Quennell Harte / BB-Demo – Proposal
Callcompleted
Quennell Harte: documents · 2026-05-28 16:30
Sophie Ling presented Starter to Ellie Rowcliffe and Simon Harte: £6,000 implementation and a £22k annual subscription. Both were comfortable and asked for the order form. First response time was quoted loosely.
What was said
What this says
Current to 11 Oct 26Sophie Ling presented Starter to Ellie Rowcliffe and Simon Harte: £6,000 implementation and a £22k annual subscription. Both were comfortable and asked for the order form. First response time was quoted loosely.
What happened: On the 28 May 2026 proposal call, Sophie walked through Starter with 15 users and four connectors. Simon checked that the queries shown in the demo (unbilled time, client history, project expertise) were covered, and she confirmed they were.
Customer view: Simon called the terms fair and Ellie said they were happy with them. Their questions were practical: contract length, support, upgrade path and other costs.
Commercial: Sophie quoted a £6,000 implementation and a £22k subscription, with a one-year term and a move to Growth if they outgrow Starter. She aimed for signature in early July.
Watch: Sophie described first response as within a business day, which is looser than the four hours quoted on the later call. The evidence does not show a signed order form.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Sophie Ling to send the formal proposal and order form on the day of the call.
- Quennell Harte to return the signed paper by early July so kickoff can start.
Risks
Current to 9 Oct 26- First response was quoted as within a business day, which differs from the four-hour response quoted on the next call.
- The evidence does not show that the order form was signed, so the deal remains open.
Opportunities
Current to 9 Oct 26- Simon asked about growing, so a later move from Starter to Growth is a natural upgrade conversation.
Transcript
Sophie Ling NoneHi both, thanks for making time. So I want to walk through the proposal and make sure it fits what you need.
Ellie Rowcliffe NoneGreat, we're listening.- Sophie Ling NoneOK so based on the demo and our conversations, you're looking at Starter tier. That gives you up to fifteen users, four connectors: so CRM, project system, email, and accounting if you add that later. You get the search and chat interfaces, and we support one admin on your side to manage access.
Simon Harte NoneAnd that covers the queries you showed: like, unbilled time, client history, project expertise?- Sophie Ling NoneAll of those, yeah. Starter is designed for teams like yours, up to fifteen users, a handful of systems. Everything you asked for is in there.
- Sophie Ling NoneSo here's the commercial structure. There's an implementation fee: that covers the connector design, building, testing, Snowflake setup, and a week of support after you go live. For Starter, that's six thousand. Then there's an annual subscription: twenty-two thousand a year, paid upfront or quarterly if you prefer.
- Ellie Rowcliffe NoneOK so if we do annual, it's twenty-eight all-in for the first year.
- Sophie Ling NoneThat's right. Twenty-eight to get live and running for the first year. Then renewal is just the subscription, twenty-two a year after that.
- Simon Harte NoneAnd the timeline?
- Sophie Ling NoneFour weeks from kickoff to live. So if we sign in early July, you'd be live by end of July.
- Ellie Rowcliffe NoneThat's quick.
- Sophie Ling NoneIt is. We've got it down to a good process. Week one is connector design and Snowflake setup. Weeks two and three we build and test. Week four we go live, do some training, and you're running.
- Simon Harte NoneAnd if we want to upgrade later: say, we grow and need more users, can we?
- Sophie Ling NoneAbsolutely. We review usage at your annual check-in. If you've outgrown Starter, more than fifteen users, more connectors, we'd move you to Growth. It's just a change in your subscription from that point on.
- Simon Harte NoneOK, and what's the contract length?
- Sophie Ling NoneOne year. You renew annually. No lock-in beyond that.
- Ellie Rowcliffe NoneAnd if we have issues during the year, support, how does that work?
- Sophie Ling NoneYou'll have a CSM, a customer success manager, who checks in with you quarterly. If something breaks: a connector syncs wrong, a query isn't working, you reach out and we fix it. First response is within a business day, usually much faster.
- Simon Harte NoneThat sounds fair. Are there any other costs I should know about?
- Sophie Ling NoneNot if you stay on Starter. If you wanted to add stuff later: like, more than four connectors, or more than fifteen users, there's an add-on cost. But as you are, it's just the subscription.
- Ellie Rowcliffe NoneOK I think we're OK with this. What's next?
- Sophie Ling NoneI'll send you a formal proposal document and an order form. You review it, let me know if you have any questions, and if you're happy, we sign and kick off.
- Simon Harte NoneWhen would you need that back?
- Sophie Ling NoneI'd ideally get it back by early July so we can kick off straight away. Gives us a few weeks to get you live.
- Ellie Rowcliffe NoneThat works for us.
- Sophie Ling NoneBrilliant. I'll get it over today. Any other questions before I go?
- Simon Harte NoneNo, I think we're good. Thanks, Sophie.
- Sophie Ling NoneGreat. I'll be in touch.