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Your BB-Demo renewal: next steps

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Kelvinhaugh Pension Services: documents logo Kelvinhaugh Pension Services: documents · renewal

Daniel Okafor opens the renewal with Hamish Crawford ahead of the 8 Feb 2025 term end. An open Growth proposal at £44k sits against the current Starter at £18k. No customer reply in the thread.

What was said

What this says

Current to 11 Oct 26

Daniel Okafor opens the renewal with Hamish Crawford ahead of the 8 Feb 2025 term end. An open Growth proposal at £44k sits against the current Starter at £18k. No customer reply in the thread.

Ask: Daniel offers a usage summary first, then a thirty minute call. He sets out a Growth renewal proposal, which is an open item and not executed paper, and aims to settle it by 27 Jan 2025.

Customer view: there is no customer response in the thread. Daniel acknowledges that Hamish has asked before who is actually using the brain.

Risk: a move from Starter to Growth at £44k needs a value case the finance director accepts.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typerenewal
Messages1
First message2024-11-08
Last message2024-11-08

Messages

  1. Daniel Okafor
    Daniel Okafor 8 Nov 2024 17:20
    to Hamish Crawford
    Dear Hamish, Thank you for your time over the past year. I am writing as your current term runs to 8 Feb 2025, and I would like to start the renewal conversation early so that nothing is rushed. You have asked before who is actually using it, so I will start there. Usage across the scheme-relationship team has grown over the last quarter, and I am happy to put a short summary together of who is asking what, so you can judge it for yourself before we talk about anything else. Priya, copied here, has opened a renewal proposal at Growth tier with a deal value of £44,000, in case you would like to compare it with your current Starter arrangement of 15 users at £17,550 a year. We are aiming to settle it by 27 Jan 2025, but only once you are comfortable that it makes sense for the board. Could we find thirty minutes in the next couple of weeks? I will come back to you with some dates. Best wishes, Daniel

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