Merriott Lyle Distribution - Proposal v1
Documentdraft Merriott Lyle Distribution · proposal · draft · 12 Aug 2026
Internal draft proposal by Lewis Kerr dated 12 Aug 2026 for an Enterprise expansion: annual contract value £10k, order deal amount £4,548. Not reviewed with the customer and nothing is contracted until an order form is signed.
What it says
What this says
As at Fri 9 Oct 2026Internal draft proposal by Lewis Kerr dated 12 Aug 2026 for an Enterprise expansion: annual contract value £10k, order deal amount £4,548. Not reviewed with the customer and nothing is contracted until an order form is signed.
What it is: a working draft proposal from Lewis Kerr, Account Executive, dated 12 Aug 2026. It says it is "Not yet reviewed with the customer" and that "Nothing here is contracted until an order form is signed under the existing agreement."
Commits: nothing yet. It states the expansion is "co-termed to your renewal", so the term end of 27 Feb 2027 does not move, and existing Enterprise service levels and the nightly refresh are unchanged.
Unusual: two figures sit side by side. The annual contract value is £10k and the order deal amount is £4,548, and the text warns the deal amount "should not be read as an annual price".
Not settled: the lines making up the expansion, the teams it reaches, the open high priority tickets and finance's check of the two figures. The text also notes active use is below licensed users and has eased, with four tickets in thirty days.
As found in this document
As at Fri 9 Oct 2026- Date end27 Feb 2027Source: the AI read of this record
- Price£10,000Source: the AI read of this record
- Annual contract value (expansion)£10,000Source: the AI read of this record
- Order deal amount£4,548Source: the AI read of this record
- Term alignmentco-termed to your renewal, so the current term end of 27 Feb 2027 does not moveSource: the AI read of this record
- Service levelsThe existing Enterprise service levels, including availability, first response times and data freshness credits, are unchanged.Source: the AI read of this record
- Nightly refreshThe nightly refresh commitment is unchanged.Source: the AI read of this record
- VATAll prices are exclusive of VAT.Source: the AI read of this record
The document
Body
Merriott Lyle Distribution - Proposal v1
Status: Draft. Prepared by Lewis Kerr, Account Executive, BG-Demo. Draft date: 12 Aug 2026. Not yet reviewed with the customer.
Purpose of this proposal
This document sets out an expansion to Merriott Lyle Distribution's existing Enterprise subscription. It is a working draft for internal review first and for discussion with your team second. Nothing here is contracted until an order form is signed under the existing agreement.
To put a number on it, the expansion carries an annual value of £10k, and the deal amount for the order is £4,548. The two figures are different things and are set out separately below so that nobody reads one as the other.
Where you are today
| Item | Position |
|---|---|
| Customer since | 28 Feb 2025 |
| Tier | Enterprise |
| Contracted annual recurring revenue | £128k |
| Licensed users | 200 |
| Current term ends | 27 Feb 2027 |
| Account owner | Lewis Kerr |
| Customer success manager | Daniel Okafor |
Read the whole document (4,134 characters)
Merriott Lyle Distribution bought Enterprise so that branch, key-account and credit-control teams see each trade account's orders, disputes, calls and invoices together, across a network of about one hundred and twenty branches in the Midlands and the North.
What the usage tells us
We want this proposal to be honest about adoption, because an expansion is only worth buying if people use it.
- Active use sits well below the number of licensed users, and it has eased compared with the previous quarter.
- There have been four support tickets in the last thirty days, two of them high priority. Daniel Okafor is reviewing these with the support team and will share the detail separately.
- There are no overdue invoices. Payment has been on time, so this is a question of value and adoption, not of money.
On that evidence we are not proposing to add capacity for its own sake. The expansion below is framed so that it supports the teams already using the brain and gives a clear reason for others to join.
Proposed scope
The expansion sits within the Enterprise tier and the existing agreement. It is co-termed to your renewal, so the current term end of 27 Feb 2027 does not move.
| Line | Basis | Value |
|---|---|---|
| Enterprise expansion | Annual contract value | £10k |
| Order deal amount | Total value of this order | £4,548 |
All prices are exclusive of VAT. The deal amount is the total value of this order and should not be read as an annual price. The annual contract value is the yearly figure that will continue at renewal.
What stays the same
- The existing Enterprise service levels, including availability, first response times and data freshness credits, are unchanged.
- The nightly refresh commitment is unchanged.
- Security settings, single sign-on and user provisioning stay as configured.
- The executive sponsor arrangement continues.
Open points before this goes to the customer
This draft is incomplete in the following ways, and we would rather say so now.
- The exact lines that make up the expansion need to be confirmed against what the branch and credit-control teams are asking for.
- We need to agree which teams the expansion is meant to reach, and who on your side owns adoption within them.
- The open high priority tickets should be resolved, or have a clear plan, before an order form is issued.
- The relationship between the deal amount and the annual contract value should be checked once more by finance before anything is sent.
Proposed next steps
| Step | Owner | Timing |
|---|---|---|
| Review usage and tickets with the customer success manager | Lewis Kerr and Daniel Okafor | This week |
| Confirm scope and teams with your operations lead | Lewis Kerr | Next week |
| Issue revised proposal, version two | Lewis Kerr | After scope is confirmed |
| Order form for signature, co-termed to renewal | Lewis Kerr | Only once the above is agreed |
I'll send that over today to Daniel for his comments, and I will not share it outside BG-Demo until the open points are closed.
Kind regards, Lewis
Lewis Kerr Account Executive, BG-Demo
Unusual terms
As at Fri 9 Oct 2026- annual value and order deal amount differ
- co-termed to existing renewal
- draft not yet shared with customer