Wiesenthal Software / BG-Demo – Proposal
Callcompleted
Wiesenthal Software · 1 Oct 2026 11:30
Matteo Ricci presented a Starter proposal: £22k annual fee, £6,000 implementation, live in four weeks. Katharina Richter and Jörg Zimmermann asked sensible questions and said the 9 Nov 2026 signing date works.
What was said
What this says
As at Fri 9 Oct 2026Matteo Ricci presented a Starter proposal: £22k annual fee, £6,000 implementation, live in four weeks. Katharina Richter and Jörg Zimmermann asked sensible questions and said the 9 Nov 2026 signing date works.
What happened: Matteo Ricci walked Katharina Richter and Jörg Zimmermann through a Starter proposal: one team, four connectors, a £22k annual fee and a £6,000 implementation over four weeks.
Customer view: Both asked practical questions on users, renewal price, support and commitment. Katharina said the 9 Nov 2026 date works and that she would sync with her team and come back the following week.
Commercial: Katharina asked what happens beyond fifteen users and about moving to a bigger tier. Matteo pointed to ten additional users and a Growth step-up at the first renewal.
Watch: This is a proposal, not executed paper. The evidence does not show that an order form was sent or signed.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Matteo Ricci to send the order form to Katharina Richter and Jörg Zimmermann.
- Katharina Richter to confirm with her team and revert.
- Aim for a signed order form by 9 Nov 2026.
Risks
As at Fri 9 Oct 2026- The proposal is an open item until an order form is executed, and the evidence does not show one signed.
- Fifteen users is a soft limit and the team may outgrow it, which would raise the user-count question at renewal.
Opportunities
As at Fri 9 Oct 2026- Additional ten users add-on if the customer success team needs more than fifteen seats.
- Step-up to Growth at the first renewal for more users, more connectors and quarterly QBRs.
Transcript
Matteo RicciGood morning, Katharina, Jörg. Matteo here. I hope you've had a chance to look at the proposal I sent?
Katharina RichterWe have, yes. We've reviewed it and I've got a couple of questions.- Matteo RicciGreat. Let me walk you through it first, then you can fire away. So the scope is Starter: one team, you, your customer success colleagues, everyone who needs to see the risk dashboard. That's our standard limit of fifteen users, though we can flex it a bit if you need more. Four connectors to start: helpdesk, CRM, product usage and one backup connector if you want to add something later. The annual fee is twenty-two thousand. Then there's the one-time implementation fee of six thousand. That's four weeks of work from us to build the connectors, test and train. Total deal value, twenty-eight thousand, implementation included.
Jörg ZimmermannAnd that gets us live in four weeks from signature?- Matteo RicciCorrect. Week one you give us access and we build. Week two we do testing. Week three we train your team. Week four you're live.
- Katharina RichterWhat if we need more than fifteen users at some point?
- Matteo RicciThat's a good question. You can add ten additional users for a fee. It's not expensive, but we'd want to check with you first. Most Starter teams don't outgrow it in year one.
- Jörg ZimmermannWhat about the annual renewal? Does it stay at twenty-two?
- Matteo RicciYear one is the full package, the implementation and the subscription. Year two onwards, it's just the subscription, twenty-two thousand annually, and it renews on the same date each year. Assuming you don't change your user count, the price stays the same at renewal.
- Katharina RichterFair. What about support?
- Matteo RicciWith Starter you get a four-hour response on standard support. If something critical breaks, we're on it faster. You also get access to our help docs and a six-monthly check-in with your team.
- Jörg ZimmermannWhat's the commitment period?
- Matteo RicciThirty days from signature. We'd invoice the first year upfront, implementation and subscription together.
- Katharina RichterAnd if we wanted to move to a bigger tier later?
- Matteo RicciNo problem. At your first renewal: so about a year from go-live: you can step up to Growth if you want more users, more connectors, quarterly QBRs. But you'd be on Starter for year one, and we'd want to see how you're using it before we push an upgrade.
- Jörg ZimmermannOkay. And when do you need a decision?
- Matteo RicciI'd love to get an order form signed by 9 Nov 2026. That gives us the breathing room we need to start the implementation work smoothly.
- Katharina RichterThat works for us. Let me sync with the team and get back to you next week.
- Matteo RicciPerfect. I'll get the order form over to you by end of day. Anything you want to change or add, just let me know.
- Jörg ZimmermannGreat. Cheers, Matteo.
- Matteo RicciBest regards to you both.