Helen Barker

Prospectcritical priority

Waters Corporation • Supply Chain Director • 5 days ago

h.barker@waters.com

01onal 555 0147

Waters Corporation

Manchester

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Conversation

Sally14:22

Hello! I'm Sally, the AI assistant for Pennine Lubricants. How can I help you today?

Helen Barker14:23

Hi, we're having issues with our cutting fluid breaking down too quickly on our CNC machines. We've got 12 machines running Houghton coolant and it's degrading within weeks.

Sally14:23

I understand the frustration — rapid coolant degradation is a common challenge, especially with high-volume CNC operations. It's often caused by bacterial contamination, tramp oil ingress, or incorrect concentration levels. Can I ask a couple of questions to help? What type of machining are you primarily doing (turning, milling, grinding)? And are you currently monitoring your coolant health regularly?

Helen Barker14:24

Mostly turning and milling, some grinding. We check concentration with a refractometer occasionally but nothing regular. The smell is getting bad and the operators are complaining.

Sally14:25

That's very helpful. The odour issues strongly suggest bacterial contamination, which is a health and safety concern under HSE MW05 regulations. I'd recommend looking at two things: 1. **Ultrasol X-777** — our high-performance soluble coolant specifically designed for extended sump life in CNC environments. It's HSE MW05 compliant and we've seen excellent results at similar operations. 2. **PROCARE Fluid Management** — our monitoring programme includes regular dipslide testing, concentration checks, and machine cleaning. We also provide a cloud-based dashboard (PROCARE Fluid Cloud) so you can track coolant health across all 12 machines. Would it be helpful if I connected you with one of our technical team to discuss your specific setup?

Helen Barker14:26

Yes please, that sounds exactly what we need. Can someone come and do a site survey?

Sally14:26

Absolutely! I'll arrange for Bob, one of our Technical Sales Engineers, to contact you about a lubrication survey. He has extensive experience with CNC operations. Could I take your direct contact details so Bob can reach you?

Helen Barker14:27

Sure — Simon Briggs, Operations Manager at Protek CNC. 0114 278 4521 or simon.briggs@protekcnc.co.uk. We're on Atlas Way in Sheffield so not far from you!

Sally14:27

Perfect, thank you Simon! I've passed your details to Bob and he'll be in touch within 24 hours. In the meantime, I'd recommend reducing coolant concentration slightly and ensuring tramp oil is being skimmed regularly. Is there anything else I can help with?

Helen Barker14:28

No that's great, thanks Sally. Look forward to hearing from Bob.

Email Thread3 emails

Sally (Auto)→h.barker@waters.com(cc: John Grierson)5 days ago

Pennine Lubricants — Thank You for Your Enquiry

Hi Helen, thank you for getting in touch. John Grierson has been assigned...

Sent

John Grierson→h.barker@waters.com2 days ago

Pennine Lubricants — Following Up on Your Coolant Enquiry

Hi Helen, further to our chat, I'd like to arrange a site survey...

Sent

Helen Barker→John Grierson1 day ago

Re: Pennine Lubricants — Following Up on Your Coolant Enquiry

Hi John, thanks for the email. Thursday afternoon works for me. Can you come to our Sheffield site?

Sent

Shared Resources

Ultrasol X-777 Technical Data Sheet

Sent with follow-up email

PROCARE Fluid Management Overview

Shared via web chat

HSE MW05 Compliance Guide

Referenced by Sally

Follow-up EmailDraft — Needs Approval

This email was drafted by Sally. Review, edit if needed, then approve before it can be sent.

To: simon.briggs@protekcnc.co.uk

CC: John Grierson (john@penninelubricants.co.uk)

Subject: Pennine Lubricants — Following Up on Your Coolant Enquiry

Hi Simon,

Thank you for chatting with us earlier about the coolant challenges you're experiencing across your CNC machines at Protek CNC.

Based on what you've described — rapid degradation, bacterial contamination, and odour issues across 12 machines — I'd like to come and do a proper lubrication survey of your setup. This would include:

●Assessment of your current coolant system and practices

●Dipslide testing to confirm bacterial levels

●Concentration and pH testing across all machines

●Recommendations for product and monitoring improvements

I'm available this week on Thursday afternoon or Friday morning — pick a time that suits you:

Book a Time with John Grierson

Best regards,

Bob

Technical Sales — Pennine Lubricants

0114 285 2987

Drafted by Sally, AI Sales Assistant

BANT Qualification

High Priority

4/4 BANT

Click to update status

Budget

Authority

Need

Timeline

Reason

Established CNC machining company in Sheffield experiencing coolant instability issues. Looking for a reliable metalworking fluid supplier with monitoring capabilities. Strong fit for Ultrasol X-777 and PROCARE Fluid Management.

PositionEnd User — CNC Machining

Pressure

Coolant degradation causing machine downtime and quality issues

Signals

Unhappy with current supplierHSE compliance pressureMultiple CNC machines

Assigned to

JGJohn Grierson

WOPPA Pre-Call Plan

Why

Protek CNC experiencing coolant degradation across 12 machines. HSE MW05 compliance risk. Looking for reliable supplier with monitoring capability.

Objective

Conduct lubrication survey. Demonstrate Ultrasol X-777 + PROCARE value. Secure trial agreement.

Premise

Customer is unhappy with current supplier (Houghton). Bacterial contamination and odour issues. Ready to switch if we can demonstrate better performance and monitoring.

Plan

1. Site walkthrough of all 12 machines. 2. Dipslide and concentration testing. 3. Present Ultrasol X-777 benefits vs current. 4. Demo PROCARE Fluid Cloud dashboard. 5. Propose trial on 2-3 machines.

Anticipate

May push back on switching costs. Counter: total cost of ownership (fewer clean-outs, less downtime). May want to keep existing supplier for some machines initially — acceptable as foot in door.

Activity & Tasks

Auto-created Tasks

Connect with Helen Barker on LinkedIn

Follow Waters Corporation on LinkedIn

Send personalised follow-up within 24 hours

Post-call report (due 1 day after meeting)

Sally qualified lead — BANT Score: 4/4

14:28 • Automatic

Assigned to John Grierson (Technical Sales)

14:28 • Automatic

Task created: Site survey at Waters Corporation

14:28 • Automatic

Follow-up email drafted for John Grierson to review

14:29 • Automatic

Rep notified via email with conversation summary and LinkedIn links

14:29 • Automatic

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