What was said
What this says
Current to 11 Oct 26Tom Ashdown walked Sam Entwistle and Beth Varley through a Starter proposal: twenty-eight thousand pounds all-in for year one, then £19,500 a year. They said they would review it and come back; no commitment was given.
What happened: Tom set out Starter at twenty-eight thousand pounds all-in for year one, then £19,500 a year, with 15 users, 4 connectors and a four-week implementation.
Customer view: Beth Varley, the Finance Director, checked what year one included and asked about adding users. She closed with "Looks good", but Sam Entwistle only said they would have a look and get back.
Commercial: Extra users are a separate add-on, priced per additional ten users, to be discussed at renewal or when needed. Tom suggested about two weeks to review.
Watch: Nothing was signed and no order form was issued on this call, so this stays an open proposal.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to follow up on the proposal once the customer's review of about two weeks is up.
- Sam Entwistle and Beth Varley to review the proposal and send questions or changes.
Risks
Current to 9 Oct 26- The customer only agreed to review the proposal, so there is no signature date or commitment.
- The connector scope depends on a helpdesk system the customer may not have.
Opportunities
Current to 9 Oct 26- Additional ten-user packs are available as an add-on once the 15 included users are used.
- A signed Starter order form would start the four-week implementation.
Transcript
- Tom Ashdown NoneSam, Beth, thanks for the time. I've got the proposal ready to walk through with you.
- Beth Varley NoneGood. Sam thinks this could be useful, so let's talk through it.
- Tom Ashdown NoneRight. Starter is twenty-eight thousand pounds all-in for year one. That's the implementation, setup, training, everything. After that, nineteen thousand five hundred a year.
- Beth Varley NoneSo that's all-in for year one, including your setup fee?
- Tom Ashdown NoneYes. Year one is the all-in. Then it's the annual subscription from year two onwards.
- Sam Entwistle NoneAnd we've got how many users and connectors included?
- Tom Ashdown NoneFifteen users and four connectors. Salesforce, calls, emails, and a helpdesk if you've got one.
- Beth Varley NoneWhat happens if we want to add more users?
- Tom Ashdown NoneThat's an add-on. Every additional ten users is a separate fee, and we'd discuss that at renewal or whenever you need it.
- Sam Entwistle NoneAnd the implementation timeline?
- Tom Ashdown NoneFour weeks from signature. Week one is kickoff, weeks two and three we connect your systems and start indexing, week four you go live.
- Beth Varley NoneAnd the contract?
- Tom Ashdown NoneStandard MSA with an order form. The order form lays out the scope: which systems we're connecting, who the main contacts are, your go-live date. It's straightforward.
- Beth Varley NoneWhen would we go live?
- Tom Ashdown NoneFour weeks from when you sign. So if you signed today, you'd be live end of October.
- Sam Entwistle NoneWhat about data ownership?
- Tom Ashdown NoneThe brain runs inside your Snowflake. You own the data, you control access, we never see it. Once we've gone live, you own the whole thing.
- Beth Varley NoneAnd if we decide to stop?
- Tom Ashdown NoneData stays with you in Snowflake. There's no lock-in. You just stop using the brain.
- Sam Entwistle NoneOkay. What do you need from us?
- Tom Ashdown NoneSign the MSA and order form. We'll handle everything else: setup, configuration, training. Your main job is to give us access to your systems and a point of contact who can answer questions quickly.
- Beth Varley NoneHow long do we have to review?
- Tom Ashdown NoneNo rush, but we'd like to move. I'd say two weeks to review and get back with any questions or changes.
- Sam Entwistle NoneWe'll have a look and get back to you.
- Tom Ashdown NonePerfect. Once I've got your sign-off, we'll do a kickoff and get started. Any other questions?
- Beth Varley NoneNot from me. Looks good.
- Tom Ashdown NoneCheers, both. Speak soon.