What was said
What this says
Current to 14 Oct 26On 27 Aug 2024 Marsden Vale accepted the Starter proposal at the all-in first-year price quoted, with no discount sought. Jonathan Marsden will sign, aiming for early September.
What happened: Tom Ashdown walked Jonathan Marsden, Brenda Oldroyd and Charlotte Haigh through the proposal. Brenda checked the first-year all-in figure and the position after year one.
Customer view: Brenda asked about flexibility on fees, then said twenty-five thousand, five hundred works for them. Jonathan said they were comfortable and wanted to implement in September.
Commercial: Owen Tallis said there was some first-term scope but wanted to stay close to list price. Tom confirmed year two onwards is the standard annual subscription with no implementation fee.
Watch: Jonathan spoke of going live in October while Tom said end of September. The evidence does not show the order form being signed.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send the order form to Jonathan Marsden by Friday.
- Jonathan Marsden to sign the order form, aiming for early September.
Risks
Current to 9 Oct 26- The go-live month differs between Jonathan (October) and Tom (end of September).
- The evidence does not show the order form being signed.
Opportunities
Current to 9 Oct 26- The fifteen included users and four connectors leave room for a later Growth upgrade.
Transcript
- Tom Ashdown NoneJonathan, Brenda, Charlotte, thanks for getting on the call. We've had the demo, and I wanted to get you three together to walk through the proposal and make sure we're all aligned.
- Jonathan Marsden NoneYeah, thanks Tom. Charlotte walked us through it. We're pretty keen, but Brenda wanted to run through the numbers.
- Brenda Oldroyd NoneRight. So the proposal is twenty-five thousand, five hundred for the first year all-in?
- Tom Ashdown NoneThat's right. Starter is twenty-five thousand, five hundred pounds for your first year, covering subscription and implementation.
- Brenda Oldroyd NoneAnd then after year one?
- Tom Ashdown NoneYear two onwards, it's the standard annual subscription price. No implementation fee again.
- Owen Tallis NoneAnd that's the standard list price for Starter. What's the next dated step?
- Jonathan Marsden NoneWe'd like to get something signed by early September so we can implement in September and go live in October.
- Tom Ashdown NoneThat's doable. If we can get the order form signed by early September, we can kick off implementation and you'll be live by end of September.
- Charlotte Haigh NoneAnd we've got fifteen users included, right?
- Tom Ashdown NoneThat's right. Starter includes fifteen users and four connectors: your CRM, the accounting system, email, and one more of your choice.
- Brenda Oldroyd NoneIs there any flexibility on the fees at all?
- Owen Tallis NoneFor the first term there is some scope. But I'd like to keep momentum, so ideally we're close to the list price. What are you thinking?
- Brenda Oldroyd NoneJust checking, I guess. I think twenty-five thousand, five hundred works for us.
- Jonathan Marsden NoneYeah, we're comfortable with that. Who signs the order form on your side?
- Owen Tallis NoneI'll do that. And you'll need to get your MD or an authorised signatory. Then we're away, Hannah will get in touch to kick off the implementation.
- Jonathan Marsden NoneOkay. I'll be the signatory. Can you send that over?
- Tom Ashdown NoneWill do. You'll have it by Friday, and we'll aim to have it signed by early September.
- Jonathan Marsden NoneGreat. Cheers, Tom.
- Tom Ashdown NoneCheers, Jonathan. Speak soon.