B-Glass
Priya Raman

Wellbrook Facilities / BG-Demo – Negotiation

Callcompleted

Wellbrook Facilities logo Wellbrook Facilities · 25 Mar 2024 11:45

Final negotiation on Wellbrook's Starter package at £20k a year plus £6,000 implementation. The finance side wanted the renewal locked at £20k and Priya Raman confirmed it. Order form to follow, with sign-off expected within days.

What was said

What this says

As at Fri 9 Oct 2026

Final negotiation on Wellbrook's Starter package at £20k a year plus £6,000 implementation. The finance side wanted the renewal locked at £20k and Priya Raman confirmed it. Order form to follow, with sign-off expected within days.

What happened: Priya Raman recapped Starter scope (15 users, 4 connectors) and the fees. Clive Wardle, Tina Goddard and Anita Mistry all agreed to move forward.

Customer view: Tina's condition was that the renewal stays at £20k. Priya said the first renewal is at list price with no increase on the initial term.

Commercial: This promise sits outside the later v2 price book, so the executed order form needs to be checked for what it actually says on renewal. The all-in first year was quoted as £24k.

Watch: Clive said he would answer the next day or Wednesday, so signature was not yet confirmed on this call. The evidence does not show a discount.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Starter order form negotiation
Importance
renewal
Sentiment
positive
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Priya Raman to send the order form with the Starter appendix the same day.
  • Priya Raman to chase signature by the end of the week.

Risks

As at Fri 9 Oct 2026
  • The renewal price was promised at £19,500, which may conflict with the later price book at first renewal.
  • Signature was not confirmed on the call; Clive Wardle said he would reply the next day or Wednesday.

Opportunities

As at Fri 9 Oct 2026
  • Anita Mistry is a clear champion who could support later extra users or connectors.

Transcript

  1. Priya Raman
    Priya Raman
    Good morning everyone, thanks for joining. Clive, Anita, Tina, lovely to see you. We're on for 28 minutes today to lock down the final details on Wellbrook's Starter package. Where we stand: we've walked you through the brain, you've seen how it pulls your ticketing and audits together, and we've drafted commercial terms. Owen's here from our sales leadership, so we can move quickly if we need to. Anita, shall I recap the scope?
  2. Anita Mistry
    Anita Mistry
    Yeah, that'd be helpful. I know Clive and Tina want to talk through the licence cost, but I want to make sure we're clear on what we're getting.
  3. Priya Raman
    Priya Raman
    Right. So this is Starter tier: that covers 15 named users, which for you would be your contract managers across the Midlands, plus Rakesh as the admin. You get 4 connectors live, which maps to your Salesforce, your ticketing system, the audit platform and Xero. Pages, chat and search, so your team can ask the brain questions in plain English. Six-monthly check-ins with us.
  4. Clive Wardle
    Clive Wardle
    And the cost?
  5. Priya Raman
    Priya Raman
    Annual subscription is £19,500. There's an implementation fee of £6,000, so the all-in first year is £23,550. After that, it renews at £19,500 unless you want to upgrade.
  6. Tina Goddard
    Tina Goddard
    Is that all inclusive? Any support costs on top?
  7. Owen Tallis
    Owen Tallis
    That's all in: support, data refreshes nightly, the whole lot. You get standard service levels: 99.5% uptime, P1 response in four business hours. If you need faster support, that's an add-on, but most Starter customers run on standard.
  8. Clive Wardle
    Clive Wardle
    Four business hours. And if we hit a snag in week one?
  9. Priya Raman
    Priya Raman
    We're there. Callie's your implementation person: she'll be embedded for the first four weeks of setup, getting your connectors live and your team trained. Once we switch on the refresh, you're connected. If anything breaks, Callie's on it immediately, and then Marcus picks you up for the longer term.
  10. Anita Mistry
    Anita Mistry
    What's the contract length?
  11. Owen Tallis
    Owen Tallis
    One year. Standard renewal 30 days before the end of term. If you want to extend or upgrade, we usually talk about that a quarter ahead.
  12. Clive Wardle
    Clive Wardle
    Right. And the implementation, four weeks from when?
  13. Priya Raman
    Priya Raman
    From the day we get your executed order form. First thing Callie needs is data access, Salesforce credentials, the ticketing login, that kind of thing. Once those are in, she maps your fields, builds the connectors, and you'll see your first data in week four.
  14. Tina Goddard
    Tina Goddard
    Payment terms?
  15. Owen Tallis
    Owen Tallis
    Net 30 from invoice. Annual upfront is simplest for everyone, but if you'd rather spread it, quarterly is an option.
  16. Clive Wardle
    Clive Wardle
    I'm happy with annual. Tina, does £23,550 first year sit with you?
  17. Tina Goddard
    Tina Goddard
    It does, as long as the renewal is locked at £19,500.
  18. Priya Raman
    Priya Raman
    Absolutely. Your first renewal is at the list price, no surprise increases on your initial term.
  19. Anita Mistry
    Anita Mistry
    Lovely. So what's next?
  20. Priya Raman
    Priya Raman
    Next is the order form. I'll send that over this afternoon: just your standard BG-Demo MSA plus the appendix with Starter tier, 15 users, 4 connectors, the fee and the renewal date. You sign it, send it back, and we kick off with Callie. To keep momentum, can you turn it round by end of week?
  21. Clive Wardle
    Clive Wardle
    I'll speak to Tina and let you know tomorrow or Wednesday.
  22. Owen Tallis
    Owen Tallis
    Cheers. If you hit any snags with the paperwork, just ping me. We want to get you live by mid-April.
  23. Anita Mistry
    Anita Mistry
    That works for us. I'm excited to get this running.
  24. Priya Raman
    Priya Raman
    Brilliant. Clive, Tina, any last questions?
  25. Clive Wardle
    Clive Wardle
    No, I think we're good. Anita's been your champion through this and she's happy, so let's move it forward.
  26. Priya Raman
    Priya Raman
    Excellent. I'll get that order form to you today. Soon as you sign, we're away. Thanks everyone, speak soon.

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