Pelham Rowe Insurance Brokers / BB-Demo – Proposal
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Pelham Rowe Insurance Brokers: documents · 2023-12-18 11:15
Tom Ashdown proposed Starter on three systems with a first-year total of twenty-eight thousand, all in. Geoffrey Rowe asked about pricing flexibility and said he would review and come back the following week.
What was said
What this says
Current to 11 Oct 26Tom Ashdown proposed Starter on three systems with a first-year total of twenty-eight thousand, all in. Geoffrey Rowe asked about pricing flexibility and said he would review and come back the following week.
What happened: Tom set out Starter on Salesforce, Zendesk and the call recorder, with fifteen users, four connectors and four weeks of implementation. He quoted the first year as twenty-eight thousand, all in.
Customer view: Geoffrey Rowe, the Managing Director, asked about cost and then whether there was flexibility on pricing. Naomi Fordham asked about connectors, refresh, adding users and security.
Commercial: Tom said there is some room on the first term and that he would check with Owen. Discounts apply to the first term only, at most 20%.
Watch: The quoted total is a figure from the call, and the evidence does not show an order form. Starter has no formal security review, which Naomi raised.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to check pricing room on the first term with Owen and reply by the end of the week.
- Tom Ashdown to send the proposal and security documents the same day, then an order form with the MSA once agreed.
- Geoffrey Rowe to review and respond the following week.
Risks
Current to 9 Oct 26- Geoffrey Rowe is testing price flexibility, so the first-term discount may be needed to close.
- No order form is shown, so the quoted first-year total is not contracted.
Opportunities
Current to 9 Oct 26- Naomi Fordham asked about adding users later, which points to Growth if the team passes fifteen users.
Transcript
Tom Ashdown NoneHi Naomi, Geoffrey, thanks for making the time.
Geoffrey Rowe NoneHi Tom. So what's the proposal?- Tom Ashdown NoneStarter tier connecting your three systems, Salesforce, Zendesk, call recorder. Up to fifteen users, four connectors. Four weeks implementation, then annual subscription.
- Geoffrey Rowe NoneWhat's the cost?
- Tom Ashdown NoneThe total first year is twenty-eight thousand, all in. That covers implementation and your first twelve months.
Naomi Fordham NoneAnd that includes everything? All the connectors, the refresh?- Tom Ashdown NoneYes. The brain on your three systems, all users and connectors, nightly refresh, support, quarterly check-ins.
- Geoffrey Rowe NoneIs there any flexibility on pricing?
- Tom Ashdown NoneThere's some room on the first term. Let me check with Owen and get back to you by end of week.
- Naomi Fordham NoneWhat if we add more users later?
- Tom Ashdown NoneYou can add at renewal, or upgrade to Growth if you go above fifteen. Growth includes forty users.
- Geoffrey Rowe NoneWho does the implementation work?
- Tom Ashdown NoneWe manage it. Team here handles connectors and data into Snowflake, I'm the project contact.
- Naomi Fordham NoneWhat about security?
- Tom Ashdown NoneFor Starter no formal review, but we follow standard practices: read-only connectors, encryption in transit and at rest, your data in your Snowflake account. I can send a summary.
- Geoffrey Rowe NoneWhat happens next?
- Tom Ashdown NoneI'll get an order form with the MSA. Once you sign, we kick off the following week.
- Naomi Fordham NoneWhat's the contract term?
- Tom Ashdown NoneAnnual, renewable. Thirty-day notice to cancel or change at renewal.
- Geoffrey Rowe NoneOkay. I'll review and get back next week.
- Tom Ashdown NonePerfect. I'll send proposal and security docs today.
- Naomi Fordham NoneThanks, Tom.
- Tom Ashdown NoneCheers. Speak soon.