Willet Creek Senior Living / BB-Demo – Negotiation

First call with procurement on an open Enterprise proposal at £125k a year. Nothing is signed, and Eric Halvorsen will not sign before privacy and security approve. The records do not show that review has been held.

Context: Nothing is executed and CRM ARR is £0. The proposal of 1 Oct 2026 prices Enterprise at £125k a year. The £155k CRM deal amount is total deal value including implementation.

Approach: Open by confirming where the privacy and security review stands, because it gates everything else. Jennifer Moua is not attending, so ask Kristin Lindahl whether the review is booked and who attends.

Procurement: Todd Bergquist appears in no earlier call. Use the call to learn his process and paperwork. Treat the 29 Dec 2026 close as a forecast, and Owen Tallis should not press for signature ahead of privacy approval.

Watch for: On the proposal call, Eric said the close date should move rather than rush the privacy review. Amber Schultz's per-community access question is still open and needs written evidence, not a verbal answer.

AI · claude-opus-5-5 · 14 Oct 2026