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Willet Creek Senior Living - Proposal

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Willet Creek Senior Living logo Willet Creek Senior Living · proposal · final · 2026-10-01

Open proposal issued 1 Oct 2026 for the Enterprise tier at an annual price of £125k, with a first-year deal amount of £155k including implementation. Enterprise service levels apply: 30 minute P1 first response, refresh by 07:00. No discount.

What it says

What this says

Current to 13 Oct 26

Open proposal issued 1 Oct 2026 for the Enterprise tier at an annual price of £125k, with a first-year deal amount of £155k including implementation. Enterprise service levels apply: 30 minute P1 first response, refresh by 07:00. No discount.

What it is: a proposal from Jordan Pike, Account Executive, US, for the company-wide Enterprise tier, built inside Willet Creek's own Snowflake account. It is filed as final but is a proposal, not executed paper, so it is an open item.

Commits: "The annual price is £125k. The deal amount of £155k is the total value of the first year and includes the one-off implementation fee." Subscription is invoiced annually in advance on thirty-day terms, with a twelve-week implementation.

Unusual: the document says no discount is applied, and it describes the Enterprise service levels in words rather than percentages, so no availability figure is stated.

Not settled: no order form, signature or start date. The connector list, first community group and security review contacts are still to be agreed.

AI · claude-sonnet-5-5 · 13 Oct 2026

As found in this document

Current to 9 Oct 26
  • Price£125,000Source: object_read:doc_166_003
  • Enterprise annual subscription (annual price)£125,000Source: object_read:doc_166_003
  • Total deal amount (first year, including implementation)£155,000Source: object_read:doc_166_003
  • DiscountNo discount is appliedSource: object_read:doc_166_003
  • BillingSubscription is invoiced annually in advance on thirty-day termsSubscription is invoiced annually in advance on thirty-day terms · Source: object_read:doc_166_003
  • P1 first responsea thirty minute first response on priority one issuesa thirty minute first response on priority one issues · Source: object_read:doc_166_003
  • Nightly refreshcomplete by 07:00 local time on business dayscomplete by 07:00 local time on business days · Source: object_read:doc_166_003
  • Service creditsService credits cover both availability and data freshnessService credits cover both availability and data freshness · Source: object_read:doc_166_003
  • ImplementationA fixed-fee implementation of twelve weeks, including support for Willet Creek's security reviewA fixed-fee implementation of twelve weeks, including support for Willet Creek's security review · Source: object_read:doc_166_003

The document

Body

Willet Creek Senior Living - Proposal

Prepared for Willet Creek Senior Living by Jordan Pike, Account Executive, US, BB-Demo. Issued 1 Oct 2026.

Context

Willet Creek Senior Living operates about thirty-five senior-living communities across Minnesota and Wisconsin. Family relations and community sales each hold part of the picture of a community: enquiries, complaints and contracts sit in different places, and putting them together takes manual effort.

To be transparent about the goal: one place where both teams can ask a question about any community and get an answer drawn from all of those sources.

Proposed solution

The Enterprise tier of the company brain, company-wide, built and run inside Willet Creek's own Snowflake account. It includes:

  • one AI-queryable layer over the CRM, calls, emails, tickets and contracts for every community
  • pages, chat and search, the dashboards builder and quarterly business reviews
  • SSO and SCIM for access control
  • an executive sponsor from BB-Demo
  • the Enterprise user and connector allowances

Implementation

Read the whole document (2,408 characters)

A fixed-fee implementation of twelve weeks, including support for Willet Creek's security review. We will share security answers openly, including anything still in progress. Connectors named in the order form carry a commitment to be live within an agreed number of days.

Pricing

ItemAmount
Enterprise annual subscription (annual price)£125k
One-off implementation feeIncluded in the deal amount
Total deal amount (first year, including implementation)£155k

The annual price is £125k. The deal amount of £155k is the total value of the first year and includes the one-off implementation fee. No discount is applied. Subscription is invoiced annually in advance on thirty-day terms.

Service levels

Enterprise service levels apply. These are the highest availability commitment we offer, a thirty minute first response on priority one issues, and the nightly refresh complete by 07:00 local time on business days. Service credits cover both availability and data freshness.

Next steps

  • Confirm the list of systems to connect and the first community group to go live
  • Name the security review contacts at Willet Creek
  • Agree timing for the order form under the MSA

What would make this a yes? Tell us what is missing and we will close it out.

Thanks, Jordan

Documentsmade from

Unusual terms

Current to 9 Oct 26
  • No discount applied
  • Deal amount includes one-off implementation fee

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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