What was said
What this says
As at Fri 9 Oct 2026On the 9 Feb 2024 discovery call, Brannock wanted early sight of trust renewals and delivery queries by trust. The Finance Director pressed on Snowflake cost and renewal pricing. Signature was pencilled for 12 Apr 2024.
What happened: Priya Raman ran discovery with Helen Varley and Andrew Pickering. Helen's pain is three screens and a renewals spreadsheet; she wants trust renewals won early, then delivery queries in the same view.
Customer view: Andrew, the Finance Director, is cautious. He worries about missed framework renewals, asked whether Snowflake is an extra cost, and wants the answer and any breakdown in writing.
Commercial: Priya positioned Growth and said fifty-three thousand eight hundred in total, implementation included, was pencilled. Andrew noted it without comment and wants to see what happens at renewal.
Watch: The Snowflake question was left for the technical team and is owed in writing. The evidence does not show whether Brannock has a Snowflake account.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Priya Raman to send a recap with the Snowflake question and next steps, then answer it in writing.
- Priya Raman to book the demo with the chief technology officer within a couple of weeks.
- Helen Varley to bring the NHS key-account manager to the demo and supply a sample extract.
Risks
As at Fri 9 Oct 2026- The Snowflake cost question is unanswered and the Finance Director expects it in writing.
- The Finance Director wants a written breakdown and clarity on renewal pricing before committing.
Opportunities
As at Fri 9 Oct 2026- Growth tier with the dashboards builder could deliver a renewals view by trust.
- A demo on a sample extract with the NHS key-account manager could confirm fit before the pencilled signature date.
Transcript
- Priya RamanHello, hello. Can you hear me alright? I've got Helen already, and I think Andrew is just joining now.
- Helen VarleyHear you fine. Morning, Priya. Andrew, I think you're on mute.
- Andrew PickeringGood morning. Apologies, I can never find the button first time. Before we begin, may I ask who I'm speaking to, and in what capacity at BG-Demo?
- Priya RamanOf course, Andrew, and thanks for making the time. I'm Priya Raman, I'm an Account Executive at BG-Demo, so I look after new customers from the first conversation through to signing. I'll be your point of contact while we work out whether this is a fit.
- Andrew PickeringThank you. You'll forgive me, but I do like to know who our account manager is. I've seen a few come and go at suppliers over the years.
- Priya RamanCompletely fair. Happy to make this easy: I'll be on every call until we've decided one way or the other. Helen, I think you had an agenda?
- Helen VarleyYes, three points. One, how my key-account managers work today and where it hurts. Two, which systems hold the information. Three, what a sensible next step looks like. Short and sweet.
- Priya RamanPerfect. Let's start with one, then. Helen, talk me through a normal week for one of your key-account managers.
- Helen VarleySo, we distribute clinical consumables to NHS trusts, GP practices and care homes. Every trust has a key-account manager. What they need is orders, delivery queries and contract renewals for their trust, in one place. At the moment that's three screens and a spreadsheet.
- Priya RamanThree screens. Which three, roughly?
- Helen VarleyThe order system, the CRM, and the helpdesk where delivery queries land. The contract renewals sit in a spreadsheet that somebody in my team keeps up to date, when they have time.
- Priya RamanAnd when a trust rings up about a late delivery, what happens?
- Helen VarleyWhat's driving that, you mean? The account manager rings the warehouse, then checks the order, then goes digging for the contract terms. By the time they call back it's gone cold. I never let a delivery complaint wait, but the tooling makes us work very hard for it.
- Andrew PickeringIf I may add something from the finance side. My concern is renewals. These contracts are on framework terms, the margins are tight, and if we miss a renewal window we can lose the year. In the round, I would say we know most of what is coming up, but not all of it, and not early enough.
- Priya RamanThat's really helpful, Andrew. So early sight of renewals by trust. Helen, is that the thing you'd put first?
- Helen VarleyTrust renewals won early, yes. Then delivery queries in the same view. By trust, please, not by product line.
- Priya RamanGot it. So what we sell is B-Viz. It sits over your CRM, helpdesk, email, calls and finance data, and it's built and run inside your own Snowflake account, so nothing leaves your control. People ask it questions in plain English and get answers with the source. I won't demo today, that's the next call, I just want to make sure we show you the right thing.
- Andrew PickeringSnowflake. I'm not certain we have one at present. Would that be a cost on top of what you charge?
- Priya RamanGood question, and honestly one for our technical people, so I don't want to guess. Let me take it away and come back to you properly.
- Andrew PickeringI'd like that in writing, if you would. Thank you.
- Helen VarleyWhat about the people side? I've got a handful of key-account managers, plus a few of us in commercial operations. I'll take that to the account managers, but would it cope?
- Priya RamanEasily. For several teams our Growth tier is the usual fit. It adds the dashboards builder too, so you could build a renewals view by trust and keep it. Let me not get ahead of myself though, we should see it on your data first.
- Helen VarleyMm. And what would you need from us for that?
- Priya RamanJust a sample extract, nothing live. A few trusts, their orders and delivery tickets, and the renewal spreadsheet. Our chief technology officer will join the demo, so he can answer the Snowflake question and anything your security people raise.
- Andrew PickeringMight I ask where this sits commercially, so that I'm not surprised later? I'm not asking you to agree anything today, and I would not agree anything on a call in any case.
- Priya RamanTotally understand. Just so there's no surprise: what we've pencilled for Growth is fifty-three thousand eight hundred in total, with the implementation included. It's early days, and the proposal will break it down properly.
- Andrew PickeringThank you. Noted, with no comment at this stage. I'd want the breakdown in writing, and I'd want to see what happens at renewal.
- Priya RamanAll of that will be in the proposal. Helen, what's the timing on your side? Is there a date that matters?
- Helen VarleyWe'd like it working before the next round of trust renewals. So, a decision in the spring. The twelfth of April, I think we said, for signature if it all goes well.
- Priya RamanYes, we've pencilled 12 Apr 2024 as the target. To keep momentum, I'll aim to get the demo in the diary within a couple of weeks and then the proposal after that.
- Helen VarleyGood. Bring someone who can show me delivery queries by trust. And I'll get our NHS key-account manager on the demo, he knows the pain better than I do.
- Andrew PickeringThank you both. Priya, I'll expect the written answer on the Snowflake point. I don't tend to chase, I'm afraid.
- Priya RamanUnderstood, you won't need to. I'll send a recap this afternoon with the question and the next steps. Thanks, both, speak soon.
- Helen VarleyThanks, Priya. Bye for now.