Ashby Moor Housing / BG-Demo – Proposal

Roy Saxton, the economic buyer, joins for the first time on record. The £28k Starter order form sent on 29 Sep 2026 is unsigned, and the signatory and budget timing are unconfirmed. This call is the chance to agree a route to signature.

Context: Michelle Bancroft has said she is ready to move forward, but the order form is an open item. Roy Saxton, Director of Resources, has no conversation on record, so his priorities and influence are unknown.

Approach: Lewis Kerr should open with the tenant-insight pain Michelle described: speed when a tenant calls about rent or repairs. Then walk Roy through the Starter scope, the £28k including implementation, and the housing connector commitment in writing.

Approach, continued: Aim to leave with a named signatory, a budget-cycle answer and a target signing date. The CRM expected close is 8 Jan 2027. The evidence does not show whether the pre-call steps planned for 9 Oct 2026 were done.

Watch for: Two timing statements conflict. The discovery call spoke of going live in February, the demo of kick-off in February. Agree one position before the call. Also, the four connectors discussed fill the Starter limit, so any new source changes the scope.

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