Ashlowe Medical Group / BB-Demo – Proposal
Callcompleted
Ashlowe Medical Group: documents · 2025-09-05 14:45
On the 5 Sep 2025 proposal call, Chris Riley and Neil Bancroft agreed to proceed on the Growth proposal after checking timeline, connectors, security scoping and renewal notice. Lewis Kerr promised the order form by Friday.
What was said
What this says
Current to 11 Oct 26On the 5 Sep 2025 proposal call, Chris Riley and Neil Bancroft agreed to proceed on the Growth proposal after checking timeline, connectors, security scoping and renewal notice. Lewis Kerr promised the order form by Friday.
What happened: Lewis Kerr walked Chris Riley (Head of Data) and Neil Bancroft (Finance Director) through the proposal. Both said they were ready to move forward and Lewis promised the order form by Friday.
Customer view: Questions were practical: when the eight weeks start, the 07:00 nightly refresh, connector headroom and the ninety-day renewal notice. Chris wants CRM, calls and finance, leaving five of the eight Growth connectors spare.
Commercial: Verbal agreement only. The evidence does not show a signed order form, so the proposal remains an open item until executed paper exists.
Watch: Eight weeks run from signature, so delay in signing delays go-live. The IT contact for the security questionnaire is still outstanding.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr sends the order form by the Friday after the call.
- Chris Riley provides the IT contact for the security questionnaire.
- Neil Bancroft arranges legal review and signature of the order form.
Risks
Current to 9 Oct 26- The order form was not yet signed on the call, so the deal is still a proposal until executed.
- The eight-week implementation clock starts only at signature, so slow legal review pushes back go-live.
Opportunities
Current to 9 Oct 26- Five spare Growth connectors could later take HR or helpdesk data.
- On-site training and a later tier upgrade were both raised as possible add-ons.
Transcript
Lewis Kerr NoneRight, afternoon, thanks both. Have you had time to look over the proposal we sent?
Chris Riley NoneYeah, we've had a read. Looks solid.
Neil Bancroft NoneWe've reviewed it, yes.- Lewis Kerr NoneGreat. So any questions on what's in there, or shall I walk through the key bits?
- Neil Bancroft NoneI think the numbers are clear. What I want to understand is the timeline. You've got eight weeks, but when does that start? Signature date?
- Lewis Kerr NoneExactly. So from the date you sign the order form, we've got eight weeks to delivery. That's the implementation, the connector setup, training for your team. So if we signed mid-month, you'd be live roughly two months after.
- Neil Bancroft NoneAnd you mentioned in the document, the nightly refresh is seven in the morning?
- Lewis Kerr NoneThat's right. Complete by 07:00 business days in UK time. So if something changes in your CRM in the evening, it's in the brain the next morning.
- Chris Riley NoneI had a question on the connectors. You said eight included in Growth. We want CRM, calls, and finance. That's three. Do we have five left over?
- Lewis Kerr NoneThat's right. So you'd have five slots you could use for HR, helpdesk, or anything else later. You're not forced to use them now.
- Chris Riley NoneGood. And on the implementation, it says you'll scope out security with our IT team. How long does that take?
- Lewis Kerr NoneThat's usually a week or two of back and forth: just clarifying which data fields are sensitive, who needs access to the brain, that sort of thing. It's part of the eight-week timeline, not on top of it.
- Neil Bancroft NoneOkay. And the contract, it says annual, but there's a ninety-day notice period for renewal. What does that mean?
- Lewis Kerr NoneSo you've got an annual contract, and ninety days before it expires, we'll send you a renewal notice. That gives you: and us: time to discuss whether you want to continue, whether you want to change anything, or if you want to part ways. It's standard.
- Neil Bancroft NoneRight. And if we want to upgrade the tier later?
- Lewis Kerr NoneWe'd quote you for the upgrade, usually pro-rated so you're not paying for a full year. But that's a conversation for when you see the value, which hopefully happens quickly.
- Chris Riley NoneWhat about training? Is that just an onboarding session or...?
- Lewis Kerr NoneIt's built into the implementation. We'd do an onboarding call with your team, walk them through the interface, show them how to ask questions and build basic queries. If you want on-site training or something more in-depth, that's an add-on, but I'd suggest starting with what's included.
- Chris Riley NoneThat sounds fine. I think we're ready to move forward. Neil?
- Neil Bancroft NoneYes, I'm comfortable with this. Let's do it.
- Lewis Kerr NoneBrilliant. So here's what I'll do, I'll send you the order form by end of week. You review, get your legal team to have a look if you want, and once you're happy, sign and send it back. I'll also need your IT contact to loop them in on the security questionnaire. Sound good?
- Chris Riley NonePerfect. I'll get you the IT contact details.
- Lewis Kerr NoneCheers. Order form by Friday, and we'll get the implementation plan rolling. Speak soon.