Following up on our discovery call
Email thread Pentreath Cold Chain: documents · sales
After the discovery call Tom Ashdown pencilled the Growth tier at a £55,100 total deal value. Finance Director Philip Annear asked who would use it and what it saves, and wants something concrete.
What was said
What this says
Current to 11 Oct 26After the discovery call Tom Ashdown pencilled the Growth tier at a £55,100 total deal value. Finance Director Philip Annear asked who would use it and what it saves, and wants something concrete.
Ask: Tom recapped three needs: one view per client, fewer separate places to chase, and clarity on cost and users. He named Growth as the fit and said the proposal would confirm what sits inside £55,100.
Customer view: Philip accepted the headline figure but wants day-to-day users and a concrete saving before going further.
Next: Tom will send a short note on users and time saved, show it on Pentreath's own tickets in the demo, and is pencilling a decision around 23 Nov 2023.
The thread
Updated 9 Oct 26Messages
Tom Ashdown 17 Aug 2023 17:15Hello both, Thanks again for the time on the discovery call. Here's how I heard it, so shout if I've got it wrong. - Your account managers currently chase temperature-excursion tickets, orders and contract reviews across separate places, and a client sometimes hears about a problem before you've told them. - You'd like one view per client, so a review starts with the facts. - Philip needs to understand what it costs and who would actually use it. On our side, the Growth tier looks like the natural fit for several teams across Avonmouth and the two satellite depots. The total deal value we have pencilled in is £55,100, and I'll confirm exactly what sits inside that when I send the proposal. Next step would be a demo on your own data. Best, Tom
Philip Annear 17 Aug 2023 19:15Tom, Thank you. Understood on the headline figure. Before we go further I would like to know who would be using it, day to day, and what it saves us. Kerensa will have a view on the first. I would like something concrete on the second. Philip Annear- Tom Ashdown 21 Aug 2023 13:45Philip, Kerensa, Fair questions, Philip. Leave that with me. I'll put together a short note that sets out who typically uses the brain in a business like yours and what time it takes out of the reconciling. I'd rather show you that with your own tickets in the demo than ask you to take my word for it. We're pencilling a decision around 23 Nov 2023, so there's time to do it properly. Kerensa, could you send me a rough list of the people who'd use it first? Names and roles are plenty. Cheers, Tom