Whitlingham Wealth / BG-Demo – Demo
Callcompleted
Whitlingham Wealth · 18 Sep 2024 16:15
Demo on 18 Sep 2024 for a prospect. Felicity Gurney was positive and wants to involve Hugo and finance. A proposal call is planned for late October; the evidence does not show it was held.
What was said
What this says
As at Fri 9 Oct 2026Demo on 18 Sep 2024 for a prospect. Felicity Gurney was positive and wants to involve Hugo and finance. A proposal call is planned for late October; the evidence does not show it was held.
What happened: Priya Raman and Hannah Lowe demoed the query interface to Felicity Gurney and Daisy Howes. Questions covered data freshness, connector setup, custom dashboards and support.
Customer view: Felicity said it sounds solid and wants to loop in Hugo and the finance team. Daisy asked what happens if something breaks.
Commercial: Hannah positioned the Growth tier: up to eight connectors, the dashboard builder, quarterly business reviews, a one business hour priority response and a 07:00 nightly refresh with service credit on breach. Priya proposed a proposal call with Hugo and Terence covering pricing, implementation timeline and tech.
Watch: Felicity said early October is tight but late October should work. The evidence does not show a date was agreed or an order form signed.
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 Felicity Gurney a couple of proposal call time options for late October.
- Hannah Lowe to send Daisy Howes the technical checklist.
- Hold a proposal call with Hugo and Terence covering pricing, implementation timeline and tech.
Risks
As at Fri 9 Oct 2026- Hugo and the finance team have not yet seen the product or pricing, so the decision is still open.
- Timing slipping beyond late October could stall the deal.
Opportunities
As at Fri 9 Oct 2026- Growth tier with the dashboard builder fits the client-service team's wish to stop jumping between four systems.
Transcript
Priya RamanHi Felicity, Daisy, thanks for making time. So today Hannah's going to walk you through what the brain looks like on your data. Then we can talk through next steps. Sound good?
Felicity GurneyPerfect. We've been keen to see it in action.
Hannah LoweRight, let me share my screen. So this is the query interface: where your team would go to ask questions instead of logging into Salesforce, Gong, email, Xero separately. You type a question and the brain pulls data from all your systems at once.- Felicity GurneyIs that live data?
- Hannah LoweNo, we refresh each night by 07:00. So it's fresh by morning but not tick-by-tick. We connect via connectors to your CRM, call recorder, email and finance system. You'd have up to eight connectors with Growth.
Daisy HowesAnd you set those up for us?- Hannah LoweWe do. We need credentials and access to your systems, but we handle the technical side. Let me show you what a typical query looks like. Say you want to see all interactions with a client in six months: the brain pulls emails, calls and CRM activity into one view. Timeline, people, opportunities, all at once.
- Priya RamanThis is the win for you. Your client-service team stops jumping between four systems.
- Felicity GurneyCan we build custom dashboards?
- Hannah LoweYes. With Growth you get our dashboard builder, no SQL needed. You pick your data, your fields, your chart type, and the brain keeps it fresh.
- Daisy HowesWhat about support if something breaks?
- Hannah LoweGrowth gets quarterly business reviews and email support. We respond to priority issues within one business hour. Nightly refresh completes by 07:00 business days. If there's a breach on our end, you get a service credit.
- Felicity GurneyThat sounds solid. I'd need to loop in Hugo and our finance team.
- Priya RamanOf course. What I'd suggest is you have a think internally, then we do a proposal call with Hugo and Terence where we walk through pricing, implementation timeline and the tech. When would suit you?
- Felicity GurneyEarly October is tight, but late October should work.
- Priya RamanI'll send you a couple of time options. In the meantime, Daisy, Hannah will send you our technical checklist. Any questions, just email.
- Hannah LoweThanks, Felicity. Thanks, Daisy.