Penvarra Digital / BG-Demo – Proposal
Callcompleted
Penvarra Digital · 18 Oct 2023 13:45
On 18 Oct 2023 Toby Lister reviewed the Starter proposal with Tom Ashdown and felt it was what Penvarra needs. Sign-off sits with Fiona, the MD, who was not on the call.
What was said
What this says
As at Fri 9 Oct 2026On 18 Oct 2023 Toby Lister reviewed the Starter proposal with Tom Ashdown and felt it was what Penvarra needs. Sign-off sits with Fiona, the MD, who was not on the call.
What happened: Toby went through price, commitment, connectors, implementation and support with Tom. He said he would speak to Fiona that week.
Customer view: Toby said he thought they were on, and that Growth was not needed yet. He chose to leave the fourth connector slot empty.
Commercial: Tom said the first-year figure of twenty-five thousand five hundred covers implementation and the first year, with Starter renewal at £20k. He described twelve months from signature, then month-to-month on thirty days' notice, which the order form must confirm.
Watch: The decision-maker has not been on a call with BG-Demo. Tom quoted Growth at £44k as the next tier.
Themes
As at Fri 9 Oct 2026Theme
Starter proposal, MD sign-off
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Toby Lister to speak to Fiona that week and come back to Tom Ashdown.
- Tom Ashdown to send the order form within a day or two once Penvarra is aligned, and set up a call with Fiona on commercial questions.
Risks
As at Fri 9 Oct 2026- Fiona, the MD who signs off significant spend, has not been on a call with BG-Demo.
- The commitment as described is twelve months then month-to-month on thirty days' notice, so retention after the first year is not locked in.
Opportunities
As at Fri 9 Oct 2026- Toby said Growth is not needed yet, which leaves a later upgrade from Starter to Growth at £44,000.
- The empty fourth connector slot can be filled as Penvarra's priorities change.
Transcript
Tom AshdownToby, how did you get on with the proposal?
Toby ListerGood, yeah. I've had a read through. Got a few questions.- Tom AshdownFire away.
- Toby ListerSo the number: twenty-five thousand five hundred. Is that everything, or is that just the first year?
- Tom AshdownThat's all-in for the first year. That's the implementation, the setup, your first year of subscription. No hidden bits.
- Toby ListerRight. And what's the subscription renewal?
- Tom AshdownOn Starter, that's nineteen thousand five hundred annually. So you're paying the implementation upfront in year one, then just the sub going forward.
- Toby ListerOkay. How long's the commitment? Are we locked in?
- Tom AshdownTwelve months from signature, then month-to-month after that. So you've got a year, and then you're free to move on anytime with thirty days' notice.
- Toby ListerThat's reasonable. What about the connectors? The proposal says four, but what if we need more later?
- Tom AshdownGood question. You've got four in Starter. You can add more, but each additional connector is an add-on. Or you could upgrade to Growth, which gives you eight. That's an option too.
- Toby ListerWhat's Growth?
- Tom AshdownGrowth is the next tier up. Forty users instead of fifteen, eight connectors instead of four, and you get the dashboards builder so you can save queries as dashboards. It's forty-four thousand for the subscription.
- Toby ListerSo that's forty-four for the annual?
- Tom AshdownRight, that's the annual renewal. So if you started on Growth, year one would be more because of the implementation, but renewal would be forty-four.
- Toby ListerWe probably don't need that yet. But good to know. What about the implementation? Four weeks, right?
- Tom AshdownThat's right. Four weeks from signature. We set up the connectors, configure everything, train your team, and you're live.
- Toby ListerWho would be involved on our side?
- Tom AshdownIdeally you, Steve, and anyone else who'd be a regular user. We'd do training sessions, walk you through how to use the brain, answer questions. Pretty hands-on.
- Toby ListerAnd support after we go live? What's included?
- Tom AshdownStarter includes support during UK business hours, Monday to Friday. You can raise tickets, ask questions, and we've got a team that handles that.
- Toby ListerThat's fine. What about the data refresh? I know we discussed nightly, but is there anything else?
- Tom AshdownNightly is standard across all tiers. You get fresh data every morning. If you need more frequent refreshes, that's something we could discuss, but nightly works for most Starter customers.
- Toby ListerAnd the connectors we mentioned. That's CRM, Google Workspace, HubSpot, and one more. What should the fourth be?
- Tom AshdownWhat systems do you want to pull data from that we haven't covered?
- Toby ListerHonestly, I think those three cover most of what we need right now. We could leave the fourth slot empty and add something later if it becomes a priority.
- Tom AshdownThat works. We can document the fourth slot as available for future expansion. How are you feeling about the proposal overall?
- Toby ListerPretty good, actually. I think this is what we need. I'll need to get sign-off from Fiona, but I think we're on.
- Tom AshdownBrilliant. Who's Fiona?
- Toby ListerShe's our MD. She signs off on any significant spend.
- Tom AshdownRight, good to know. So the next step would be you chat with Fiona, and if everyone's happy, we get her on a call to discuss any commercial questions. Then we get an order form signed and we're away.
- Toby ListerHow quickly can you turn around the order form?
- Tom AshdownOnce we're aligned, I can have it over within a day or two. No drama.
- Toby ListerOkay. I'll chat with Fiona this week and get back to you.
- Tom AshdownPerfect. I'll be on standby. Just ping me when you're ready to move forward.
- Toby ListerWill do. Cheers, Tom.
- Tom AshdownCheers, Toby. Speak soon.
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