Order form for signature: Calderbrook Housing Group
Email thread Calderbrook Housing Group: documents · sales
Helen Marsden signed and returned the Growth order form on 19 Aug 2024, three days after the 16 Aug 2024 target. She then asked for a named BB-Demo contact and an order of work for the connectors, so she can give the board a timeline.
What was said
What this says
Current to 11 Oct 26Helen Marsden signed and returned the Growth order form on 19 Aug 2024, three days after the 16 Aug 2024 target. She then asked for a named BB-Demo contact and an order of work for the connectors, so she can give the board a timeline.
Ask: Tom Ashdown sent the Growth order form showing a total deal value of £56,000 including implementation. Helen signed it on 19 Aug 2024 and asked in writing who she would work with and in what order the connectors would be built.
Customer view: Helen is accountable to her board for when the first reconciled arrears view arrives. She wants a realistic expectation rather than a promise.
Next: Tom named Natalie Eze as day-to-day contact and promised a concrete timeline within the week. The thread does not show that this happened.
The thread
Updated 9 Oct 26Messages
Tom Ashdown 14 Aug 2024 17:50Hi Helen, The order form for the Growth tier is attached for signature. Thanks for your patience while we got the wording right. The total deal value on the form is £56,000, which includes the one-off implementation. The split between implementation and subscription is set out on the form itself, so your legal team can check it line by line. A couple of things to flag. The connectors we discussed are listed, along with the go-live commitment for each. The walkthrough we ran on your extract is the basis for how we described the reconciliation work, so you should recognise the language. I know the target was 16 Aug 2024 and that's a day or two away, but there's no pressure from our side if your legal team needs longer. Just let me know where it stands and I'll plan around it. Best, Tom Tom Ashdown Account Executive, BB-Demo
Helen Marsden 19 Aug 2024 09:32Dear Tom, Thank you. Our legal team has been through the order form and I have signed and returned it this morning. One request. The board will ask when the first reconciled arrears view will be available to my team, so I need to give them a realistic expectation. Could you confirm in writing who at BB-Demo I will be working with on the connectors, and what the order of work is? Kind regards, Helen- Tom Ashdown 19 Aug 2024 10:38Hi Helen, Got it, thank you, and welcome aboard. Natalie Eze is our customer success manager and will be your day to day contact from here. She'll take you through the order of work for the connectors and the timeline, and I'll ask her to get in touch with you this week so that you have something concrete for the board. I'll stay on as the commercial contact if anything comes up on the contract. Let's get something in the diary for a proper kick-off. Cheers, Tom