Coorabell Logistics / BB-Demo – Proposal
Callcompleted
Coorabell Logistics: documents · 2026-03-26 09:00
Lewis Kerr walked Warren Petrie and Brooke Dawson through the Starter proposal on 26 Mar 2026. Price, support, term and the first-year discount were the questions. No commitment was made; Warren said they would sit with it.
What was said
What this says
Current to 11 Oct 26Lewis Kerr walked Warren Petrie and Brooke Dawson through the Starter proposal on 26 Mar 2026. Price, support, term and the first-year discount were the questions. No commitment was made; Warren said they would sit with it.
What happened: Lewis took Warren and Brooke through the proposal sent the day before. It was a Starter offer at £6,000 implementation and £22k a year, in advance.
Customer view: Warren pressed on whether the price was all-in, on adding users or connectors, and on what happens if a connector fails. Brooke asked about support, service credits and the discount.
Commercial: Lewis said the discount applies to year one only and the renewal returns to list price. Lewis also said additional connectors might be cleaner under Growth, so an upgrade path was raised.
Watch: The proposal is an open item, not a contract. Warren ended with "Let me sit with this and talk to Brooke", so the outcome is not shown in this call.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to answer questions from Warren Petrie and Brooke Dawson and send the order form once they confirm.
- Coorabell Logistics to review the proposal internally and decide whether to sign.
Risks
Current to 9 Oct 26- The proposal is unsigned and Warren Petrie only said he would consider it with Brooke Dawson.
- The first-year discount ends at renewal, so the price rises to list at the first renewal.
Opportunities
Current to 9 Oct 26- Additional connectors were raised, which points to a possible Growth upgrade later.
Transcript
Lewis Kerr NoneHi Brooke, hi Warren. Thanks for joining. I sent the proposal over yesterday. Have you had a chance to review it?
Warren Petrie NoneYeah, I've had a look. Let me ask a few questions.- Lewis Kerr NoneSure, fire away.
- Warren Petrie NoneSo the implementation fee is £6,000, and then £22,000 a year. Just want to clarify: is that all-in, or are there additional fees?
- Lewis Kerr NoneThat's all-in for your first year. So £6,000 implementation, which covers four weeks of our time and the setup of your four connectors. And then £22,000 annual subscription in advance. After the first year, it's just the annual fee, assuming your tier and connectors don't change.
- Warren Petrie NoneOkay. And if we want to add more users or connectors down the line?
- Lewis Kerr NoneAdditional users, we can add anytime for a small pro-rata fee. Additional connectors, we'd need to talk through, you might find it cleaner to upgrade to Growth, which gives you more flexibility. But let's not worry about that now. We can grow you as you need.
Brooke Dawson NoneAnd the support? What's included?- Lewis Kerr NoneQuarterly check-ins with a customer success manager. Technical support during business hours, we respond to tickets within four business hours. And your data refreshes every night. There's a written SLA, all in the proposal.
- Warren Petrie NoneWhat about if the connectors fail or something breaks?
- Lewis Kerr NoneWe monitor them. If a connector stops loading data, which usually means something changed on your end in the source system, we alert you. We'll troubleshoot and fix it, usually within a day or two. Service credit if we miss the SLA.
- Brooke Dawson NoneWhat's a service credit?
- Lewis Kerr NoneIf we breach the availability SLA, which is 99.5% uptime, you get a credit against your next invoice. For Starter, it's 5% of one month's fee per breach.
- Warren Petrie NoneOkay. And the contract term?
- Lewis Kerr None12 months from signature. Automatically renews unless either of us gives 90 days' notice. We send a renewal notice three months before it expires, so you'll have time to think about it.
- Brooke Dawson NoneGot it. One thing, we saw a discount on the proposal. Can you walk us through that?
- Lewis Kerr NoneYeah. So list price for Starter is £22,000. We've given you a discount on the first year, it's noted on the proposal. That discount applies only to year one. When you renew next year, you go back to list price, which by the way increases by a small amount annually, but we'll talk you through that when the time comes.
- Warren Petrie NoneFair enough. So what happens next?
- Lewis Kerr NoneYou review with your team, get internal sign-off if you need it. Then we send you an order form: that's a legal document, one page, sets out the terms. You sign and send it back, and we've got a contract. Implementation starts as soon as we get signed credentials from your IT team and we're ready to go.
- Brooke Dawson NoneHow long does all that take? The paperwork?
- Lewis Kerr NoneIt can be quick. Usually a few days for the order form to come back signed. Once it's signed, we're live within four weeks of getting your systems access. So if you sign next week, you could be live in mid-April.
- Warren Petrie NoneOkay. Let me sit with this and talk to Brooke. Are you available for any questions that come up?
- Lewis Kerr NoneAbsolutely. Email me, call me, whatever works. My goal is to make sure everything's clear and you're comfortable signing. Happy to clarify anything.
- Brooke Dawson NoneThanks, Lewis.
- Warren Petrie NoneCheers. We'll be in touch.
- Lewis Kerr NoneThanks. Speak soon.