B-Glass
Lewis Kerr

Ardfinnan Freight Services / BG-Demo – Demo

Callcompleted

Ardfinnan Freight Services logo Ardfinnan Freight Services · 20 Dec 2024 12:00

Demo to Grainne Lynch and Noel Cronin on their own data. Grainne said the speed is exactly what they need and asked about implementation, timeline and cost. Lewis Kerr promised a proposal within about a week.

What was said

What this says

As at Fri 9 Oct 2026

Demo to Grainne Lynch and Noel Cronin on their own data. Grainne said the speed is exactly what they need and asked about implementation, timeline and cost. Lewis Kerr promised a proposal within about a week.

What happened: Hannah Lowe showed search across shipments, clients and emails, plus a margin-by-route dashboard. Noel asked about access limits and what happens if the freight system changes.

Customer view: Grainne said the speed is exactly what they need, and wants route profitability tracked. Noel's current routine spans the freight system, the CRM and emails.

Commercial: No price or tier was discussed. Lewis committed to a proposal covering scope, timeline and pricing, and Grainne agreed. Hannah also said she would put the security answer in writing.

Watch: The call shows interest, not a decision. The evidence does not show a budget holder or a deadline.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Demo, route profitability search
Importance
upsell
Sentiment
positive
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Lewis Kerr to send the proposal with scope, timeline and pricing by mid-next week.
  • Hannah Lowe to put the security answer in writing for Grainne Lynch.

Risks

As at Fri 9 Oct 2026
  • No pricing or tier was discussed, so the proposal must land the commercial case.
  • The evidence does not show who signs or when a decision is due.

Opportunities

As at Fri 9 Oct 2026
  • New business: route margin dashboard and cross-system search for roughly thirty-five staff.
  • Security and row-level access answers could be a deciding point.

Transcript

  1. Lewis Kerr
    Lewis Kerr
    Right, let's get started. Everyone on? Good. So Grainne, Noel, this is Hannah from our team. She's going to walk you through the brain and what it can do.
  2. Hannah Lowe
    Hannah Lowe
    Hi Grainne, Noel, thanks for being here. So the short answer is: the brain queries across all your systems without moving the data. Your freight system, CRM, email, they stay where they are. The brain asks them questions. Let me show you on your actual data.
  3. Noel Cronin
    Noel Cronin
    So it's not a data warehouse? We don't have to move everything?
  4. Hannah Lowe
    Hannah Lowe
    To be precise, no warehouse, no ETL headaches. We index your data in Snowflake, which you own and control. The brain talks to that index and to your live systems.
  5. Grainne Lynch
    Grainne Lynch
    And security, how does that work?
  6. Hannah Lowe
    Hannah Lowe
    The longer answer is: we run everything inside your Snowflake account. Your data never touches our infrastructure. You get SSO, audit logs, the lot. I'll put that in writing.
  7. Lewis Kerr
    Lewis Kerr
    Good question. So Hannah, let's show them a search. Noel, when you get a call about a shipment, what do you normally do?
  8. Noel Cronin
    Noel Cronin
    I look up the shipment number in the freight system, then check the CRM for client history, then dig through emails.
  9. Hannah Lowe
    Hannah Lowe
    Right. Now watch. I'm asking the brain: show me all shipments for this client in the last thirty days and any open issues. Watch what happens.
  10. Noel Cronin
    Noel Cronin
    Wait, how long did that take?
  11. Hannah Lowe
    Hannah Lowe
    About two seconds. We indexed your data overnight, so the brain knows all your shipments, clients and emails. Ask it anything and you get answers in seconds instead of hours.
  12. Grainne Lynch
    Grainne Lynch
    Can we search by route? We need to track profitability by route.
  13. Hannah Lowe
    Hannah Lowe
    Absolutely. The longer answer is, you define what a route is. If that's in your freight system, the CRM, or anywhere, the brain sees it. We build a dashboard that rolls up margin by route.
  14. Noel Cronin
    Noel Cronin
    Who has access to these searches? Can we limit it?
  15. Hannah Lowe
    Hannah Lowe
    Yep. You define who sees what. You could let all thirty-five of your team search, or lock it down to just operations. Row-level security means if someone shouldn't see data, they don't.
  16. Lewis Kerr
    Lewis Kerr
    And then there's the dashboards. Hannah, show them the builder.
  17. Hannah Lowe
    Hannah Lowe
    So I built a quick margin dashboard for you. Revenue by route, cost by route, margin. It pulls live data every night from your freight system and CRM. All point and click, no code.
  18. Grainne Lynch
    Grainne Lynch
    And we can modify it? Add metrics?
  19. Hannah Lowe
    Hannah Lowe
    You can. Or we can help. Depends on how hands-on you want to be.
  20. Noel Cronin
    Noel Cronin
    This makes sense. What happens if our freight system changes? Do we rebuild the brain?
  21. Hannah Lowe
    Hannah Lowe
    No. We re-index every night. If a field changes we spot it and handle it. New field you want? You tell us and we add it.
  22. Lewis Kerr
    Lewis Kerr
    So where does that leave us? Could this work for Ardfinnan?
  23. Grainne Lynch
    Grainne Lynch
    Yeah, I think so. The speed is exactly what we need. Questions on implementation, timeline, cost?
  24. Lewis Kerr
    Lewis Kerr
    Good questions. Let me put together a proposal: scope, timeline, and pricing. I'll have that to you in the next week or so. Does that work?
  25. Grainne Lynch
    Grainne Lynch
    That works for us, yeah.
  26. Lewis Kerr
    Lewis Kerr
    Brilliant. Hannah, cheers for the demo, great work.
  27. Hannah Lowe
    Hannah Lowe
    Thanks, Lewis. Grainne, Noel, any last questions?
  28. Noel Cronin
    Noel Cronin
    I think we're good for now.
  29. Lewis Kerr
    Lewis Kerr
    Perfect. I'll send that proposal over by mid-next week. Speak soon, cheers.

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Invoices285
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