Brannock Medical Supplies / BB-Demo – Proposal
Callcompleted
Brannock Medical Supplies: documents · 2024-10-14 10:30
Priya Raman walked Helen Varley through a £2,010 expansion proposal on top of the existing Growth agreement. Helen wants a written answer on what the account managers will see and when, before it goes to Andrew.
What was said
What this says
Current to 11 Oct 26Priya Raman walked Helen Varley through a £2,010 expansion proposal on top of the existing Growth agreement. Helen wants a written answer on what the account managers will see and when, before it goes to Andrew.
What happened: Priya presented the proposal for extra capacity for the account managers, working to a sign-off date of 18 Nov 2024. Helen asked what is in it, what drives the amount and what happens on Andrew's side.
Customer view: Helen will not discuss price herself, as that is Andrew's. She wants a straight written answer on whether the product shows contract renewals by trust next to delivery queries.
Commercial: £2,010 is the total value of the expansion, not a new annual figure. It sits under the existing Growth agreement with the same forty users and terms.
Watch: Priya would not give a go-live day and left product detail to Marcus. Helen said she wants to know now if it cannot do what the account managers need.
Themes
Current to 9 Oct 26Theme
Expansion proposal review
Importance
upsell
Sentiment
mixed
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Priya Raman sends the proposal, the one page price make-up and the draft order form by end of the next day.
- Marcus confirms in writing what the account managers will see and when.
- Helen Varley passes the pack to Andrew ahead of 18 Nov 2024.
Risks
Current to 9 Oct 26- No go-live date has been given, and Helen has said she will not accept a vague answer on capability.
- Andrew has not yet seen the terms in writing and Helen says price is his decision, so approval depends on him.
Opportunities
Current to 9 Oct 26- The £2,010 expansion adds capacity for the account managers on top of the existing Growth agreement.
- Priya offered to join a call with Andrew to close it.
Transcript
Priya Raman NoneHi Helen, morning! Can you hear me? I've got a bit of an echo on my side.
Helen Varley NoneMorning, Priya. I can hear you fine. Probably just the room you're in.- Priya Raman NoneRight, let me move rooms. Hang on. Okay, that's better. So, a quick recap to keep momentum. We've talked about the expansion, I've now got the proposal written up, and the date we're working to is Monday 18 November 2024. Today is about walking you through it so it's easy for Andrew to say yes.
- Helen Varley NoneGood. Three things from me, so we stay on track. What's actually in it, what's driving the amount, and what happens on Andrew's side.
- Priya Raman NonePerfect, that's exactly the order I'd have gone in. Sharing my screen. Can you see the proposal page?
- Helen Varley NoneI can see it. It's small.
- Priya Raman NoneIs that better? I'll make it bigger. So it sits on top of what you already have on Growth. Same agreement, same forty users, same terms. This just adds the extra capacity we discussed for the account managers.
- Helen Varley NoneAnd the amount?
- Priya Raman None£2,010. And to be clear, that's the total value of this expansion, it's not a new annual figure for the whole account. Your existing subscription stays as it is.
- Helen Varley NoneRight. What's driving that? I want to be able to tell Andrew why it's that number and not something rounder.
- Priya Raman NoneGood question. It's built from what's being added, nothing else, and it's been priced to the same list as your agreement. There's no hidden extra. I can put the make-up on one page for Andrew.
- Helen Varley NonePlease do. I'm not going to talk price myself, that's Andrew's, but I'll take it to him with the one pager.
- Priya Raman NoneUnderstood, and happy to make this easy. If it helps, I can join a call with him as well.
- Helen Varley NoneHe may prefer that. He likes to know who he's dealing with. He'll ask who our account manager is.
- Priya Raman NoneThat's me. I'll introduce myself properly, and Marcus is there for adoption.
- Helen Varley NoneGood. Now, does this fix the thing the account managers keep asking about? They want to see contract renewals by trust in the same place as the delivery queries.
- Priya Raman NoneFrom what I understand, that's the aim of it. I'd not want to overclaim the detail of the product, though. I'll get Marcus to confirm exactly what they'll see, and put it in the note, so you're not relying on me for that.
- Helen Varley NoneI'd rather that. I won't accept a vague answer on whether it can do it. If it can't, I want to know now.
- Priya Raman NoneTotally fair. You'll have a straight answer in writing before it goes anywhere near Andrew.
- Helen Varley NoneWhat about timing? When would the account managers actually have it, if Andrew signs on the eighteenth?
- Priya Raman NoneI'd rather not guess the exact day. I'll come back with it with Marcus. The thing I can control is getting the paperwork to you this week so nothing waits on us.
- Helen Varley NoneOkay. And what does Andrew need from me? Last time he wanted the terms in writing before he'd say anything.
- Priya Raman NoneThat's coming. The proposal plus a draft of the order form, so he can see the actual wording. If we can get that over the line by the eighteenth, you get the capacity in good time. If he has questions, he can ask me directly.
- Helen Varley NoneRight. Is there any reason it won't make the eighteenth?
- Priya Raman NoneNone that I can see. It's a small piece, and I'd say it's mostly down to getting it in front of him.
- Helen Varley NoneGood. I'll forward it to him as soon as I have it. Anything else from you?
- Priya Raman NoneOnly a recap of who sends what. I send the proposal, the one pager on how the amount's made up, and the draft order form by end of tomorrow. You pass it to Andrew. Marcus confirms the detail on what the account managers will see. Does that match yours?
- Helen Varley NoneThat's mine. Thanks, Priya.
- Priya Raman NoneBrilliant. Thanks Helen, speak soon.
- Helen Varley NoneSorry, I think I'm still on. Bye now.
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