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Lewis Kerr

Maelbeek Assurances / BG-Demo – Proposal

Callcompleted

Maelbeek Assurances logo Maelbeek Assurances · 20 Nov 2025 08:15

Proposal call on 20 Nov 2025. Starter was priced at £28k all-in: £6,000 implementation and £22k annual subscription. Arnaud Janssens called it the right ballpark but must consult Elise before deciding.

What was said

What this says

As at Fri 9 Oct 2026

Proposal call on 20 Nov 2025. Starter was priced at £28k all-in: £6,000 implementation and £22k annual subscription. Arnaud Janssens called it the right ballpark but must consult Elise before deciding.

What happened: Lewis Kerr walked Arnaud through a Starter proposal for four connectors: Salesforce, Zendesk, email and a spreadsheet. Implementation is four weeks, with go-live in mid-December if signed that week.

Customer view: Arnaud checked that the £22k recurs annually and asked about multi-year discounts. He called the price in the right ballpark but needs Elise's view.

Commercial: Lewis ruled out renewal discounts but hinted at first-term flexibility and said he would check. Discounts apply to the first term only, at most 20%.

Watch: The evidence does not show whether the discount was agreed or the proposal signed.

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

Themes

As at Fri 9 Oct 2026
Theme
Starter proposal and pricing
Importance
neutral
Sentiment
positive
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Lewis Kerr to confirm any first-term discount with his team and reply to Arnaud the same day.
  • Arnaud Janssens to take the proposal to Elise and come back with a decision.

Risks

As at Fri 9 Oct 2026
  • Elise has not yet seen the proposal and her role and view are not shown.
  • Any first-term discount is unconfirmed and the mid-December go-live depends on a quick decision.

Opportunities

As at Fri 9 Oct 2026
  • Arnaud asked about adding users or connectors later, which could become add-ons co-termed to renewal.

Transcript

  1. Lewis Kerr
    Lewis Kerr
    Right Arnaud, morning. I wanted to walk through the proposal I've put together.
  2. Arnaud Janssens
    Arnaud Janssens
    Great, thanks for getting that over. Let me pull it up.
  3. Lewis Kerr
    Lewis Kerr
    So you're on Starter tier, that includes 15 users, four connectors. Your team seemed keen on Salesforce, Zendesk, email and spreadsheet. Implementation is four weeks. The all-in cost, including the implementation, is 28,000. We're invoicing that as 6,000 upfront for implementation and then the annual subscription of 22,000.
  4. Arnaud Janssens
    Arnaud Janssens
    Okay. And that 22,000 is the annual recurring, so that renews every year?
  5. Lewis Kerr
    Lewis Kerr
    Exactly. And that's our list price for Starter. Standard terms are annual in advance, 30-day contract. We'd go live mid-December if you sign this week.
  6. Arnaud Janssens
    Arnaud Janssens
    Right. And what's included in the implementation?
  7. Lewis Kerr
    Lewis Kerr
    We set up your Snowflake, connect the four sources, map your fields, do a test refresh, make sure your team is trained. You'd have Thomas as the main contact from your side.
  8. Arnaud Janssens
    Arnaud Janssens
    That makes sense. Do you offer any discount if we commit for multiple years?
  9. Lewis Kerr
    Lewis Kerr
    Not on renewals, the price is what it is. But for the first term, there might be some flexibility if you're keen to sign soon. Let me check with my team.
  10. Arnaud Janssens
    Arnaud Janssens
    Fair enough. What happens if we want to add more users or connectors later?
  11. Lewis Kerr
    Lewis Kerr
    We can add those as add-ons: extra users or connectors, co-termed to your renewal. We can discuss that if the need comes up.
  12. Arnaud Janssens
    Arnaud Janssens
    Okay. I need to run this past Elise, but I think it's in the right ballpark. When do you need a decision?
  13. Lewis Kerr
    Lewis Kerr
    To be precise, to hit mid-December go-live, ideally by end of November. So give yourself a couple of weeks.
  14. Arnaud Janssens
    Arnaud Janssens
    That should be fine. I'll come back to you once I've spoken to Elise.
  15. Lewis Kerr
    Lewis Kerr
    Perfect. I'll check on that discount flexibility and get back to you today. Any other questions?
  16. Arnaud Janssens
    Arnaud Janssens
    I don't think so. Thanks, Lewis.
  17. Lewis Kerr
    Lewis Kerr
    Kind regards, Arnaud. Speak soon.

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