Whitlingham Wealth / BB-Demo – Renewal
Callcompleted
Whitlingham Wealth · 2025-10-06 12:30
On 6 Oct 2025 the customer said the brain is embedded and resolved their context-switching problem. Priya Raman set out a flat renewal at £40k on Growth, with signature needed by 27 Oct 2025. No upsell was taken up.
What was said
What this says
Current to 14 Oct 26On 6 Oct 2025 the customer said the brain is embedded and resolved their context-switching problem. Priya Raman set out a flat renewal at £40k on Growth, with signature needed by 27 Oct 2025. No upsell was taken up.
What happened: Daniel opened the renewal conversation with Felicity, Hugo Bacon and Terence Pegg. Priya stated the renewal on Growth at thirty-nine thousand six hundred with 40 users, renewing on 22 Nov 2025.
Customer view: Hugo said the brain resolved the problem they had before. Felicity asked for scheduled daily reports and said they are happy as is.
Commercial: Terence asked about a price increase and Priya said the same terms hold. Daniel mentioned extra users or another connector, and Felicity said they would review internally.
Watch: The order form was due to be sent by the end of that week. The evidence does not show whether it was signed.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Priya Raman to send the order form by the end of the week of the call.
- Daniel Okafor to send a check-in email and confirm signature before 27 Oct 2025.
- Daniel Okafor to flag scheduled exports as a priority for the account.
Risks
Current to 9 Oct 26- The order form must be signed by 27 Oct 2025 to avoid a break in service, and the evidence does not show it was.
- Priya said the renewal is on the same terms, so the price was not raised at this renewal.
Opportunities
Current to 9 Oct 26- Scheduled exports were requested and are on the roadmap, which could deepen use.
- Additional users beyond 40 or another connected system were raised, but the customer is happy as is.
Transcript
Daniel Okafor NoneMorning, all. Thanks so much for making time. I wanted to check in on how the brain's been landing with the team and think about the renewal coming up in November.
Felicity Gurney NoneGood to see you, Daniel. Yeah, it's been really useful. The team's using it regularly.
Hugo Bacon NoneYeah, it's resolved the problem we had before. People aren't constantly context-switching between systems now.- Daniel Okafor NoneThat's brilliant to hear. How's the usage been? Are the client service and portfolio teams both engaged?
- Felicity Gurney NoneYeah, everyone's using it. Maybe not uniformly, some people are heavier users than others, but it's definitely embedded now.
- Daniel Okafor NoneGreat. And any pain points or features you're wishing for?
- Felicity Gurney NoneActually, the thing that would be really helpful is the ability to automate some queries. Like, can we schedule a daily report to go to the team?
- Daniel Okafor NoneThat's a really good question. We've got scheduled exports coming in the next release. I'll flag that as a priority for your account.
- Felicity Gurney NoneNice. What else is coming?
- Daniel Okafor NoneThe roadmap includes some enhanced analytics, you'll be able to see usage stats within the brain. So you'll know how many queries the team's running, what questions they're asking most. Really useful for understanding value.
- Hugo Bacon NoneThat sounds good. Right, so on renewal, what's the ask?
Priya Raman NoneSo you're on Growth at thirty-nine thousand six hundred annually, with 40 licensed users. That renews on 22 November 2025 for another year. We'd need the order form signed by 27 October 2025 to make sure there's no break in service.
Terence Pegg NoneIs there a price increase?- Priya Raman NoneYou renew on the same terms you signed on in November. So thirty-nine thousand six hundred holds.
- Hugo Bacon NoneGood. And the term?
- Priya Raman NoneTwelve months again. Same coverage, 40 users, all the features.
- Terence Pegg NoneOkay, that works. Signature timeline?
- Priya Raman NoneI'll get the order form to you by end of this week. We're just tying up a couple of details, but it should be straightforward.
- Hugo Bacon NoneIs there anything we should think about before renewal? Any upsell opportunity?
- Daniel Okafor NoneGood question. Usage has been really strong, your team's asking questions consistently. If you ever want to add additional users beyond the 40, or if you want to connect another system, we can absolutely do that. But renewals are your call.
- Felicity Gurney NoneWe'll review internally, but I think we're happy as is for now.
- Daniel Okafor NoneCompletely fair. So my plan is to send you a check-in email in a few weeks with the order form, and we'll make sure it's signed before 27 October. Does that work?
- Hugo Bacon NoneYep, that's fine.
- Priya Raman NoneBrilliant. And thanks again for being such a great partner. It's been a pleasure.
- Hugo Bacon NoneThanks, both. Cheers.