Haddon Rook Logistics / BG-Demo – Discovery
Callcompleted
Haddon Rook Logistics · 7 Oct 2025 12:45
Spencer Gaunt and Janice Haddon heard Tom Ashdown's Starter pitch. Their pain is switching between three systems, ten to twenty minutes per issue. They asked about security, users and cost, and agreed a demo.
What was said
What this says
As at Fri 9 Oct 2026Spencer Gaunt and Janice Haddon heard Tom Ashdown's Starter pitch. Their pain is switching between three systems, ten to twenty minutes per issue. They asked about security, users and cost, and agreed a demo.
What happened: Tom Ashdown ran a discovery call with Spencer Gaunt, Operations Director, and Janice Haddon, Managing Director. Spencer described a CRM, a transport system and call recordings that are all separate.
Customer view: Spencer said a one-minute answer "would be massive". Janice asked about data security, who would use it and the cost, which reads as a buyer testing risk and price.
Commercial: Tom proposed Starter at nineteen-five a year with a £6,000 implementation over four weeks. Starter allows 15 users, and Tom said that leaves room for operations, customer service and perhaps finance.
Watch: IT must grant API access and accept something running in Snowflake. Tom mentioned closing by Christmas, but the customer committed only to getting a demo in the diary.
Themes
As at Fri 9 Oct 2026Theme
Discovery, Starter pitch
Importance
upsell
Sentiment
positive
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Tom Ashdown to agree demo dates with the solutions engineer and send them to Spencer Gaunt within a day or two.
- Run the demo on a sample of Haddon Rook's own data, ahead of a proposal.
Risks
As at Fri 9 Oct 2026- The customer's IT team must give API access and accept the Snowflake setup, which could slow the deal.
- Janice Haddon raised data security and contract terms, so the security answer must hold up in the demo.
Opportunities
As at Fri 9 Oct 2026- Starter at £19,500 with a £6,000 implementation fits a three-system reconciliation problem.
- Finance and customer service could use the 15 included users alongside operations.
Transcript
Tom AshdownSpencer, Janice, hi there. How's the week treating you?
Spencer GauntNot bad, bit mad, but you know, October, logistics, it's always mad.- Tom AshdownFair enough. Right, so today I want to chat about what BG-Demo could do for Haddon Rook. I know you've got customer accounts, delivery data, calls all over the place, and I reckon the brain could help join the dots. Sound interesting?
- Spencer GauntYeah, it does actually. We're constantly switching between systems trying to find out what's happened with a customer.
- Tom AshdownThat's what I hear a lot. Tell me a bit more. What systems are we talking about?
- Spencer GauntSo we've got a CRM where we track customer accounts: their locations, how often they use us, what their contract terms are. We've got a transport system that logs every pickup and delivery. And we're recording calls because customer issues come in by phone. All three are separate.
- Tom AshdownSo if a customer calls in with a complaint about a missing delivery, you're logging in to three systems to piece together what happened?
- Spencer GauntYeah. I'd check the CRM to see what we were supposed to be delivering, then the transport system to see whether it actually happened, then listen to the call to see what they're complaining about.
- Tom AshdownAnd that takes how long?
- Spencer GauntTen minutes? Maybe twenty if it's a complicated one.
- Tom AshdownRight. So what if you could ask a question and have the answer in a minute? 'Show me customer X, their outstanding jobs, any delivery exceptions, any calls in the last week.'
- Spencer GauntThat'd be massive. That's what we need.
- Tom AshdownThat's what the brain does. We build connectors to your CRM, your transport system, your calls, you plug them in, and then your team asks questions and gets answers. No logging into three systems, no reconciliation.
Janice HaddonHow is the data secure? We've got customer data, contract terms, all that.- Tom AshdownGood question. The brain lives inside your own infrastructure, your Snowflake account, so the data doesn't leave your hands. We access it through an API, but we're not storing it, we're not copying it. And whatever permissions you've set in your CRM, the brain respects. If a dispatcher shouldn't see a customer because of a conflict or something, the brain enforces that.
- Janice HaddonOkay. Who would use it? Just operations?
- Tom AshdownWhoever needs to see the data. Operations, customer service, maybe finance if they need to chase unpaid invoices. With Starter, you're on fifteen users, so you've got room for everyone who needs it.
- Janice HaddonAnd how much would this cost?
- Tom AshdownFor a company your size, I'd suggest Starter. That's nineteen-five per year for the subscription, and six grand for the implementation. Both fixed.
- Spencer GauntHow long is implementation?
- Tom AshdownFour weeks. We'd connect your CRM, your transport system, your call recorder, get everything fresh and clean, train your team, and you'd be live. All in four weeks.
- Spencer GauntThat's quick.
- Tom AshdownYeah, Starter's a pretty straightforward setup. We've done it plenty of times. The main thing is just getting your IT team to give us API access and checking that they're okay with us running something in Snowflake.
- Janice HaddonOkay. So what happens next?
- Tom AshdownI'd suggest we do a demo where we show you what the brain actually looks like on a sample of your data. You'd see the interface, how queries work, what dashboards you could build. Then if you like what you see, we'd move to a proposal and kick off implementation. No drama.
- Spencer GauntWhen could we do the demo?
- Tom AshdownProbably early November: gives you a couple of weeks to think about it, and then we could close by Christmas if you want to move fast.
- Janice HaddonThat could work. Let's get something in the diary.
- Tom AshdownWill do. Leave that with me, I'll sort some dates with the solutions engineer and come back to you. Anything else?
- Spencer GauntI don't think so.
- Tom AshdownGreat. Cheers both. I'll be in touch within a day or two with dates.
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