Vellacott Payments / BB-Demo – Proposal
Callcompleted
Vellacott Payments: documents · 2025-12-17 15:15
Proposal call on a £1,962 expansion under the existing £99k Enterprise order form. Philippa Gore is content in principle; Samuel reviews the paper, and signing is targeted for 9 Jan 2026. The July renewal was flagged.
What was said
What this says
Current to 11 Oct 26Proposal call on a £1,962 expansion under the existing £99k Enterprise order form. Philippa Gore is content in principle; Samuel reviews the paper, and signing is targeted for 9 Jan 2026. The July renewal was flagged.
What happened: Sophie Ling walked Tomasz Wiśniewski and Philippa Gore through the proposal. The expansion is £1,962 in total, alongside the £99k a year subscription, which does not change.
Customer view: Tomasz said partnerships, merchant onboarding and complaints now all use the brain, and complaints patterns are spotted early. Philippa asked about the FCA angle, the security review and tickets, and wants early warning if a high priority ticket stalls.
Commercial: Active users are close to forty against 150 licensed, mostly from partnerships and onboarding. Samuel will review the paper before Philippa signs, with a target of Friday 9 January 2026.
Watch: Sophie owes written confirmation of the start date and a security note by Friday. Philippa dislikes surprises, so Daniel Okafor needs to open the July renewal conversation early.
Themes
Current to 9 Oct 26Theme
Small expansion proposal
Importance
upsell
Sentiment
positive
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Sophie Ling to send proposal confirmation, start date and security note by Friday.
- Sophie to send the order form so Samuel can review before Philippa signs, targeting 9 Jan 2026.
- Daniel Okafor to open the July renewal conversation early.
Risks
Current to 9 Oct 26- Philippa wants early warning on any stalled high priority ticket and does not like surprises.
- Complaints team adoption is still coming along, with most users from partnerships and onboarding.
Opportunities
Current to 9 Oct 26- Active users are close to forty against 150 licensed, so adoption can widen.
- Complaints team rollout is due to close in January under Tomasz.
Transcript
Sophie Ling NoneHello, can you hear me alright? I can see Tomasz. Philippa, I think you're still joining.
Tomasz Wiśniewski NoneLoud and clear, Sophie. Good afternoon. Philippa is just coming off another call, she said two minutes.- Sophie Ling NoneNo problem at all. It's that time of year, everyone's squeezing everything in before the break.
- Tomasz Wiśniewski NoneYes, exactly. Everybody wants everything signed before the holidays. Okay, while we wait, let me be concrete. Three actions from last time. One, you send the proposal. I see it in my inbox, good. Two, you send the usage summary. Also here. Three, we name who owns the rollout on our side. That one is mine.
Philippa Gore NoneAfternoon both, apologies, that overran. Headline first, please. Where are we?- Sophie Ling NoneHi Philippa. Headline: the brain is being used a lot more than a few months ago, and the proposal on the table is a small expansion on your Enterprise subscription. If you're comfortable, we're aiming to have it signed by Friday 9 January 2026.
- Philippa Gore NoneSmall. Good. Tell me what small means, then, before Tomasz gets into the detail.
- Sophie Ling NoneOf course. The expansion deal is worth £1,962 in total. That's the whole figure for the expansion, not a new annual price. Your subscription itself stays as it is, £99,000 a year under the order form, and that doesn't change with this.
- Philippa Gore NoneSo the contract I signed stays exactly as it is, and this sits alongside it.
- Sophie Ling NoneCorrect. Same order form, same terms, and the renewal is still in July. I'll come back to that at the end so nobody is surprised.
- Philippa Gore NoneThank you. I do not like surprises. Please continue.
- Sophie Ling NoneTomasz, do you want to say a word on how the teams are using it? Then I'll share the proposal page.
- Tomasz Wiśniewski NoneYes. Short version. Partnerships, merchant onboarding and complaints, all three now use it. Before, each team had its own view of a marketplace client. Now we ask one question and we see the client whole. Complaints especially. We spot a pattern with one client early, and we call the client before they call us.
- Philippa Gore NoneWhat's the regulatory angle there? Does it help us show the FCA we are watching complaints properly?
- Tomasz Wiśniewski NoneIt helps. I will not say more than that, because the compliance team decides what we show. But for us internally, we see the trend earlier. That is the real gain.
- Philippa Gore NoneGood. That is a fair answer. Carry on.
- Sophie Ling NoneOn the numbers, active users are averaging close to forty now, and that's well over double where you were the previous quarter. You're licensed for a hundred and fifty, so there's a lot of room still.
- Tomasz Wiśniewski NoneYes. And I want to be honest, most are from my team and onboarding. Complaints is coming along. What's the owner for that? Me. We close this in January.
- Philippa Gore NoneFine. Tickets. I saw something marked high priority recently. Who owns this on your side, Sophie?
- Sophie Ling NoneFair question. There were two tickets in the last month, one of them high priority. Daniel Okafor is your customer success manager and he's across it, so he's the owner. I'd rather he gives you the detail than me guessing.
- Tomasz Wiśniewski NoneI saw both. The response was fast. I have no complaint. I only mention it so Philippa knows we watch it.
- Philippa Gore NoneGood. Tell me early, always, if a high priority one is ever not moving. That is all I ask.
- Sophie Ling NoneUnderstood, and I'll make sure Daniel hears that directly. Right, let me share my screen. Can you see the proposal page?
- Tomasz Wiśniewski NoneYes, I see it.
- Philippa Gore NoneYes.
- Sophie Ling NoneSo that's the scope, line by line, and the total at the bottom is the one figure, £1,962. Nothing hidden underneath it. Any questions on the wording?
- Tomasz Wiśniewski NoneThe scope is what we discussed. One question. When it is signed, when do we start? I need a date for my team, and I do not accept 'we're looking into it'.
- Sophie Ling NoneHa, understood. Once it's signed, the team can get going straight away. I'd rather confirm the exact start with Daniel and the delivery side in writing than promise a day I can't check.
- Tomasz Wiśniewski NoneOkay. Written, by end of this week. Owner is you, Sophie.
- Sophie Ling NoneMine, yes. By Friday.
- Philippa Gore NoneBefore we finish. Anything in this that touches the security review we did? I do not want that reopened by accident.
- Sophie Ling NoneGood thing to ask. As far as I understand, it sits within the same environment you already approved, inside your own Snowflake account. If anything changed that, I'd tell you straight away. I'll confirm that in the follow-up as well, so it's on paper.
- Philippa Gore NonePlease do. Then I'm content in principle. Samuel will want to see the paper before I sign, as ever.
- Sophie Ling NoneOf course. I'll send the order form and the confirmation together so he has the lot in one go.
- Tomasz Wiśniewski NoneGood. Let me say it back. Sophie sends proposal confirmation, start date and security note by Friday. Samuel reviews. Philippa signs. Target Friday 9 January 2026. Correct?
- Sophie Ling NoneSpot on. And just so it's said, the subscription renewal is in July and Daniel will start that conversation with you in good time, so there are no surprises there either.
- Philippa Gore NoneGood. Thank you both. Season's greetings, and I look forward to the paper.
- Tomasz Wiśniewski NoneThanks, Sophie. Speak soon, have a good break.
- Sophie Ling NoneYou too. Cheers both, bye for now.
Callsmade from