Cadnam Rise Recruitment / BG-Demo – Discovery
Callcompleted
Cadnam Rise Recruitment · 4 Jul 2025 12:00
Cadnam Rise's Operations Manager and Managing Director want quick answers on placements and candidate flow. Lewis Kerr pitched Starter at £6,000 implementation and £20k a year. Snowflake is a prerequisite they do not yet have.
What was said
What this says
As at Fri 9 Oct 2026Cadnam Rise's Operations Manager and Managing Director want quick answers on placements and candidate flow. Lewis Kerr pitched Starter at £6,000 implementation and £20k a year. Snowflake is a prerequisite they do not yet have.
What happened: Phoebe Lacey and Duncan Ealey described a team of about ten whose CRM, calls and emails are not joined up. Lewis Kerr proposed the Starter tier with three connectors to start and a live-data demo for mid-July.
Customer view: Duncan said he cannot answer a client who asks what has been done for them without going back to check. Phoebe said the data is scattered.
Commercial: Pricing quoted was £6,000 implementation and £20k a year in advance. Snowflake is on their roadmap but not bought, so it gates the deal.
Watch: no budget holder commitment or signing date was given. Snowflake setup is an open dependency.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr to send detail the same day and lock a mid-July demo date.
- Customer to consider Snowflake setup ahead of implementation.
Risks
As at Fri 9 Oct 2026- Snowflake is a prerequisite and the customer has not yet set it up.
- The call did not establish a budget or a signing date.
Opportunities
As at Fri 9 Oct 2026- Starter tier with CRM, calls and email connectors for a team of about ten.
- A demo on live data in mid-July could move them to a proposal.
Transcript
Lewis KerrHi, both. Can you hear me okay?
Phoebe LaceyYep, good here.
Duncan EaleyAll set. Nice to talk to you.- Lewis KerrThanks for the time. So Phoebe, you'd said in the initial chat that you're trying to get better visibility on placements and candidate flow. Is that still what's on your mind?
- Phoebe LaceyYeah. So we're a team of about ten, we recruit for maritime and engineering roles on the South Coast. We use our CRM to track candidates and jobs, but what we're missing is a quick way to pull together the data. Like, how many candidates are we interviewing this month or which clients have we placed the most people with. At the moment, it's scattered.
- Duncan EaleyAnd that affects how we talk to clients. If a client rings up and says 'what have you done for us', I can't give them a quick answer. I have to go back and check.
- Lewis KerrSo you've got data in the CRM but you can't ask it a question without manual work.
- Phoebe LaceyExactly. And we also log calls and emails with candidates: that stuff is all in email and the call system, nowhere near the CRM.
- Lewis KerrRight. So what we do is build a queryable layer that joins everything together. You'd ask it 'show me all placements with client X in the last three months' and get the answer instantly. It sits in your Snowflake account.
- Duncan EaleyDo you need us to have Snowflake already?
- Lewis KerrNot necessarily. But you'll need it for us to run the brain, so that would be something you'd set up. Have you heard of Snowflake before?
- Phoebe LaceyWe've looked at it. It's on our roadmap, but we haven't pulled the trigger yet.
- Lewis KerrOkay. So that would be a prerequisite. Once it's there, we'd connect your CRM, calls, and emails, that's three connectors to start. You'd be on our Starter tier: one team, up to fifteen users, four connectors included. Implementation is four weeks.
- Duncan EaleyAnd what's the cost?
- Lewis KerrImplementation is £6,000. Subscription is £19,500 a year, charged in advance. Includes quarterly check-ins so we make sure you're getting value from it.
- Phoebe LaceyRight. And before we sign anything, we'd see it working on our real data?
- Lewis KerrYeah. We'd do a discovery call with you, understand your CRM and your systems, then we'd run a demo on your live data so you can see exactly what it would look like. That's usually about two weeks after discovery.
- Duncan EaleyOkay. When would that be? When could you do the demo?
- Lewis KerrPretty flexible. What suits you?
- Phoebe LaceyMiddle of July, maybe?
- Lewis KerrThat works. I'll send some detail over today and we'll lock in a date for mid-July. Sound good?
- Duncan EaleyYep, looks good.
- Lewis KerrCheers. I'll be in touch.