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Harvey Doyle

Thorverton Creamery / BG-Demo – Proposal

Callcompleted

Thorverton Creamery logo Thorverton Creamery · 1 Oct 2026 09:30

On the 1 Oct 2026 proposal call, Beth Venn said finance had signed off on the Growth terms Harvey Doyle quoted and that signing before the end of November works. No order form is signed yet.

What was said

What this says

As at Fri 9 Oct 2026

On the 1 Oct 2026 proposal call, Beth Venn said finance had signed off on the Growth terms Harvey Doyle quoted and that signing before the end of November works. No order form is signed yet.

What happened: Harvey Doyle restated the commercials and Beth Venn confirmed that finance had approved them. She asked when BG-Demo needs a commitment and what happens after signing.

Customer view: Beth said the brain "solves the problem we've been trying to fix for ages". She leads customer service and wants her team in the kickoff.

Commercial: Harvey quoted twelve thousand for implementation and forty-four thousand for the subscription, with eight connectors and forty users under standard Growth terms. These are quoted figures, not an executed order form.

Watch: The evidence does not show that the proposal and order form were sent after the call. Harvey also said IT must be regularly available during the eight weeks of implementation.

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

Themes

As at Fri 9 Oct 2026
Theme
Growth proposal sign-off
Importance
upsell
Sentiment
positive
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Harvey Doyle sends the formal proposal and order form to Beth Venn and follows up the next week.
  • After signing, run a discovery call with Beth's IT team to confirm connectors and data flow.

Risks

As at Fri 9 Oct 2026
  • The proposal and order form are still unsigned, and the evidence does not show they were sent.
  • Implementation needs regular IT availability from the customer.

Opportunities

As at Fri 9 Oct 2026
  • Close a Growth subscription with eight connectors and forty users, plus the eight-week implementation, before the end of November.
  • Involve Beth's customer service team in the kickoff to anchor adoption.

Transcript

  1. Harvey Doyle
    Harvey Doyle
    Hi Beth, how are you?
  2. Beth Venn
    Beth Venn
    Good, good. I've had a think about everything we covered.
  3. Harvey Doyle
    Harvey Doyle
    Brilliant. What did you think?
  4. Beth Venn
    Beth Venn
    I spoke to our finance team and they're happy to move forward. I think this solves the problem we've been trying to fix for ages.
  5. Harvey Doyle
    Harvey Doyle
    That's great to hear. So we'd be looking at sixty-two thousand total for year one, twelve thousand implementation and forty-four thousand subscription. That all still makes sense?
  6. Beth Venn
    Beth Venn
    Yes, finance signed off on that. When would you need us to commit?
  7. Harvey Doyle
    Harvey Doyle
    No immediate rush, but if we can get something signed before the end of November, that gives us a nice window to start implementation in December without squeezing it. Does that work?
  8. Beth Venn
    Beth Venn
    Yeah, November works. What's the next step on your side?
  9. Harvey Doyle
    Harvey Doyle
    I'll send over a formal proposal with the scope: the eight connectors we discussed, the forty-user limit, all the standard Growth terms. You'll also get an order form to sign.
  10. Beth Venn
    Beth Venn
    And once we sign?
  11. Harvey Doyle
    Harvey Doyle
    Then Hannah and I will kick off a discovery call with you and your IT team. We'll map out your systems, confirm the connectors, understand your data flow. From there it's eight weeks of implementation.
  12. Beth Venn
    Beth Venn
    Are there any surprises I should know about?
  13. Harvey Doyle
    Harvey Doyle
    Nothing major. We'll need someone from IT available regularly. And ideally, you or someone from your team in our kickoff call so we understand what matters most to your customer service side. But that's all normal stuff.
  14. Beth Venn
    Beth Venn
    That's fine. Can you send the proposal today?
  15. Harvey Doyle
    Harvey Doyle
    I'll get that over to you this afternoon. You'll have the proposal and order form. Have a look, run it past finance if you want, and then we can discuss next week?
  16. Beth Venn
    Beth Venn
    Sounds good. Thanks Harvey.
  17. Harvey Doyle
    Harvey Doyle
    Cheers, Beth. Speak soon.

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DataRecords
Organisations300
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BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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