Hepscott Recruitment / BG-Demo – Demo
Callcompleted
Hepscott Recruitment · 27 Jul 2023 14:30
Demo to Nichola Hogg and Chantelle Errington on sample data. They liked the chat answers and the honest limits: no email drafting, dashboards not in Starter, nightly refresh only. Security pack and login list promised.
What was said
What this says
As at Fri 9 Oct 2026Demo to Nichola Hogg and Chantelle Errington on sample data. They liked the chat answers and the honest limits: no email drafting, dashboards not in Starter, nightly refresh only. Security pack and login list promised.
What happened: Tom Ashdown and Tobias Renwick ran a 59 minute demo on a sample of Hepscott's placements. Geoff Lamb was not on the call, and Tom plans to set up a follow-up for him.
Customer view: Nichola and Chantelle saw the value in finding a consultant's last note quickly and not being asked where a placement stands. Nichola said she would sooner have the one that works.
Commercial: Tobias was candid that Starter has no dashboards, that email drafting is not available with no date promised, and that the refresh completes by 07:00 on business days. Geoff's margin dashboard interest would need a larger tier.
Watch: Call data only covers recorded calls, so unrecorded mobile calls will not show. Security questions will come first from the customer's IT team.
Themes
As at Fri 9 Oct 2026Theme
Starter demo, security questions
Importance
upsell
Sentiment
positive
Voice
user
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 summary and login list.
- Tobias Renwick to send the security pack.
- Tom to arrange a follow-up for Geoff Lamb next week.
Risks
As at Fri 9 Oct 2026- Geoff Lamb, who wanted margin visibility, was not on the call.
- Customer IT security review may slow progress.
- Call insight depends on consultants recording calls, which is a customer process question.
Opportunities
As at Fri 9 Oct 2026- Starter for the ops team, with Chantelle and Nichola as likely users.
- The margin dashboard interest could lead to a Growth upgrade later.
Transcript
Tom AshdownAfternoon Nichola, afternoon Chantelle, afternoon Tobias. How's everyone doing?
Tobias RenwickAfternoon. Good, thanks. Before we start, what will your security team need to see?
Nichola HoggProbably that the data stays put, and who can see what. Our IT lot will ask that first.- Tobias RenwickGood, that's the right order. To be precise, B-Viz runs inside your own Snowflake account. Your data stays in your account, and we don't copy it into ours.
Chantelle ErringtonRight. So who at your end can actually look at our candidate data?- Tobias RenwickThe honest answer is a small number of named people on our side, under access controls, and only for support. Your own admins control who can log in here.
- Chantelle ErringtonAnd if someone leaves your company?
- Tobias RenwickTheir access is removed through our HR process, and the logs show what they touched. I'd rather show you that than just tell you.
- Tom AshdownLet's show them the demo, then, and Tobias can take the rest of the access questions afterwards.
- Tobias RenwickAgreed. I'll share the screen. The data is a sample of your placements, so nothing live leaves the room.
- Tobias RenwickHere's the front page. It's a chat box and a set of pages. Let's ask it something real.
- Nichola HoggWhich finance placements have gone quiet in the last month?
- Tobias RenwickGood question. Watch the answer, it'll show you which consultant last updated each candidate.
- Chantelle ErringtonOh, that's useful. Could I see the candidate page for one of them?
- Tobias RenwickYes, click through. The page pulls the notes from the CRM, the emails and the call recordings, and the spreadsheet if you still keep one.
- Chantelle ErringtonWe do keep one. It's the one everyone swears they don't use.
- Nichola HoggCan it tell me which clients haven't had a call in a while?
- Tobias RenwickIt can, from the call data. The trade-off is that it only knows what was recorded. If a consultant rang from a mobile without recording, it won't show up.
- Nichola HoggSo we'd need everyone recording.
- Tobias RenwickOr at least the important ones. I'd say that's a process question for you, rather than a technology one.
- Chantelle ErringtonOkay. Next thing, can it draft an email to the client about a placement?
- Tobias RenwickNot in the version you'd be buying today, and I'm not going to promise a date for it. I'd rather be clear than give you a date I can't stand behind.
- Tom AshdownFair. Let's put that down as a question for later and keep it honest.
- Chantelle ErringtonFine. Can I see the dashboard? The margin one Geoff talked about?
- Tobias RenwickDashboards are part of the larger tier, not Starter. I'd rather show you what Starter does well, and then we can talk about whether you'll outgrow it.
- Nichola HoggThat's honest. I'd sooner have the one that works.
- Tom AshdownRight, I've got time for one more question each. Nichola, what would make this worth the money for you?
- Nichola HoggIf I stop getting asked where a placement stands, that's a win. I'd get my Mondays back.
- Chantelle ErringtonMe too. If I can find a consultant's last note in a minute, not twenty, that's a win.
- Tobias RenwickThat's the measure I'd use as well. Ask the question, and see whether the answer changes the meeting.
- Nichola HoggCould we see the refresh? If I've got a placement that updated this morning, does it show?
- Tobias RenwickThe nightly refresh is complete by seven in the morning on business days, so anything from last night is in. Anything from this morning waits for tomorrow's refresh.
- Nichola HoggSo I'd still need to ring the consultant for this morning's news.
- Tobias RenwickYes. I'd rather you know that now than get surprised by it in a month.
- Chantelle ErringtonGood, that's clear. Can we have the login list and the sample data sent over?
- Tom AshdownI'll send the summary and the login list. Leave that with me.
- Tobias RenwickI'll also send the security pack. It covers where the data sits and the access logs we discussed.
- Chantelle ErringtonGreat. Thanks, that's helpful.
- Nichola HoggYep. Thanks both. Speak soon.
- Tom AshdownCheers, all. I'll get something in the diary for next week, for Geoff.
- Tobias RenwickThanks everyone. Speak soon.
- Chantelle ErringtonBye.
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