Whitlingham Wealth - Proposal
Documentfinal Whitlingham Wealth · proposal · final · 2024-10-02
A proposal to Whitlingham Wealth for the Growth tier: list £44k less 10% gives £40k a year, plus £12k implementation, £52k total. Billing is annual in advance, 30-day terms. It is a proposal, not an order form, and states no availability or P1 response figures.
What it says
What this says
Current to 13 Oct 26A proposal to Whitlingham Wealth for the Growth tier: list £44k less 10% gives £40k a year, plus £12k implementation, £52k total. Billing is annual in advance, 30-day terms. It is a proposal, not an order form, and states no availability or P1 response figures.
What it is: a proposal created 2024-10-02, stored as final, offering the Company Brain on the Growth tier with 40 concurrent users and 8 system connectors. Implementation is stated as eight weeks.
Commits: it states prices and billing only: "Billing is annual in advance with 30-day payment terms from invoice." It sets no service levels, connector delivery dates or notice terms.
Unusual: a 10% discount on the annual subscription. The text asks to "move forward by the end of October" and says a formal order form and master services agreement would follow on sign-off.
Not settled: the document does not show whether the proposal was accepted, who at the customer received it, or what was finally contracted. Only an executed order form decides contracted price and terms, so these figures are an open offer, not a current price.
As found in this document
Current to 9 Oct 26- Price£39,600Source: object_read:doc_182_003
- Subscription list price£44,000Source: object_read:doc_182_003
- Discount10%Source: object_read:doc_182_003
- Subscription net£39,600Source: object_read:doc_182_003
- Implementation - Growth (8 weeks)£12,000Source: object_read:doc_182_003
- Total£51,600Source: object_read:doc_182_003
- BillingBilling is annual in advance with 30-day payment terms from invoice.Billing is annual in advance with 30-day payment terms from invoice. · Source: object_read:doc_182_003
The document
Body
Whitlingham Wealth, Proposal
Context
Thank you for meeting with us to explore how the company brain can support your client-service team. We understand you are looking to reduce manual data reconciliation and enable your advisers to access a single view of each client across your CRM, emails and calls.
Solution
We propose the Company Brain on the Growth tier, which provides:
- 40 concurrent users and 8 system connectors
- Pages and dashboards builder for custom reporting
- Real-time search across all connected data
- Quarterly business review check-ins
The implementation will take eight weeks and cover integration with your core systems.
Pricing
| Line item | Unit price | Discount | Net |
|---|---|---|---|
| Company Brain – Growth (annual) | £44k | 10% | £40k |
| Implementation – Growth (8 weeks) | £12k | , | £12k |
| Total | £52k |
Billing is annual in advance with 30-day payment terms from invoice.
Next steps
We would like to move forward by the end of October. Pending your sign-off on this proposal, we'll prepare a formal order form and master services agreement for execution.
Read the whole document (1,219 characters)
Please let us know if you have any questions.
Unusual terms
Current to 9 Oct 26- 10% first-term discount
- Proposal asks to proceed by end of October