Lewis Kerr

Stannard Vale Recruitment / BB-Demo – Proposal

Callcompleted

Stannard Vale Recruitment: documents logo Stannard Vale Recruitment: documents · 2025-05-02 14:00

Proposal call on 2 May 2025 with Kirsty Carswell and Megan Entwistle. Lewis Kerr quoted 28,000 all-in for year one on Starter. Both said it looked fair and asked for the order form and MSA. The call does not show a signature.

What was said

What this says

Current to 11 Oct 26

Proposal call on 2 May 2025 with Kirsty Carswell and Megan Entwistle. Lewis Kerr quoted 28,000 all-in for year one on Starter. Both said it looked fair and asked for the order form and MSA. The call does not show a signature.

What happened: Lewis walked Kirsty and Megan through a Starter proposal at 28,000 all-in for year one, covering implementation plus the first year's subscription. Year two renews at the standard annual rate.

Customer view: Megan asked for the numbers and the timeline. Kirsty said it looked fair and that they were ready for the documents.

Commercial: Starter covers up to 15 users and four connectors, with extra users and connectors as add-ons. Delivery is four weeks from signature, on a one-year contract with a renewal notice ninety days before expiry.

Watch: The call does not split the 28,000 or state the renewal rate, and does not show whether the order form was executed. Legal review was expected to take about a week.

AI · claude-sonnet-5-5 · 11 Oct 2026

Themes

Current to 9 Oct 26
Theme
Starter proposal and 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 order form and MSA and support Megan Entwistle's legal review.

Risks

Current to 9 Oct 26
  • The bundled year-one price hides the split between implementation and subscription, which could cause questions at the first renewal.
  • Legal review sat with the customer and the call does not show the order form being signed.

Opportunities

Current to 9 Oct 26
  • Extra users or connectors beyond 15 users and four connectors can be sold as add-ons later.

Transcript

  1. Lewis Kerr
    Lewis Kerr None
    Kirsty, Megan, thanks for making time. I've got the proposal here and wanted to walk through it.
  2. Megan Entwistle
    Megan Entwistle None
    Cheers. Walk us through the numbers.
  3. Lewis Kerr
    Lewis Kerr None
    Right. So on Starter, we've quoted 28,000 all-in for year one. That's the implementation fee plus the first year's subscription, bundled. Year two onwards, you'd renew at the standard annual rate.
  4. Kirsty Carswell
    Kirsty Carswell None
    What's included in that 28,000?
  5. Lewis Kerr
    Lewis Kerr None
    Implementation covers connector design: recruitment system, email, whatever you want. Build, testing, training. The subscription covers platform access, nightly refresh, and support for a year.
  6. Megan Entwistle
    Megan Entwistle None
    And the timeline?
  7. Lewis Kerr
    Lewis Kerr None
    Four weeks from signature. You'd be live in late June.
  8. Kirsty Carswell
    Kirsty Carswell None
    How many users does that cover?
  9. Lewis Kerr
    Lewis Kerr None
    Starter is up to 15 users. Four connectors included. If you want to add users later, that's a simple add-on. Same with extra connectors.
  10. Megan Entwistle
    Megan Entwistle None
    Anything else we should know?
  11. Lewis Kerr
    Lewis Kerr None
    One-year contract. We send a renewal notice ninety days before expiry, so you've got time to plan. No lock-in beyond year one.
  12. Kirsty Carswell
    Kirsty Carswell None
    Looks fair. What's next?
  13. Lewis Kerr
    Lewis Kerr None
    I'll send you the order form and MSA. Once you've reviewed them and got legal's sign-off, you'd sign both and we'd kick off implementation.
  14. Megan Entwistle
    Megan Entwistle None
    How long does legal review usually take?
  15. Lewis Kerr
    Lewis Kerr None
    Depends on your process. Most teams turn it around in a week or so. If you've got feedback or changes, I can work through those pretty quickly.
  16. Kirsty Carswell
    Kirsty Carswell None
    OK. I think we're ready. Send the docs over.
  17. Lewis Kerr
    Lewis Kerr None
    Will do, today. Cheers, both.

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