B-Viz
Sophie Ling

Bilsdale Housing / BG-Demo – Discovery

Callcompleted

Bilsdale Housing logo Bilsdale Housing · 20 Aug 2026 10:30

Discovery call on 20 Aug 2026. Lynsey Bainbridge builds board numbers by hand across three sources. Sophie Ling suggested Growth, not a commitment, and quoted £62k on the deal. Adoption and IT security are the worries.

What was said

What this says

As at Fri 9 Oct 2026

Discovery call on 20 Aug 2026. Lynsey Bainbridge builds board numbers by hand across three sources. Sophie Ling suggested Growth, not a commitment, and quoted £62k on the deal. Adoption and IT security are the worries.

What happened: Lynsey described customer records, repairs and a spreadsheet complaints log, and a week of manual matching before each board. Her key question is tenants with three repairs in a year who then complain.

Customer view: She is more worried about adoption than the technology, citing earlier tools nobody opened. Her IT people will want to know where the data lives, and Sophie said it runs inside the customer's own Snowflake account.

Commercial: Sophie suggested Growth for a few teams, as a suggestion only. She quoted £62k as the total on the deal and promised a breakdown in the proposal.

Watch: Lynsey will take the figure to her director, who was not on the call. The evidence does not show what the £62k contains.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
New Growth tier discovery
Importance
upsell
Sentiment
mixed
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Sophie Ling to send the notes and the list of systems and owners by Thursday.
  • Lynsey Bainbridge to compile systems, owners and first teams within a few days.
  • Sophie to bring an engineer to the next call for the security detail.

Risks

As at Fri 9 Oct 2026
  • Lynsey fears low adoption after earlier tools that nobody opened.
  • Her IT team will review where the data lives before engaging.
  • The £62,000 figure has no breakdown yet and goes to a director who was not on the call.

Opportunities

As at Fri 9 Oct 2026
  • A clear first use case: tenants with three repairs in a year who then complain.
  • Customer insight, repairs and some service leads fit a Growth tier start.

Transcript

  1. Sophie Ling
    Sophie Ling
    Morning Lynsey, can you see my screen? I think it's loading slowly on my end.
  2. Lynsey Bainbridge
    Lynsey Bainbridge
    Morning Sophie. Yes, I can see it. Give me one second, I've got about fifteen tabs open from the last meeting.
  3. Sophie Ling
    Sophie Ling
    No rush at all. How's your week been? I heard the repairs team had a busy one.
  4. Lynsey Bainbridge
    Lynsey Bainbridge
    Busy is the word. We've got a backlog of tenant queries and everybody wants the same numbers at the same time. So yes, that's partly why I wanted this call.
  5. Sophie Ling
    Sophie Ling
    Right, that's exactly what we want to hear. Shall we start with what you've got at the moment? Which systems are you using day to day?
  6. Lynsey Bainbridge
    Lynsey Bainbridge
    So, customer records sit in one system, repairs sit in another, and the complaints log is basically a spreadsheet that one person keeps. We've got about fourteen thousand homes across Teesside and North Yorkshire, so it adds up.
  7. Sophie Ling
    Sophie Ling
    Mm, yeah. And when a board paper needs numbers, who pulls them together?
  8. Lynsey Bainbridge
    Lynsey Bainbridge
    Me, mostly. I'm not complaining, but I'm exporting things and matching them up by hand for most of the week before a board. It's painful, and the numbers are never quite the same twice.
  9. Sophie Ling
    Sophie Ling
    That sounds really frustrating. If you could ask one question of all that data at once, what would it be?
  10. Lynsey Bainbridge
    Lynsey Bainbridge
    Tenants who've had three repairs in a year and then complained. That's the one that matters to our service leads. We know it's happening, we just can't see it quickly.
  11. Sophie Ling
    Sophie Ling
    Good, that's a really clear example. We'd be looking at linking those three sources so the question takes minutes rather than days.
  12. Lynsey Bainbridge
    Lynsey Bainbridge
    Right. Can I ask about the security side early? My IT people will want to know where the data lives before they'll even look at it.
  13. Sophie Ling
    Sophie Ling
    Of course. It's built and run inside your own Snowflake account, so the data stays under your control. I'll bring in one of our engineers for the detail on the next call.
  14. Lynsey Bainbridge
    Lynsey Bainbridge
    Okay, that's a good start. Honestly I'm more worried about whether the team will actually use it. We've had tools before that nobody opened.
  15. Sophie Ling
    Sophie Ling
    That's a fair worry. I think the test is whether the questions are ones your people already ask. Which teams would be the first to use it?
  16. Lynsey Bainbridge
    Lynsey Bainbridge
    Customer insight, obviously, and the repairs team. Maybe a couple of service leads too. I'd probably start there and see.
  17. Sophie Ling
    Sophie Ling
    That sounds like a few teams, so we'd probably look at the Growth tier for you. I'll be clear that's our suggestion, not a commitment.
  18. Lynsey Bainbridge
    Lynsey Bainbridge
    Fine, that's helpful to know. What's the figure you've got on the deal at the moment? I want to be sure what I'm taking to my director.
  19. Sophie Ling
    Sophie Ling
    The total on the deal is £62,000 right now. I'll break down exactly what's in it in the proposal, so you're not working it out from a number on a screen.
  20. Lynsey Bainbridge
    Lynsey Bainbridge
    Good, I'd rather see it written down. Can you send me a list of what you need from us? Systems, owners, that kind of thing.
  21. Sophie Ling
    Sophie Ling
    Yes, I'll send a short list today. Which systems you use, who owns each one, and which teams need answers first. That'll help us scope it.
  22. Lynsey Bainbridge
    Lynsey Bainbridge
    That's manageable. I'll pull it together with my team. Give me a few days.
  23. Sophie Ling
    Sophie Ling
    Take your time. I'll send the notes and the list over by Thursday, and we can book in the next step once you've had a look.
  24. Lynsey Bainbridge
    Lynsey Bainbridge
    Sounds good. Thanks Sophie, that was useful.
  25. Sophie Ling
    Sophie Ling
    Thanks Lynsey, speak soon. Cheers.

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Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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