Crowle Moor Haulage / BG-Demo – Discovery
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Crowle Moor Haulage · 28 Sep 2023 09:30
Discovery with Crowle Moor Haulage on 28 Sep 2023. Managing Director Pat Clixby wants proof the system is worth his office's time and fears another unused tool. Tom Ashdown floated Growth and a £56k figure, still to be confirmed in writing.
What was said
What this says
As at Fri 9 Oct 2026Discovery with Crowle Moor Haulage on 28 Sep 2023. Managing Director Pat Clixby wants proof the system is worth his office's time and fears another unused tool. Tom Ashdown floated Growth and a £56k figure, still to be confirmed in writing.
What happened: Mick Overton described load updates scattered across the dispatch system, drivers' tablets, customer emails and a spreadsheet. Pat joined late and asked what the work would return.
Customer view: Pat said "Honestly, that it's another system nobody uses after a month." He wants a five-minute read and written follow-up sent to him, not Mick.
Commercial: Tom suggested Growth as a starting point, not a promise, because dispatch, office and drivers are three teams. He mentioned a £56k figure but did not say what it covers or whether it is yearly. Pat said he would need to see what he gets for it if it is annual.
Watch: Ownership is open, as Mick is the likely owner but said he cannot decide alone. Tom committed to confirming the figure in writing, testing data quality early and agreeing a small test group.
Themes
As at Fri 9 Oct 2026Theme
Discovery, value and adoption doubt
Importance
neutral
Sentiment
mixed
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Tom Ashdown to send Pat a five-minute summary and written breakdown of the figure.
- Tom to book a session on the customer's systems and send the invite the same day.
- Tom to agree a small test group and check data quality in the first week.
Risks
As at Fri 9 Oct 2026- Pat fears another system nobody uses after a month, as a previous tool cost more than its licence.
- The £56,000 figure is unexplained and it is not stated whether it is yearly.
- Ownership on the customer side is unsettled, as Mick cannot decide alone.
Opportunities
As at Fri 9 Oct 2026- Growth fits three teams (dispatch, office, drivers) needing one view of loads.
- Mick's question of where every load is and which customers were told gives a clear first use case.
Transcript
Tom AshdownMorning, Mick. Can you see me? Is Pat joining?
Mick OvertonI can see you, you're a bit grainy. Pat's just coming in, he's been on the other line with the depot.- Tom AshdownNo drama. How was your week, anyway? Busy with the backlog?
- Mick OvertonBusy, yeah. Too many jobs and not enough drivers, same as everyone. Ah, there he is.
Pat ClixbyMorning, Tom. Sorry, I was on with a customer about a late steel load. Mick, can you hear me?- Mick OvertonLoud and clear. We were just saying, it's a busy week.
- Tom AshdownRight, let's get something in the diary for the next step once we've talked. Before we start, what would you both like to come away with?
- Pat ClixbyHonestly, I want to know whether this is worth the time of the people who run my office. I'm not interested in the sales pitch.
- Mick OvertonWhat he means is I need to stop getting rung about where a load is by four different people.
- Tom AshdownThat's fair. Pat, I'll keep it plain. Let's go with Mick's problem first, then money.
- Mick OvertonSo, when a customer wants an update on a steel load, the question goes to dispatch, dispatch rings the driver, the driver rings me, and I've got to ring the customer back. Half the time the customer has already rung the office.
- Tom AshdownAnd where's the job information? Is it all in one place?
- Mick OvertonIt's in the dispatch system, the bit on the drivers' tablets, in emails to the customers, and in a spreadsheet Pat keeps for the big contracts.
- Pat ClixbyThe spreadsheet is my fault, I'll admit it.
- Tom AshdownNobody's blaming you, Pat. Let's be clear what we know. We haven't seen your systems yet, so I'm not going to say anything about them until we have.
- Mick OvertonFine by me. I just want fewer phone calls.
- Tom AshdownHonestly, that's the same thing as fewer missed updates. Mick, if you could ask one question of all that data and get one answer, what would it be?
- Mick OvertonWhere's every load right now, and which ones are running late. Then which customers have been told.
- Pat ClixbyAnd that's where the money comes in, because if it saves Mick two hours a day, that's money.
- Tom AshdownIt is. Let me be careful, though. There's a figure on our side against this, £56,000, but I'll confirm exactly what that covers before I say anything else about it. I don't want to quote you from memory.
- Pat ClixbyRight. Is that a yearly figure?
- Tom AshdownI'll confirm that too, Pat, in writing. I'd rather be right than quick.
- Pat ClixbyGood. Because if it's a yearly figure, I'll need to see what I'm getting for it.
- Tom AshdownTotally fair. The tier I'd look at for you is Growth, I think. Not a promise, just where I'd start.
- Mick OvertonThat makes sense to me. Dispatch, the office and the drivers are three different teams, so one team won't cut it.
- Pat ClixbyMick, who's going to look after it on your side?
- Mick OvertonMe, probably. Ops would need to be involved, but I'm not making that call on my own.
- Tom AshdownLeave that with me, Mick. We can talk about owners on the next call once we've seen the systems. What's the least you'd want from the first session, Pat?
- Pat ClixbySomething I can read in five minutes. I don't have time for the long version.
- Tom AshdownFive minutes. I'll write it that way.
- Mick OvertonSorry, Tom, I've got to go, the Leeds driver's just rung. Pat's got the rest.
- Tom AshdownGo on, Mick, no drama, we'll sort the rest. Cheers.
- Pat ClixbySo what happens now?
- Tom AshdownI send the summary and the breakdown of the figure, and we book a session on the systems. Mick gets a short note of what we discussed so he's not chasing you.
- Pat ClixbyFine. Send it to me, not Mick. He's got enough.
- Tom AshdownWill do. Pat, can I ask what worries you most about this?
- Pat ClixbyHonestly, that it's another system nobody uses after a month. We've had that before, and it cost us more than the licence.
- Tom AshdownThat's a fair worry. I'd rather find out in the first week whether the data's clean than in month three, so we'll test it early.
- Pat ClixbyGood. And who tests it? Not Mick, he's got enough on.
- Tom AshdownWe'll agree a small group, and I'll check in with you directly. No drama. You'll not be chasing anyone.
- Pat ClixbyRight. That's what I need to hear.
- Tom AshdownLeave the testing with me, and I'll bring it back to you in writing before anything else happens.
- Pat ClixbyFine. I'll look for it. Anything else?
- Tom AshdownNothing else on my side. Let's get something in the diary for the systems session, and I'll send the invite today.
- Pat ClixbyGo on then. Speak soon, Tom.
- Tom AshdownCheers, Pat. Speak soon.
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