Orrell Heys Housing / BB-Demo – Proposal

Proposal call for an open Starter deal at £28k. Karen Unsworth is the only engaged contact, and the Snowflake account, the IT access check and managing director buy-in are still open, so this call must turn her interest into dated next steps.

Context: Karen Unsworth is the only engaged contact, across the 10 Aug 2026 discovery and the 14 Sep 2026 demo. The open Starter deal at £28k sits in the CRM demo stage, owned by Sophie Ling.

Approach: Tie the proposal to the two measures Karen named, complaint response time and repair costs, so she can take it to her managing director. State the year-two list price plainly and leave with dated next steps.

Close the basics: Confirm whether a Snowflake account exists and agree when Dale Prescott, ICT Manager, will run the access check. Ask Karen to bring Michael Fazakerley, Director of Resources and the CRM economic buyer, into the decision.

Watch for: Sophie mentioned a 30-day termination clause at discovery, and no contract on record confirms it. Check the user count too, as Karen expects about fifteen people across the company to ask questions.

AI · claude-opus-5-5 · 14 Oct 2026