Pelton Grange Care / BG-Demo – Renewal
Callcompleted
Pelton Grange Care · 30 Jul 2026 11:30
Renewal call on 30 Jul 2026 with Finance Director Barry Coxon. The customer is happy, wants a fifth connector for a people management system, and expects a renewal quote at the same price and tier.
What was said
What this says
As at Fri 9 Oct 2026Renewal call on 30 Jul 2026 with Finance Director Barry Coxon. The customer is happy, wants a fifth connector for a people management system, and expects a renewal quote at the same price and tier.
What happened: Daniel Okafor opened the renewal call with Lindsay Pallister, Barry Coxon and Susan Tweddle. Lewis Kerr proposed renewing Growth on the same terms.
Customer view: Lindsay said use is embedded across the homes and turnaround has been quick. Barry and Susan asked about cost and the notice period, so finance is checking terms.
Commercial: Lewis quoted Growth at forty-one thousand eight hundred a year and promised a quote for a fifth connector. Under the price book, a v1 customer at its first renewal on or after 1 Jul 2026 moves to the v2 Growth list of £50k, so the same-terms offer needs checking against the executed order form.
Watch: Lewis put the notice date at mid-June, which had already passed on 30 Jul 2026. The evidence does not show whether the quote was sent or the renewal signed.
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 renewal quote including the people management connector, as promised for that week.
- Lewis Kerr to confirm the renewal price against the executed order form and price book before the quote goes out.
- Daniel Okafor to scope the fifth connector build with Lindsay Pallister.
Risks
As at Fri 9 Oct 2026- The same-terms offer may conflict with the v2 Growth list price that applies at a first renewal on or after 1 Jul 2026.
- Finance asked about the notice period and cost, so price will be scrutinised before signing.
- The evidence does not show a renewal outcome or a sent quote.
Opportunities
As at Fri 9 Oct 2026- A fifth connector for a people management system, with Growth allowing more than the four now configured.
- Extra users or connectors for other parts of the homes, given the embedded use Lindsay described.
Transcript
Daniel OkaforHi everyone, thanks for making the time. I know you're all busy. How is the team finding the brain?
Lindsay PallisterReally well. We're up to about eleven people using it across the homes now, asking all sorts of questions about families, incidents, billing. It's become part of how we work.- Daniel OkaforThat's excellent. Over a fifteen percent increase in active users since last quarter, which tells me it's embedded. Barry, Susan, thanks for joining, we should talk about renewal since we're coming up to September.
Barry CoxonYes, we do need to discuss it. What are we looking at in terms of cost?
Lewis KerrYou're currently on Growth at forty-one thousand eight hundred a year. That's been your rate since you came on last September. We'd look to renew you on the same terms.
Susan TweddleAnd what's the notice period if we decide to leave?- Lewis KerrNinety days before the end of your term. You'd need to let us know by mid-June if you wanted to walk away.
- Barry CoxonRight. So we're looking at renewing at the same price, same tier?
- Daniel OkaforThat's the base, yes. Though given how much the team is using it, we could have a conversation about adding users or connectors if you wanted to expand the brain to other parts of the home.
- Lindsay PallisterWe'd talked about adding a people management system. That would be another connector.
- Daniel OkaforYeah, that makes sense. You're on four connectors right now, CRM, calls, email, finance. Adding a fifth is straightforward. We'd build it in, test it, go live within a couple of weeks.
- Barry CoxonAnd what would that cost?
- Lewis KerrI'll send you a quote this week, but additional connectors are a standard add-on. Given your usage, it makes sense.
- Susan TweddleWhat about support? Are we happy with the current level?
- Daniel OkaforYou're on Growth, so you get one-hour first response and all the standard service levels. No issues on our side in the first year. Very clean relationship.
- Lindsay PallisterIt's been great. Quick turnaround when we needed something.
- Barry CoxonOkay. So the next step is you send us a renewal quote with the add-on, and we'll review it?
- Lewis KerrExactly. I'll get it to you this week. Once you've reviewed, we'll pop it in front of whoever needs to sign, procurement or yourself, and get it back to us.
- Susan TweddleThat works for us.
- Daniel OkaforLovely. Just to close the loop, I'll be your point of contact for any questions on the adoption side, and Lewis is handling commercial. Any questions before we wrap?
- Lindsay PallisterI think we're good.
- Barry CoxonThanks, both. Looking forward to another year.
- Daniel OkaforBest wishes. Speak soon.