What was said
What this says
Current to 11 Oct 26Proposal 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.
Themes
Current to 9 Oct 26Who 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
- Lewis Kerr NoneKirsty, Megan, thanks for making time. I've got the proposal here and wanted to walk through it.
- Megan Entwistle NoneCheers. Walk us through the numbers.
- Lewis Kerr NoneRight. 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.
- Kirsty Carswell NoneWhat's included in that 28,000?
- Lewis Kerr NoneImplementation covers connector design: recruitment system, email, whatever you want. Build, testing, training. The subscription covers platform access, nightly refresh, and support for a year.
- Megan Entwistle NoneAnd the timeline?
- Lewis Kerr NoneFour weeks from signature. You'd be live in late June.
- Kirsty Carswell NoneHow many users does that cover?
- Lewis Kerr NoneStarter 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.
- Megan Entwistle NoneAnything else we should know?
- Lewis Kerr NoneOne-year contract. We send a renewal notice ninety days before expiry, so you've got time to plan. No lock-in beyond year one.
- Kirsty Carswell NoneLooks fair. What's next?
- Lewis Kerr NoneI'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.
- Megan Entwistle NoneHow long does legal review usually take?
- Lewis Kerr NoneDepends 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.
- Kirsty Carswell NoneOK. I think we're ready. Send the docs over.
- Lewis Kerr NoneWill do, today. Cheers, both.