Garrow Lusk / BB-Demo – Proposal
Callcompleted
Garrow Lusk: documents · 2023-04-17 15:00
Nell Ashcombe took Jade Kenwright and Anthony Garrow through the Starter proposal on 17 Apr 2023. The customer asked about set-up, the all-in price and the year-two renewal price. Anthony was to sign the order form.
What was said
What this says
Current to 11 Oct 26Nell Ashcombe took Jade Kenwright and Anthony Garrow through the Starter proposal on 17 Apr 2023. The customer asked about set-up, the all-in price and the year-two renewal price. Anthony was to sign the order form.
What happened: Nell walked Jade and Anthony through the Starter scope: one team, CRM and calls first, 4 connectors, 15 users and a 4 week implementation. She quoted the all-in price for implementation plus the first year.
Customer view: Jade said the demo was clear and that the open questions were practical set-up and price. Both agreed to a start in the first week of May.
Commercial: Jade asked what year two costs. Nell would only say it follows the Starter list price then, so the renewal price was left open.
Watch: the order form was to go out the same day and come back by the end of the following week. The call does not show it being signed.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Nell Ashcombe sends the Starter order form under the standard MSA on the day of the call.
- Anthony Garrow signs and returns it by the end of the following week so the May start holds.
Risks
Current to 9 Oct 26- The order form was not confirmed signed on the call, so the start in the first week of May depends on Anthony returning it on time.
- Jade asked about the renewal price and was given no number, which could surface again at year-two renewal.
Opportunities
Current to 9 Oct 26- The 15 user soft limit and the offer of add-on users or an upgrade leave a path to Growth if usage runs above it.
Transcript
Nell Ashcombe NoneAfternoon, Jade, Anthony. Thanks for making the time. Can you both hear me okay?
Jade Kenwright NoneYes, loud and clear.
Anthony Garrow NoneAll good.- Nell Ashcombe NoneGreat. So we're walking through the Starter proposal today: what you'd actually build, the timeline, and the cost. What matters most to you both from here?
- Jade Kenwright NoneHonestly, the demo was clear on what the brain does. We want to know how we set it up for real: which systems we'd connect first, how long implementation actually takes, and whether the price lands for us.
- Nell Ashcombe NoneRight. On Starter, you'd start with one team, your internal team working the CRM and the phones. We sync your CRM, bring in the calls, then we run the brain inside your Snowflake. Four connectors is your limit, so you've got room to add more down the line.
- Anthony Garrow NoneAnd implementation is four weeks?
- Nell Ashcombe NoneFour weeks. We'd do a light security touch: test the connectors authenticate, run a few queries with your team, then hand over the keys. No heavy review on Starter, just making sure it's solid.
- Jade Kenwright NoneAnd then you're live. Chat, search, pages.
- Nell Ashcombe NoneYes. You'd also get a check-in from us every six months, we talk about what's moved, what you'd like to see next.
- Anthony Garrow NoneRight. And the number?
- Nell Ashcombe NoneTwenty-three thousand five hundred and fifty all in. Implementation and the first year together.
- Jade Kenwright NoneSo what's the renewal?
- Nell Ashcombe NoneYear two, you'd renew on the Starter list price we're running then. I won't commit to a number now, but it moves with the tier, not with some special rate.
- Anthony Garrow NoneHow many users do we get?
- Nell Ashcombe NoneFifteen on Starter. That's a soft limit, if you're at seventeen some weeks, that's fine. If you're consistently above it, we'd talk upgrade or add a few users.
- Jade Kenwright NoneThat's plenty. When would we start?
- Nell Ashcombe NoneFirst week of May. That gets us through by early June. Does that work for you?
- Anthony Garrow NoneYes, that's fine.
- Nell Ashcombe NonePerfect. I'll send the order form today under our standard MSA. You'd just need Anthony to sign it, and I'd want that back by end of next week so we can kick off on schedule. Any other questions?
- Jade Kenwright NoneNo, I think that's clear. I'll run it past Anthony and get it back to you.
- Nell Ashcombe NoneBrilliant. Speak soon, cheers.