Penvarra Digital / BB-Demo – Proposal
Callcompleted
Penvarra Digital: documents · 2023-10-18 13:45
Tom Ashdown walked Toby Lister through the Starter proposal: £19,500 a year plus £6,000 implementation. Toby raised no objection and will review the order form with a colleague named Steve and reply the following week.
What was said
What this says
Current to 11 Oct 26Tom Ashdown walked Toby Lister through the Starter proposal: £19,500 a year plus £6,000 implementation. Toby raised no objection and will review the order form with a colleague named Steve and reply the following week.
What happened: Tom set out the Starter proposal on the 18 Oct 2023 call: £19,500 a year, £6,000 implementation, four weeks to live, annual term in advance with thirty-day notice.
Customer view: Toby asked practical questions about effort, term and adding users or connectors. He said an early November start should be fine and raised no price objection.
Commercial: The order form and standard MSA were still to be sent and signed. The call shows a proposal, not an executed contract.
Watch: Toby said he would review it with Steve, who was not on the call and whose role the evidence does not show. Tom should find out who Steve is and whether he holds sign-off.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send the order form and standard MSA.
- Toby Lister to review with Steve and reply the following week.
Risks
Current to 9 Oct 26- Steve, whose role is not shown, must review the order form and may change the outcome.
- The order form and MSA were not yet signed, so the deal was open.
Opportunities
Current to 9 Oct 26- Toby asked about adding users and connectors, which points to later add-on demand.
Transcript
Tom Ashdown NoneHi Toby, just wanted to walk through the proposal before you review it with the team.
Toby Lister NoneYeah, cheers. I've seen the email. So £19,500 a year plus £6,000 upfront?- Tom Ashdown NoneThat's right. The £19,500 is for Starter: fifteen users, four connectors, six-monthly check-ins. The £6,000 is implementation: we get HubSpot and your email live, run training, make sure everything's working day one.
- Toby Lister NoneAnd the four weeks, that's four weeks of implementation time from your side?
- Tom Ashdown NoneYep. Four weeks until you're live. From your side it's light, maybe two hours with your IT team to give us access to the systems, then we handle the rest. Training's a couple of hours mid-week four. That's it.
- Toby Lister NoneOK. And what's the term?
- Tom Ashdown NoneAnnual. In advance. Thirty-day notice if you need to exit. Standard stuff.
- Toby Lister NoneAnd we can add more users or connectors if we need them?
- Tom Ashdown NoneYep. Anytime. Ten users at a time, five connectors, we price those as add-ons. So as your needs grow, you can expand.
- Toby Lister NoneRight. When could you start?
- Tom Ashdown NoneWe're pretty flexible. I'm thinking early November if you can sign in the next week or two. Does that work?
- Toby Lister NoneYeah, that should be fine. What do I need to do?
- Tom Ashdown NoneI'll send over an order form and our standard MSA. It's just the legalese, gets signed by both sides. Once that's done, we'll schedule a kick-off call with you and your IT person, and we'll get started.
- Toby Lister NoneFair. I'll review it with Steve and get back to you next week.
- Tom Ashdown NoneNo drama. Cheers, Toby.