What was said
What this says
As at Fri 9 Oct 2026Clodagh Fitzgerald and Eoin Hegarty saw the brain demoed as Starter tier. They liked the search and said they would discuss internally. Lewis Kerr promised a proposal the same day.
What happened: Lewis Kerr and Anya Petrova ran a 48 minute demo on 2 Jul 2025 for Clodagh Fitzgerald, Head of Client Services, and Eoin Hegarty, Payments Data Analyst.
Customer view: Eoin said they do this manually today across three tabs. Clodagh liked the search and will talk internally.
Commercial: The scope discussed is Starter: 15 users, three connectors and a four week implementation at a fixed fee. Clodagh expects ten to twelve users. Price was not quoted; Lewis said a proposal would follow.
Watch: No decision date or budget holder was named. The evidence does not show whether the proposal was sent or accepted.
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 the proposal to Clodagh Fitzgerald on the day of the demo.
- Lewis Kerr to offer a follow-up call the week after the demo.
Risks
As at Fri 9 Oct 2026- The customer has not committed and will decide after internal discussion.
- Price was not discussed, so reaction to the fee is unknown.
Opportunities
As at Fri 9 Oct 2026- Starter fits the ten to twelve users Clodagh expects, within the 15 included.
- Client history search replaces a manual three-tab process, giving a clear value story.
Transcript
- Lewis KerrMorning everyone, thanks for joining. So this is a demo of the brain, and we'll walk through it on your data. Clodagh, Eoin, you've seen the landscape, this sits inside your Snowflake. Questions as we go, yeah?
- Clodagh FitzgeraldYeah, happy to watch.
- Anya PetrovaGreat. So what we'll do is connect your CRM, your helpdesk, and the calls. That's three connectors. You'll see all your clients, Clodagh, you mentioned about two thousand accounts with active collections?
- Clodagh FitzgeraldYeah, give or take.
- Anya PetrovaRight. So imagine Clodagh gets a call from a client. She types the client name here, and the brain brings back that client's full history: collections, disputes, support tickets, any calls we've logged. All in one place.
- Eoin HegartyThat's... that's actually quite useful. We're doing that manually today across three tabs.
- Lewis KerrExactly. And with chat, you can ask it more complex questions. Like, 'show me all disputed accounts opened this month with no recent contact'. The brain answers in seconds.
- Clodagh FitzgeraldHow often is the data refreshed?
- Anya PetrovaNightly. Complete refresh by seven in the morning, your time, on business days. So you're never more than a few hours behind.
- Eoin HegartyAnd this is... this runs inside our Snowflake?
- Lewis KerrAll of it. Nothing leaves your account. We build and run the brain there; you stay in control of the data.
- Clodagh FitzgeraldRight. OK. And what's the user limit?
- Lewis KerrSo this is the Starter tier, which comes with 15 users. You're thinking how many you'd need?
- Clodagh FitzgeraldClient services is maybe five people, then there's us in operations, and a couple in finance who care about collections. So probably ten to twelve to start.
- Lewis KerrPlenty of room, then. Anything else?
- Eoin HegartyWhat's the implementation like?
- Anya PetrovaFour weeks, usually. We build the connectors to your systems, do some basic training, and then you're live. There's a fixed fee for that, and then the annual subscription starts.
- Clodagh FitzgeraldAnd how much is this? The whole thing?
- Lewis KerrI'll send over a proposal after this. But roughly, implementation is a fixed cost, and then Starter is an annual fee. Happy to walk you through the numbers once you've had a think about the scope.
- Eoin HegartyFair enough.
- Lewis KerrSo what's your sense, is this something you'd like to explore further?
- Clodagh FitzgeraldYeah, I think so. The search bit especially. Let us chat internally and we'll get back to you.
- Lewis KerrPerfect. I'll send that proposal over today and we can schedule another call next week if you'd like.