Hepscott Recruitment / BG-Demo – Proposal
Callcompleted
Hepscott Recruitment · 2 Aug 2023 09:45
Tom Ashdown proposed Starter for the ops team at a total deal value of £26k. Geoff Lamb wants every term in writing and no surprise in year two. The access form is still stuck with the customer's IT.
What was said
What this says
As at Fri 9 Oct 2026Tom Ashdown proposed Starter for the ops team at a total deal value of £26k. Geoff Lamb wants every term in writing and no surprise in year two. The access form is still stuck with the customer's IT.
What happened: Tom presented a Starter set-up for one team, four weeks once access is sorted, at a total deal value of £26k with set-up included. Geoff asked whether that was per year and Tom said he would confirm the split on the order form.
Customer view: Geoff worried about a second-year surprise and wanted terms in writing before agreeing to anything. He liked Tom's honest answer on why Starter rather than something bigger. Nichola said they were close.
Commercial: Nichola mentioned more starters coming. Tom pointed to the soft user limit and the user add-on, and to Growth if consultants want their own views. Security questions go to Tobias with the security pack.
Watch: The access form has sat with the customer's IT and is blocking a start before month end. The per-year question was not answered on the call.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Tom Ashdown to send the proposal and order form with the total, start and set-up that afternoon.
- Tom Ashdown to chase the access form through Nichola Hogg.
- Tobias to send the security pack.
Risks
As at Fri 9 Oct 2026- Geoff Lamb fears a second-year price surprise and the per-year question was left open until the order form.
- The access form is stuck with the customer's IT and could delay the start.
- Security questions from the customer's own clients need a clear answer.
Opportunities
As at Fri 9 Oct 2026- More starters are coming, which could lead to the user add-on.
- Consultants wanting their own views could justify a move to Growth later.
Transcript
Tom AshdownMorning Nichola, morning Geoff. Did you get a good weekend?
Nichola HoggQuiet one, thanks. Geoff's been busy with a family thing, so he's a bit distracted.
Geoff LambMorning Tom. I'm fine, let's go. I've read your note.- Tom AshdownGreat. I'll be quick. What we've put together is a Starter set-up for your ops team, with the consultants getting answers through them.
- Geoff LambRight. Starter is the one-team one, yes?
- Tom AshdownThat's it. Four weeks to get set up once the access is sorted, and the total deal is £25,500.
- Geoff LambIs that per year?
- Tom AshdownThat's the total deal value, and the set-up is in it. I'll confirm the split on the order form so you see exactly what's what.
- Geoff LambRight. I don't want a surprise in the second year.
- Tom AshdownUnderstood. I'd rather you asked now. The renewal terms will be in the order form, and I'll walk you through them before you sign.
- Nichola HoggThe other thing is timing. Can we start before the end of the month?
- Tom AshdownLet's get a start date in the diary and work back from it. I'd need the access sorted first, though.
- Nichola HoggOur IT lot have the access form. It's been sat on someone's desk for a bit.
- Tom AshdownOkay, leave that with me. I'll chase it through you so it doesn't get lost.
- Geoff LambCan you explain why we need Starter and not something bigger? We're not a huge business.
- Tom AshdownFair question. The honest answer is that Starter covers one team, and you're one team. If the consultants start wanting their own views, that's the point to look at Growth. I'd rather you didn't buy more than you need.
- Geoff LambGood. That's the sort of answer I like.
- Nichola HoggWhat happens if we need more users? We've got a few more starters coming.
- Tom AshdownStarter has a soft limit on users, so a few extra won't break anything, but we'd talk before it became a habit. There's a user add-on too.
- Geoff LambRight. And what about security? We'll have to answer our clients for the data.
- Tom AshdownYes, and Tobias can send the security pack. It covers where the data sits and who can see it, and he's the one to answer the hard questions.
- Nichola HoggFine. I think we're close.
- Geoff LambI want the terms in writing before I say yes to anything.
- Tom AshdownAbsolutely. I'll send the proposal and the order form, and I'll confirm every figure in writing. No drama.
- Geoff LambRight, I've got to go. Send it over this afternoon.
- Tom AshdownI will. Something short: the total, the start, and the set-up.
- Nichola HoggAnd the access form, Tom, if you can chase it with us.
- Tom AshdownYes. Leave that with me. Thanks both.
- Nichola HoggCheers. Speak soon.
- Tom AshdownCheers, bye.