Bilsdale Housing / BG-Demo – Proposal
Callcompleted
Bilsdale Housing · 6 Oct 2026 11:30
Sophie Ling walked Lynsey Bainbridge through a Growth proposal totalling £62k. Lynsey wants repairs onboarded earlier and written terms on adding teams. An order form is aimed for the end of October, pending her director.
What was said
What this says
As at Fri 9 Oct 2026Sophie Ling walked Lynsey Bainbridge through a Growth proposal totalling £62k. Lynsey wants repairs onboarded earlier and written terms on adding teams. An order form is aimed for the end of October, pending her director.
What happened: Sophie presented the proposal on 6 Oct 2026: Growth for the customer insight and repairs teams, three source systems and board-paper dashboards. The total on the proposal is £62k.
Customer view: Lynsey found the security pack clearer than expected. She wants repairs brought in earlier because they hold the backlog, and asked what happens if more teams are added next year: "I don't want to be locked in."
Commercial: Sophie promised the renewal and expansion wording in writing, sent with the proposal. The proposal is an open item, not a signed order form. The aim is an order form by the end of October, and Lynsey called that tight but workable.
Watch: Lynsey's director wants to see the total before agreeing anything, and the evidence does not show who she is or her view. The complaints log is a spreadsheet that Lynsey maintains, so source quality is a risk.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Sophie Ling to send the proposal and written renewal and expansion terms together.
- Sophie to check with delivery whether both teams can start at once and add it as an option.
- Lynsey Bainbridge to take the total to her director and reply.
Risks
As at Fri 9 Oct 2026- Lynsey's director has not yet seen the total and the evidence does not show her view.
- The end of October order form target is tight, and procurement will want everything in writing.
- The complaints log is a spreadsheet, so Growth source data may be unreliable unless it is tidied.
Opportunities
As at Fri 9 Oct 2026- Adding repairs earlier or alongside customer insight could widen the Growth rollout.
- Lynsey's question about adding teams next year points to further expansion.
Transcript
Sophie LingMorning Lynsey. Thanks for making time. I've got the proposal open, shall I share it?
Lynsey BainbridgeMorning Sophie. Yes, go on. I've had a look at the security pack, by the way, it was clearer than I expected.- Sophie LingGood, I'm glad. Theo will be pleased. Right, I'll go through the scope first, then the price, then anything you want to change.
- Lynsey BainbridgeSounds sensible. Just so you know, my director wants to see the total before she agrees anything.
- Sophie LingOf course. The total on the proposal is £62,000, and I'll show you what sits behind it, so it isn't just one number.
- Lynsey BainbridgeOkay. Go on then.
- Sophie LingSo, scope. Growth, for the customer insight and repairs teams, with the three source systems we talked about, plus the dashboards for the board papers.
- Lynsey BainbridgeRight. And the complaints log, is that in or out? It's still a spreadsheet, honestly.
- Sophie LingIt's in. We'd connect the spreadsheet as a source, but I'd flag that a spreadsheet is only as reliable as the person keeping it, so it's worth tidying it first.
- Lynsey BainbridgeMm, yeah. That's fair. The person who keeps it is me, so I'll look at that.
- Sophie LingLovely. Now, the rollout. We'd start with the customer insight team, then bring in repairs once the first questions are working.
- Lynsey BainbridgeI'd like repairs earlier, to be honest. They're the ones with the backlog. Can we do both at once?
- Sophie LingWe can look at that. The risk is the setup takes longer for both teams, so let's test it in the proposal and check with the delivery side.
- Lynsey BainbridgeThat's fine. Put it in as an option, and I'll decide when I've seen the timing.
- Sophie LingWill do. Now, the commercial terms. The total is £62,000, and the payment and renewal terms are in the proposal too.
- Lynsey BainbridgeCan you tell me what happens if we want to add more teams next year? I don't want to be locked in.
- Sophie LingGood question. I'd rather not guess the exact terms from memory, so I'll confirm that in writing with the renewal wording, and you'll have it before any decision.
- Lynsey BainbridgeThanks, that's the honest answer. Our procurement people will want it all in writing anyway.
- Sophie LingAbsolutely. I'll send the proposal and the written terms together, so procurement has everything at once.
- Lynsey BainbridgeGood. And the timing, when could we realistically start? I need to tell the board something.
- Sophie LingIf you're happy with the proposal, the next step is an order form. We'd aim to agree it by the end of October, so the set-up can follow.
- Lynsey BainbridgeEnd of October is tight, but workable. I'll talk to my director and come back to you.
- Sophie LingThat sounds right. I'll send the proposal today, and you can tell me what changes.
- Lynsey BainbridgeGreat. Thanks Sophie, speak soon.
- Sophie LingThanks Lynsey. Cheers.