Cuckfield Insurance Brokers / BB-Demo – Proposal
Callcompleted
Cuckfield Insurance Brokers · 2023-12-19 14:15
Giles and Annette reviewed the Starter proposal, asked about timeline, upkeep and security, and indicated they were ready to proceed. Tom promised the order form and MSA the same day.
What was said
What this says
Current to 14 Oct 26Giles and Annette reviewed the Starter proposal, asked about timeline, upkeep and security, and indicated they were ready to proceed. Tom promised the order form and MSA the same day.
What happened: On 2023-12-19 Tom Ashdown walked Giles Hammond and Annette Pocock through the proposal. Giles had a few questions on timeline, running costs of effort and who reviews security.
Customer view: Annette said the security answer reassured her and asked whether they were doing this. Giles replied that he thought so and asked what to sign.
Commercial: Next step is an order form and master service agreement, which Tom offered to walk through or leave to their solicitor. Annette said they wanted this in place early next year.
Watch: Tom suggested they could be live before the new year if signing came within a couple of weeks, which conflicts with the four-week Starter implementation he also quoted. The evidence does not show a signed order form.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send the order form and MSA to Giles Hammond and Annette Pocock the same day.
- Complete the security checklist with the customer before signature.
Risks
Current to 9 Oct 26- Tom suggested going live before the new year, which sits awkwardly with the four-week Starter implementation.
- No executed order form is shown, so the deal remains open until signed.
Opportunities
Current to 9 Oct 26- Close the Starter order form and MSA under the customer's wish to be in place early next year.
Transcript
Tom Ashdown NoneHi Giles, Annette. Good afternoon. Thanks for getting back to me.
Annette Pocock NoneHi Tom. Yeah, we've had a think about this since our last call.- Tom Ashdown NoneBrilliant. So I've sent over the proposal, have you both had a chance to look at it?
Giles Hammond NoneI have. It looks good. A few questions though.- Tom Ashdown NoneGo for it.
- Giles Hammond NoneThe implementation is four weeks, is that a fixed timeline?
- Tom Ashdown NoneUsually, yeah. It depends on how quickly you can get people available for training, but four weeks is standard for Starter.
- Giles Hammond NoneAnd after that, what's involved in keeping it running?
- Tom Ashdown NoneOnce you're live, it's pretty hands-off. We handle the data refresh nightly, and you've got six-monthly check-ins where we review usage and answer questions.
- Annette Pocock NoneSo the brain updates automatically?
- Tom Ashdown NoneEvery night. So your HubSpot data, email, everything's current by the morning.
- Giles Hammond NoneGood. And the security piece, who reviews that?
- Tom Ashdown NoneWe've got a standard checklist we go through with you before you sign. Given what you're doing, sensitive client data, we make sure it's all watertight.
- Annette Pocock NoneThat reassures me. So, are we doing this?
- Giles Hammond NoneI think so. What do we need to sign?
- Tom Ashdown NoneYou'll sign an order form and a master service agreement. Both are pretty standard. I can walk you through them or you can have your solicitor look, whatever you prefer.
- Giles Hammond NoneOkay. And when could we start?
- Tom Ashdown NoneOnce everything's signed, we'd kick off pretty quickly. Assuming that happens in the next couple of weeks, you could be live before the new year.
- Annette Pocock NoneThat's good. We'd like to get this in place early next year anyway.
- Tom Ashdown NonePerfect. So I'll send over the order form and MSA. Have a look, ask any questions, and we'll go from there.
- Giles Hammond NoneWill do. Anything else we should know?
- Tom Ashdown NoneOnce you're onboarded, you get an admin for your Snowflake account, and we'll do a training session with you and Annette's team. Then it's just asking questions and seeing what you find.
- Annette Pocock NoneSounds good. Thanks, Tom.
- Tom Ashdown NoneCheers both. I'll get the docs over to you today. Speak soon.