What was said
What this says
Themes
Who was there
BB-Demo
Them
Follow-up
Next steps
Risks
Opportunities
Call prep
Current to 14 Oct 26First demo for a £155k Enterprise deal at CRM stage discovery. Layla Mansour, the champion, attends. Khalid Al Mansoori, the economic buyer, is not on the invite. The security review must come before any proposal.
Context: The 3 Sep 2026 discovery call ended positively. Sophie Ling quoted Enterprise at £30k implementation plus £125k a year. No proposal or order form exists, and contracted ARR is £0.
Approach: Build the demo around the pain Layla and Khalid described: patient, referral and insurer claim data spread across systems and spreadsheets in four clinics. Show Layla answers she can take to Khalid.
Approach: Before closing, confirm the security review route through Sanjay Krishnan. Also agree how Khalid will see the demo, since he is not attending.
Watch for: The records do not show whether the security questionnaire has been sent to Sanjay. Check with Sophie before the call.
Watch for: Custom platforms and spreadsheets may complicate connector setup. The early February close is still unconfirmed. Do not promise connector timelines until the sources are known.