Tamar Crossing Freight / BB-Demo – Proposal
Callcompleted
Tamar Crossing Freight: documents · 2026-09-10 15:45
On 10 Sep 2026 Sophie Ling walked Jason Pengelly and Finance Director Sarah Northcott through a £28k first-year Starter proposal. Sarah called it reasonable, with legal review of the order form and MSA to follow.
What was said
What this says
Current to 11 Oct 26On 10 Sep 2026 Sophie Ling walked Jason Pengelly and Finance Director Sarah Northcott through a £28k first-year Starter proposal. Sarah called it reasonable, with legal review of the order form and MSA to follow.
What happened: Sophie Ling took Jason Pengelly and Sarah Northcott through the Starter proposal on 10 Sep 2026. Sarah had reviewed it and said the scope of Salesforce, Xero, dispatch data and calls seemed right.
Customer view: Sarah asked about inclusions, data location, payment terms and what happens if it does not work out. She called the proposal reasonable but wants the order form and MSA reviewed by legal.
Commercial: Sophie quoted £28k for the first year, implementation and subscription combined, invoiced upfront on Net 30 terms. She promised the order form and MSA that day and estimated a week to ten days for review.
Watch: The evidence does not show a signed order form. Sophie described the dashboard builder and a quarterly check-in as part of Starter, while the price book lists those under Growth, so the order form must state the scope.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Sophie Ling to confirm with Jason Pengelly and Sarah Northcott that the order form and MSA were received and where legal review stands.
- Sophie Ling to align the order form scope with the Starter tier before signature.
- Sophie Ling to schedule the kickoff call once the order form is signed.
Risks
Current to 9 Oct 26- Legal review of the order form and MSA is outstanding, and the evidence does not show it completing or the order form being signed.
- Sophie described the dashboard builder and a quarterly check-in as Starter features, which the price book places under Growth and a six-monthly check-in.
- The pause option during a thirty-day implementation period was offered verbally and needs to match the order form.
Opportunities
Current to 9 Oct 26- A Starter new-business deal with a four-week implementation, with Sarah and Jason both positive.
- Sophie said users can be added and upgrade options discussed if the customer exceeds the soft limit of 15 users.
Transcript
Sophie Ling NoneJason, Sarah, thanks for making the time. I'm assuming you got the proposal and the demo summary we sent?
Jason Pengelly NoneYep, got them both. Sarah's had a chance to review, Sarah?
Sarah Northcott NoneYeah, I've looked through it. The scope seems right, Salesforce, Xero, dispatch data, calls. Just wanted to check the commercial terms.- Sophie Ling NoneOf course. So we're proposing Starter tier: that's £28,000 for the first year, implementation and subscription combined. You'd be live within four weeks.
- Sarah Northcott NoneWhat's included in Starter for that?
- Sophie Ling NoneUp to fifteen users, four connectors: you're using Salesforce, Xero, calls and dispatch, so that fits. You get search, chat, the dashboard builder, and a quarterly check-in with our team. Standard support available during business hours.
- Jason Pengelly NoneWhat if we grow and need more users?
- Sophie Ling NoneYou can add users as you go, Starter has a soft limit of fifteen, so there's headroom. If you think you'll exceed that significantly, we can discuss upgrade options.
- Sarah Northcott NoneWhat about data security, where does it live?
- Sophie Ling NoneThe brain runs inside your own Snowflake account. Your data never leaves your infrastructure. All connectors are managed by us, but everything is encrypted in transit and at rest.
- Sarah Northcott NoneThat's good. And the payment terms?
- Sophie Ling NoneWe invoice for the full amount upfront, then you're on an annual subscription. Standard Net 30 terms apply.
- Sarah Northcott NoneAnd if it doesn't work out?
- Sophie Ling NoneWe've got a thirty-day implementation period where we can pause if needed. Once live, the contract is annual.
- Jason Pengelly NoneI'm convinced. Sarah, thoughts?
- Sarah Northcott NoneLooks reasonable. I'd want to review the order form and MSA, legal will need to sign off.
- Sophie Ling NoneAbsolutely. I'll get those over to you today. The order form lays out pricing, terms, the four-week timeline, and the connectors. Once you and legal are happy, we can get a signature and kick off straight away.
- Jason Pengelly NoneHow long does review usually take?
- Sophie Ling NoneA week to ten days? Depends on your legal team. Once that's signed, we'll schedule a kickoff call to plan the implementation detail.
- Sarah Northcott NoneSounds good. We'll get it reviewed and back to you.
- Sophie Ling NonePerfect. I'll send the docs over today and we'll speak as soon as you've had a chance to review. Cheers, both.
- Jason Pengelly NoneCheers, Sophie.