Whitlingham Wealth / BG-Demo – Proposal
Callcompleted
Whitlingham Wealth · 7 Oct 2024 16:15
On 7 Oct 2024 Priya Raman presented Whitlingham Wealth with a Growth proposal: £40k a year plus a £12k implementation fee. Felicity Gurney was positive but needs Hugo to sign off and Terence to review the terms.
What was said
What this says
As at Fri 9 Oct 2026On 7 Oct 2024 Priya Raman presented Whitlingham Wealth with a Growth proposal: £40k a year plus a £12k implementation fee. Felicity Gurney was positive but needs Hugo to sign off and Terence to review the terms.
What happened: Priya walked Felicity Gurney through a Growth proposal for the Whitlingham Wealth team, following Hannah's demo. The quote was £40k a year plus a £12k one-off implementation fee, £52k for the first year.
Customer view: Felicity said the demo was really helpful and the team is keen. She called a late November or early December go-live ambitious but doable, and chose annual billing.
Commercial: Sign-off sits with Hugo, and Terence will review the terms. The proposal and draft order form are open items; this call does not show them signed.
Watch: Priya said the contract auto-renews at the same price. Under the price book a v1 customer moves to the v2 list at its first renewal on or after 1 Jul 2026, so that promise needs checking against the order form.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Priya Raman emails the proposal document and draft order form to Felicity Gurney.
- Priya follows up in about a week and offers a call with Hugo and Terence.
- Aim for the signed paper by end of October 2024 so implementation can start in November.
Risks
As at Fri 9 Oct 2026- Hugo's sign-off and Terence's review of the terms are still outstanding, so the deal is not yet agreed.
- The same-price auto-renewal statement may conflict with the v2 list price that applies at the first renewal.
- Felicity called the late November or early December go-live ambitious, so any slip in signing puts it under pressure.
Opportunities
As at Fri 9 Oct 2026- A Growth subscription with implementation for Whitlingham Wealth's Salesforce, Gong, email and Xero data.
- A quick call with Hugo and Terence to settle the commercial side and speed up sign-off.
Transcript
Priya RamanHi Felicity, thanks for making time. So hopefully Hannah's demo was useful? I've put together a proposal for you.
Felicity GurneyIt was really helpful. The team's keen. What does the proposal look like?- Priya RamanRight, so we're looking at Growth for you: that's up to 40 users, eight connectors, dashboards builder, and you get quarterly business reviews with us. Annual cost is 39,600.
- Felicity GurneyRight, and that includes everything?
- Priya RamanThat's the annual subscription. Then there's a one-off implementation fee of 12,000. So first year all-in is 51,600. We'd run that over eight weeks. Daisy would work with our implementation team, Callie: to connect your Salesforce, Gong, email and Xero. She'd map the fields, we'd do your first refresh, and you'd be live.
- Felicity GurneyEight weeks, when would we start?
- Priya RamanIf we can get you to sign in the next couple of weeks, we'd kick off right away. So live by late November, early December.
- Felicity GurneyThat's ambitious but doable. What about support?
- Priya RamanGrowth includes email support, response to priority issues within one business hour, and quarterly QBRs with our CSM. Data refreshes nightly by 07:00. And if we don't hit our availability targets, 99.5 percent, you get a service credit.
- Felicity GurneyOkay. And the contract term?
- Priya RamanOne year, 30-day notice to cancel. Auto-renews at the same price unless you tell us otherwise. After year one, it's invoiced annually in advance. We do offer quarterly billing if that helps cash flow.
- Felicity GurneyAnnual is fine. I'll need Hugo to sign off on this, and Terence will want to review the terms.
- Priya RamanTotally understand. I'll email you the proposal document and the draft order form, it's all in there. Walk it around, and then we can do a quick call with Hugo and Terence if needed to go over the commercial side and get their sign-off. How does that sound?
- Felicity GurneyGood. When do you need it back?
- Priya RamanNo huge rush, but ideally by end of October so we can start implementation in November. I'll follow up with you in a week or so and we can lock it in. Sound good?
- Felicity GurneyPerfect. I'll get these in front of Hugo and we'll be in touch.
- Priya RamanBrilliant. Cheers, Felicity. Speak soon.