Vellacott Payments / BG-Demo – Proposal
Callcompleted
Vellacott Payments · 17 Dec 2025 15:15
Proposal call on a £1,962 expansion under the existing £99k Enterprise order form. Philippa Gore is content in principle; Samuel reviews the paper, and signing is targeted for 9 Jan 2026. The July renewal was flagged.
What was said
What this says
As at Fri 9 Oct 2026Proposal call on a £1,962 expansion under the existing £99k Enterprise order form. Philippa Gore is content in principle; Samuel reviews the paper, and signing is targeted for 9 Jan 2026. The July renewal was flagged.
What happened: Sophie Ling walked Tomasz Wiśniewski and Philippa Gore through the proposal. The expansion is £1,962 in total, alongside the £99k a year subscription, which does not change.
Customer view: Tomasz said partnerships, merchant onboarding and complaints now all use the brain, and complaints patterns are spotted early. Philippa asked about the FCA angle, the security review and tickets, and wants early warning if a high priority ticket stalls.
Commercial: Active users are close to forty against 150 licensed, mostly from partnerships and onboarding. Samuel will review the paper before Philippa signs, with a target of Friday 9 January 2026.
Watch: Sophie owes written confirmation of the start date and a security note by Friday. Philippa dislikes surprises, so Daniel Okafor needs to open the July renewal conversation early.
Themes
As at Fri 9 Oct 2026Theme
Small expansion proposal
Importance
upsell
Sentiment
positive
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Sophie Ling to send proposal confirmation, start date and security note by Friday.
- Sophie to send the order form so Samuel can review before Philippa signs, targeting 9 Jan 2026.
- Daniel Okafor to open the July renewal conversation early.
Risks
As at Fri 9 Oct 2026- Philippa wants early warning on any stalled high priority ticket and does not like surprises.
- Complaints team adoption is still coming along, with most users from partnerships and onboarding.
Opportunities
As at Fri 9 Oct 2026- Active users are close to forty against 150 licensed, so adoption can widen.
- Complaints team rollout is due to close in January under Tomasz.
Transcript
Sophie LingHello, can you hear me alright? I can see Tomasz. Philippa, I think you're still joining.
Tomasz WiśniewskiLoud and clear, Sophie. Good afternoon. Philippa is just coming off another call, she said two minutes.- Sophie LingNo problem at all. It's that time of year, everyone's squeezing everything in before the break.
- Tomasz WiśniewskiYes, exactly. Everybody wants everything signed before the holidays. Okay, while we wait, let me be concrete. Three actions from last time. One, you send the proposal. I see it in my inbox, good. Two, you send the usage summary. Also here. Three, we name who owns the rollout on our side. That one is mine.
Philippa GoreAfternoon both, apologies, that overran. Headline first, please. Where are we?- Sophie LingHi Philippa. Headline: the brain is being used a lot more than a few months ago, and the proposal on the table is a small expansion on your Enterprise subscription. If you're comfortable, we're aiming to have it signed by Friday 9 January 2026.
- Philippa GoreSmall. Good. Tell me what small means, then, before Tomasz gets into the detail.
- Sophie LingOf course. The expansion deal is worth £1,962 in total. That's the whole figure for the expansion, not a new annual price. Your subscription itself stays as it is, £99,000 a year under the order form, and that doesn't change with this.
- Philippa GoreSo the contract I signed stays exactly as it is, and this sits alongside it.
- Sophie LingCorrect. Same order form, same terms, and the renewal is still in July. I'll come back to that at the end so nobody is surprised.
- Philippa GoreThank you. I do not like surprises. Please continue.
- Sophie LingTomasz, do you want to say a word on how the teams are using it? Then I'll share the proposal page.
- Tomasz WiśniewskiYes. Short version. Partnerships, merchant onboarding and complaints, all three now use it. Before, each team had its own view of a marketplace client. Now we ask one question and we see the client whole. Complaints especially. We spot a pattern with one client early, and we call the client before they call us.
- Philippa GoreWhat's the regulatory angle there? Does it help us show the FCA we are watching complaints properly?
- Tomasz WiśniewskiIt helps. I will not say more than that, because the compliance team decides what we show. But for us internally, we see the trend earlier. That is the real gain.
- Philippa GoreGood. That is a fair answer. Carry on.
- Sophie LingOn the numbers, active users are averaging close to forty now, and that's well over double where you were the previous quarter. You're licensed for a hundred and fifty, so there's a lot of room still.
- Tomasz WiśniewskiYes. And I want to be honest, most are from my team and onboarding. Complaints is coming along. What's the owner for that? Me. We close this in January.
- Philippa GoreFine. Tickets. I saw something marked high priority recently. Who owns this on your side, Sophie?
- Sophie LingFair question. There were two tickets in the last month, one of them high priority. Daniel Okafor is your customer success manager and he's across it, so he's the owner. I'd rather he gives you the detail than me guessing.
- Tomasz WiśniewskiI saw both. The response was fast. I have no complaint. I only mention it so Philippa knows we watch it.
- Philippa GoreGood. Tell me early, always, if a high priority one is ever not moving. That is all I ask.
- Sophie LingUnderstood, and I'll make sure Daniel hears that directly. Right, let me share my screen. Can you see the proposal page?
- Tomasz WiśniewskiYes, I see it.
- Philippa GoreYes.
- Sophie LingSo that's the scope, line by line, and the total at the bottom is the one figure, £1,962. Nothing hidden underneath it. Any questions on the wording?
- Tomasz WiśniewskiThe scope is what we discussed. One question. When it is signed, when do we start? I need a date for my team, and I do not accept 'we're looking into it'.
- Sophie LingHa, understood. Once it's signed, the team can get going straight away. I'd rather confirm the exact start with Daniel and the delivery side in writing than promise a day I can't check.
- Tomasz WiśniewskiOkay. Written, by end of this week. Owner is you, Sophie.
- Sophie LingMine, yes. By Friday.
- Philippa GoreBefore we finish. Anything in this that touches the security review we did? I do not want that reopened by accident.
- Sophie LingGood thing to ask. As far as I understand, it sits within the same environment you already approved, inside your own Snowflake account. If anything changed that, I'd tell you straight away. I'll confirm that in the follow-up as well, so it's on paper.
- Philippa GorePlease do. Then I'm content in principle. Samuel will want to see the paper before I sign, as ever.
- Sophie LingOf course. I'll send the order form and the confirmation together so he has the lot in one go.
- Tomasz WiśniewskiGood. Let me say it back. Sophie sends proposal confirmation, start date and security note by Friday. Samuel reviews. Philippa signs. Target Friday 9 January 2026. Correct?
- Sophie LingSpot on. And just so it's said, the subscription renewal is in July and Daniel will start that conversation with you in good time, so there are no surprises there either.
- Philippa GoreGood. Thank you both. Season's greetings, and I look forward to the paper.
- Tomasz WiśniewskiThanks, Sophie. Speak soon, have a good break.
- Sophie LingYou too. Cheers both, bye for now.
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