Pendle Valley Academies / BB-Demo – Proposal
Callcompleted
Pendle Valley Academies · 2025-05-22 10:15
Proposal call on 2025-05-22. Sophie Ling walked Amanda Holt through Growth at 56,000 for the first year. Amanda accepted the eight-week implementation and the autumn term start matters. Signature is targeted for 11 Jul 2025.
What was said
What this says
Current to 14 Oct 26Proposal call on 2025-05-22. Sophie Ling walked Amanda Holt through Growth at 56,000 for the first year. Amanda accepted the eight-week implementation and the autumn term start matters. Signature is targeted for 11 Jul 2025.
What happened: Sophie recapped the demo on Pendle Valley's own data and presented the Growth proposal: forty users, eight connectors, dashboards and quarterly reviews.
Customer view: Amanda asked about technical skill needed, cost, implementation and a dedicated contact. She was content with eight weeks and said the autumn term start is important.
Commercial: The first year was quoted at 56,000 all-in. This is a proposal, not executed paper, and Sophie aimed for signature by 11 Jul 2025 after Amanda checks with her CFO.
Watch: The CFO has not been on a call and the evidence does not show their view.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Sophie Ling to send the full proposal document the same day.
- Follow up with Amanda Holt at the end of the following week and aim for signature by 2025-07-11.
Risks
Current to 9 Oct 26- CFO sign-off is still outstanding and the CFO was not on the call.
- The autumn term deadline leaves little room if signature slips past mid-July.
Opportunities
Current to 9 Oct 26- Growth tier with dashboards suits a multi-school setup and the leadership team is keen.
- Quarterly reviews give a route to expand connectors or users later.
Transcript
Sophie Ling NoneHi Amanda, thanks for making time. So, to recap where we are: you've seen a demo on your own data, the leadership team is keen to move forward, and today I want to walk you through our formal proposal for Growth and answer any questions.
Amanda Holt NoneGreat. I'm excited to see it.- Sophie Ling NoneBrilliant. So the proposal is for our Growth tier, which is designed for multi-team setups like yours. You get forty licensed users, eight connectors to bring in your CRM, helpdesk, email, payroll systems, and anything else that matters. Plus dashboards, you can build visual reports and share them across your schools without touching a spreadsheet.
- Amanda Holt NoneAnd who manages that? Does someone need to be technical?
- Sophie Ling NoneNo, that's the whole point. Any admin or manager can build a dashboard through a drag-and-drop interface. And you get quarterly business reviews with our team to talk about what's working and what you might want to do next.
- Amanda Holt NoneOkay. What's the investment?
- Sophie Ling NoneAll-in, the first year is 56,000. That covers the implementation: we'll set up your connectors, make sure everything is integrated into your Snowflake environment, and train your team, plus your annual subscription. After that, you'd renew at the annual subscription price each year.
- Amanda Holt NoneAnd what does implementation look like?
- Sophie Ling NoneWe'll work with you and your IT team, it takes about eight weeks from signature. We'll connect your systems, load a few months of historical data, and run training sessions with your admin teams and any power users. You won't have to change anything about how you work; the brain sits on top of your existing systems.
- Amanda Holt NoneEight weeks is fine. Would we have a dedicated point of contact?
- Sophie Ling NoneYou'll have an implementation consultant who owns the project and a Customer Success Manager who'll be your main contact once we go live. They'll do a check-in every quarter and be there if you need anything.
- Amanda Holt NoneThat sounds good. What happens next?
- Sophie Ling NoneI'll send you the full proposal document. Have a look, chat with your CFO and anyone else who needs to sign off, and let me know if you have questions. I'd be aiming for a signature by 11 Jul 2025 so we can kick off implementation in the autumn term.
- Amanda Holt NoneYeah, that makes sense. The autumn term start is important.
- Sophie Ling NoneExactly. If we sign by mid-July, we'll be live well before September. I'll send the paperwork over today and we can talk at the end of next week if you have questions.
- Amanda Holt NonePerfect. Thanks, Sophie.
- Sophie Ling NoneCheers, Amanda.