Plum Grove Staffing / BG-Demo – Proposal
Callcompleted
Plum Grove Staffing · 8 Jun 2026 17:30
Proposal call with Monique Jefferson on a Starter deal at £28k total. Finance worry is paying for unused software. Target signature is 6 Jul 2026, with the president, finance manager and systems coordinator still to see it.
What was said
What this says
As at Fri 9 Oct 2026Proposal call with Monique Jefferson on a Starter deal at £28k total. Finance worry is paying for unused software. Target signature is 6 Jul 2026, with the president, finance manager and systems coordinator still to see it.
What happened: Jordan walked Monique through the Starter proposal, quoting £28k as the total for the deal. Monique asked whether set-up was charged separately and Jordan said the breakdown would be in the document.
Customer view: Monique said finance will ask what happens if the tool is not used, because the company has been burnt before. Her conditions for a yes were a clear total, a clear start date and no set-up burden on her team.
Commercial: Jordan offered an adoption check at the first review and a written security evidence pack from the solutions engineer. The target is signature by 6 Jul 2026, ahead of the summer rush at the warehouses.
Watch: The president was out of office for a couple of days, so he had not yet seen the proposal. The finance manager and the staffing systems coordinator were not on this call.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan Pike to send the proposal that evening with his direct contact and a clear start date.
- Monique Jefferson to bring the finance manager and the staffing systems coordinator to the next call.
- The solutions engineer to send security evidence with any questionnaire answers.
Risks
As at Fri 9 Oct 2026- Finance wants to know what happens if the tool is not used, after a bad experience with an earlier tool.
- The president had not yet seen the proposal and will ask about access and security.
- The set-up must not fall on Monique's team on top of their jobs.
Opportunities
As at Fri 9 Oct 2026- Monique wants B-Viz running before the summer rush at the warehouses, giving a clear deadline.
- An adoption check at the first review answers the finance concern about unused spend.
Transcript
Jordan PikeHi Monique, Jordan. Quick agenda: I'll take you through the proposal, you tell me what's missing, and we agree the next step. About twenty-five minutes. Does that work?
Monique JeffersonHi Jordan. Yes, that works. I've got the proposal open, so go ahead.- Jordan PikeTo be transparent, I want this to be a proposal you can take to your president without changing much. Here's where we are: the Starter tier for your team, and the total on the proposal is £28,000.
- Monique JeffersonOkay. Is that the full amount, or is there a separate charge for setting it up?
- Jordan PikeThe £28,000 is the total for this deal. I'd rather show you the breakdown in the document than guess it on a call, so I'll send it straight after.
- Monique JeffersonGood. Our president will want to see it in writing, and our finance team will check the total against what they expect.
- Jordan PikeThat's exactly right. What's the finance team's main question likely to be?
- Monique JeffersonWhether we pay for something we don't use. We've been burnt by a tool before, so they'll want to see what happens if it isn't used.
- Jordan PikeFair. We'd check adoption with you at the first review, and the terms make clear what's included. I'll put that in the document too.
- Monique JeffersonOkay. And the security side? I know our president will ask about access.
- Jordan PikeOur solutions engineer will answer any questionnaire. I'm not going to promise anything I haven't checked, so he'll send the evidence with it.
- Monique JeffersonGood. That's what I'd want. Sorry, go on.
- Jordan PikeWhat would make this a yes? I'd like to hear it from you, not from the document.
- Monique JeffersonA clear total, a clear start date, and that my team isn't doing the set-up on top of their jobs.
- Jordan PikeAll three are reasonable. The set-up is the part we handle, with your team only needing a few sessions. I'll make that clear in writing.
- Monique JeffersonGood. And timing. We'd like to be running before the summer rush at the warehouses.
- Jordan PikeThen the target is to have it signed by 6 Jul 2026. That's realistic if the security questions come in this month.
- Monique JeffersonYes, I think so. I'll talk to our president tomorrow. He's out of the office for a couple of days first.
- Jordan PikeNo problem. I'd rather you take it to him properly than rush it. Can you tell me who else needs to see it?
- Monique JeffersonOur finance manager, and the staffing systems coordinator for the technical questions.
- Jordan PikeGreat. Let's get them both on the next call, so nobody's asking questions a week later.
- Monique JeffersonYes. I'll set that up.
- Jordan PikeOkay, I'm going to send the proposal tonight. Is there anything in it you'd like changed before it goes to your president?
- Monique JeffersonCan you make the start date a bit clearer? And the contact for questions should be you, not a shared inbox.
- Jordan PikeDone. Both are easy. I'll put my direct contact on the front page and a start date in the first section.
- Monique JeffersonPerfect. Thanks, Jordan.
- Jordan PikeThanks, Monique. Here's where we are: proposal tonight, call with finance and the coordinator next, and we aim to sign by 6 Jul 2026. Speak soon.
- Monique JeffersonSounds good. Bye, Jordan.