Cramond Trustee Services / BG-Demo – Proposal

Niall Sutherland, the Chief Executive and decision-maker, missed the demo and sees the Growth offer for the first time here. Verbal terms on connectors, implementation weeks and refresh differ from the price book and must be corrected.

Context: Eilidh Rutherford has said she is ready, but nothing is on paper. The records do not show whether a corrected written proposal went out before the call.

Approach: Lead with the manual report compilation across about forty schemes that Niall described at discovery. Then tie it to the trustee pages and dashboards Eilidh saw at the demo.

Approach: State the Growth terms plainly: 8 connectors and 8 weeks of implementation, not the twenty connectors and twelve weeks said earlier. Present the nightly refresh as a service level, not a guarantee.

Watch for: Niall may anchor on the earlier verbal terms, so correct them early and openly. Confirm how the £62k figure is made up, since it was first given verbally.

Watch for: The open deal is owned in the CRM by Matteo Ricci while Harvey Doyle runs the calls. Settle one owner before any close.

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