Copperlane Payroll / BB-Demo – Proposal
Callcompleted
Copperlane Payroll: documents · 2025-04-22 09:45
Priya Raman presented a Starter proposal at £19,500 a year plus £6,000 implementation. The CEO asked for the value case and the renewal terms, then asked for the formal proposal to review.
What was said
What this says
Current to 11 Oct 26Priya Raman presented a Starter proposal at £19,500 a year plus £6,000 implementation. The CEO asked for the value case and the renewal terms, then asked for the formal proposal to review.
What happened: Priya Raman walked Mark Brearley and Rebecca Nuttall through a Starter proposal and the four-week implementation. Mark asked for the value case, the risks and the renewal terms.
Customer view: Mark asked "What's the value case? Why am I signing this cheque?" He then asked for the formal proposal and said he and Rebecca would review it.
Commercial: Priya quoted £19,500 a year plus £6,000 implementation, and offered to take quarterly billing to the finance team. The one-year term renews automatically.
Watch: Priya described dashboards as part of Starter, but the Starter tier lists pages, chat and search. The order form should be checked against what was said.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Priya Raman to send the formal proposal, as promised on the call.
- Priya Raman to ask finance whether quarterly billing can be offered to Copperlane.
Risks
Current to 9 Oct 26- The value case rests on assumed query volumes and time savings that the customer has not confirmed.
- Dashboards were described as included in Starter, which may not match the tier definition.
Opportunities
Current to 9 Oct 26- Priya said users and connectors can be scaled up at any point, which leaves room for an upgrade.
Transcript
Priya Raman NoneMark, Rebecca, thanks for the time. Mark, you're the CEO, good to have you on. I wanted to walk you both through the proposal. Rebecca's seen the demo, and I wanted to cover the value and the investment.
Mark Brearley NoneGo ahead. What are we looking at financially?- Priya Raman NoneRight. So for Starter, which is what I'd recommend, that's nineteen thousand five hundred a year subscription, plus six thousand for implementation. Implementation is four weeks, so you'd be live by mid-May.
Rebecca Nuttall NoneAnd what's included in the subscription?- Priya Raman NoneFifteen users, that's your whole operations team plus a few more if you need them. Four connectors, payroll, invoicing, CRM, and call recorder. Pages, chat and dashboards. Nightly data refresh. And six-monthly check-ins from our customer success team.
- Mark Brearley NoneWhat's the value case? Why am I signing this cheque?
- Priya Raman NoneSo Rebecca said a typical client query takes twenty minutes, jumping between systems. If you cut that in half, that's ten minutes per query. If your team handles, say, ten client queries a day, that's an hour and forty minutes saved per person, per day. Over a four-person team, over a year, that's thousands of hours of operational time freed up. You can handle more clients or give your team breathing room.
- Mark Brearley NoneThat's the time saving. What else?
- Priya Raman NoneClient satisfaction. You answer queries faster. You can tell them why their invoice was higher, not in an email thread, in a formatted report. And if there's a problem, you spot it quicker.
- Rebecca Nuttall NoneHow long does implementation actually take for us?
- Priya Raman NoneFour weeks. First week we gather your requirements and access. Weeks two and three we build and test the connectors. Week four is live testing and then go-live. Your team, mainly Ian, validates the data along the way.
- Mark Brearley NoneAny risks I should know about?
- Priya Raman NonePretty low. The risk is usually that data is messier than expected: duplication, missing fields, that sort of thing. We work through it, but it might add a week. We've done this dozens of times, so we're usually pretty smooth.
- Mark Brearley NoneFair enough. What's the renewal situation?
- Priya Raman NoneYou're on a one-year term from go-live. At the end of the year, it renews automatically unless you tell us otherwise. You can scale up, more users, more connectors, at any point.
- Rebecca Nuttall NoneIs there flexibility if we need quarterly billing instead of annual?
- Priya Raman NoneYeah, I can make that work. Annual in advance is standard, but I can talk to the finance team about quarterly if that helps your cash flow.
- Mark Brearley NoneAlright. Send over the formal proposal. Rebecca and I will review it and get back to you.
- Priya Raman NoneWill do. I'll send it today. Once you've had a read, we can schedule a negotiation call if there's anything you want to discuss. Cheers, both.