Brindlecote Insurance Brokers / BB-Demo – Proposal
Callcompleted
Brindlecote Insurance Brokers: documents · 2023-04-21 15:00
Proposal call on 21 Apr 2023 with Ed Duckworth and COO Ravi Atherton. They chose Starter over Growth, asked about price lock, connectors and support, and said they were ready to sign. The evidence does not show a signature.
What was said
What this says
Current to 11 Oct 26Proposal call on 21 Apr 2023 with Ed Duckworth and COO Ravi Atherton. They chose Starter over Growth, asked about price lock, connectors and support, and said they were ready to sign. The evidence does not show a signature.
What happened: Nell Ashcombe walked Ed and Ravi through the Starter proposal, with a four-week implementation at £6,000 and a £19,500 annual subscription. Both said they were ready to proceed.
Customer view: Ravi pressed on price, asking whether the nineteen five annual was locked in, and called Growth at £44,000 a jump. Ed chose to stick with Starter for now.
Commercial: Nell said the rate holds if they renew next year and that connectors can be added. She also quoted four business hours for non-urgent support and a one-year term from go-live.
Watch: Nell's spoken price-hold is not contract wording. The executed order form decides price at renewal.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Nell Ashcombe to send the order form with scope, implementation plan, go-live date and fee, as promised.
- BB-Demo to check the executed order form for any renewal price wording against what Nell said on the call.
Risks
Current to 9 Oct 26- Ravi was price sensitive and asked whether the Starter rate is locked in.
- Nell said the rate stays the same if they renew, which the order form and later price book may not support.
Opportunities
Current to 9 Oct 26- Ed asked about needing more than four connectors, so an add-on of five connectors or Growth could follow.
- Ed and Ravi were both ready to sign, so the new business closes quickly once the order form arrives.
Transcript
Nell Ashcombe NoneAfternoon, Ed, Ravi. I'm calling to walk through the proposal. Have you had a chance to look at it?
Ed Duckworth NoneYeah, I've read through it. Looks good overall. I've got a couple of questions.- Nell Ashcombe NoneGo on.
- Ed Duckworth NoneThe implementation is four weeks, and it's six thousand. What if we're not ready by week four? Can we extend?
- Nell Ashcombe NoneYes, we can flex that. It's four weeks from when we start building, but if you need more time on your end, we just pause. No pressure. The fee doesn't change.
Ravi Atherton NoneAnd the nineteen five annual, that's locked in?- Nell Ashcombe NoneIt's your rate for the term. If you renew next year, it stays the same. If you grow to Growth tier, then you'd pay the Growth rate. But for year one, it's nineteen five.
- Ed Duckworth NoneThe proposal says we get four connectors. What if we need more immediately?
- Nell Ashcombe NoneWe can add them. An extra five connectors is an add-on, costs are on the price sheet. Or you could move to Growth, which gives you eight, and you'd get some extra features as well. Growth is forty-four thousand a year.
- Ravi Atherton NoneThat's a jump from nineteen five.
- Nell Ashcombe NoneIt is, but Growth gets forty users instead of fifteen, the dashboards builder, quarterly business reviews with us, and eight connectors. It's a different offer. For most companies starting out, Starter is the way to go.
- Ed Duckworth NoneWe'll stick with Starter for now. What about support? If something breaks?
- Nell Ashcombe NoneYou get standard support. Response times are four business hours for non-urgent things. If there's a data refresh issue or a connector failing, same timeline. Urgent issues, we aim to respond within the business day. Growth and Enterprise get faster response times.
- Ravi Atherton NoneThat's fine. What about the contract? How long is it for?
- Nell Ashcombe NoneOne year. Runs from go-live. We'll send you a renewal notice ninety days before the end, and we can talk through any changes you want to make.
- Ed Duckworth NoneOkay, I think we're ready. What do we need to sign?
- Nell Ashcombe NoneI'll send an order form. It'll have the scope, the implementation plan, go-live date, and the fee. Once you sign, we'll kick off immediately. You'll get onboarded by our CSM, Daniel, and we'll build out the connectors with your team.
- Ravi Atherton NoneHow long do you need to get the order form to us?
- Nell Ashcombe NoneI can have it to you tomorrow morning.
- Ed Duckworth NoneGreat. And once we sign, we're live in four weeks?
- Nell Ashcombe NoneWe'll start implementation the day after you sign. Four weeks from there, you'll be asking questions of the brain. Any final questions?
- Ravi Atherton NoneNo, I think we're good.
- Nell Ashcombe NoneBrilliant. I'll get the order form across to you and we'll move forward. Thanks, both of you.