Pentreath Cold Chain - Proposal v1
Documentdraft Pentreath Cold Chain: documents · proposal · draft · 2023-10-10
Draft proposal dated 10 Oct 2023 from Tom Ashdown for the Growth tier. Growth subscription is £43k annual in advance; total deal amount £55k including one-off implementation. Standard Growth service levels apply; thirty-day payment terms.
What it says
What this says
Current to 11 Oct 26Draft proposal dated 10 Oct 2023 from Tom Ashdown for the Growth tier. Growth subscription is £43k annual in advance; total deal amount £55k including one-off implementation. Standard Growth service levels apply; thirty-day payment terms.
What it is: a draft sales proposal from Tom Ashdown, Account Executive, for the Growth tier, built and run inside the customer's own Snowflake account. It states "Nothing in this document is final until an order form is signed."
Commits: the annual Growth subscription is £43k, billed in advance, and the "Total deal amount (subscription plus implementation)" is £55k. Payment terms are "the standard thirty days", with quarterly billing on request.
Unusual: nothing off standard terms. The deal amount includes the implementation fee, so it "should not be read as the annual price".
Not settled: the connector list and timeline are left to the order form, as are the day-to-day lead and signatory. The text gives no figures for availability or response times, and the document is stale relative to any executed order form.
As found in this document
Current to 9 Oct 26- Price£43,100Source: object_read:doc_081_002
- Growth subscription£43,100, annual, billed in advance£43,100, annual, billed in advance · Source: object_read:doc_081_002
- Total deal amount£55,100 (subscription plus implementation)£55,100 (subscription plus implementation) · Source: object_read:doc_081_002
- Implementationfixed-fee, one-off piece of workSource: object_read:doc_081_002
- Payment termsthe standard thirty daysSource: object_read:doc_081_002
- BillingQuarterly billing is available on requestQuarterly billing is available on request · Source: object_read:doc_081_002
- Service levelsThe standard Growth service levels applyThe standard Growth service levels apply · Source: object_read:doc_081_002
The document
Body
Pentreath Cold Chain - Proposal v1
Draft. Written by Tom Ashdown, Account Executive, BB-Demo, and dated 10 Oct 2023. Nothing in this document is final until an order form is signed.
1. Context
Pentreath Cold Chain runs temperature-controlled storage and distribution for food and pharmaceutical clients from Avonmouth and two satellite depots. Account managers currently have to look in several places to understand how a single client is doing: temperature-excursion tickets in one system, orders in another and contract reviews somewhere else.
The aim is simple: let an account manager open one place and see a client's excursion tickets, orders and contract reviews together, and ask questions of that data in plain English.
2. What we propose
We propose the Growth tier of the company brain, built and run inside your own Snowflake account. In practice that means:
Read the whole document (3,493 characters)
- one AI-queryable layer over your CRM, helpdesk, orders and contract data, so nobody has to reconcile systems by hand;
- pages, chat and search for account managers and depot leads;
- the dashboards builder, so your team can build its own client views;
- quarterly business reviews with your customer success manager, Daniel Okafor, to check that the brain is earning its keep.
3. Scope of the first phase
| Area | What happens |
|---|---|
| Discovery | Walk through the systems that hold tickets, orders and contract reviews, and agree which connectors come first |
| Build | Connect the agreed sources and set up the nightly refresh |
| Client view | Configure the combined client view for account managers |
| Training | Short sessions for account managers and depot leads |
| Review | Check usage and questions asked with the customer success manager once the brain is live |
The implementation is a fixed-fee, one-off piece of work. The timeline and the list of connectors promised will be set out in the order form.
4. Pricing
| Item | Amount |
|---|---|
| Growth subscription, annual, billed in advance | £43k |
| One-off implementation (fixed fee) | Included in the deal amount below |
| Total deal amount (subscription plus implementation) | £55k |
The deal amount is the total value of the engagement. It includes the one-off implementation fee, so it should not be read as the annual price. The annual price on its own is £43k.
Payment terms are the standard thirty days. Quarterly billing is available on request. Tom will confirm the final figures in the order form before anything is signed.
5. Service levels
The standard Growth service levels apply: the Growth availability commitment, the Growth first-response time for priority incidents, and the nightly refresh finished before the start of the business day on working days.
6. Security
Because the brain runs inside your own Snowflake account, your data stays in your environment. If your IT or compliance colleagues want to see our security questionnaire, we can send it over and talk them through it.
7. Open points
- Which systems hold the contract reviews, and who owns them on your side.
- Which connectors matter most for the first weeks.
- Who at Pentreath Cold Chain will be the day-to-day lead and who will sign the order form.
8. Next steps
- Review this draft and note anything missing.
- Short call to agree the open points above.
- Tom issues the order form for signature once scope is agreed.
Questions in the meantime to Tom Ashdown at tom.ashdown@bb-demo.example.
Unusual terms
Current to 9 Oct 26- deal amount includes implementation fee