Bellgrove Pension Trustees / BB-Demo – Demo

First demo for a Growth prospect with an open £62k deal at the CRM stage discovery. Security for personal member data was the one concern on the 1 Oct 2026 call. Only Oliver Pennock is booked from the customer, so the demo must equip him to sell it internally.

Context: Maxine Ojo, the Chief Executive, agreed to move ahead on the 1 Oct 2026 discovery call. She tied the cost of the current setup to slow member answers and audit readiness. Neither she nor Raj Sandhu is on the attendee list for this call.

Approach: Sophie Ling frames the demo around about thirty schemes spread across a core system, Microsoft 365, SharePoint and Xero. Hannah Lowe shows answers to member queries and audit questions, and how the brain runs inside the customer's own Snowflake account.

Watch for: The security answer was high level last time. The records do not show whether Raj was invited, so leave with a route to him. No budget, decision date or rival is on record, and no price has been quoted. Steer pricing to the promised proposal rather than quoting a figure in the room.

AI · claude-opus-5-5 · 14 Oct 2026