Whitlingham Wealth - Proposal v1
Documentdraft Whitlingham Wealth · proposal · draft · 27 Sep 2024
Draft proposal dated 27 Sep 2024 from Priya Raman for B-Glass on the Growth tier. It states an annual subscription of £40k and a total investment of £52k, with 8 weeks of implementation. It is not an order form.
What it says
What this says
As at Fri 9 Oct 2026Draft proposal dated 27 Sep 2024 from Priya Raman for B-Glass on the Growth tier. It states an annual subscription of £40k and a total investment of £52k, with 8 weeks of implementation. It is not an order form.
What it is: a draft proposal, marked "Status: Draft" in its text and stored as draft. It is the first version sent to Whitlingham Wealth for a client-service team.
Commits: nothing binding. It sets out the Growth tier, an annual subscription of £40k, a total investment of £52k and an implementation of 8 weeks, with go-live targeted for the end of the year.
Unusual: the annual subscription of £40k is below the v1 Growth list of £44k in the company brief, but the document does not say it is a discount. It also does not state a user number or service levels.
Not settled: the evidence does not show whether an order form followed, or who at the customer received it. The document says an order form and master service agreement would be prepared once the data sources and team structure were agreed.
As found in this document
As at Fri 9 Oct 2026- Price£39,600Source: the AI read of this record
- Annual Subscription£39,600Source: the AI read of this record
- Total Investment£51,600Source: the AI read of this record
- Implementation8 weeksSource: the AI read of this record
- Go-live targetend of the yearSource: the AI read of this record
The document
Body
Whitlingham Wealth - Proposal v1
Status: Draft
Date: 27 Sep 2024
Executive Summary
We propose B-Glass on the Growth tier to help your client-service team consolidate information from your CRM, email and other business systems. The system will enable your team to search and query across all client data in seconds.
The Offering
Tier: Growth
Annual Subscription: £40k Total Investment: £52k
What's Included
- Connection of your CRM, email and up to 8 other sources (Zendesk, accounting systems, document stores)
- Full-text search and natural-language query across all sources
- Pre-built dashboard templates for client service
- Quarterly business reviews
- Implementation and onboarding support (8 weeks)
The Growth tier includes user accounts for your client-service team.
Timeline
- Implementation: 8 weeks
- Go-live target: end of the year
Next Steps
We will schedule a call to confirm your data sources and team structure. Once agreed, we will prepare the order form and master service agreement for signature.
Best, Priya
Unusual terms
As at Fri 9 Oct 2026- Subscription below v1 Growth list, no discount stated