Coorabell Logistics / BG-Demo – Discovery
Callcompleted
Coorabell Logistics · 23 Feb 2026 10:45
Discovery call on 23 Feb 2026. Coorabell's customer service lead described manual reconciliation across three systems; the CFO wants the value to outweigh the cost. Starter was pitched and a demo on their data was agreed.
What was said
What this says
As at Fri 9 Oct 2026Discovery call on 23 Feb 2026. Coorabell's customer service lead described manual reconciliation across three systems; the CFO wants the value to outweigh the cost. Starter was pitched and a demo on their data was agreed.
What happened: Lewis Kerr ran discovery with Brooke Dawson and Warren Petrie on 23 Feb 2026. Brooke described accounts, delivery tickets and invoicing sitting in three systems, with hours of manual reporting each week.
Customer view: Brooke owns the pain and reports customer health to the board. Warren, the CFO, framed the call around value against cost and asked what the exit is.
Commercial: Lewis recommended Starter at four weeks to implement. He quoted an implementation fee of twenty-eight thousand and twenty-two thousand a year; the Starter implementation fee in the price book is £6,000, so the proposal needs checking against it.
Watch: Warren's value test and exit question mean the proposal must carry a clear value case. The demo is to run on a CRM, ticketing and invoicing sample the customer promised by end of week.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr sends the data sample sheet the same day, 23 Feb 2026.
- Brooke Dawson supplies CRM, ticketing and invoicing samples by end of that week.
- Lewis Kerr runs the demo on their data the week after.
Risks
As at Fri 9 Oct 2026- The CFO is testing value against cost and asked about the exit, so price must be defended with a value case.
- The implementation fee quoted on the call is not the £6,000 Starter fee in the price book, which could cause a pricing correction later.
Opportunities
As at Fri 9 Oct 2026- Starter fits one team with three main systems, and Growth is the named path if users or connectors grow.
- Customer service and operations teams of roughly ten to twelve people spend hours weekly on manual reporting.
Transcript
Lewis KerrGood morning, both. Thanks for making time. I'm Lewis, account executive at BG-Demo. I believe you've already had a chat with one of our team about the brain?
Brooke DawsonYeah, we had an initial conversation a couple of weeks back. Sounded interesting but we wanted to know more about the detail.- Lewis KerrPerfect. And Warren, you're looking at this from a commercial angle?
Warren PetrieThat's right. We want to understand whether the value stack up against the cost.- Lewis KerrThat makes sense. So let me ask, what's your biggest pain right now when it comes to seeing customer accounts and delivery data together?
- Brooke DawsonWe're scattered across three systems. Customer accounts are in one CRM, our delivery tickets are in another, and invoicing is in a third. If I want to see the status of all active deliveries for a customer or check what we've billed them against what we promised to deliver, I'm jumping between systems. It's clunky.
- Lewis KerrSo reconciliation is manual?
- Brooke DawsonVery much so. My team spends hours every week pulling reports, cross-checking, building spreadsheets.
- Warren PetrieHow many people are we talking about?
- Brooke DawsonIn customer service, probably six or seven. Operations maybe another four or five. So it's a real overhead.
- Lewis KerrRight. And when you do get that data together, what do you use it for? Decision-making? Reporting?
- Brooke DawsonBoth. We report to the board on customer health: retention, revenue per account, delivery volumes. And internally we use it to plan resource and spot problems early.
- Lewis KerrThat's exactly what the brain is built for. Instead of your teams jumping between systems, you ask one question...'show me all active deliveries for this customer': and you get the answer instantly, with context from your CRM, your tickets and your invoices all stitched together.
- Warren PetrieAnd this lives inside our systems? It's not a cloud service you're hosting?
- Lewis KerrExactly right. We build and run it inside your Snowflake account. Your data stays on your infrastructure. We just provide the connectors and the query layer.
- Brooke DawsonWhat does implementation look like?
- Lewis KerrFor Starter, which I'd recommend as a starting point, four weeks. We connect your three main systems, train your team on how to use it, and you're live. Implementation fee is twenty-eight thousand, and then it's twenty-two thousand a year after that.
- Warren PetrieWhat's included in that annual fee?
- Lewis KerrThe software licence, nightly data refresh so everything's current, first-response support at four business hours, and a check-in every six months with your dedicated CSM. If you grow and need more users or more connectors, there's a Growth tier that gives you more of everything.
- Brooke DawsonHow long does the nightly refresh take?
- Lewis KerrBy seven in the morning your local time. So if something changes in your CRM overnight, you'll see it in the brain by the start of your business day.
- Warren PetrieAnd if we decide it's not for us, what's the exit?
- Lewis KerrAnnual contract. You're not locked in beyond that. We'd obviously love to keep you, and normally once teams see the value, they don't leave. But there's no long-term penalty.
- Brooke DawsonWhat's the next step?
- Lewis KerrI'd like to run a quick demo on your actual data, show you what it looks like in practice. That would be in the next couple of weeks if you're keen.
- Warren PetrieYeah, let's do that. What do you need from us?
- Lewis KerrJust a data sample from your CRM, your ticketing system and your invoicing system. Nothing sensitive, just recent records so we can demo with realistic data. I'll send over a sheet that specifies what.
- Brooke DawsonWe can get you that by end of week.
- Lewis KerrPerfect. I'll send the sheet today and we'll aim for a demo the week after. Sound good?
- Warren PetrieYep.
- Lewis KerrCheers, both. Speak soon.