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Brackwell Freight Ltd - Proposal

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Brackwell Freight Ltd logo Brackwell Freight Ltd · proposal · final · 18 Oct 2023

Version 1 proposal from Tom Ashdown for the Starter tier: £19.5k per year, with a £25.5k first-term deal total including implementation. Availability is ninety-nine point five per cent, with P1 first response within four business hours. No discount applied.

What it says

What this says

As at Fri 9 Oct 2026

Version 1 proposal from Tom Ashdown for the Starter tier: £19.5k per year, with a £25.5k first-term deal total including implementation. Availability is ninety-nine point five per cent, with P1 first response within four business hours. No discount applied.

What it is: a proposal dated 18 Oct 2023, prepared by Tom Ashdown for Brackwell Freight Ltd. It offers the Starter tier for one team, with up to four connectors and a four-week implementation.

Commits: it sets out standard Starter service levels and pricing, but as a proposal it binds no one. It says "the annual subscription price is £19.5k" and the £25.5k total is "not an annual price".

Unusual: nothing off the standard Starter terms. The text says no discount is applied and payment terms are thirty days from invoice.

Not settled: the text says Tom will "confirm the final figures on the order form before anything is signed". It does not show whether the proposal was accepted, or what the executed order form says. The executed order form, not this proposal, decides contracted price and terms.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

As found in this document

As at Fri 9 Oct 2026
  • Price£19.50Source: the AI read of this record
  • Subscription price£19.5k per year, annual, billed annually in advanceSource: the AI read of this record
  • Total deal value£25.5k, subscription plus one-off implementation, for the first termSource: the AI read of this record
  • Payment termsthirty days from invoiceSource: the AI read of this record
  • Availabilityninety-nine point five per centSource: the AI read of this record
  • P1 first responsewithin four business hoursSource: the AI read of this record
  • Nightly refreshcomplete by 07:00 customer local time on business daysSource: the AI read of this record
  • Service creditsavailability only, at five per cent of one month's feeSource: the AI read of this record
  • Implementationone-off fixed fee, delivered over four weeksSource: the AI read of this record

Body

Brackwell Freight Ltd - Proposal

Prepared for: Brackwell Freight Ltd, Manchester Prepared by: Tom Ashdown, Account Executive, BG-Demo Date: 18 Oct 2023 Version: 1 (final)

1. Context

Brackwell Freight runs road freight and contract warehousing for retailers, working from Trafford Park and five other depots. Over our conversations, a consistent picture has come up: the revenue operations team and the depot account managers each hold part of the story on a retail contract, but nobody sees it all in one place.

  • Account records sit in the CRM.
  • Delivery-exception tickets sit in the helpdesk.
  • Conversations with retail customers sit in call recordings and mailboxes.

When those three are reconciled by hand, an at-risk retail contract is usually spotted late. This proposal sets out how BG-Demo would put them together so the team can ask one question and get one answer.

2. What you told us you want

Read the whole document (5,257 characters)
  1. Revenue operations and depot account managers looking at the same account, with the same facts.
  2. Delivery-exception tickets visible next to the account and the calls, not in a separate queue.
  3. An early warning when a retail contract starts to look shaky, before the customer raises it.
  4. A way to start small with one team and prove the value before widening it.

3. What we propose

We propose the Starter tier of the BG-Demo B-Glass: one AI-queryable layer over your own systems, built and run inside your own Snowflake account, so your data stays under your control.

Scope

AreaWhat is included
TierStarter, for one team
CapabilitiesPages, chat and search across connected sources
ConnectorsUp to four connectors (hard limit for the tier)
UsersThe Starter user allowance (a soft limit)
RefreshNightly refresh, complete by 07:00 customer local time on business days
Customer successA named customer success manager, Marcus Bell, with a six-monthly check-in

Likely first connectors

We would agree the final list with you in the first week. From what we have heard, the natural candidates are:

  • your CRM, for accounts and contacts
  • the helpdesk, for delivery-exception tickets
  • the call recorder, for conversations with retail customers
  • the accounting system, if you want commercial context beside the operational picture

If you later want to cover more sources or more teams, that is a conversation about moving up a tier or adding connectors, and nothing in this proposal stops you doing so.

4. Implementation

Implementation is a one-off, fixed-fee piece of work delivered over four weeks. In outline:

PhaseWhat happens
Week oneAgree the connector list, access and the first questions the team wants answered
Weeks two and threeConnect the sources, load the data into your Snowflake account and check it against what you know to be true
Week fourTrain the team, tune the first pages and searches, and hand over to customer success

We will run a demonstration on your own data early on, so you judge the product on your accounts and tickets and not on a generic example.

5. Pricing

ItemBasisAmount
Starter subscriptionAnnual, billed annually in advance£19.5k per year
Implementation, StarterOne-off fixed feeIncluded in the deal total below
Total deal valueSubscription plus one-off implementation£25.5k

To be clear on what each number means: the annual subscription price is £19.5k. The deal total of £25.5k is the value of the whole deal for the first term, including the one-off implementation fee. It is not an annual price, and the implementation fee does not recur.

No discount is applied in this proposal. Payment terms are thirty days from invoice. As I am writing from the price book, I will confirm the final figures on the order form before anything is signed.

6. Service levels

The Starter tier comes with the standard service levels:

  • Availability of ninety-nine point five per cent.
  • First response on a highest-priority (P1) incident within four business hours.
  • Nightly refresh complete by 07:00 customer local time on business days.
  • Service credits for availability only, at five per cent of one month's fee.

7. Why this fits Brackwell

You do not need a company-wide programme to get value from this. One team, a handful of connectors and a clear question (which retail contracts are at risk, and why) is a sensible place to begin. If it works for revenue operations and the depot account managers, the case for widening it makes itself, using your own usage and the questions your people are asking.

8. Next steps

  1. You review this proposal with your colleagues in revenue operations and in the depots.
  2. We get a short call in the diary to take your questions and any changes to scope.
  3. I send the order form under our standard master agreement for your review.
  4. On signature, we agree a start date and begin the four-week implementation.

There is no drama in any of this, and I am happy to walk your team through it at whatever pace suits. Leave that with me and I will keep it moving.

Best, Tom

Tom Ashdown Account Executive, BG-Demo tom.ashdown@bg-demo.example

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Email threads3,013
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Deals315
Invoices285
Events49
News items119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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