What was said
What this says
Current to 11 Oct 26Gemma Holt wants to add Kelly's customer service team to Growth. Lewis Kerr quoted £4,405 plus VAT, co-termed to the 5 Jan 2027 renewal. Close is expected Wednesday 17 June 2026, subject to the managing director's sign-off.
What happened: Lewis Kerr walked Gemma Holt through a user add-on quote on the 11 Jun 2026 proposal call. All forty licensed seats are in use, so usage supports more users but not a bigger tier.
Commercial: the add-on is £4,405 plus VAT, a separate line from the £50,000 subscription on the order form. It is co-termed to the 5 Jan 2027 renewal and issued under the existing agreement.
Customer view: Gemma cannot buy alone and the managing director must sign. She is wary of a price jump at renewal and asked for a discount, which Lewis would not promise.
Watch: the expected close is Wednesday 17 June 2026, and the evidence does not show whether it was signed. The extra users will be part of the renewal conversation.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to send the quote to Gemma Holt the same day and check in towards the end of the following week.
- Kelly's team list to reach Amara and Gemma so the quote count matches.
- Lewis Kerr to confirm any discount room before putting it in writing.
Risks
Current to 9 Oct 26- The managing director has not yet approved the add-on, so the expected close may slip.
- Gemma fears a price jump at renewal and no renewal price was given on the call.
Opportunities
Current to 9 Oct 26- All forty licensed seats are in use, so the user add-on is supported and further users can follow the same way.