Clashmore Recruitment / BG-Demo – Demo
Callcompleted
Clashmore Recruitment · 21 Jul 2025 13:45
Demo of Starter on an extract of Clashmore's data. Deirdre Barry is happy and sees the client page as the draw. Aisling Kiely raised data matching, freshness and connectors. Proposal at £25k to follow; terms conversation still needed.
What was said
What this says
As at Fri 9 Oct 2026Demo of Starter on an extract of Clashmore's data. Deirdre Barry is happy and sees the client page as the draw. Aisling Kiely raised data matching, freshness and connectors. Proposal at £25k to follow; terms conversation still needed.
What happened: Anya Petrova showed the client page, chat and search on a real data extract. Cian O'Leary was not on the call.
Customer view: Deirdre said she is happy and that the consultants would use it, adding that the client page is the thing. Aisling accepted the honest answer that client names may not match between systems on day one.
Commercial: Dashboards need Growth, and Lewis Kerr advised against moving up for that alone. A fifth connector would need the add-on, which Aisling wants written down separately.
Watch: Refresh is complete by 07:00 on business days, and Aisling wondered if consultants will want invoices more current. Lewis will send the Starter proposal at £25k exclusive of VAT, and Cian still wants a terms conversation before Thu 4 Sep 2025.
Themes
As at Fri 9 Oct 2026Theme
Starter demo feedback
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- Lewis Kerr sends the Starter proposal and Anya Petrova's Snowflake access note the same day.
- Deirdre Barry gets Cian to book a terms conversation with Lewis.
- Lewis sends the additional connectors add-on as a separate line.
Risks
As at Fri 9 Oct 2026- Cian O'Leary was absent and still needs a terms conversation before signing.
- Client names that do not match between the recruitment and accounting systems may cause early trouble.
- Overnight refresh may feel too slow if consultants want invoices more current.
Opportunities
As at Fri 9 Oct 2026- Deirdre Barry will pitch the client page to Cian, and the quiet-client view should interest him.
- A fifth connector or the dashboards builder could become a later add-on or Growth conversation if usage shows a need.
Transcript
Lewis KerrHello, hello. Can everyone hear me? Anya, you're on mute, I think.
Anya PetrovaSorry, there we go. Good afternoon, all.
Deirdre BarryAfternoon! Aisling's here with me, she's just getting her screen up. Aisling, say hi.
Aisling KielyHi, everyone. Can you see me? Hmm, I think my camera's a bit dark.- Lewis KerrWe can see you fine. Right, let me confirm what I understand we're doing. This is the demo for Starter, on your own data, and the decision date I'm working to is still Thursday 4 September 2025. Does that hold?
- Deirdre BarryIt does. Cian's not on today, he said to give him the headline after. Quick one before we start though, one of the consultants wants to know if she can see a client's invoices without leaving the page for the roles.
- Anya PetrovaGood, that's the first thing I'll show you, so let's go straight to it. I'm sharing my screen now. Can you see a client page?
- Deirdre BarryWe can. Oh, that's one of ours, isn't it? That's a real client.
- Anya PetrovaIt is, Aisling gave us an extract of your data so this isn't a mock-up. Across the top you've got the client summary. Underneath, the open roles, the placements made, and here, the invoices and their status, all on the one page.
- Deirdre BarryOh, that's lovely. Can the consultants see that? Like, every one of them?
- Anya PetrovaAnyone you give a seat to. Starter is fifteen users, and from what Lewis said you'd be comfortably inside that.
- Lewis KerrYes, I'd double-check the exact numbers with you, but from our last call you'd be under the number.
- Deirdre BarryGrand, that'd save us hours.
- Anya PetrovaNow let me show you the chat. I'll type a question the way a consultant might. Which clients have an overdue invoice and an open role at the moment?
- Anya PetrovaSo it comes back with a short list, and each one links to the page behind it, so you can check where the answer came from. That matters, because you don't want a consultant quoting something nobody can trace.
- Aisling KielySorry, can I ask where it's getting the overdue part from? Is that from the accounting system directly?
- Anya PetrovaYes, from the accounting connector. It's read from there, it doesn't write back. So if the invoice status is wrong in the accounting system, it'll be wrong here too, and that's worth knowing.
- Aisling KielyRight, that makes sense. We do have some clients where the names don't match between the two systems, to be honest. Will that cause trouble?
- Anya PetrovaIt can. That's the kind of thing we'd go through together in the first weeks, matching names so each client is one record. I wouldn't promise it's seamless on day one, but it's a known job and you'd have us alongside.
- Aisling KielyOkay, that's honest, thanks. I'd rather know.
- Deirdre BarryCan I try something? Can I ask it about the pharma clients only?
- Anya PetrovaGo for it. Tell me what to type and I'll type it.
- Deirdre BarryUm, which of our pharma clients have we placed someone with in the last year, and what's the latest conversation we had with them?
- Anya PetrovaOkay, typing that. Give it a moment. Right, so it's pulled the placements, and the latest email thread against each client. Some of those will be older than you'd like, I can see.
- Deirdre BarryOh, that's a good one. That's a client we haven't spoken to in ages. I'd not have known that.
- Lewis KerrThat's the sort of thing that tends to land well with managing directors, Deirdre, so maybe worth keeping in mind for Cian.
- Deirdre BarryOh, I will. He loves hearing about a client we've gone quiet on, it fires him up.
- Anya PetrovaNext, the search. I'll look for a contract name instead of a client. Say a particular role title across clients. It searches the emails and the notes as well as the records.
- Aisling KielyAnd the refresh. How fresh is it? Because if a consultant updates a placement in the morning, is it there in the afternoon?
- Anya PetrovaGood question. It refreshes overnight, and it's complete by seven in the morning on business days. So it's not live to the minute, it's what happened up to last night.
- Aisling KielyOkay. I think that's fine for most of it. Maybe the consultants will want the invoices more current, I don't know.
- Deirdre BarryThey'll live with it. As long as it's there in the morning before the first call.
- Lewis KerrAnd if that turns out not to be enough, we'd want to hear it from you early, rather than find out at the first review.
- Deirdre BarryIs there a way to build a dashboard, like a board for the weekly team meeting? Cian likes a board.
- Anya PetrovaThere is a dashboards builder, but it comes with the Growth tier, not Starter. On Starter you have pages, chat and search.
- Lewis KerrAnd I'll say plainly, I wouldn't suggest moving up for that alone. Let's see how the team uses what's in Starter and revisit it if there's a real need. I'd rather you got value from what you buy.
- Deirdre BarryGrand, that's fair. I'll tell Cian that, he'll appreciate you not pushing.
- Aisling KielyOne for the setup. How many connectors can we have? I was counting the recruitment system, accounting, email and calendar, and I think there might be a fifth, the shared drive.
- Anya PetrovaStarter is four, and that one is a hard limit. So you'd need to choose. My own suggestion would be to start with the recruitment system, accounting and email, because that's what the consultants need most, and hold the fourth for whichever proves most useful.
- Aisling KielyOkay. And if we wanted five?
- Lewis KerrThere's an add-on for additional connectors, in blocks of five. I'd send that as a separate line so you can see the cost, rather than quoting from memory now.
- Aisling KielyFine. I'd just like to see it written down.
- Deirdre BarryLewis, what about the part where it runs in our own Snowflake? Aisling, did you want to ask about that?
- Aisling KielyYes. So who sets up access in our Snowflake account? Is that me, or you?
- Anya PetrovaIt's built and run inside your account, so you'd grant the access, and we'd walk you through what's needed in the implementation. You stay in control of it. I can send you a short note on exactly what we'd ask for, so you can check it with your own people.
- Aisling KielyYes please, that'd help. I'll need to run it past a colleague in IT.
- Lewis KerrSensible. Anya, if you can send that over today, that keeps us on track for the date.
- Anya PetrovaWill do. I'll include the connector list for Starter as well.
- Deirdre BarrySo from my side, I'm happy. I think the consultants would use it. Honestly the client page is the thing. I'll say that to Cian.
- Lewis KerrGood. Then from me, I'll send the proposal for Starter with the total deal of £24,525, exclusive of VAT, which includes the one-off implementation. And Deirdre, I know Cian wants a conversation about terms, so let's find a time for that once he's looked at it.
- Deirdre BarryHe will, he never signs without one. I'll get him to book it with you. Thursday 4 September 2025 is still the target.
- Lewis KerrPerfect. I'll send that over today, along with Anya's note.
- Aisling KielyThanks, both. That was clearer than I expected.
- Deirdre BarryThanks a million, all of you.
- Anya PetrovaThanks, everyone. Speak soon.
Callsmade from