Wickersley Building Supplies / BG-Demo – Proposal
Callcompleted
Wickersley Building Supplies · 25 Jun 2025 11:30
On 25 Jun 2025 Diane Pashley, Finance Director, confirmed the Starter pricing and said she was happy with it. Lewis Kerr was to send the order form that day and Shaun Godley would return it within a few days.
What was said
What this says
As at Fri 9 Oct 2026On 25 Jun 2025 Diane Pashley, Finance Director, confirmed the Starter pricing and said she was happy with it. Lewis Kerr was to send the order form that day and Shaun Godley would return it within a few days.
What happened: Diane checked the price: year one all-in includes £6,000 implementation and £20k subscription, with year two at the subscription alone. Lewis said it is co-termed to a June renewal.
Customer view: Diane said she was happy and had no further questions. Shaun said he would aim to return the order form within a few days.
Commercial: Starter includes fifteen users and four connectors. Lewis said more would be quoted first and would change the renewal price.
Watch: The evidence does not show whether the order form was signed. Only an executed copy sets the contracted terms.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr to send the order form on 25 Jun 2025.
- Shaun Godley and Diane Pashley to review and return it within a few days.
Risks
As at Fri 9 Oct 2026- The evidence does not show that the order form was executed, so the proposal remains an open item.
- Growth beyond fifteen users or four connectors would change the renewal price.
Opportunities
As at Fri 9 Oct 2026- Extra users or a fifth connector could become an add-on quoted ahead of the renewal.
Transcript
Lewis KerrHi both. Thanks for reviewing the proposal. Shaun mentioned you had a few questions, Diane. What would be most helpful to go through?
Diane PashleySo the pricing, just want to make sure I understand it. Twenty-five thousand five hundred first year, then nineteen thousand five hundred thereafter, correct?- Lewis KerrThat's right. Year one is twenty-five thousand five hundred all-in, which includes six thousand for our implementation and nineteen thousand five hundred for the annual subscription. Year two onwards is just the nineteen thousand five hundred, assuming your needs don't change. That renews in June next year, so it's co-termed to your renewal date.
- Diane PashleyAnd if I need more users or connectors, what happens then?
- Lewis KerrYou have fifteen users and four connectors included with Starter. If you go above fifteen users, we'd add additional users at a set fee per user. Same with connectors: if you need a fifth, we'd add that and adjust your renewal price. We'd quote you first, of course, so no surprises.
Shaun GodleyAnd the four-week implementation, when would that start if we signed tomorrow?- Lewis KerrWe'd kick off on Monday or the following Monday, so you'd be live by late July or early August. We'll lock in an exact date once the order form is signed.
- Diane PashleyAnd what's involved on our side? Do we need to do anything?
- Lewis KerrMinimal. We'll need your Salesforce and helpdesk admin to grant us read access, takes maybe fifteen minutes. We'll handle the technical setup, the connectors, everything else. Then on go-live day, we do a two-hour training session with your team on how to use it. That's really all.
- Shaun GodleyThat's straightforward.
- Lewis KerrIt is. And after you're live, you get support, if something breaks, you've got a response within a day. We also do a six-monthly check-in to see how you're getting on and if you need anything else.
- Diane PashleyOkay. I'm happy with this. Is there anything else we need before signing?
- Lewis KerrJust the order form, I'll send that today. It's the binding contract, so have a good read through. If there's anything you want to change or clarify, flag it and we'll sort it. Once it's signed and you've granted us access, we can start.
- Shaun GodleyGood. I'll aim to get it back to you within a few days.
- Lewis KerrPerfect. I'll send the order form this afternoon. Once I have your sign-off, I'll get the implementation team scheduled and we'll be in touch with a kick-off date. Any other questions?
- Diane PashleyNot from me.
- Lewis KerrRight, brilliant. I'll get that order form over, and we'll be in touch soon. Kind regards, and thanks for choosing BG-Demo.