Wellbrook Facilities / BG-Demo – Proposal
Callcompleted
Wellbrook Facilities · 5 Mar 2024 16:30
Priya Raman took Anita Mistry through the Starter proposal on 5 Mar 2024: £6,000 implementation, £20k a year. The quoted first-year total of £24k does not match those parts. Sign-off sits with Clive and Tina.
What was said
What this says
As at Fri 9 Oct 2026Priya Raman took Anita Mistry through the Starter proposal on 5 Mar 2024: £6,000 implementation, £20k a year. The quoted first-year total of £24k does not match those parts. Sign-off sits with Clive and Tina.
What happened: Priya Raman walked Anita Mistry through the Starter proposal on 5 Mar 2024. Anita asked about scope, implementation issues and support, then said the call was clear.
Commercial: Priya quoted £6,000 implementation and £20k a year, but a first-year total of £24k. That total does not match the two parts quoted in the same call, so the proposal paper needs checking before it goes further.
Customer view: Anita accepted the Starter response time of four business hours and raised no objection on price or scope.
Watch: Anita is not the signatory. The next step is Clive and Tina, and the evidence does not show their roles or whether either has seen the proposal.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Priya Raman to correct or confirm the first-year total in the proposal paper.
- Priya Raman to send times so Anita Mistry can set up a call with Clive the following week.
Risks
As at Fri 9 Oct 2026- The quoted first-year total of £23,550 does not match the £6,000 and £19,500 quoted in the same call.
- Sign-off sits with Clive and Tina, who were not on the call.
Opportunities
As at Fri 9 Oct 2026- A new Starter customer with a £6,000 implementation and a £19,500 annual subscription once live.
Transcript
Priya RamanHi Anita, thanks for picking up. I'm sending you the proposal right now, should be in your inbox in a second.
Anita MistryGreat, let me pull it up.- Priya RamanSo, to recap: you're on Starter tier, which gives you 15 users, four connectors. Implementation is four weeks, and then you move to the annual subscription. So the total first-year investment is £23,550, which includes the implementation and the first year of subscription.
- Anita MistryOkay, so that breaks down as?
- Priya RamanSo, implementation is £6,000. That's us doing the connectors, the initial setup, making sure everything's live and working. Then your subscription is £19,500 per year, so that's what renews each year after that.
- Anita MistryRight. And what's included in those four weeks?
- Priya RamanSo, we'll set up connectors to your helpdesk, CRM, and finance system. We'll do the initial data load, test everything end to end, and we'll run a brief training session with your team. You'll have a named contact from our side, a solutions engineer, who's running the whole thing.
- Anita MistryOkay. And if we hit any issues during implementation?
- Priya RamanWe have a commitment to get connectors live within four weeks. If there's a blocker, say your helpdesk makes a change mid-setup, we work with you and your IT team to unblock it. That's built in.
- Anita MistryGood. And once it's live, what does ongoing support look like?
- Priya RamanSo, on Starter, you get a regular check-in every six months. You've got the dashboards, search, chat, all the core features. If you have questions or issues, you log a ticket and we respond within four business hours.
- Anita MistryFour hours is fine. So the next step is getting this in front of Clive and Tina, I assume?
- Priya RamanExactly. If you're happy with it, I'd want to get Clive on a call: maybe next week: walk him through the business case, get his sign-off, and then we can start the order form process.
- Anita MistryOkay, I'll chat with him and get back to you.
- Priya RamanPerfect. I'll send you a couple of times for next week and you can find a slot. Anything else you want to run through?
- Anita MistryNo, I think this is clear.
- Priya RamanBrilliant, cheers Anita.