B-Glass
Marcus Bell

Wellbrook Facilities / BG-Demo – Renewal

Callcompleted

Wellbrook Facilities logo Wellbrook Facilities · 20 Mar 2025 10:30

On 20 Mar 2025 Marcus Bell and Priya Raman set out a Starter renewal at £20k, annual in advance. CFO Clive Wardle said the value is there and would clear it with finance. Tina Goddard's request for longer-term price flexibility was declined.

What was said

What this says

As at Fri 9 Oct 2026

On 20 Mar 2025 Marcus Bell and Priya Raman set out a Starter renewal at £20k, annual in advance. CFO Clive Wardle said the value is there and would clear it with finance. Tina Goddard's request for longer-term price flexibility was declined.

What happened: Marcus Bell and Priya Raman took Clive Wardle and Tina Goddard through the Starter renewal on 20 Mar 2025. Priya quoted the Starter list price of £20k, annual in advance, same terms as before.

Customer view: Clive said the value is there and that he would check with Tina and the finance team before signing off. Tina asked whether a longer commitment would earn flexibility on price.

Commercial: Priya said discounts are for the first term only, so no flexibility on renewals, and pointed to Growth as the route to a different conversation. Marcus kept the Growth upgrade on the agenda through quarterly check-ins.

Watch: sign-off still depended on finance, and the call does not show the order form being signed. Priya committed to send it by the end of the week.

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

Themes

As at Fri 9 Oct 2026
Theme
Starter renewal terms
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 by the end of the week.
  • Marcus Bell to keep quarterly check-ins and keep the Growth conversation on the agenda.

Risks

As at Fri 9 Oct 2026
  • Sign-off depended on a finance check and the call does not show the order form being signed.
  • Finance asked about price flexibility for a longer commitment and was told renewals carry no discount.

Opportunities

As at Fri 9 Oct 2026
  • Growth upgrade (40 users, eight connectors, dashboards builder) if Wellbrook adds teams or users.

Transcript

  1. Marcus Bell
    Marcus Bell
    Hi Clive, thanks for making time. So Wellbrook's contract's up at the end of April, and we wanted to check in about the renewal. I've got Priya here from our sales team as well. Priya, shall I run through where we've got to?
  2. Priya Raman
    Priya Raman
    Please, yeah.
  3. Marcus Bell
    Marcus Bell
    So you've been live since May last year. I've pulled the usage data. You're on Starter at 15 users. What's been really encouraging is that adoption's been growing, we've seen a steady increase in the number of people using the brain month on month. Your contract managers are querying client tickets and invoices together, you're not jumping between systems any more.
  4. Clive Wardle
    Clive Wardle
    Good to hear. What does that mean for the renewal?
  5. Priya Raman
    Priya Raman
    So you're going to renew at the Starter list price. You came in at a discount first time round: the list is £19,500 and you're paying that this year. Annual, in advance, same terms as before. Then you renew again at the end of next April.
  6. Tina Goddard
    Tina Goddard
    Has anything changed in the offering?
  7. Marcus Bell
    Marcus Bell
    Not for Starter. You've still got 15 users, four connectors, nightly refresh. If you grow, new teams, more users, you could move to Growth at any point. That'd give you 40 users, eight connectors, dashboards builder. But Starter's doing a good job for you.
  8. Clive Wardle
    Clive Wardle
    And renewal terms, anything different?
  9. Priya Raman
    Priya Raman
    Same commitment, one year, paid upfront. Renewal notice is ninety days, so we'd be in touch with you in early February about the next one.
  10. Tina Goddard
    Tina Goddard
    Is there any flexibility on price if we commit to something longer?
  11. Priya Raman
    Priya Raman
    Not on renewals, I'm afraid. Discounts are for first term only. But if you were thinking about upgrading, moving to Growth, that might change the conversation. Let's not get ahead of ourselves though. Are you happy to renew at £19,500?
  12. Clive Wardle
    Clive Wardle
    Yeah, I think so. The value is there. I'll check with Tina and our finance team and we can sign off.
  13. Priya Raman
    Priya Raman
    Perfect. I'll get an order form over. Once you've signed it, you're good to go. We'll invoice you at the start of May.
  14. Marcus Bell
    Marcus Bell
    And I'll keep doing quarterly check-ins with you. If you want to talk about moving to Growth or adding users, that's a separate conversation but it's worth staying on the agenda.
  15. Clive Wardle
    Clive Wardle
    Thanks, both. That's clear.
  16. Priya Raman
    Priya Raman
    Brilliant. Order form by end of the week. Cheers, Clive.

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