Kersey Mill Foods / BB-Demo – Proposal
Callcompleted
Kersey Mill Foods: documents · 2024-08-02 12:30
On the 2 Aug 2024 proposal call, Peter Mayes said "I think we're in" on £62k all-in for Growth and Gillian Woolnough agreed. Kickoff moved to early August so the launch is not rushed. The order form is the next step.
What was said
What this says
Current to 11 Oct 26On the 2 Aug 2024 proposal call, Peter Mayes said "I think we're in" on £62k all-in for Growth and Gillian Woolnough agreed. Kickoff moved to early August so the launch is not rushed. The order form is the next step.
What happened: Tom Ashdown walked Peter Mayes and Gillian Woolnough through the Growth proposal on 2 Aug 2024. Peter said they were in and Gillian confirmed she was happy.
Customer view: Gillian's need is to stop pulling data by hand from four systems to answer customer questions. They chose a start after their product launch over a rushed one before it.
Commercial: Tom quoted £62k all-in for Growth and said it renews at the same level, £62k a year. That sits oddly with a one-off implementation fee, and the call does not show what the order form says.
Watch: Tom promised no extra cost if implementation overruns and a credit against the first invoice if go-live is missed. Check the executed terms against both promises.
Themes
Current to 9 Oct 26Theme
Growth proposal verbal yes
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- Tom Ashdown sends the updated proposal with an early August kickoff the day after the call.
- Move to the order form under the MSA and confirm the renewal price in writing.
- Loop in the implementation team once the order form is signed.
Risks
Current to 9 Oct 26- Renewal was described verbally as £62,000 a year, the same as the all-in first-year price, and may not match the executed order form.
- The brain will not be live for the customer's new product launch, so the later start has to hold.
- A missed go-live date would trigger the credit Tom promised against the first invoice.
Opportunities
Current to 9 Oct 26- Extra connectors, five at a time, or more users were raised as later add-ons.
- Tom offered to discuss volume or a longer-term commitment if useful to the customer.
- The dashboards builder lets the customer's teams publish their own live views, which can deepen adoption.
Transcript
Tom Ashdown NonePeter, Gillian, thanks both for making the time. Hopefully you've seen the proposal I sent over, I wanted to walk through it and answer any questions.
Peter Mayes NoneYeah, I've got it in front of me. So 62,000 all-in for Growth. What are we actually getting?- Tom Ashdown NoneGood question. So that's implementation, we'll run eight weeks, plus the first year of the subscription. It includes forty users, eight connectors to your CRM, ERP, helpdesk, call data, whatever you need, and the dashboards builder so your teams can publish live views of their data without going through us. After year one it renews at the same level, 62,000 a year.
- Peter Mayes NoneAnd if we need to add people or systems later?
- Tom Ashdown NoneThat's what add-ons are for. Extra connectors, five at a time, or more users. All priced separately and you only pay if you actually need them.
Gillian Woolnough NoneThe big thing for us, Peter, is, right now I'm manually pulling data from four systems to answer customer questions. This flattens that.- Peter Mayes NoneAnd the implementation, you're confident it'll be done before we launch the new product?
- Tom Ashdown NoneIf we kick off in the next month, yeah. Eight weeks from kickoff to live, so that gets you to mid-September. The new product is when?
- Gillian Woolnough NoneMid-July. So that's tight.
- Tom Ashdown NoneYeah, that won't work. You'd need to start within the next few weeks to hit mid-July. Is mid-July a hard deadline?
- Gillian Woolnough NonePretty much. We'll have a lot of internal focus on the launch.
- Tom Ashdown NoneOkay. If we started, say, this coming Monday, we could potentially compress the timeline to seven weeks, maybe even six if your IT team is responsive. But it would be pushing it. That would get you live in late June, early July. Is that feasible on your end?
- Peter Mayes NoneIf we start next week, do we pay the full amount or is there a, ?
- Tom Ashdown NoneSame deal either way, 62,000 covers implementation and the first year. It doesn't change based on timeline.
- Gillian Woolnough NoneCan I talk to you about kicking off that soon? That's pretty fast.
- Tom Ashdown NoneCourse. What's the concern?
- Gillian Woolnough NoneI need to get the IT team engaged and trained before we can actually start on the data side. And we've got the launch prep ramping up next week. It's a lot to do in parallel.
- Tom Ashdown NoneRight. So it's possible but you'd need serious commitment from IT and ops. One alternative is: we could start in early August, post-launch, and get you live in late September. Less rushed, your team's got headspace. It means you wouldn't have the brain live for the new product launch, but you'd be live before the quarter ends and before things get hectic again.
- Peter Mayes NoneThat feels smarter actually.
- Gillian Woolnough NoneI reckon so too. Once the launch is done, we can give it proper attention.
- Tom Ashdown NonePerfect. So I'll update the proposal, implementation starting early August, go-live mid-September. Gives you a buffer if anything goes sideways. That work?
- Peter Mayes NoneYeah. And contractually, we'd be locked in on the 62,000 or is there any flexibility?
- Tom Ashdown NoneThe 62,000 is the Growth list price. That's what you'd be agreeing to in the order form. We could discuss volume or: you know: a longer-term commitment if that's useful, but as it stands, that's the number.
- Peter Mayes NoneOkay, and what happens if implementation runs over?
- Tom Ashdown NoneWe commit to eight weeks. If we go over, we eat it, there's no extra cost to you. The 62,000 is all-in. There is a service level, if we miss the go-live date, you'd get credit against the first invoice. We take that seriously.
- Peter Mayes NoneFair. I think we're in. Gillian, are you happy?
- Gillian Woolnough NoneYeah, I'm happy.
- Tom Ashdown NoneBrilliant. So I'll update the proposal, send it back over with early August as the kickoff, and we'll move into the order form. Once you sign that, I'll loop in the implementation team and we'll get going. Sound good?
- Peter Mayes NoneGood with me.
- Tom Ashdown NoneCheers, both. I'll get that updated version over by tomorrow.
Callsmade from