Grisedale Search & Selection - Proposal
Documentfinal Grisedale Search & Selection: documents · proposal · final · 2024-03-04
Proposal dated 4 Mar 2024 from Priya Raman for the Starter tier: subscription £20k per year, £26k total for the first year including implementation. Not an order form; service levels are left to the order form.
What it says
What this says
Current to 11 Oct 26Proposal dated 4 Mar 2024 from Priya Raman for the Starter tier: subscription £20k per year, £26k total for the first year including implementation. Not an order form; service levels are left to the order form.
What it is: a proposal from Priya Raman, Account Executive, for the Starter tier of the company brain, marked Final and dated Monday 4 March 2024. It is a sales document, not executed paper.
Commits: nothing binding. It states "The subscription is £20k per year" and a first-year total of £26k including the one-off implementation, over four weeks. Billing is annual in advance, with quarterly on request.
Unusual: the first-year total is explicitly "not to be read as the annual price". No discount is stated.
Not settled: availability, first response times and credits are only described as "the standard service level" and deferred to the order form. Connector delivery dates, the signatory and any renewal date are not stated.
As found in this document
Current to 9 Oct 26- Price£19,500Source: object_read:doc_082_002
- SubscriptionThe subscription is £19,500 per year.The subscription is £19,500 per year. · Source: object_read:doc_082_002
- Total for the first year, including implementation£25,500Source: object_read:doc_082_002
- ImplementationA fixed-fee implementation over four weeksA fixed-fee implementation over four weeks · Source: object_read:doc_082_002
- BillingWe invoice annually in advance on our standard payment terms.We invoice annually in advance on our standard payment terms. · Source: object_read:doc_082_002
- UsersUp to fifteen users on the Starter allowance.Up to fifteen users on the Starter allowance. · Source: object_read:doc_082_002
- ConnectorsUp to four connectors to your core systems, which is the Starter limit.Up to four connectors to your core systems, which is the Starter limit. · Source: object_read:doc_082_002
- Check-inA six-monthly check-in with Marcus BellA six-monthly check-in with Marcus Bell · Source: object_read:doc_082_002
The document
Body
Grisedale Search & Selection - Proposal
Prepared for: Grisedale Search & Selection, Manchester Prepared by: Priya Raman, Account Executive, BB-Demo Date: Monday 4 March 2024 Status: Final
Where we are
Thanks for the time you and your team have given us so far. Grisedale places finance, legal and HR professionals across the North West, and your consultants and your operations manager have told us the same thing: the picture of a client sits in too many places. Client accounts are in one system, open roles in another, and client complaints in a third. Pulling them together for a single conversation takes longer than it should.
This proposal sets out how BB-Demo's company brain would give your people one place to ask, and what it would cost. We would love to make this easy to say yes to, so we have kept the scope tight.
What you told us you need
- Consultants who can see a client account, its open roles and any recent complaints without switching between tools.
- An operations manager who can spot a client that is unhappy before it turns into a lost relationship.
- A set-up that a small team can adopt without a long project.
What we propose
Read the whole document (3,574 characters)
We recommend the Starter tier of the company brain, built and run inside your own Snowflake account, so your data stays under your control.
Scope
- One team, matching the consultants and operations manager you described.
- Up to fifteen users on the Starter allowance.
- Up to four connectors to your core systems, which is the Starter limit.
- Pages, chat and search across the connected sources.
- A six-monthly check-in with Marcus Bell, who would be your customer success manager.
Implementation
A fixed-fee implementation over four weeks gets the connectors live, loads your data and trains your first users. The fee is fixed, so there are no surprises if the work runs a little longer than planned.
Service levels
Starter carries the standard service level: availability commitment, a defined first response for priority issues, and service credits for availability. The order form will set these out in full.
Investment
| Item | Type | Amount |
|---|---|---|
| Company brain, Starter subscription | Annual, in advance | £20k |
| Implementation, Starter | One-off, fixed fee | Included in the total below |
| Total for the first year, including implementation | £26k |
The subscription is £20k per year. The total of £26k is the value of the whole deal in the first year and includes the one-off implementation fee, so it should not be read as the annual price. From the second year the subscription is the annual figure only.
We invoice annually in advance on our standard payment terms. If quarterly billing suits your cash flow better, just say so and we can arrange it.
What happens next
- You review this proposal with the people who will use the brain day to day.
- We answer any questions on scope, connectors or data handling.
- We issue the order form under our Master Services Agreement for signature.
- Implementation starts as soon as the order form is signed, so if we can get this over the line soon, your consultants will have it live sooner.
Why Starter is the right size
Starter fits one team that needs a single view of clients, roles and complaints. If Grisedale later adds teams or needs more users or connectors, you can move up to Growth without starting again, and we would talk that through with you at a check-in rather than push it now.
Best, Priya
Priya Raman Account Executive, BB-Demo
Unusual terms
Current to 9 Oct 26- first-year total includes one-off implementation
- service levels deferred to order form