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Lewis Kerr

Lisserbroek Logistiek / BG-Demo – Discovery

Callcompleted

Lisserbroek Logistiek logo Lisserbroek Logistiek · 22 Apr 2025 13:30

Discovery call on 22 Apr 2025 with Femke de Wit. Her team reconciles bookings, mail and invoices by hand each morning. Growth fits several teams. She wants VAT and EU residency in writing and a May target.

What was said

What this says

As at Fri 9 Oct 2026

Discovery call on 22 Apr 2025 with Femke de Wit. Her team reconciles bookings, mail and invoices by hand each morning. Growth fits several teams. She wants VAT and EU residency in writing and a May target.

What happened: Lewis Kerr ran discovery with Femke de Wit. She confirmed it was still discovery, with a target of something in place by the end of May.

Customer view: Forwarder bookings, mail and invoices disagree, so her team reconciles by hand every morning. She said the cost is "mostly the phone calls" from finance.

Commercial: The deal figure is £56k for Growth, and she expects customer service, operations and finance to use it. She asked that nothing go out before she speaks to finance about VAT.

Watch: Dedicated EU data residency is an option still to confirm in writing, as the data protection officer will ask. The nightly refresh timing also needs confirming.

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

Themes

As at Fri 9 Oct 2026
Theme
Growth discovery, manual reconciliation
Importance
upsell
Sentiment
positive
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Lewis Kerr to send the write-up with the VAT position and EU residency setup.
  • Femke de Wit to send the list of forwarders and the three booking sources that week.

Risks

As at Fri 9 Oct 2026
  • Finance and the data protection officer must be satisfied on VAT and EU residency before a decision.
  • The end of May target leaves a tight window.

Opportunities

As at Fri 9 Oct 2026
  • Growth fits the several teams she named, and the forwarding desk may add users.
  • Dedicated EU data residency is an add-on that could apply.

Transcript

  1. Lewis Kerr
    Lewis Kerr
    Hello Femke, good afternoon. Can you hear me?
  2. Femke de Wit
    Femke de Wit
    Hello Lewis, yes, I hear you well. Good afternoon. Sorry, my colleague from the warehouse is in and out, so if I go quiet, that's why.
  3. Lewis Kerr
    Lewis Kerr
    No problem. Before we start, I'd like to confirm what you want to look at today and by when. Is this still discovery, or are we closer to deciding?
  4. Femke de Wit
    Femke de Wit
    Still discovery. We want to understand the options before we decide anything. Our target is to have something in place by the end of May.
  5. Lewis Kerr
    Lewis Kerr
    Understood. That gives us a clear window, and I'll keep the plan tight.
  6. Femke de Wit
    Femke de Wit
    Yes. Our problem is the forwarders. They send bookings by email, we keep them in the system, and then the freight messages go somewhere else. Two systems don't agree, so my team reconciles by hand every morning.
  7. Lewis Kerr
    Lewis Kerr
    Okay. Walk me through a normal morning. Which systems are they touching?
  8. Femke de Wit
    Femke de Wit
    The booking tool, the mailbox, and the shared drive where the invoices land. The invoices are the worst. They don't match the bookings, and then finance calls us.
  9. Lewis Kerr
    Lewis Kerr
    Right. So the cost is partly time, and partly the phone calls.
  10. Femke de Wit
    Femke de Wit
    Both. Honestly, mostly the phone calls. My customer service people hate it.
  11. Lewis Kerr
    Lewis Kerr
    That's useful. The figure on the deal is £56,000 for Growth. Do you expect more than one team to use it?
  12. Femke de Wit
    Femke de Wit
    Yes. Customer service, operations and finance. Possibly the forwarding desk too.
  13. Lewis Kerr
    Lewis Kerr
    Growth fits that. Several teams, forty users, eight connectors, plus dashboards. I'll put the figure in writing so you can take it to your board.
  14. Femke de Wit
    Femke de Wit
    Good. Please don't send anything before I've spoken to finance. They are particular about the VAT position.
  15. Lewis Kerr
    Lewis Kerr
    Understood. I'll state the VAT position on every price, and I'll send that over today.
  16. Femke de Wit
    Femke de Wit
    Thank you. Now, where does the data sit? Our data protection officer will ask about EU residency.
  17. Lewis Kerr
    Lewis Kerr
    Good question. Dedicated EU data residency is an option. I'd want to confirm the exact setup in writing rather than guess at it now.
  18. Femke de Wit
    Femke de Wit
    Yes, please. Put that in the note too.
  19. Lewis Kerr
    Lewis Kerr
    Of course. Can I ask who else would use the system day to day?
  20. Femke de Wit
    Femke de Wit
    Eight of my team, and two people in finance who check the reconciliations. And the forwarding desk, if they agree.
  21. Lewis Kerr
    Lewis Kerr
    Okay, that's a good spread. I'll note it.
  22. Femke de Wit
    Femke de Wit
    Sorry, I think I'm back. Did you say the reconciliation can run overnight?
  23. Lewis Kerr
    Lewis Kerr
    Yes, the data refreshes nightly, so the morning view should be current. I'll confirm the timing in the write-up.
  24. Lewis Kerr
    Lewis Kerr
    Right, so next steps. I send the write-up and the VAT position today, and you send me a list of the forwarders and the three booking sources.
  25. Femke de Wit
    Femke de Wit
    Three, yes. I'll send them this week.
  26. Lewis Kerr
    Lewis Kerr
    Thanks Femke, speak soon.
  27. Femke de Wit
    Femke de Wit
    Thank you Lewis. Goodbye.

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