Delaunay Brisset Courtage / BG-Demo – Demo
Callcompleted
Delaunay Brisset Courtage · 18 Feb 2026 15:00
Demo for a prospect: Claire Vasseur, Head of Operations, saw the brain on her data and was quoted £12k implementation and £44k a year for Growth. She will take it to her IT director and CFO before replying.
What was said
What this says
As at Fri 9 Oct 2026Demo for a prospect: Claire Vasseur, Head of Operations, saw the brain on her data and was quoted £12k implementation and £44k a year for Growth. She will take it to her IT director and CFO before replying.
What happened: Matteo Ricci and Hannah Lowe demoed the brain to Claire Vasseur, Head of Operations. She asked about refresh timing, connectors, support response and who her contact would be.
Customer view: Claire named Xero, the call recorder and Slack as priorities. She said she would discuss it with her IT director and CFO, and the evidence does not show their views.
Commercial: Growth was quoted at £12k implementation and £44k a year. Matteo promised a proposal and an MSA redline by the end of that week, and pencilled in a follow-up the following Thursday at 14:00 her time.
Watch: The call said thirty-one users and twelve weeks, while Growth as sold includes 40 users and an eight-week implementation. £44k is the v1 list price, and the v2 list for new business from 1 Dec 2025 is £50k, so check the proposal against it.
Themes
As at Fri 9 Oct 2026Theme
Growth tier demo
Importance
neutral
Sentiment
neutral
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Matteo Ricci to send the proposal and MSA redline by the end of that week.
- Matteo Ricci to hold the follow-up call the following Thursday at 14:00 customer time.
- Claire Vasseur to take it to her IT director and CFO and send questions early the following week.
Risks
As at Fri 9 Oct 2026- The quoted £44,000 is the v1 list figure, below the £50,000 v2 list for new business from 1 Dec 2025.
- The decision needs the IT director, CFO, security review and legal, so the target close date may slip.
- Users, implementation weeks and connectors quoted on the call differ from Growth as sold.
Opportunities
As at Fri 9 Oct 2026- Six connectors were named as priorities with two slots left, so deeper use of the eight included is likely.
- Extra users in tens and extra connectors in fives were explained as later line items.
Transcript
Matteo RicciClaire, good afternoon. Thanks for making time. Hannah's joining us from London to walk you through the brain on your data.
Claire VasseurYes, thank you. I'm looking forward to seeing how it works.
Hannah LoweCan you hear me clearly, Claire?- Claire VasseurPerfect.
- Hannah LoweRight. The brain sits inside your Snowflake account and it's queryable. You ask questions in English and get answers from your CRM, calls, emails, tickets, all in one place.
- Matteo RicciAnd Claire, just to set the timeline, if this looks right, we'd be aiming for a close by 10 April. Does that work for your procurement?
- Claire VasseurWe can try for that, yes.
- Hannah LoweLet me show you. I'm logged in as you'd be, and I'm searching for claims from transport clients last quarter. Watch.
- Claire VasseurIt's pulling from both Salesforce and the ticketing system?
- Hannah LoweExactly. It joins them on policy number. One question, one search.
- Matteo RicciRight now you'd log into three systems, pull three reports, reconcile by hand. This does that in seconds.
- Claire VasseurHow often does it refresh?
- Hannah LoweEvery night, complete by 07:00 UK time on business days.
- Claire VasseurAnd the implementation?
- Hannah LoweTwelve weeks for Growth. Week one we audit your systems. Weeks two through four, we design the connectors. Five through eight, we build them. Nine, testing. Ten through twelve, you go live.
- Matteo RicciThe investment is £12,000 implementation, then £44,000 a year subscription. That gets you thirty-one users, eight connectors, Salesforce, your helpdesk, email, call recordings, and four more of your choice. Quarterly reviews with your CSM, plus the dashboards builder.
- Claire VasseurWho's my contact?
- Matteo RicciI own the sale. Once you're live, you'll have a dedicated CSM for reviews and support.
- Claire VasseurAnd if something fails?
- Hannah LoweOne-business-hour first response on P1 issues for Growth.
- Claire VasseurWhat connectors are included? We have a call recorder and we use Xero.
- Hannah LoweEight total, any systems you connect to. Salesforce, your helpdesk, email, call recorder, Xero, Google Workspace, Slack, Snowflake. Eight included. More than eight, that's an add-on.
- Matteo RicciWould Xero and the call recorder be priorities?
- Claire VasseurYes. And maybe Slack, a lot of claims talk happens there.
- Hannah LoweSmart. So Salesforce, helpdesk, Xero, call recorder, Slack, email, and two slots left. We can discuss the others.
- Claire VasseurWhat's the next step?
- Matteo RicciI'll get you a formal proposal by end of week. Then you'll loop in IT and procurement. We'll do a security review with your infosec team, standard process. Once you're happy and we have the order form, Hannah's team kick off.
- Claire VasseurIs that your standard MSA?
- Matteo RicciYes. I'll send a redline this week, you can loop in your legal. I would rather you heard it from me first: it's fairly standard, but we have a few non-negotiable points around data protection and the nightly refresh. They're there because of our other regulated customers.
- Claire VasseurFair. When do you send it?
- Matteo RicciBy end of this week. Review it, talk to your team, and let me know questions by early next week. Fair?
- Claire VasseurYes. One more thing, if we want to add more users later?
- Hannah LoweAdditional ten users, or multiples. It's a line item at renewal. You're not locked in to thirty-one.
- Matteo RicciSame for connectors, if you need more in six months, we can add five more in an amendment.
- Claire VasseurOkay. I think I understand the shape of it. Let me discuss it with my IT director and our CFO, and then I'll come back to you.
- Matteo RicciPerfect. I'll get you that proposal and the MSA redline by Friday. Why don't we pencil in a call for next Thursday? That gives you a few days to mull it over and chat with your team.
- Claire VasseurNext Thursday works. Same time?
- Matteo RicciActually, maybe a couple of hours earlier if you can, two o'clock your time, so we're not eating into your evening again. How's that?
- Claire VasseurEven better.
- Matteo RicciBrilliant. I'll send over the calendar invite. And Hannah, thanks, that was clear.
- Hannah LoweThanks, Claire. Speak soon.
- Matteo RicciCheers. Thanks again for your time.
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