Thrunton Marketing / BG-Demo – Discovery
Callcompleted
Thrunton Marketing · 27 May 2026 09:30
Thrunton Marketing want to stop reconciling client reports by hand across CRM, time tracking and project folders. They want to see a demo on their own data. Decision is needed by 10 Jul 2026.
What was said
What this says
As at Fri 9 Oct 2026Thrunton Marketing want to stop reconciling client reports by hand across CRM, time tracking and project folders. They want to see a demo on their own data. Decision is needed by 10 Jul 2026.
What happened: Ruby Lilburn described account teams spending days at month end checking the same answers across three systems. The CRM matters most to her.
Customer view: Lewis Tait asked about the £28k on the paperwork. Lewis Kerr said it is the total on the opportunity, not an annual figure, and that the breakdown would follow once scoped.
Commercial: Ruby wants to be live before the autumn planning round. Lewis Kerr proposed a decision by 10 Jul 2026, and Lewis Tait agreed if the demo is good.
Watch: Lewis Tait would say no to another system to babysit. Ruby needs accuracy first time or the account team will stop trusting it.
Themes
As at Fri 9 Oct 2026Theme
Discovery, manual report reconciliation
Importance
neutral
Sentiment
positive
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr to send the invite today with two Wednesday demo slots, copying Ruby Lilburn.
- Lewis Kerr to send the £28,000 figure and breakdown in writing with the invite.
- Ruby Lilburn to send the names of two account leads and a finance contact.
Risks
As at Fri 9 Oct 2026- Lewis Tait will reject anything that feels like another system to maintain.
- Inaccurate answers for a client would quickly lose the account team's trust.
- Fit with campaign data, not just project data, is unproven.
Opportunities
As at Fri 9 Oct 2026- A clear pain point: account teams reconcile CRM, time tracking and project folders by hand each month end.
- A demo on Thrunton Marketing's own data, with a small group including two account leads and a finance contact.
Transcript
Lewis KerrMorning both. Can you hear me all right? I've got Ruby and Lewis on my screen, which is going to be confusing.
Ruby LilburnMorning Lewis. Yes, clear. Lewis is joining, he's got coffee in one hand, so bear with him.
Lewis TaitI'm here. Two Lewises on one call. I'll be Tait, you be Kerr.- Lewis KerrDeal. Thanks for making the time. What I'd like from today is to confirm what you're looking for and by when, then we can decide if it's worth a proper look.
- Ruby LilburnGood. We'd like something that stops us reconciling client reports by hand. The account teams spend days on it at month end.
- Lewis TaitBefore anything else, I've seen twenty-eight thousand on the paperwork. Is that the all-in figure?
- Lewis KerrThe figure on the opportunity is £28,000. It's the total, not an annual figure, so I wouldn't take it as the yearly cost until we've scoped it properly.
- Lewis TaitRight. And that's ex VAT?
- Lewis KerrEverything we quote is ex VAT, yes, and I'll show you the breakdown once we know what you need.
- Lewis TaitGood. Ruby, what's the actual pain?
- Ruby LilburnThe client services team keeps asking the same questions of three systems. The CRM, the time tracking, and the project folders. Nobody trusts the answer without checking.
- Lewis KerrThat's a common picture. Which of those matters most to you?
- Ruby LilburnThe CRM, honestly. If that's wrong, everything else is wrong too.
- Lewis TaitAnd we're a marketing agency, not a manufacturer, so I'd want to know it works for campaign data, not just project data.
- Lewis KerrI'd rather show you on your own data than answer that from memory. That's what a demo is for.
- Lewis TaitFine. How long before we'd see anything?
- Lewis KerrThat depends on the scope. Ruby, when would you want to be live?
- Ruby LilburnBefore the autumn planning round. That's when we set the budgets and the account targets.
- Lewis KerrThen the decision needs to land by 10 Jul 2026, so there's time to scope. Does that work?
- Lewis TaitIt works for me, if the demo is good.
- Lewis KerrI'll take that. We'll book the demo and a short scoping session with Ruby's team.
- Ruby LilburnLet's do that. Could we include someone from the account side, because they're the ones who'd use it?
- Lewis KerrYes. Who should I include?
- Ruby LilburnTwo account leads, and our finance contact for the month-end side. I'll send the names.
- Lewis TaitKeep it small. Two or three people, and no more.
- Lewis KerrAgreed. Small is easier to scope. I'll send the invite today.
- Lewis KerrSorry, I'm back. Before we finish, what would make you say no to this?
- Lewis TaitIf it's another system to babysit. We've got enough of those already.
- Lewis KerrUnderstood. The point is to reduce the systems people check, not add one. I'd want to prove that in the demo.
- Ruby LilburnAnd if it's wrong for a client, the account team will stop trusting it straight away. I'd need it accurate first time.
- Lewis KerrThat's fair. We'd test it on a sample of accounts before anyone relies on it.
- Lewis TaitGood. Let's see the demo.
- Ruby LilburnCan we do the demo on a Wednesday? My team's out on Mondays.
- Lewis KerrOf course. I'll offer two Wednesday slots and copy you in.
- Lewis TaitPut the price in the email too, so I've got it in front of me.
- Lewis KerrI'll send the figure and the breakdown with the invite. I'd rather it went in writing than got lost on a call.
- Lewis TaitRight, I think we're done. Ruby, you're happy?
- Ruby LilburnYes. Thanks Lewis, thanks Tait.
- Lewis KerrThanks both. I'll send the invite and the figures today, and I'll see you at the demo. Speak soon.
- Lewis TaitCheers, Lewis. Bye.
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