B-Glass
Marcus Bell

Wellbrook Facilities / BG-Demo – Renewal

Callcompleted

Wellbrook Facilities logo Wellbrook Facilities · 17 Mar 2026 13:45

On the 17 Mar 2026 renewal call, Wellbrook Facilities agreed to renew on Starter at 19,500 a year. The CFO declined a move to Growth for now. Signature was requested by 8 Apr 2026 ahead of a 1 May 2026 term start.

What was said

What this says

As at Fri 9 Oct 2026

On the 17 Mar 2026 renewal call, Wellbrook Facilities agreed to renew on Starter at 19,500 a year. The CFO declined a move to Growth for now. Signature was requested by 8 Apr 2026 ahead of a 1 May 2026 term start.

What happened: Priya Raman and Marcus Bell walked Clive Wardle, Anita Mistry and Tina Goddard through the renewal. Same tier, same features, same price.

Customer view: Clive asked what a higher tier would take, then chose to stay on Starter because they are still relatively light users. Anita said they get good value from Starter.

Commercial: Marcus quoted usage about 9 percent higher than the quarter before and one support ticket, resolved quickly. Tina will process the order form, to be signed by 8 Apr 2026 for a term starting 1 May 2026.

Watch: Growth was floated and parked, not rejected. The call does not show whether the order form was signed.

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

Themes

As at Fri 9 Oct 2026
Theme
Starter renewal at same price
Importance
renewal
Sentiment
positive
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Marcus Bell to email the order form and first-weeks notes to Tina Goddard and Clive Wardle.
  • Wellbrook to return the signed order form by 8 Apr 2026.

Risks

As at Fri 9 Oct 2026
  • The order form was not confirmed signed on the call, so the 8 Apr 2026 deadline is an open item.

Opportunities

As at Fri 9 Oct 2026
  • Growth was raised and deferred, so it can be revisited if usage keeps rising.

Transcript

  1. Priya Raman
    Priya Raman
    Right, thanks everyone for getting on. We're here to talk through your renewal. As you know, your contract ends at the end of April, and we'd love to keep you on board for another year. Marcus and I thought it would be helpful to walk through where you are with the brain.
  2. Clive Wardle
    Clive Wardle
    Okay. And this would be the same price as we're on now?
  3. Priya Raman
    Priya Raman
    Exactly. You're on Starter at 19,500 a year, and that's the price you'd renew at.
  4. Anita Mistry
    Anita Mistry
    That's helpful. And in terms of what we'd get, is it the same as we have now?
  5. Marcus Bell
    Marcus Bell
    Yes, same tier, same features. 15 licensed users, all the connectors you have now. What's different is your usage has actually picked up a bit. Last month you were about 9 percent higher than the quarter before, which is good to see.
  6. Tina Goddard
    Tina Goddard
    And do you see that continuing?
  7. Marcus Bell
    Marcus Bell
    It's a positive trend. And we've seen one support ticket come in, which we resolved quickly. So things look stable.
  8. Clive Wardle
    Clive Wardle
    Mm. Let me ask you, what would it take to move to a higher tier? What's the jump?
  9. Priya Raman
    Priya Raman
    Good question. Growth is the next step up. You get more users, more connectors, dashboards, and quarterly business reviews with the team. I'd be happy to walk through the details if you'd like, but it would be a different price point.
  10. Clive Wardle
    Clive Wardle
    Maybe not right now. I think we should stick with Starter for the renewal. We're still relatively light users.
  11. Anita Mistry
    Anita Mistry
    I agree. We've got good value from Starter.
  12. Priya Raman
    Priya Raman
    That's fair. Okay, so if we can get the paperwork over to you this week, could you have it signed and back to us by 8 Apr 2026? That gives us a bit of buffer before the new term starts on 1 May 2026.
  13. Tina Goddard
    Tina Goddard
    Yeah, that should be fine. Just send it across and I'll process it.
  14. Marcus Bell
    Marcus Bell
    Perfect. I'll follow up with both you and Clive by email with the order form and a few notes about what to expect in the first few weeks of the new term.
  15. Clive Wardle
    Clive Wardle
    Sounds good.
  16. Priya Raman
    Priya Raman
    Great. Thanks everyone. Speak soon.

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