Lewis Kerr

Silverbeck Energy Services / BB-Demo – Proposal

Callcompleted

Silverbeck Energy Services: documents logo Silverbeck Energy Services: documents · 2025-10-08 13:45

Lewis Kerr proposed Starter to Kirsty Ingham and Kevin Kershaw: three systems, four-week implementation at £6,000 and a £19,500 annual subscription. No decision was taken; Kirsty will consult her team.

What was said

What this says

Current to 11 Oct 26

Lewis Kerr proposed Starter to Kirsty Ingham and Kevin Kershaw: three systems, four-week implementation at £6,000 and a £19,500 annual subscription. No decision was taken; Kirsty will consult her team.

What happened: Lewis Kerr put the Starter proposal to Silverbeck on 8 Oct 2025. It covers job orders, CRM and maintenance history, with a four-week implementation.

Customer view: Kirsty Ingham asked about cost and who runs the brain after go-live. Kevin Kershaw asked what happens after year one.

Commercial: Lewis said the subscription renews at the standard rate and quoted no figure. Under the price book a first Starter renewal can carry a 12.8% rise, which the call did not mention.

Watch: no commitment was made, and the evidence does not show the security questionnaire being sent or returned.

AI · claude-sonnet-5-5 · 11 Oct 2026

Themes

Current to 9 Oct 26
Theme
Starter proposal pricing
Importance
neutral
Sentiment
positive
Voice
decision-maker

Who was there

BB-Demo

Them

Follow-up

Next steps

Current to 9 Oct 26
  • Lewis Kerr to send the proposal and the data security questionnaire.
  • Lewis Kerr to pick the conversation up with Kirsty Ingham the following week.

Risks

Current to 9 Oct 26
  • Renewal price was described only as the standard rate, so a later price step may surprise the customer.
  • No commitment was given; Kirsty Ingham took the proposal away to discuss with her team.

Opportunities

Current to 9 Oct 26
  • Three systems in scope sit within the Starter limit of four connectors, leaving room to add one later.

Transcript

  1. Lewis Kerr
    Lewis Kerr None
    Right, Kirsty, Kevin, thanks for the time. I've got a proposal for you.
  2. Kevin Kershaw
    Kevin Kershaw None
    Brilliant.
  3. Lewis Kerr
    Lewis Kerr None
    So for Silverbeck, I'm recommending our Starter tier. We'd connect your three systems: job orders, CRM, and maintenance history. That gets you search, chat, and pages. Implementation runs four weeks, then we go live.
  4. Kirsty Ingham
    Kirsty Ingham None
    What does that look like in terms of cost?
  5. Lewis Kerr
    Lewis Kerr None
    So the implementation is fixed at six thousand pounds. Then the subscription is nineteen thousand five hundred a year. So that's twenty-five thousand five hundred all-in for year one.
  6. Kevin Kershaw
    Kevin Kershaw None
    And after year one?
  7. Lewis Kerr
    Lewis Kerr None
    It renews at the standard rate. The renewal is done on an annual basis. You get a renewal notice in advance, and you can cancel if you want, but you're not locked in: it's an annual contract, renewal-based.
  8. Kirsty Ingham
    Kirsty Ingham None
    Who's running it once we're live?
  9. Lewis Kerr
    Lewis Kerr None
    Your implementation consultant is Laura. She's really good, very thorough. She'll build the connectors, test everything, train your team. Then you get Amara as your Customer Success Manager. She's your first line for any questions, any issues. We've also got support, email, helpdesk.
  10. Kevin Kershaw
    Kevin Kershaw None
    So Laura's there for the four weeks, then Amara after?
  11. Lewis Kerr
    Lewis Kerr None
    Right. Laura's there for onboarding and the soft launch. After that, Amara's your ongoing contact. She'll do a check-in every six months, and we're here if anything breaks.
  12. Kirsty Ingham
    Kirsty Ingham None
    And the contract length?
  13. Lewis Kerr
    Lewis Kerr None
    One year. We'll send a renewal notice in advance. Very straightforward.
  14. Kevin Kershaw
    Kevin Kershaw None
    Okay. Anything else we should know?
  15. Lewis Kerr
    Lewis Kerr None
    I can send you a data security questionnaire as well, just so you have all the detail. Other than that, I'm here to answer any questions about scope or price.
  16. Kirsty Ingham
    Kirsty Ingham None
    This looks good. Let me chat with the team and come back to you.
  17. Lewis Kerr
    Lewis Kerr None
    Perfect. I'll send the proposal over and we can pick this up next week. Kind regards, Lewis.

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