Wexmoor Property Group - Proposal
Documentfinal Wexmoor Property Group: documents · proposal · final · 2025-11-17
Final proposal from Jordan Pike dated 17 Nov 2025 for the Growth tier. Annual subscription £50,000, billed annually in advance; total first-year deal amount £62,000 including one-off implementation. No discount applied. It is a proposal, not an executed order form.
What it says
What this says
Current to 11 Oct 26Final proposal from Jordan Pike dated 17 Nov 2025 for the Growth tier. Annual subscription £50,000, billed annually in advance; total first-year deal amount £62,000 including one-off implementation. No discount applied. It is a proposal, not an executed order form.
What it is: a customer-facing proposal for the Growth tier, built and run inside Wexmoor's own Snowflake account. It says "The annual subscription is £50,000, billed annually in advance."
Commits: pricing and scope are stated, but nothing is signed. The deal amount of £62,000 "is not the annual price" and includes the one-off implementation fee, which "does not recur at renewal."
Unusual: no discount is applied, and service levels are only described as "The standard Growth availability and support response levels", with no figures. Connectors carry a live commitment "written into the order form" later.
Not settled: the evidence does not show a signature, a start date, a renewal date, the connector delivery dates or the implementation fee amount. The executed order form, not this proposal, decides contracted price and terms.
As found in this document
Current to 9 Oct 26- Price£50,000Source: object_read:doc_010_003
- Growth annual subscription£50,000Source: object_read:doc_010_003
- Total deal amount (first year, including implementation)£62,000Source: object_read:doc_010_003
- BillingThe subscription is annual and invoiced in advance, in GBP.The subscription is annual and invoiced in advance, in GBP. · Source: object_read:doc_010_003
- Payment termsStandard payment terms apply.Source: object_read:doc_010_003
- Service levelsThe standard Growth availability and support response levelsThe standard Growth availability and support response levels · Source: object_read:doc_010_003
- RefreshNightly refresh, complete before the start of your business dayNightly refresh, complete before the start of your business day · Source: object_read:doc_010_003
The document
Body
Wexmoor Property Group - Proposal
Prepared for: Wexmoor Property Group, Chicago Prepared by: Jordan Pike, Account Executive, US, BB-Demo Date: Monday 17 November 2025 Status: Final Proposed tier: Growth
1. Context
Wexmoor Property Group manages office and light-industrial portfolios across the Midwest. Your operations teams work from three places that rarely meet: tenant tickets in the helpdesk, lease-renewal conversations in recorded calls, and service contracts held as documents. Today, answering a simple question such as "which tenants with an expiring lease also have an open maintenance complaint?" means someone reconciling those sources by hand.
To be transparent, that manual reconciliation is the problem we are proposing to remove. Here's where we are: we have talked through how your teams work, and this proposal sets out what we would build, what it costs and how we would get you live.
2. What we propose
Read the whole document (5,772 characters)
We propose the Growth tier of the company brain: one AI-queryable layer over the systems your operations teams already use, built and run inside your own Snowflake account. Your data stays where it is. BB-Demo does not move it into a separate environment.
The brain would connect to:
- Your helpdesk, so tenant tickets, categories and response history are searchable.
- The call recorder, so lease-renewal calls can be asked about in plain language.
- Your document store, so service contracts, terms and renewal dates sit alongside everything else.
- Your CRM, so tenant and portfolio records give the other sources context.
Your operations people would then ask the brain questions directly, in chat or search, rather than opening four systems.
3. Scope
| Area | Included |
|---|---|
| Tier | Growth |
| Teams | Several teams, starting with operations |
| Users | The Growth user allowance |
| Connectors | The Growth connector allowance |
| Features | Pages, chat and search, plus the dashboards builder |
| Reviews | Quarterly business reviews with your customer success manager |
| Hosting | Inside Wexmoor's own Snowflake account |
| Refresh | Nightly refresh, complete before the start of your business day |
| Service levels | The standard Growth availability and support response levels |
Anything beyond the Growth allowances, such as extra users, extra connectors or dedicated data residency, can be added later as a priced add-on. Nothing in this proposal commits you to those.
4. Implementation
Implementation is a one-off, fixed-fee engagement that comes before the subscription begins delivering value. It covers:
- Discovery and access. We agree the sources, confirm who owns each system and set up access inside your Snowflake account.
- Connector build. Each source is connected and its history loaded, with a live commitment written into the order form.
- Validation. Your operations leads test the brain against questions they already know the answers to, so trust is built on your own data.
- Training and handover. Your team learns how to ask good questions, build dashboards and manage users.
Elena Novak, your customer success manager, will own adoption from the first week of go-live, and I will stay on as account owner for commercial terms.
5. Pricing
| Item | Amount |
|---|---|
| Growth annual subscription | £50,000 |
| One-off implementation (fixed fee) | Included in the deal amount below |
| Total deal amount (first year, including implementation) | £62,000 |
The annual subscription is £50,000, billed annually in advance. The deal amount of £62,000 is the total value of the deal and includes the one-off implementation fee. It is not the annual price. The implementation fee is charged once and does not recur at renewal.
No discount is applied in this proposal. The prices above are the figures that would appear in the order form.
6. What success looks like
We suggest measuring the first months against a few plain outcomes:
- Operations leads answer cross-system questions in the brain instead of by spreadsheet.
- Lease-renewal preparation draws on call history and open tickets without manual lookups.
- More than one person on your team asks questions regularly, so the value does not rest on a single user.
- Your team builds its own dashboards, which tells us the brain has become part of the working week.
What would make this a yes? If there is a different outcome your leadership would want to see first, tell me and we will build the plan around it.
7. Security and data handling
Because the brain runs inside your Snowflake account, your existing access controls and audit practices continue to apply. If your security team has a questionnaire, send it over and we will answer it fully and plainly, including anything that is a limitation. We would rather your security team hear it from us up front.
8. Commercial terms
- The subscription is annual and invoiced in advance, in GBP.
- The order form is signed under BB-Demo's master services agreement.
- Standard payment terms apply.
- Renewal is handled by your customer success manager, who will raise it well ahead of the renewal date.
9. Next steps
| Step | Owner | Timing |
|---|---|---|
| Review this proposal with your operations and finance leads | Wexmoor | This week |
| Security questions to BB-Demo, if any | Wexmoor security team | As soon as available |
| Walk through questions and confirm connectors | Jordan Pike | After your review |
| Order form issued under the MSA | Jordan Pike | On your confirmation |
| Implementation kick-off with Elena Novak | BB-Demo and Wexmoor | After signature |
Thanks for the time your team has given us so far.
Thanks, Jordan
Jordan Pike Account Executive, US, BB-Demo
Unusual terms
Current to 9 Oct 26- No discount applied
- Deal amount includes one-off implementation fee
- Implementation fee does not recur at renewal