Brannock Medical Supplies / BG-Demo – Proposal
Callcompleted
Brannock Medical Supplies · 14 Oct 2024 10:30
Priya Raman walked Helen Varley through a £2,010 expansion proposal on top of the existing Growth agreement. Helen wants a written answer on what the account managers will see and when, before it goes to Andrew.
What was said
What this says
As at Fri 9 Oct 2026Priya Raman walked Helen Varley through a £2,010 expansion proposal on top of the existing Growth agreement. Helen wants a written answer on what the account managers will see and when, before it goes to Andrew.
What happened: Priya presented the proposal for extra capacity for the account managers, working to a sign-off date of 18 Nov 2024. Helen asked what is in it, what drives the amount and what happens on Andrew's side.
Customer view: Helen will not discuss price herself, as that is Andrew's. She wants a straight written answer on whether the product shows contract renewals by trust next to delivery queries.
Commercial: £2,010 is the total value of the expansion, not a new annual figure. It sits under the existing Growth agreement with the same forty users and terms.
Watch: Priya would not give a go-live day and left product detail to Marcus. Helen said she wants to know now if it cannot do what the account managers need.
Themes
As at Fri 9 Oct 2026Theme
Expansion proposal review
Importance
upsell
Sentiment
mixed
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Priya Raman sends the proposal, the one page price make-up and the draft order form by end of the next day.
- Marcus confirms in writing what the account managers will see and when.
- Helen Varley passes the pack to Andrew ahead of 18 Nov 2024.
Risks
As at Fri 9 Oct 2026- No go-live date has been given, and Helen has said she will not accept a vague answer on capability.
- Andrew has not yet seen the terms in writing and Helen says price is his decision, so approval depends on him.
Opportunities
As at Fri 9 Oct 2026- The £2,010 expansion adds capacity for the account managers on top of the existing Growth agreement.
- Priya offered to join a call with Andrew to close it.
Transcript
Priya RamanHi Helen, morning! Can you hear me? I've got a bit of an echo on my side.
Helen VarleyMorning, Priya. I can hear you fine. Probably just the room you're in.- Priya RamanRight, let me move rooms. Hang on. Okay, that's better. So, a quick recap to keep momentum. We've talked about the expansion, I've now got the proposal written up, and the date we're working to is Monday 18 November 2024. Today is about walking you through it so it's easy for Andrew to say yes.
- Helen VarleyGood. Three things from me, so we stay on track. What's actually in it, what's driving the amount, and what happens on Andrew's side.
- Priya RamanPerfect, that's exactly the order I'd have gone in. Sharing my screen. Can you see the proposal page?
- Helen VarleyI can see it. It's small.
- Priya RamanIs that better? I'll make it bigger. So it sits on top of what you already have on Growth. Same agreement, same forty users, same terms. This just adds the extra capacity we discussed for the account managers.
- Helen VarleyAnd the amount?
- Priya Raman£2,010. And to be clear, that's the total value of this expansion, it's not a new annual figure for the whole account. Your existing subscription stays as it is.
- Helen VarleyRight. What's driving that? I want to be able to tell Andrew why it's that number and not something rounder.
- Priya RamanGood question. It's built from what's being added, nothing else, and it's been priced to the same list as your agreement. There's no hidden extra. I can put the make-up on one page for Andrew.
- Helen VarleyPlease do. I'm not going to talk price myself, that's Andrew's, but I'll take it to him with the one pager.
- Priya RamanUnderstood, and happy to make this easy. If it helps, I can join a call with him as well.
- Helen VarleyHe may prefer that. He likes to know who he's dealing with. He'll ask who our account manager is.
- Priya RamanThat's me. I'll introduce myself properly, and Marcus is there for adoption.
- Helen VarleyGood. Now, does this fix the thing the account managers keep asking about? They want to see contract renewals by trust in the same place as the delivery queries.
- Priya RamanFrom what I understand, that's the aim of it. I'd not want to overclaim the detail of the product, though. I'll get Marcus to confirm exactly what they'll see, and put it in the note, so you're not relying on me for that.
- Helen VarleyI'd rather that. I won't accept a vague answer on whether it can do it. If it can't, I want to know now.
- Priya RamanTotally fair. You'll have a straight answer in writing before it goes anywhere near Andrew.
- Helen VarleyWhat about timing? When would the account managers actually have it, if Andrew signs on the eighteenth?
- Priya RamanI'd rather not guess the exact day. I'll come back with it with Marcus. The thing I can control is getting the paperwork to you this week so nothing waits on us.
- Helen VarleyOkay. And what does Andrew need from me? Last time he wanted the terms in writing before he'd say anything.
- Priya RamanThat's coming. The proposal plus a draft of the order form, so he can see the actual wording. If we can get that over the line by the eighteenth, you get the capacity in good time. If he has questions, he can ask me directly.
- Helen VarleyRight. Is there any reason it won't make the eighteenth?
- Priya RamanNone that I can see. It's a small piece, and I'd say it's mostly down to getting it in front of him.
- Helen VarleyGood. I'll forward it to him as soon as I have it. Anything else from you?
- Priya RamanOnly a recap of who sends what. I send the proposal, the one pager on how the amount's made up, and the draft order form by end of tomorrow. You pass it to Andrew. Marcus confirms the detail on what the account managers will see. Does that match yours?
- Helen VarleyThat's mine. Thanks, Priya.
- Priya RamanBrilliant. Thanks Helen, speak soon.
- Helen VarleySorry, I think I'm still on. Bye now.
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