Pelton Grange Care / BB-Demo – Proposal
Callcompleted
Pelton Grange Care · 2025-07-07 11:30
Proposal call for the Growth tier at £44k a year plus £12k implementation. Finance Director Barry Coxon wants a value case before committing. Lindsay Pallister sees time saved. No blockers raised.
What was said
What this says
Current to 13 Oct 26Proposal call for the Growth tier at £44k a year plus £12k implementation. Finance Director Barry Coxon wants a value case before committing. Lindsay Pallister sees time saved. No blockers raised.
What happened: Lewis Kerr walked Lindsay Pallister and Barry Coxon through the Growth proposal on 7 Jul 2025. Forty users, eight connectors, £12k implementation and a subscription of forty-four thousand a year.
Customer view: Barry opened by asking for the value case. Lindsay's case is less time switching between systems, and she said a few hours a week would pay for itself.
Commercial: Barry asked what happens if value does not arrive, about security as a care provider, and about the cost after year one. Lewis promised the order form that afternoon and hoped for signature by the end of July.
Watch: Barry said he needed to review with his finance team. The evidence does not show a signed order form from this call.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to send the order form with forty users, eight connectors and the £12,000 implementation the same day.
- Lewis to answer Barry's questions on security and compliance documentation during review.
Risks
Current to 9 Oct 26- Barry Coxon wants a value case before committing, so the sale depends on how BB-Demo shows return.
- Barry still needs to review with his finance team, so signature timing is open.
Opportunities
Current to 9 Oct 26- Lindsay Pallister asked about adding users later, which points to headroom beyond forty users on the Growth tier.
- A care provider that values searching across contacts, incidents and invoices in one place fits the Growth connector set.
Transcript
Lewis Kerr NoneMorning, Lindsay, Barry. Thanks for taking the time. I wanted to walk through the proposal and answer any questions about cost and timeline.
Barry Coxon NoneWe got the quote. I want to understand the value case before we commit.- Lewis Kerr NoneFair point. Lindsay, what did you see in the demo that excited you most?
Lindsay Pallister NoneThe ability to search across family contacts, incidents and invoices in one place. Right now our teams waste so much time switching systems. If we could save even a few hours a week, it pays for itself.- Lewis Kerr NoneThat's exactly it. Growth tier includes forty users and eight connectors. You'd wire up your CRM, helpdesk and accounting. Any user can ask the brain a question, no IT overhead, no manual pulling of data.
- Barry Coxon NoneAnd the cost is forty-four thousand a year after the first year?
- Lewis Kerr NoneYes. The subscription is forty-four thousand annual. The first year includes a one-off implementation fee of twelve thousand. So first year all-in, fifty-six thousand. Year two onwards, forty-four thousand.
- Barry Coxon NoneWhat if we don't get value?
- Lewis Kerr NoneWe run quarterly business reviews. If we're not hitting expectations, we'd talk about what to adjust. And if in the first month you're not getting value, we can adjust the scope.
- Lindsay Pallister NoneWill we have a dedicated contact?
- Lewis Kerr NoneDaniel, our customer success manager, will be your main point of contact. He runs quarterly check-ins with all Growth customers. You'll also have access to support, one business hour response for urgent issues.
- Barry Coxon NoneEight weeks to implement?
- Lewis Kerr NoneEight weeks from signature. We build the connectors, set up initial dashboards, train your team, and hand it over. You'd be live by end of August at the latest.
- Lindsay Pallister NoneCan we add more users later if we want?
- Lewis Kerr NoneAbsolutely. Additional users are ten at a time. Additional connectors are five at a time. You'd pay a pro-rata amount if you add mid-year.
- Barry Coxon NoneWhat about data security? We're a care provider.
- Lewis Kerr NoneCompletely fair. The brain runs inside your own Snowflake account. Your data never leaves your infrastructure. We can't access it outside of the queries you ask us to run.
- Lindsay Pallister NoneAnd if we need compliance documentation?
- Lewis Kerr NoneWe'd support that during implementation. For Enterprise tier we do a full security review, Growth is simpler, but we're happy to answer questions or provide attestation if you need it.
- Barry Coxon NoneSo next steps?
- Lewis Kerr NoneI'll send the order form. It's everything we discussed: forty users, eight connectors, twelve thousand implementation, forty-four thousand annual subscription. You review, sign, and we get rolling.
- Lindsay Pallister NoneTimeline to signature?
- Lewis Kerr NoneEnd of July ideally. That gives us eight weeks to go live before the summer's fully out.
- Barry Coxon NoneI need to review with my finance team, but I don't see blockers. What's the process to get this signed?
- Lewis Kerr NoneI'll send the order form today. Review it, send back any queries, and once everyone's happy, you sign. I sign on our side, and we're off.
- Lindsay Pallister NoneSounds good. We'll be in touch.
- Lewis Kerr NoneGreat. I'll get that over this afternoon. Cheers, both.