Ellerby Dental Group / BB-Demo – Proposal
Callcompleted
Ellerby Dental Group: documents · 2025-03-12 14:45
Priya Raman walked Rebecca Oakes and CFO Vikram Sethi through the Growth proposal at £51,600 for year one. Both signalled they were ready to proceed. Some tier promises on the call differ from the price book.
What was said
What this says
Current to 11 Oct 26Priya Raman walked Rebecca Oakes and CFO Vikram Sethi through the Growth proposal at £51,600 for year one. Both signalled they were ready to proceed. Some tier promises on the call differ from the price book.
What happened: Priya presented the Growth tier with an eight-week implementation. Both customer attendees ended the 12 Mar 2025 call saying the proposal felt right.
Customer view: Rebecca described her ops team reconciling data between four or five systems every day. Vikram asked about users, the post-go-live contact and payment terms, which are the questions of a finance buyer close to signing.
Commercial: Priya quoted £51,600 for year one, made up of £12,000 implementation and £44,000 subscription, with the subscription at £44,000 in year two. The order form and MSA were to go out that afternoon, with signature targeted for early April.
Watch: Priya said four connectors and a four-hour standard response were included. The price book gives Growth eight connectors and a one business hour P1 response, so the order form needs checking against what was said.
Themes
Current to 9 Oct 26Theme
Growth tier proposal
Importance
neutral
Sentiment
positive
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Priya Raman to send the order form and MSA to Rebecca Oakes and Vikram Sethi that afternoon.
- Rebecca Oakes to route the documents to legal and finance and come back with questions.
- Priya Raman to check the order form states the correct Growth connector limit and support response.
Risks
Current to 9 Oct 26- Priya quoted four connectors and a four-hour response for Growth, which differ from the Growth service level and connector limit in the price book.
- Priya told the customer they were unlikely to need more than the included users, which sets an expectation about add-on cost.
- Legal and finance review of the order form and MSA was still to come, so signature was not yet secured.
Opportunities
Current to 9 Oct 26- Additional users and connectors are add-ons if the customer outgrows forty users or four connectors.
- The ops team's daily reconciliation across several systems is a clear value case for the brain.
Transcript
Priya Raman NoneRight, can you both hear me?
Rebecca Oakes NoneYes, loud and clear.
Vikram Sethi NoneAll good.- Priya Raman NoneExcellent. So, this is exactly where we said we'd be. You've seen the demo, we've had a chat about what the brain does for Ellerby, now I want to walk you through the proposal we've put together. Growth tier, eight-week implementation, we're targeting early April for signature to keep momentum. Sound good?
- Rebecca Oakes NoneYes, we're excited about this. Our practice ops team has been asking for something like this for a while, they're basically reconciling data between four or five systems every day. So, tell us how this works.
- Priya Raman NoneExactly what you need. The brain pulls in your CRM, your helpdesk, practice-level data, whatever you point it at, and your team can ask questions in natural language instead of jumping between systems. You'll get dashboards they can build themselves, and we'll do the heavy lifting on connectors and authentication. Hamza, our implementation lead, will work with your tech people over eight weeks to go live.
- Vikram Sethi NoneAnd the user side, how many people can access this?
- Priya Raman NoneGrowth includes up to forty users, so your whole operations team plus clinic managers, whoever needs to query the data. Two admin accounts for your IT people. That's generous for forty practices.
- Rebecca Oakes NoneOkay. And what about cost, both the implementation and the ongoing?
- Priya Raman NoneSo the all-in for year one is fifty-one thousand six hundred. That's implementation, which is twelve thousand, and the first year subscription, which is forty-four thousand annual. After year one, you're just on the forty-four thousand subscription, unless you want to add users or connectors or expand the tier.
- Vikram Sethi NoneRight. Is that annual in advance?
- Priya Raman NoneAnnual in advance, or we can do quarterly if your process needs that. Up to you.
- Rebecca Oakes NoneAnd training, what's included?
- Priya Raman NoneTwo sessions, part of the implementation. One for your admins so they understand connectors and data, one for the ops team on how to actually use it: how to ask questions, build dashboards, export what they need.
- Vikram Sethi NoneWho's my point of contact after go-live? Do we just have Hamza, or is there someone ongoing?
- Priya Raman NoneSo Hamza owns the implementation for eight weeks. Once you're live, you'll have a CSM: that's a dedicated person who checks in quarterly, makes sure you're getting value, helps with expansion. For day-to-day support, it's our helpdesk team. Four-hour response on standard support. Growth tier includes that.
- Rebecca Oakes NoneSo we're looking at, to confirm, fifty-one thousand six hundred all in for the first year, including everything?
- Priya Raman NoneExactly. Implementation, year-one subscription, four connectors, training, the dashboard builder, forty users, two admins. All of that in fifty-one thousand six hundred. Year two you renew at the annual subscription rate, which would be forty-four thousand.
- Vikram Sethi NoneAnd what happens if we go over forty users?
- Priya Raman NoneAdditional users are an add-on. But honestly, we haven't had a customer at forty practices need more than the included users. It's built for scale. If you do, we just add them and invoice monthly, no drama.
- Rebecca Oakes NoneOkay, and you mentioned connectors, four included, but what if we need more?
- Priya Raman NoneEach extra connector beyond four is a small add-on. But four covers your main systems, CRM, helpdesk, probably your practice management data. Most people stay in that range. We can scope it properly once we know which systems you're running.
- Vikram Sethi NoneRight. So what's next from here?
- Priya Raman NoneI'll send you the order form and the MSA this afternoon. You'll want legal and finance to look at it, pretty standard stuff, but worth the review. I'm targeting signature by 9 April so we can kick off the eight-week clock in time for you to go live before summer.
- Rebecca Oakes NoneWe'll get it to the right people. If there are questions, I'll come back to you.
- Priya Raman NonePerfect. I'll be standing by. Any final questions before I send this over?
- Vikram Sethi NoneNot from me. This feels right.
- Rebecca Oakes NoneSame. Let's do it.
- Priya Raman NoneBrilliant. Cheers, both. I'll speak to you soon.
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