Yealmpton Accountants / BG-Demo – Proposal
Callcompleted
Yealmpton Accountants · 6 Aug 2024 09:15
Priya Raman quoted £26k for the Starter tier. Managing Partner Nicholas Pengelly asked for the split and would not sign on a call. He is taking it to the partners and is wary of paying for unused licences.
What was said
What this says
As at Fri 9 Oct 2026Priya Raman quoted £26k for the Starter tier. Managing Partner Nicholas Pengelly asked for the split and would not sign on a call. He is taking it to the partners and is wary of paying for unused licences.
What happened: Priya gave the total on the proposal as £26k for the Starter tier. Nicholas asked whether that was a total or a yearly figure, and Priya did not state the split on the call.
Customer view: Nicholas said he does not want to pay for a licence nobody uses. User numbers, live dates and connectors were all left to be confirmed in writing.
Commercial: Priya said there is a bit of room on the first term if it closes by the end of the month. Nicholas called that tight and said he would talk to his partners first.
Watch: The one-off versus recurring split is the open question. No decision was made, and the evidence does not show the partners' outcome.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Priya Raman to email the one-off and recurring split to Jenny Trethewey and Nicholas today.
- Hannah Lowe to send the controls and connector lists before anything is signed.
- Priya to speak to Nicholas and Jenny again the following week.
Risks
As at Fri 9 Oct 2026- Nicholas Pengelly is unclear whether £25,500 is a total or a yearly figure until the split is sent.
- The end of the month deadline for first-term room may feel like pressure to the partners.
- User numbers are not yet sized, and Nicholas does not want unused licences.
Opportunities
As at Fri 9 Oct 2026- There is room on the first-term price if scope is agreed quickly.
- Sizing users with Zoe Hocking gives a way to show the licence will be used.
Transcript
Priya RamanMorning both. Nicholas, thanks for joining, I know you're squeezed this morning.
Nicholas PengellyMorning Priya. Yes, I've got a partners' meeting at lunch, so I'll be brief.
Jenny TretheweyHi Priya. I've put the notes in front of Nicholas, so he's up to speed.- Priya RamanBrilliant. Quick recap: we've seen the demo, Zoe's happy with the set-up, and this call is about scope and price. The next date is the decision with the partners.
- Nicholas PengellyRight. Let's get to the number, then.
- Priya RamanOf course. The total on the proposal is £25,500 for the Starter tier. I'll break that down in writing, so it's clear which parts are one-off and which are recurring.
- Nicholas PengellyHm. Is that the total over the whole thing, or a yearly figure?
- Priya RamanIt's the total on the proposal. I'd rather show you the split than tell you a number from memory.
- Nicholas PengellyFair. Can you send the split before the partners meet?
- Priya RamanYes, I'll send it today. Let me also cover the scope, so the numbers mean something.
- Jenny TretheweyZoe asked how many people it would cover. Do you know?
- Priya RamanWe'd size that with Zoe before anything is signed, so I'm not going to guess a number on the call.
- Nicholas PengellyGood. I don't want to pay for a licence nobody uses.
- Priya RamanTotally fair. That's exactly why we size it with the people who'll use it.
- Jenny TretheweyWhat about the connectors? Zoe was worried about the practice system.
- Priya RamanHannah has the list, and she's sending the controls and the connector list today. Nothing will be signed until those are in front of you.
- Nicholas PengellyRight. And timing? When would it actually be live?
- Priya RamanThe implementation runs over a set period once we've agreed scope. I'll put the exact dates in writing rather than give you a guess now.
- Nicholas PengellySensible. And price. Is there any room on it?
- Priya RamanThere's a bit of room on the first term, yes. If we can get it over the line by the end of the month, I can make that easy for you.
- Nicholas PengellyThe end of the month. That's tight.
- Priya RamanI know. But the sooner we agree scope, the sooner the work starts, and that matters to you too.
- Nicholas PengellyLet me talk to my partners first. I'm not signing anything on a call.
- Priya RamanOf course, I wouldn't ask you to. Shall I send the split and the controls list, and we speak next week?
- Jenny TretheweyYes, put it in an email to both of us.
- Nicholas PengellySorry, I've been called away. Are we still going?
- Priya RamanYes, we're here. I was just saying I'll send the split and the controls.
- Nicholas PengellyGood. Thank you, Priya. Jenny will keep me on track.
- Jenny TretheweyI will. Thanks Priya.
- Priya RamanGreat, that's everything. Speak soon.
- Nicholas PengellyThanks. Goodbye.
- Jenny TretheweyBye.