Rookhaven Asset Management / BB-Demo – Proposal
Callcompleted
Rookhaven Asset Management: documents · 2026-09-15 16:00
Tom Ashdown walked Eleanor Whitlock through the Enterprise proposal, with a total deal value of £155,000 that includes implementation. Security review and COO approval are open, and the 18 Dec 2026 target is possible but not certain.
What was said
What this says
Current to 11 Oct 26Tom Ashdown walked Eleanor Whitlock through the Enterprise proposal, with a total deal value of £155,000 that includes implementation. Security review and COO approval are open, and the 18 Dec 2026 target is possible but not certain.
What happened: Tom Ashdown walked Eleanor Whitlock through the Enterprise proposal on 15 Sep 2026. She said lineage and the controls inside their own Snowflake account are satisfied, with the security review and the commercial position still open.
Commercial: Tom read the total deal value of £155,000 from the proposal and said it includes the one-off implementation fee and is not an annual price. The split between implementation and subscription is still to be sent in writing, and the order form decides terms.
Customer view: Eleanor cannot speak for the COO on the figure and wants him to see the written proposal and the security outcome first. She called the 18 Dec 2026 target possible but not certain.
Watch: no signer is named yet and the connector list from Neha is outstanding. The evidence does not show who the COO is or when the board meets.
Themes
Current to 9 Oct 26Theme
Enterprise proposal, COO approval
Importance
neutral
Sentiment
mixed
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send the proposal and the implementation and subscription split in writing.
- Eleanor Whitlock to get the connector list from Neha and take the proposal to the COO.
- Tom Ashdown to obtain the name of the signer and book a follow-up call in a couple of weeks.
Risks
Current to 9 Oct 26- The security review is still open and the COO has not yet seen the figure.
- The 18 Dec 2026 target depends on the security review and the board calendar and is not certain.
- The £155,000 is a first-year total including implementation, so the recurring subscription is not yet visible to the customer.
Opportunities
Current to 9 Oct 26- A company-wide Enterprise brain covering client service and distribution, with SSO and SCIM.
- Eleanor would welcome ten minutes with the COO once he has the written proposal and the security outcome.
Transcript
Tom Ashdown NoneAfternoon, Eleanor. Can you hear me alright? I've got a terrible connection from the train station, hang on, I'm in the office now. How's your week been?
Eleanor Whitlock NoneGood afternoon, Tom. I can hear you now. It has been a full week, but a productive one. I have been through the written material from Hannah in some detail.- Tom Ashdown NoneBrilliant, that was going to be my first question. Did it answer what you needed, or are there gaps?
- Eleanor Whitlock NoneMostly it answered them. To restate where we are against our criteria: lineage is satisfied, the controls inside our own Snowflake account are satisfied on paper, and the client-service use case is clear. What remains is the security review, which is with our team, and the commercial position.
- Tom Ashdown NoneGood. That's fair, and it's the right order. So today I want to walk you through the proposal, scope first and then the money, and you tell me where it doesn't fit.
- Eleanor Whitlock NonePlease do.
- Tom Ashdown NoneSo, scope. It's the Enterprise tier, company-wide rather than one team, so client service and distribution on the same brain, plus single sign-on and SCIM, an executive sponsor on our side, and security review support as part of the implementation. Implementation is a fixed fee, it's not time and materials, so you won't get surprised.
- Eleanor Whitlock NoneWhat is the implementation period, and who from your side leads it?
- Tom Ashdown NoneIt's twelve weeks for Enterprise. Hannah leads the connector design and the security side, and we'd put a named customer success manager alongside her once you're signed. I'll confirm the exact names in the order form, so don't hold me to it from here.
- Eleanor Whitlock NoneAnd the connectors? In the demo we discussed our CRM, the call recorder and the helpdesk. Is the commitment to bring them live specified?
- Tom Ashdown NoneYes. Any connector promised in the order form carries a go-live commitment in days, so it's written down. We'd agree the list with Neha first, so we promise only what her team can support.
- Eleanor Whitlock NoneThat is sensible. We would want Neha involved before anything is written.
- Tom Ashdown NoneAbsolutely. Right, the money. I won't quote anything from memory, so I'll read it from the proposal. The total deal value is £155,000. Now, that's the total, so it includes the one-off implementation fee. It's not an annual price, and I'd hate you to take it that way. I'll send the split between implementation and the yearly subscription in writing, and I'll confirm the lot before you rely on it.
- Eleanor Whitlock NoneThank you for being explicit about that. So the figure is the first-year total, including implementation, and the recurring subscription is a separate number I will see in the order form.
- Tom Ashdown NoneThat's it, yeah. And the order form is what decides terms, not the proposal and not anything I say on a call.
- Eleanor Whitlock NoneFrom a governance standpoint, that is the correct way round. I will need to take it to our COO, and I cannot speak for him on whether the figure is acceptable.
- Tom Ashdown NoneUnderstood. Would it help if I came in and did ten minutes with him, or would that be going over your head?
- Eleanor Whitlock NoneNot yet. Let me take the written proposal to him first, and the security outcome. Once both are in front of him, I would welcome that.
- Tom Ashdown NoneNo drama. Leave that with me. Then timing. We've been working towards 18 December 2026 as the date to have things settled. Does that still look workable from your side?
- Eleanor Whitlock NoneIt remains possible, but I would not call it certain. It depends on the security review finishing in good time, and on the board calendar. I would rather tell you that now than have you plan around it.
- Tom Ashdown NoneI appreciate that, honestly. So we'll treat it as the target and not as a promise. If security comes back with questions, send them straight to Hannah and we'll turn them round quickly.
- Eleanor Whitlock NoneI will. Is there anything else you need from us to finalise the proposal?
- Tom Ashdown NoneJust the connector list from Neha when she's ready, and a name for whoever signs on your side, so the paperwork's right first time. I'm useless at paperwork, so I'll get our team to check it before it comes to you.
- Eleanor Whitlock NoneThat is helpful, thank you. I will ask Neha for the list this week.
- Tom Ashdown NoneBrilliant. So, I'll send the proposal and the split in writing today, you take it to your COO and security, and we speak once you've something back. Let's get something in the diary for a couple of weeks' time.
- Eleanor Whitlock NoneThat would be fine. Thank you, Tom.
- Tom Ashdown NoneCheers, Eleanor. Speak soon.
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