Pelton Grange Care / BG-Demo – Proposal
Callcompleted
Pelton Grange Care · 7 Jul 2025 11:30
Proposal call for the Growth tier at £44k a year plus £12k implementation. Finance Director Barry Coxon wants a value case before committing. Lindsay Pallister sees time saved. No blockers raised.
What was said
What this says
As at Fri 9 Oct 2026Proposal call for the Growth tier at £44k a year plus £12k implementation. Finance Director Barry Coxon wants a value case before committing. Lindsay Pallister sees time saved. No blockers raised.
What happened: Lewis Kerr walked Lindsay Pallister and Barry Coxon through the Growth proposal on 7 Jul 2025. Forty users, eight connectors, £12k implementation and a subscription of forty-four thousand a year.
Customer view: Barry opened by asking for the value case. Lindsay's case is less time switching between systems, and she said a few hours a week would pay for itself.
Commercial: Barry asked what happens if value does not arrive, about security as a care provider, and about the cost after year one. Lewis promised the order form that afternoon and hoped for signature by the end of July.
Watch: Barry said he needed to review with his finance team. The evidence does not show a signed order form from this call.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr to send the order form with forty users, eight connectors and the £12,000 implementation the same day.
- Lewis to answer Barry's questions on security and compliance documentation during review.
Risks
As at Fri 9 Oct 2026- Barry Coxon wants a value case before committing, so the sale depends on how BG-Demo shows return.
- Barry still needs to review with his finance team, so signature timing is open.
Opportunities
As at Fri 9 Oct 2026- Lindsay Pallister asked about adding users later, which points to headroom beyond forty users on the Growth tier.
- A care provider that values searching across contacts, incidents and invoices in one place fits the Growth connector set.
Transcript
Lewis KerrMorning, Lindsay, Barry. Thanks for taking the time. I wanted to walk through the proposal and answer any questions about cost and timeline.
Barry CoxonWe got the quote. I want to understand the value case before we commit.- Lewis KerrFair point. Lindsay, what did you see in the demo that excited you most?
Lindsay PallisterThe ability to search across family contacts, incidents and invoices in one place. Right now our teams waste so much time switching systems. If we could save even a few hours a week, it pays for itself.- Lewis KerrThat's exactly it. Growth tier includes forty users and eight connectors. You'd wire up your CRM, helpdesk and accounting. Any user can ask the brain a question, no IT overhead, no manual pulling of data.
- Barry CoxonAnd the cost is forty-four thousand a year after the first year?
- Lewis KerrYes. The subscription is forty-four thousand annual. The first year includes a one-off implementation fee of twelve thousand. So first year all-in, fifty-six thousand. Year two onwards, forty-four thousand.
- Barry CoxonWhat if we don't get value?
- Lewis KerrWe run quarterly business reviews. If we're not hitting expectations, we'd talk about what to adjust. And if in the first month you're not getting value, we can adjust the scope.
- Lindsay PallisterWill we have a dedicated contact?
- Lewis KerrDaniel, our customer success manager, will be your main point of contact. He runs quarterly check-ins with all Growth customers. You'll also have access to support, one business hour response for urgent issues.
- Barry CoxonEight weeks to implement?
- Lewis KerrEight weeks from signature. We build the connectors, set up initial dashboards, train your team, and hand it over. You'd be live by end of August at the latest.
- Lindsay PallisterCan we add more users later if we want?
- Lewis KerrAbsolutely. Additional users are ten at a time. Additional connectors are five at a time. You'd pay a pro-rata amount if you add mid-year.
- Barry CoxonWhat about data security? We're a care provider.
- Lewis KerrCompletely fair. The brain runs inside your own Snowflake account. Your data never leaves your infrastructure. We can't access it outside of the queries you ask us to run.
- Lindsay PallisterAnd if we need compliance documentation?
- Lewis KerrWe'd support that during implementation. For Enterprise tier we do a full security review, Growth is simpler, but we're happy to answer questions or provide attestation if you need it.
- Barry CoxonSo next steps?
- Lewis KerrI'll send the order form. It's everything we discussed: forty users, eight connectors, twelve thousand implementation, forty-four thousand annual subscription. You review, sign, and we get rolling.
- Lindsay PallisterTimeline to signature?
- Lewis KerrEnd of July ideally. That gives us eight weeks to go live before the summer's fully out.
- Barry CoxonI need to review with my finance team, but I don't see blockers. What's the process to get this signed?
- Lewis KerrI'll send the order form today. Review it, send back any queries, and once everyone's happy, you sign. I sign on our side, and we're off.
- Lindsay PallisterSounds good. We'll be in touch.
- Lewis KerrGreat. I'll get that over this afternoon. Cheers, both.