Ambrose Kell Associates / BB-Demo – Proposal
Callcompleted
Ambrose Kell Associates: documents · 2023-08-25 16:45
Proposal call on 25 Aug 2023 with Emma Illingworth and Finance Director Priti Priestley. Terms were confirmed and Priti said they were going to do this. Nell Ashcombe was to send the order form by Friday.
What was said
What this says
Current to 11 Oct 26Proposal call on 25 Aug 2023 with Emma Illingworth and Finance Director Priti Priestley. Terms were confirmed and Priti said they were going to do this. Nell Ashcombe was to send the order form by Friday.
What happened: Nell walked through the proposal and Priti tested the commercial terms. By the end Priti said "Okay. I think we're going to do this."
Commercial: Nell quoted implementation of six thousand one-off and a subscription of twenty-two thousand a year, billed in advance. The term is one year from go-live, then thirty days' notice, with add-ons for extra users or connectors.
Watch: Priti asked what happens if a date is missed, and Nell said the implementation fee comes down. The order form will carry live-within dates for each connector.
Next: Nell wanted a decision by mid-September. The evidence does not show the signed order form.
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 by Friday.
- Customer to confirm by mid-September so the implementation timeline holds.
Risks
Current to 9 Oct 26- The term has no lock-in beyond year one, with thirty days' notice after go-live.
- BB-Demo accepted a fee reduction if a connector live-within date is missed.
Opportunities
Current to 9 Oct 26- Priti asked about more users or connectors, which would be sold as add-ons.
Transcript
Nell Ashcombe NoneHi Emma, Priti, thanks for the time. I wanted to walk you through the proposal.
Emma Illingworth NoneGood. We've reviewed it. Pretty clear, but Priti had some questions on the commercial.
Priti Priestley NoneYeah, just want to confirm the numbers and the terms.- Nell Ashcombe NoneSure. Implementation is six thousand, one-off. The subscription is twenty-two thousand a year, billed in advance.
- Priti Priestley NoneSo twenty-eight thousand the first year?
- Nell Ashcombe NoneRight. Then twenty-two thousand in years two and onwards.
- Emma Illingworth NoneAnd the term, one year?
- Nell Ashcombe NoneOne year from go-live. After that, it's thirty days' notice if you want to end it. So no lock-in beyond year one.
- Priti Priestley NoneWhat if we need more users or connectors?
- Nell Ashcombe NoneWe add them as add-ons. You'd pay extra for those. Prices are on the proposal sheet.
- Emma Illingworth NoneOkay. So what does the timeline look like?
- Nell Ashcombe NoneFour weeks from signing. You give us access to your systems, we connect them, test, train, and you're live. The order form will have 'live within' dates for each connector.
- Priti Priestley NoneAnd if you miss a date?
- Nell Ashcombe NoneThe implementation fee comes down. It's in the contract. But we don't miss those.
- Emma Illingworth NoneWho do we work with during implementation?
- Nell Ashcombe NoneHamza, our implementation consultant. Once you're live, you get a customer success manager for ongoing support.
- Priti Priestley NoneWhat's the next step?
- Nell Ashcombe NoneYou let me know you want to move forward, and I'll send you an order form. That's the legal document, it locks in the dates and pricing and the terms we just discussed. You review it, legal looks at it if you want, and once you sign, we kick off.
- Emma Illingworth NoneHow long do you need to hear from us?
- Nell Ashcombe NoneSooner is better for us, but say by mid-September so we can hit the timeline. If you want to go live in the autumn, we need to start soon.
- Priti Priestley NoneOkay. I think we're going to do this.
- Nell Ashcombe NoneBrilliant. I'll get the order form over to you by Friday. Any questions in the meantime, let me know. Best, Nell.