Hallam Ferrier / BG-Demo – Demo
Callcompleted
Hallam Ferrier · 10 Aug 2026 14:00
Demo on sample data to Fiona Drummond, Shabana Iqbal and Becca Hague. Becca found it useful. Access and confidentiality are the open points, and Richard will not sign until the partners agree. Growth scoped at £62k total, decision date 13 Nov 2026.
What was said
What this says
As at Fri 9 Oct 2026Demo on sample data to Fiona Drummond, Shabana Iqbal and Becca Hague. Becca found it useful. Access and confidentiality are the open points, and Richard will not sign until the partners agree. Growth scoped at £62k total, decision date 13 Nov 2026.
What happened: Theo Gallagher showed one client page and chat answers with sources on the sample data. Becca Hague said it matches what she builds by hand before an audit review.
Customer view: Shabana Iqbal asked who runs the brain in their Snowflake account and how audit files stay apart from advisory work. Theo would not give a firm answer on the split and promised to confirm with the platform team.
Commercial: Sophie Ling scoped the Growth tier at a working total of £62k including implementation, a total and not an annual figure. The decision date in mind is 13 Nov 2026. Fiona said Richard will not sign until the partners agree.
Watch: The CRM figure is a working total, not executed paper. Theo owes a numbered list of access design questions, and Sophie owes the recording and a summary.
Themes
As at Fri 9 Oct 2026Theme
Growth demo, access concerns
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- Sophie Ling to send the recording and a short summary, plus a short plain note on access.
- Theo Gallagher to write up the access design questions as a numbered list with owners.
- Theo Gallagher to confirm the run-and-ownership split with the platform team before the partners meet.
Risks
As at Fri 9 Oct 2026- Partners may block the deal on confidentiality and the separation of audit from advisory work.
- Who runs the brain day to day inside the customer's Snowflake account is unanswered.
- Records not captured, such as phone calls, will not appear in answers.
Opportunities
As at Fri 9 Oct 2026- Growth tier for several teams, with a working total of £62,000 including implementation.
- Client-based access rules that can be written down and tested give a concrete answer to the partners.
Transcript
Sophie LingHi everyone, I think we are nearly all here. Fiona, hello. Shabana, Becca, welcome. I am Sophie, I have picked up the account on our side, and Theo is with me, who will be doing the walk-through.
Fiona DrummondAfternoon, Sophie. Afternoon, Theo. Shabana and Becca are both here, so we are all set.
Shabana IqbalHello. Can you see my camera? It keeps freezing on this laptop. Ah, there we are.
Becca HagueHi. I have only got half an hour of proper focus before a client call, so I will try to ask my questions early, if that is all right.- Sophie LingCompletely fine, ask whenever you like. Theo, would you like to say how you want to run it?
Theo GallagherThanks, Sophie. So, the plan is simple. I will show you the brain on the sample data you shared, in three parts: first, one client page, with the work, the queries and the billing together. Second, asking questions in chat and what comes back, with sources. Third, how access works and what it sits on, which I think is mostly for Shabana. Stop me at any point.- Fiona DrummondLovely. Becca, you start, since you have the clock.
- Theo GallagherRight, so this is one of your sample clients. At the top you have the summary the brain has built from the records. Below that, the recent work, then the queries that have come in, then billing. Each statement links back to the record it came from, so you can click through and see the original.
- Becca HagueOkay. That is more or less what I build by hand before an audit review. Can I ask it something? Like, has this client sent us the year-end documents yet, and who last chased them?
- Theo GallagherYes, let's try that in chat. I will type it as you said it. And there. It tells you what has come in, what is outstanding, and the last two messages from your team. And it says where each answer came from. If it cannot find something, it says so, rather than filling the gap.
- Becca HagueMm. It has the last chase from the client manager's email. That is right. Hang on, can I see who asked about the extension? That was a phone call, I think.
- Theo GallagherGood question. If the call was only noted in someone's head, the brain will not know it. If it was recorded or written into a ticket or note, it will. So the answer is only as complete as what gets captured. I would rather say that now than have you find it later.
- Fiona DrummondThat is fair, and honestly it is a good prompt for the managers to write things down. Who owns the client, and who has updated the record? That alone is a change in habit.
- Sophie LingAnd that is where the adoption side comes in. We would plan how that habit is introduced with you, not drop it on the teams.
- Shabana IqbalCan I come in on the access point? Theo, you said it is built inside our own Snowflake account. Does that mean our IT team would be the ones running it, or you?
- Theo GallagherIt runs inside your account, so the data stays under your controls. We build and run the brain there, and your team keeps ownership of the account itself. On exactly who does what day to day, I would want to confirm the details with our platform team before I give you a firm answer, so I will not guess on a call.
- Shabana IqbalThat is fine. I would just rather know the split before we take anything to the partners. And the audit files: some clients must be kept apart from advisory work. How would that look?
- Theo GallagherAccess can follow the client, so a person only sees the clients they are allowed to see. For the demo I have it set up on a simple rule, to show the idea. For your real structure, we would map your rules together, write them down and test them with someone who should not see a file. That is something we can evidence, not just describe.
- Fiona DrummondI will say, Richard will ask about exactly that. He has said more than once that he will not sign anything until the partners agree, and confidentiality will be the first thing they raise.
- Sophie LingWhich is sensible. So what would help Richard most, do you think? A short note on access, written plainly, and then this demo recorded for the partners?
- Fiona DrummondBoth, yes. A short note, a short recording, and then we show the partners who will actually use it, not the whole group.
- Becca HagueSorry, one more from me before I drop off. The billing part: is it showing what has been invoiced, or what we are owed as well?
- Theo GallagherBoth, where the accounting system has them. Invoiced and paid, and anything outstanding. I would add that it shows what the accounting system holds. If a figure in the practice system disagrees with it, the brain will show you both rather than pick one.
- Becca HagueThat would actually be useful. We have that argument every month. Right, I have to go, thank you, both. That was really good.
- Sophie LingThanks, Becca. Take care. Okay, so for the rest of the time, shall we spend a few minutes on how this would be scoped, so that Fiona has something to take to Richard?
- Fiona DrummondPlease. I would like to be able to say what the partners are being asked to approve.
- Sophie LingSo we are talking about the Growth tier, which covers several teams, with the working total in our system at £62,000, including the one-off implementation. It is a total, not an annual figure, and we would break that down in a proposal. The date we have in mind for a decision is 13 November 2026, so there is time to do this properly.
- Fiona DrummondGood. That is what I have told Richard as well, so it is consistent.
- Theo GallagherFrom my side, I will write up the access design questions as a numbered list, so Shabana can answer them in her own time, and mark clearly which items are open and who owns each one.
- Shabana IqbalYes please. That will be easier to pass round than my notes.
- Sophie LingAnd I will send the recording and a short summary today or tomorrow. Anything else before we finish?
- Fiona DrummondNo, I think that is everything. Thanks, both. Thanks, Fiona, as it were, from me to myself, I mean thanks for the time.
- Sophie LingHa, fine. Speak soon, everyone. Cheers.
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