Gatcombe Lees / BG-Demo – Demo
Callcompleted
Gatcombe Lees · 18 Sep 2026 14:45
Demo for Georgina Lees on 18 Sep 2026 with Theo Gallagher. She recognised the search problem and liked the dashboards builder, but said eight weeks sounds long. A proposal is still to follow.
What was said
What this says
As at Fri 9 Oct 2026Demo for Georgina Lees on 18 Sep 2026 with Theo Gallagher. She recognised the search problem and liked the dashboards builder, but said eight weeks sounds long. A proposal is still to follow.
What happened: Theo showed search, pages and a live dashboard built on a sample of Gatcombe Lees data. Tom positioned Growth and quoted sixty-two thousand all-in including implementation, over eight weeks.
Customer view: Georgina said people are always asking around, and called the dashboard slick. She pushed back only on the eight-week timeline.
Commercial: The price was spoken, not a proposal or order form, so it is an open item. Tom aimed for a close before the year end and a start in the new year.
Watch: Tom said the proposal would come at the end of the week, then spoke of a walk-through in mid-September, which had already passed. Tom should confirm the date, and IT involvement is still to come.
Themes
As at Fri 9 Oct 2026Theme
Growth tier demo
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Tom Ashdown to send the proposal with pricing and timeline and confirm a walk-through date.
- Tom Ashdown to bring Gatcombe Lees IT into the conversation on secure access to systems.
Risks
As at Fri 9 Oct 2026- Georgina said eight weeks sounds long, so the implementation timeline may be challenged.
- The proposal date and walk-through date given on the call are inconsistent, which could stall momentum.
Opportunities
As at Fri 9 Oct 2026- Growth tier with the dashboards builder fits her need for custom views of matters and relationships.
Transcript
Tom AshdownGeorgina, can you hear us okay?
Georgina LeesYes, loud and clear.- Tom AshdownBrilliant. How's your week been?
- Georgina LeesBusy, to be honest. End of quarter matters coming through. But looking forward to seeing what you've got.
- Tom AshdownTell me about it. Right, so today I've got Theo here from solutions. We're going to walk you through the brain: basically an AI layer over your CRM, calls, emails, all your systems. We've loaded a sample of your data so you can see it live. Gives you a proper flavour of how it works. Any questions before we start?
- Georgina LeesNo, that sounds perfect.
Theo GallagherThanks. So what you're looking at is the brain running inside your Snowflake account. We handle the connectors to your CRM, your call recorder, email, anything you want in there. The brain searches across all of it, builds pages, and in Growth you get the dashboards builder. Let me show you search first. Someone on your team, let's say a partner, they had a call with a client but can't remember which one or what they discussed. They ask the brain: what did we discuss with them on the commercial side? The brain searches every call transcript, every CRM note, every email. Finds the answer in seconds.- Tom AshdownThis is the bit that wins. One of our Growth customers told us their deal team was spending whole days just hunting for context across systems. This cuts that down to a single question.
- Georgina LeesThat is exactly what we're dealing with. People are always asking around.
- Theo GallagherRight. The second thing is pages. Think of it as a topic page for a client: timeline of everything you've done, next steps, open matters, all in one place. No more jumping between your CRM and your email and your documents. Everything connected. And in Growth you get the dashboards builder, you can create your own custom views of the data. Charts, filters, whatever your business-development team needs to see.
- Georgina LeesHow much customization are we talking about?
- Theo GallagherIn Growth, you can set up the structure and the brain populates it from your data. You won't have to code anything. If you need something very specific, that's more of an Enterprise conversation, but for most teams Growth gives you what you need.
- Tom AshdownGrowth is the sweet spot, honestly. You get the dashboards, you get up to forty users, eight connectors. That's sixty-two thousand all-in including your implementation. And we do it in eight weeks: we handle all the connectors, you bring your data owners to a couple of sessions, and then we hand over.
- Georgina LeesEight weeks sounds long.
- Tom AshdownIt's structured, though. First two weeks we map all your data sources, CRM, calls, emails, anything custom. Next four weeks we build the connectors, make sure it's all talking properly. Then a week of your team testing it, training, and then you're live. By week eight you're up and running and we move to quarterly check-ins.
- Theo GallagherAnd we're very hands-on. You're not on your own with this.
- Georgina LeesThat's reassuring. Can I see the dashboards piece in action?
- Theo GallagherOf course. So I'm going to build one very quickly. Let's say you want to track matters by partner and whether they're on track or overdue. I'll drag in the matters table, add a filter on status, group by the responsible partner. You see that grid there? Now I'll add a chart, a pie showing outcome distribution. Done. And this refreshes nightly from your data.
- Georgina LeesThat's really slick. I can see our team using that.
- Tom AshdownThat's the goal. So from here, no pressure, you have a think about whether this feels right for your team. We'll send you a proposal with all the details, pricing, timeline. If you want to move forward, we get your IT involved, make sure we can hook into your systems securely, and we're away.
- Georgina LeesWhat timescale are we working to?
- Tom AshdownWe'd aim to close by mid-December and start in the new year. Does that work for you?
- Georgina LeesYes, that's fine. When would we see the proposal?
- Tom AshdownEnd of week. You review it, we'll get something in the diary for mid-September to walk through it. Any other questions now?
- Georgina LeesNo, I think we're good. This has been really helpful.
- Theo GallagherGreat. Thanks for your time, Georgina.
- Tom AshdownCheers. Speak soon.
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