Withnell Fold / BG-Demo – Demo
Callcompleted
Withnell Fold · 5 Oct 2026 16:45
Demo to Withnell Fold on 5 Oct 2026. Interest is real but gated: three open items, a named owner for the practice system connector, and managing partner sign-off before anything is booked.
What was said
What this says
As at Fri 9 Oct 2026Demo to Withnell Fold on 5 Oct 2026. Interest is real but gated: three open items, a named owner for the practice system connector, and managing partner sign-off before anything is booked.
What happened: Harvey Doyle hosted the demo and Theo Gallagher showed connector health, the manager dashboard, usage by asker and the admin change log. Georgina Aspinall and Jill Ashcroft asked practical questions throughout.
Customer view: Jill wants to own the practice system connector and the admin side, and liked the audit trail. She warned that "We've had enough confident wrong answers", so source and date on each answer matter to her.
Commercial: The evidence does not show a tier or a price. Open items are the price split from Harvey, security detail and a written answer on hiding junior staff names from Theo, and the named person from Georgina.
Watch: Georgina wants the managing partner to sign off the rollout before anything is booked. The evidence does not show the managing partner's view or a decision date.
Themes
As at Fri 9 Oct 2026Theme
Demo and rollout conditions
Importance
upsell
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Harvey Doyle to send the price split in writing to Georgina Aspinall and the managing partner.
- Theo Gallagher to send the written answers and connector notes by the end of the week.
- Georgina Aspinall to confirm the named person on the customer side.
Risks
As at Fri 9 Oct 2026- The managing partner must sign off the rollout before anything is booked, and the evidence does not show their view.
- Connecting the practice system depends on a named owner on the customer side being confirmed.
- Jill Ashcroft wants junior staff names hidden, and the options are not yet confirmed.
Opportunities
As at Fri 9 Oct 2026- Connecting the practice system would deepen use beyond the CRM and the shared drive.
- A small first group of two or three users could widen once the rollout is agreed.
Transcript
Harvey DoyleAfternoon all. Jill, you've joined, brilliant. Can everyone see the screen?
Georgina AspinallYes, we can. Afternoon. Sorry we're a bit late, I was on a client call.
Jill AshcroftAfternoon. I'm on my laptop, so the sound's a bit tinny, sorry.
Theo GallagherNo problem, Jill. Theo here from BG-Demo. Before I start, I'll run through the open items so we know who owns what.- Theo GallagherOne, the price split. Harvey owns that, and it goes to Georgina and the managing partner in writing. Two, the security detail. That's mine. Three, the named person on your side. That's Georgina's call.
- Georgina AspinallYes, that's right. I'll confirm the named person today, Jill, if that's all right with you.
- Jill AshcroftIt's fine with me. I'd like to be on it, as long as I'm not the only one.
- Harvey DoyleGood. Shall we start with what you're looking at? Theo, show them the data.
- Theo GallagherSure. I'll start with a question. Which clients have had the most contact this quarter but no recent work?
- Jill AshcroftThat's the question I'd want. Can it pull from the practice system directly?
- Theo GallagherIt can read from the systems we connect. Each answer shows its source and the date of the record, so you can check it.
- Jill AshcroftGood. Which systems are connected at the moment? I need the list before we go further.
- Theo GallagherThe CRM and the shared drive. The practice system is the one we'd connect next, and that one needs a named owner.
- Jill AshcroftThat's me, then. I'd want to see the connector health page before I agree to anything.
- Theo GallagherHere it is. Last sync, records indexed, and a flag when a count goes flat.
- Jill AshcroftAnd if we change the practice system? Do we tell you, or do you find out?
- Theo GallagherIdeally you tell us. But the flat count catches it, so we don't rely on the message.
- Jill AshcroftRight. That's how it should be. Nobody reads the change notice.
- Harvey DoyleHa, Jill, that's the truth of it.
- Georgina AspinallCan we see the dashboard now? I'd like to see what the partners would see.
- Theo GallagherYes. This is the view for managers. One row per matter area, with the activity, the open items and the client contact.
- Jill AshcroftAnd who can see the detail? Partners, managers, or everyone?
- Theo GallagherAdmins decide the access. Anyone with a seat can ask, but what they see depends on the permissions you set.
- Jill AshcroftGood. That's a conversation I'll need to have with IT. I'll be the one asked about it, so I want to know.
- Theo GallagherThat's right. We'd suggest you start with a small group, then widen it.
- Georgina AspinallHm. Two or three users first, then.
- Theo GallagherSomething like that. The question history shows who's asking, which helps you judge the rollout.
- Jill AshcroftI'd like that, but I'd also want names hidden for junior staff. Is that possible?
- Theo GallagherIt's a configuration choice. I'll check the exact options and confirm them in writing, rather than promise it now.
- Jill AshcroftThat's fine. Honest answer, and I appreciate it.
- Harvey DoyleTheo's always straight with people. That's why we brought him.
- Theo GallagherThanks, Harvey. Let me show you a longer question, the sort a partner would ask before a pitch.
- Georgina AspinallGo on. I'm curious how it handles the messy stuff.
- Theo GallagherOkay. This is a client with contact in the CRM and an older note in the shared drive. The answer should show both, with the dates.
- Jill AshcroftAnd if the two disagree?
- Theo GallagherIt shows both and says they differ. It doesn't pick one for you.
- Jill AshcroftGood. I'd want that. We've had enough confident wrong answers.
- Georgina AspinallYes, I've seen one of those, when someone quoted an old date.
- Harvey DoyleWhich is why the source matters. Shall we look at the timetable now?
- Georgina AspinallYes, but I'd like the managing partner to sign off the rollout before we go further.
- Harvey DoyleThat makes sense. I'll put it in the recap. Theo, carry on.
- Theo GallagherNext is the usage view. Questions asked by week, and who's asking. You'll see if one person is carrying the whole thing.
- Jill AshcroftThat's a risk I'd want to watch. If one person's doing it all, it's fragile.
- Theo GallagherExactly. We'd flag it, and we'd want to talk about it, not just report it.
- Georgina AspinallGood. Can we see the admin page too? Jill will be the one using it.
- Theo GallagherOf course. Here's who has which permission, and the change log for each.
- Jill AshcroftThe change log's the bit I like. Whenever someone changes access, it's recorded?
- Theo GallagherYes, every change is logged with the time and the person who made it.
- Jill AshcroftExcellent. That's the audit trail I need for IT.
- Harvey DoyleRight, shall we do the recap? Theo's owning two items, Georgina the named person, and I'll send the price split.
- Georgina AspinallAnd the managing partner signs off the rollout before we book anything.
- Jill AshcroftAnd I'll set up the admin side once it's agreed.
- Theo GallagherGood. I'll send the written answers and the connector notes by the end of the week.
- Harvey DoyleThanks everyone. Thanks Theo, that was clear.
- Theo GallagherThanks Harvey, Georgina, Jill. Speak soon.
- Jill AshcroftThanks all. Bye.
- Georgina AspinallBye, thanks.
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