default. Mostly I'd want to know who can see what, and that consultants only see their own clients' information where it matters.
- Tobias RenwickTo be precise, that's the right thing to ask. The honest answer is that the brain runs inside a Snowflake account that's yours, so the data stays within your own controls, and what people see follows the permissions you set. The trade-off is a bit more thought up front about who gets what.
- Nadia BashirRight, okay. That's less scary than I expected.
- Priya RamanLovely. So, quick recap of where we are, to keep momentum. We've had the discovery conversation, today is the demo on your own data, and next comes the proposal, with a view to getting this signed by 18 March 2024. Happy to make this easy.
- Lauren PilkingtonThat's the plan. Can I start with a question from the consultants? Becky, you had one.
- Becky TattersallYes, I'm in a room now, sorry. My question's simple. When a client rings, can I see their open roles and any complaints before I pick up, without hunting through three places?
- Priya RamanThat's exactly what Tobias is about to show you. Tobias, over to you.
- Tobias RenwickSharing my screen now. Can you see it? Good. What you're looking at is your own data, loaded for this session. I've searched for one of your larger finance clients, and this is the account page: the contacts, the roles currently open, and the recent correspondence, all on one screen.
- Becky TattersallOh, that's the thing I'm always piecing together by hand.
- Tobias RenwickRight. And if I scroll down, here are the complaints that came in by email, grouped under the client, with the date each arrived. You don't have to remember to look.
- Lauren PilkingtonCan the consultants see that without asking me? Because at the moment they all ask me.
- Tobias RenwickYes. Anyone with access to the brain can open it. If you wanted certain clients restricted, that's a setting, and Nadia would be the person to hold it.
- Nadia BashirFine by me. Just so I understand, is that a lot of upkeep?
- Tobias RenwickNot a lot. It's a short list of groups, reviewed when someone joins or leaves. The honest answer is most customers touch it a few times a year.
- Priya RamanTobias, maybe show them the chat side? Lauren said that's what excited her.
- Tobias RenwickOf course. Give me a second while it loads. Right, I can just ask in plain English: which of our legal clients have raised a complaint recently and still have an open role?
- Becky TattersallGo on then, that's literally my week.
- Tobias RenwickSo it's come back with a short list, and each line links to the source email, so you can check it's not making things up. That matters, I think. You should be able to see where an answer came from.
- Becky TattersallMm. Is it always right, though? I don't want to ring a client with something wrong.
- Tobias RenwickIt's only as good as what's been loaded, and it refreshes overnight, so something that happened this morning won't be in until tomorrow. That's the trade-off. I'd treat it as the place you look first, and the source link as the proof.
- Lauren PilkingtonThat's fair. Quick one, how many people can use it? We've got more consultants than that screen suggests.
- Priya RamanStarter is built for one team, up to fifteen users, and four connectors. The question is whether the consultants and ops are the one team, which from what you've said they are. If you grew beyond that we'd talk about Growth, but I wouldn't start there.
- Lauren PilkingtonNo, one team is right. Nadia, that works, doesn't it?
- Nadia BashirYeah. Fifteen is plenty to start. Which systems does it connect to, though? We've got our CRM, the shared mailboxes and the spreadsheets.
- Tobias RenwickYour CRM and the mailboxes are standard connectors. Spreadsheets depend where they live. If they're in a shared drive we already support, fine, and if it's something odd we'd tell you plainly rather than promise it.
- Nadia BashirThey're in the shared drive mostly. Some live on people's own machines, which I know is not ideal.
- Tobias RenwickThen the first piece of work is getting those into the shared drive. Not a blocker, but worth doing before we switch anything on.
- Priya RamanAnd that's the sort of thing the implementation covers, we'd map it out with Nadia in week one. Four weeks, fixed fee, nothing hidden.
- Lauren PilkingtonOkay, that'd save us hours. Can I ask about the rollout? I'm the one who'll end up supporting everyone.
- Priya RamanMarcus Bell would be your customer success contact after you're live. He runs the check-ins and helps with adoption, so you're not on your own.
- Lauren PilkingtonGood. I hate leaving consultants struggling.
- Becky TattersallSorry, one last thing from me. Could I save a search, say clients with complaints, so I don't retype it every time?
- Tobias RenwickYou can pin it to a page of your own, yes. I'll do one now, so you see how little there is to it.
- Nadia BashirFrom my side I'm reasonably happy. I'd want to see the permissions written down before we sign anything.
- Tobias RenwickOf course. I'll write up how access works on one page, in plain terms, and Priya will send it with the proposal.
- Lauren PilkingtonRight. Stuart will want the headline and the cost, he never reads a long email. Can you do a proposal he'll actually read?
- Priya RamanShort and clear, I promise. I'll get it to you next week, and then we should find half an hour with Stuart. If we can get it over the line by 18 March 2024 that suits everyone.
- Lauren PilkingtonHe'll want a chat about price, mind. He always does.
- Priya RamanExpected. We'll have that conversation properly with him.
- Priya RamanThanks, everyone, really good questions. Tobias sends the access note, I send the proposal, and we talk again with Stuart.
- Lauren PilkingtonBrilliant, thanks all. Speak soon.
- Becky TattersallThanks, bye.
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