B-Glass
Lewis Kerr

Saltia Hardware Distributors / BG-Demo – Proposal

Callcompleted

Saltia Hardware Distributors logo Saltia Hardware Distributors · 24 Dec 2025 10:30

Proposal call on 24 Dec 2025. Jacinta Hoad liked the demo and checked the £28k breakdown, renewal price and lock-in. She will take it to Grant Mattner and the finance team and answer early the following week.

What was said

What this says

As at Fri 9 Oct 2026

Proposal call on 24 Dec 2025. Jacinta Hoad liked the demo and checked the £28k breakdown, renewal price and lock-in. She will take it to Grant Mattner and the finance team and answer early the following week.

What happened: Lewis Kerr walked Jacinta Hoad through the proposal on 24 Dec 2025. Grant Mattner was not on the call, and Jacinta said she would review it with him and the finance team.

Customer view: She confirmed the £28k covers £6,000 implementation and £22k for the first year, with renewal quoted at £22k. She asked about extra connectors, support and lock-in.

Commercial: Lewis said there is no long-term lock-in and described month-to-month terms after year one with 30 days' notice. He also quoted email support with a 24-hour response; the executed order form, not the call, will decide those terms.

Watch: The evidence does not show whether Saltia signed. Lewis expected early January signature and a go-live about four weeks later.

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

Themes

As at Fri 9 Oct 2026
Theme
Proposal terms and lock-in
Importance
neutral
Sentiment
positive
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Jacinta Hoad to review the proposal with Grant Mattner and the finance team and reply early the following week.
  • Lewis Kerr to follow up early the following week if he has not heard back.

Risks

As at Fri 9 Oct 2026
  • Verbal statements on month-to-month terms and 24-hour email support may differ from the order form that is eventually signed.
  • The decision rests with Grant Mattner and the finance team, who were not on this call.

Opportunities

As at Fri 9 Oct 2026
  • Jacinta asked about adding connectors later, which points to growth beyond the four included in Starter.
  • Grant is described as keen based on the demo.

Transcript

  1. Lewis Kerr
    Lewis Kerr
    Hi Jacinta, thanks for making time. Did you get the proposal I sent over?
  2. Jacinta Hoad
    Jacinta Hoad
    Yes, we did. I've had a look through. We liked the demo, but I wanted to understand the terms a bit better.
  3. Lewis Kerr
    Lewis Kerr
    Fair enough. What are your questions?
  4. Jacinta Hoad
    Jacinta Hoad
    So the 28,000 upfront, that covers the implementation and the first year subscription?
  5. Lewis Kerr
    Lewis Kerr
    Right. So that breaks down as 6,000 for implementation: four weeks, getting you live and trained: and then 22,000 for the first year subscription. Starter tier, 15 users, four connectors.
  6. Jacinta Hoad
    Jacinta Hoad
    And then what's the renewal, is it still 22,000?
  7. Lewis Kerr
    Lewis Kerr
    Yes, 22,000 annually after that, invoiced in advance. You can go quarterly if you prefer, or any other arrangement we can work out.
  8. Jacinta Hoad
    Jacinta Hoad
    And can you add more connectors later?
  9. Lewis Kerr
    Lewis Kerr
    Absolutely. You get four to start. If you want to connect another system later, say you bring in a new finance system or CRM, you can add connectors. Each one is a bit extra, but we can talk about that when the time comes.
  10. Jacinta Hoad
    Jacinta Hoad
    OK. And the implementation, you said four weeks. How much does that affect our team?
  11. Lewis Kerr
    Lewis Kerr
    Riley would be the main point of contact. Maybe an hour or two a week from them, plus a few days for training with the broader team. Not too disruptive.
  12. Jacinta Hoad
    Jacinta Hoad
    That's manageable. What about support? If we have issues?
  13. Lewis Kerr
    Lewis Kerr
    Email support, 24-hour response. For urgent stuff, you can escalate. And we do a six-month check-in to make sure the brain is delivering value.
  14. Jacinta Hoad
    Jacinta Hoad
    Right. I think Grant wanted to understand the commitment. Is there a long-term lock-in?
  15. Lewis Kerr
    Lewis Kerr
    No long-term lock-in. You're on month-to-month after the first year, so you can leave with 30 days' notice if you want to. But obviously we'd prefer to keep you happy and you'd stay longer.
  16. Jacinta Hoad
    Jacinta Hoad
    That's good. And timeline, when would we go live?
  17. Lewis Kerr
    Lewis Kerr
    If you sign in early January, you'd go live in early February. So about four weeks from signature to go-live.
  18. Jacinta Hoad
    Jacinta Hoad
    That's workable. Let me run this by Grant, and I'll come back to you.
  19. Lewis Kerr
    Lewis Kerr
    Perfect. If there are any other questions, just let me know. When do you think you might have an answer?
  20. Jacinta Hoad
    Jacinta Hoad
    I'd say early next week. Grant's pretty keen based on the demo.
  21. Lewis Kerr
    Lewis Kerr
    Great. I'll ping you early next week if I haven't heard anything. Any other questions now?
  22. Jacinta Hoad
    Jacinta Hoad
    I don't think so. I'll review this with Grant and the finance team.
  23. Lewis Kerr
    Lewis Kerr
    Perfect. Cheers, Jacinta. Speak soon.

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Invoices285
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