Pendle Valley Academies / BG-Demo – Proposal
Callcompleted
Pendle Valley Academies · 22 May 2025 10:15
Proposal call on 2025-05-22. Sophie Ling walked Amanda Holt through Growth at 56,000 for the first year. Amanda accepted the eight-week implementation and the autumn term start matters. Signature is targeted for 11 Jul 2025.
What was said
What this says
As at Fri 9 Oct 2026Proposal call on 2025-05-22. Sophie Ling walked Amanda Holt through Growth at 56,000 for the first year. Amanda accepted the eight-week implementation and the autumn term start matters. Signature is targeted for 11 Jul 2025.
What happened: Sophie recapped the demo on Pendle Valley's own data and presented the Growth proposal: forty users, eight connectors, dashboards and quarterly reviews.
Customer view: Amanda asked about technical skill needed, cost, implementation and a dedicated contact. She was content with eight weeks and said the autumn term start is important.
Commercial: The first year was quoted at 56,000 all-in. This is a proposal, not executed paper, and Sophie aimed for signature by 11 Jul 2025 after Amanda checks with her CFO.
Watch: The CFO has not been on a call and the evidence does not show their view.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Sophie Ling to send the full proposal document the same day.
- Follow up with Amanda Holt at the end of the following week and aim for signature by 2025-07-11.
Risks
As at Fri 9 Oct 2026- CFO sign-off is still outstanding and the CFO was not on the call.
- The autumn term deadline leaves little room if signature slips past mid-July.
Opportunities
As at Fri 9 Oct 2026- Growth tier with dashboards suits a multi-school setup and the leadership team is keen.
- Quarterly reviews give a route to expand connectors or users later.
Transcript
Sophie LingHi Amanda, thanks for making time. So, to recap where we are: you've seen a demo on your own data, the leadership team is keen to move forward, and today I want to walk you through our formal proposal for Growth and answer any questions.
Amanda HoltGreat. I'm excited to see it.- Sophie LingBrilliant. So the proposal is for our Growth tier, which is designed for multi-team setups like yours. You get forty licensed users, eight connectors to bring in your CRM, helpdesk, email, payroll systems, and anything else that matters. Plus dashboards, you can build visual reports and share them across your schools without touching a spreadsheet.
- Amanda HoltAnd who manages that? Does someone need to be technical?
- Sophie LingNo, that's the whole point. Any admin or manager can build a dashboard through a drag-and-drop interface. And you get quarterly business reviews with our team to talk about what's working and what you might want to do next.
- Amanda HoltOkay. What's the investment?
- Sophie LingAll-in, the first year is 56,000. That covers the implementation: we'll set up your connectors, make sure everything is integrated into your Snowflake environment, and train your team, plus your annual subscription. After that, you'd renew at the annual subscription price each year.
- Amanda HoltAnd what does implementation look like?
- Sophie LingWe'll work with you and your IT team, it takes about eight weeks from signature. We'll connect your systems, load a few months of historical data, and run training sessions with your admin teams and any power users. You won't have to change anything about how you work; the brain sits on top of your existing systems.
- Amanda HoltEight weeks is fine. Would we have a dedicated point of contact?
- Sophie LingYou'll have an implementation consultant who owns the project and a Customer Success Manager who'll be your main contact once we go live. They'll do a check-in every quarter and be there if you need anything.
- Amanda HoltThat sounds good. What happens next?
- Sophie LingI'll send you the full proposal document. Have a look, chat with your CFO and anyone else who needs to sign off, and let me know if you have questions. I'd be aiming for a signature by 11 Jul 2025 so we can kick off implementation in the autumn term.
- Amanda HoltYeah, that makes sense. The autumn term start is important.
- Sophie LingExactly. If we sign by mid-July, we'll be live well before September. I'll send the paperwork over today and we can talk at the end of next week if you have questions.
- Amanda HoltPerfect. Thanks, Sophie.
- Sophie LingCheers, Amanda.