Pendle Valley Academies / BG-Demo – Proposal
Callcompleted
Pendle Valley Academies · 22 May 2025 10:15
On 22 May 2025 Sophie Ling presented the Growth proposal to Amanda Holt: £56k for the first year including implementation. Amanda accepted the eight-week timeline. The target signature was 11 Jul 2025, ahead of the autumn term.
What was said
What this says
As at Fri 9 Oct 2026On 22 May 2025 Sophie Ling presented the Growth proposal to Amanda Holt: £56k for the first year including implementation. Amanda accepted the eight-week timeline. The target signature was 11 Jul 2025, ahead of the autumn term.
What happened: Sophie recapped the demo on Pendle Valley Academies' own data and walked Amanda through Growth: 40 users, eight connectors, dashboards and quarterly business reviews. Amanda asked about technical skill, cost, implementation and a dedicated contact.
Customer view: Amanda was positive and her questions were practical. She said eight weeks was fine and that the autumn term start matters.
Commercial: Sophie quoted £56k for the first year, covering implementation and the subscription. This is a proposal figure only. The call gave no renewal price beyond "the annual subscription price".
Watch: Amanda has to take the proposal to her CFO and others who sign off. The evidence does not show whether it was signed, or whether the 11 Jul 2025 target was met.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Sophie Ling sends the full proposal document and follows up with Amanda Holt at the end of the following week.
- Amanda Holt takes the proposal to her CFO and other approvers.
Risks
As at Fri 9 Oct 2026- The proposal depends on CFO and other sign-off, and the evidence does not show whether it was signed.
- The autumn term start is fixed, so a late signature would put the eight-week implementation at risk.
Opportunities
As at Fri 9 Oct 2026- A Growth subscription with implementation would give a multi-school customer 40 users, eight connectors and dashboards.
Transcript
Sophie LingHi Amanda, thanks for making time. So, to recap where we are: you've seen a demo on your own data, the leadership team is keen to move forward, and today I want to walk you through our formal proposal for Growth and answer any questions.
Amanda HoltGreat. I'm excited to see it.- Sophie LingBrilliant. So the proposal is for our Growth tier, which is designed for multi-team setups like yours. You get forty licensed users, eight connectors to bring in your CRM, helpdesk, email, payroll systems, and anything else that matters. Plus dashboards, you can build visual reports and share them across your schools without touching a spreadsheet.
- Amanda HoltAnd who manages that? Does someone need to be technical?
- Sophie LingNo, that's the whole point. Any admin or manager can build a dashboard through a drag-and-drop interface. And you get quarterly business reviews with our team to talk about what's working and what you might want to do next.
- Amanda HoltOkay. What's the investment?
- Sophie LingAll-in, the first year is 56,000. That covers the implementation: we'll set up your connectors, make sure everything is integrated into your Snowflake environment, and train your team, plus your annual subscription. After that, you'd renew at the annual subscription price each year.
- Amanda HoltAnd what does implementation look like?
- Sophie LingWe'll work with you and your IT team, it takes about eight weeks from signature. We'll connect your systems, load a few months of historical data, and run training sessions with your admin teams and any power users. You won't have to change anything about how you work; the brain sits on top of your existing systems.
- Amanda HoltEight weeks is fine. Would we have a dedicated point of contact?
- Sophie LingYou'll have an implementation consultant who owns the project and a Customer Success Manager who'll be your main contact once we go live. They'll do a check-in every quarter and be there if you need anything.
- Amanda HoltThat sounds good. What happens next?
- Sophie LingI'll send you the full proposal document. Have a look, chat with your CFO and anyone else who needs to sign off, and let me know if you have questions. I'd be aiming for a signature by 11 Jul 2025 so we can kick off implementation in the autumn term.
- Amanda HoltYeah, that makes sense. The autumn term start is important.
- Sophie LingExactly. If we sign by mid-July, we'll be live well before September. I'll send the paperwork over today and we can talk at the end of next week if you have questions.
- Amanda HoltPerfect. Thanks, Sophie.
- Sophie LingCheers, Amanda.