Assunpink Software / BG-Demo – Discovery
Callcompleted
Assunpink Software · 12 Mar 2026 17:15
Alyssa Greenberg, Director of Customer Success, described a Monday spreadsheet routine joining tickets and usage. She agreed to a demo on her own data. Her CFO, Howard, must approve any real spend and wants a case.
What was said
What this says
As at Fri 9 Oct 2026Alyssa Greenberg, Director of Customer Success, described a Monday spreadsheet routine joining tickets and usage. She agreed to a demo on her own data. Her CFO, Howard, must approve any real spend and wants a case.
What happened: Jordan opened a discovery call with Alyssa on 12 Mar 2026. She said her team exports tickets, pulls usage and pastes both into a spreadsheet, which takes most of the morning.
Customer view: Her tools do not talk to each other, and the CRM only knows about support issues if someone types them in. A yes means reading a ticket against usage in one place, on current data.
Commercial: Jordan floated a Starter tier for one team and said the deal is about £28k in total right now. That is a figure Jordan quoted on the call, not a proposal or an order form.
Watch: Anything that costs real money goes to Howard, who wants a case, not a demo. He is not yet on the demo, and the evidence does not show his view.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan sends demo times and books a demo on Assunpink data with the solutions engineer.
- Alyssa flags the timing to Howard and names a ticket lead for the demo.
- Jordan builds a value case for Howard before any proposal.
Risks
As at Fri 9 Oct 2026- The CFO, Howard, controls spend and wants a case rather than a demo, and he is not yet involved.
- The Starter fit is unproven until Alyssa sees B-Viz working on her own data.
Opportunities
As at Fri 9 Oct 2026- A new-business Starter engagement for the customer success team, with room to widen later.
- A clear pain point (ticket against usage on current data) that a demo on her own data can address directly.
Transcript
Jordan PikeHi Alyssa, Jordan here. Thanks for making time at the end of your day. Quick agenda: I'd like to understand how your team works today, then I'll tell you what we do and whether it fits. We've got about thirty-five minutes, so are we good on time?
Alyssa GreenbergWe're good. Thanks for the agenda, honestly most vendors skip that and just start pitching. I'm happy to talk about the team.- Jordan PikeGreat. To be transparent, I'm the US sales guy for BG-Demo, so this is one of the first conversations I'm having over here. I'd rather learn from you than sell at you.
- Alyssa GreenbergOkay. Well, we're a tenant-experience platform for commercial landlords. My team handles the tickets, the account reviews, all of it.
- Jordan PikeRight, and how big is the customer success team?
- Alyssa GreenbergIt's a small team. Three people in tickets and a couple of account managers who do the reviews. We're growing, which is partly why I'm here.
- Jordan PikeOkay. What does a normal week look like for the team? Walk me through it.
- Alyssa GreenbergMm. Honestly? Monday we pull the ticket export, then we pull usage from the product, then we paste both into a spreadsheet and try to figure out which customers are going quiet.
- Jordan PikeHow long does that take?
- Alyssa GreenbergMost of the morning, if I'm honest. And by the time we've done it, the data's already a few days old.
- Jordan PikeHere's where we are. That's the exact problem we solve. Can I ask what the tools are today?
- Alyssa GreenbergWe have a helpdesk, the CRM, the product analytics, and a call recorder that nobody really uses. They don't talk to each other.
- Jordan PikeSo you're doing the joining by hand. Does the CRM know which customers have a support issue?
- Alyssa GreenbergOnly if someone types it in. Which, you know, not always.
- Jordan PikeOkay. And who owns the decision to change anything here? Is that you, or is there a finance or IT person involved?
- Alyssa GreenbergIt's me for the team, but anything that costs real money goes to our CFO, Howard. He wants to see a case, not a demo.
- Jordan PikeGot it. That's useful to know early. What would make this a yes for you?
- Alyssa GreenbergHonestly? Being able to read a ticket against the customer's usage in one place, without me doing it on a Monday morning. And the data being current.
- Jordan PikeThose are both things we do well. We're thinking about a Starter tier to start with, one team, and then we'd see how it goes. Does that sound like the right size?
- Alyssa GreenbergHmm. It might be. I'd want to see it working on our own data before I say that.
- Jordan PikeFair. That's exactly what I'd want. So the next step is a demo on your data, with our solutions engineer, and I'll put the proposed deal together for after that. The deal's about £28k in total right now, which we can refine.
- Alyssa GreenbergOkay. Yes, let's do the demo. Can we aim for end of the month?
- Jordan PikeAbsolutely. I'll send a few times today. And I'd like to get to a decision by the twenty-second of May, so we're not drifting.
- Alyssa GreenbergThat sounds reasonable. I'll flag it to Howard as well, so he's not surprised by the timing.
- Jordan PikeThat would be great. Who else should be on the demo?
- Alyssa GreenbergProbably one of my ticket leads. Maybe not Howard yet. I'll let you know.
- Jordan PikeSounds good. I'll send the invite once I've got the times. Thanks Alyssa, this was really helpful.
- Alyssa GreenbergThanks Jordan. Speak soon.
- Jordan PikeSpeak soon.