Totley Rise Software / BG-Demo – Proposal
Callcompleted
Totley Rise Software · 7 Oct 2026 13:15
Simon Furniss, the Chief Executive, asked for the cost split before anything else. The £62k is a whole deal value, not a yearly figure. He will review the pack, then come back.
What was said
What this says
As at Fri 9 Oct 2026Simon Furniss, the Chief Executive, asked for the cost split before anything else. The £62k is a whole deal value, not a yearly figure. He will review the pack, then come back.
What happened: Lewis Kerr walked Simon and Louise through cost and scope. Lewis said £62k is the whole deal value and the breakdown between one-off and subscription would follow in writing.
Customer view: Simon said "I'm not paying for something my team stops using" and asked who to call if something breaks. Louise said her team want it but are wary of another system to learn.
Commercial: The 8 Dec 2026 close date is a target in BG-Demo's system, not a commitment. Lewis promised success measures, terms, a support route and a named contact in one pack.
Watch: The evidence does not show a decision. Louise also wants the sample clients checked and renewal dates verified before committing.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr to send one short pack the same day with the cost split, scope, terms, support route and named contact.
- Lewis Kerr to include the sample client check status and a renewal date check with an owner.
- Simon Furniss to review the pack and come back to Lewis.
Risks
As at Fri 9 Oct 2026- Simon will not commit without the one-off and subscription split and clear terms, and the 8 Dec 2026 close date is only a target.
- Louise's team is wary of learning another system, which puts adoption at risk.
- Louise wants the sample clients checked before committing, and the evidence does not show that test has happened.
Opportunities
As at Fri 9 Oct 2026- Starting with the renewal view alone keeps the first version simple and builds team trust.
- Clear success measures and a named support contact could answer Simon's main worries.
Transcript
Lewis KerrAfternoon Louise, afternoon Simon. Thanks for making time. Simon, you wanted the cost split first, so I'll start there and then go through the scope.
Simon FurnissAfternoon. Yes, get to the number. Is that the number for the year, or the whole thing?- Lewis KerrIt's the whole deal value at £62,000, so it isn't a yearly figure on its own. I'll confirm the breakdown between the one-off and the subscription in writing today.
- Simon FurnissRight. Then I need that split before I see anything else. What's the expected close?
- Lewis KerrThe close date in our system is 8 Dec 2026. That's a target, not a commitment, and I'd like to confirm it once you've reviewed the pack.
Louise SutcliffeLewis, can we go through the scope? My team need to know what they're getting from day one.- Lewis KerrOf course. The scope covers the renewal view, the ticket grouping and the usage flags for your client base. Louise, which of those matters most for the first month?
- Louise SutcliffeThe renewal flags. If we get those working, the team will trust the rest.
- Lewis KerrThat's useful, and I'll put it at the top of the scope so the order is clear.
- Simon FurnissWhat happens if it doesn't work? I'm not paying for something my team stops using.
- Lewis KerrThat's a fair question. I'll put the success measures and the terms in the pack, so you can see what's committed before you sign anything.
- Simon FurnissGood. Louise, is your team on board with this?
- Louise SutcliffeYes, mostly. They want it, but they're wary of another system to learn.
- Lewis KerrWe'd keep the first version simple, with the renewal view and nothing else until the team is comfortable. I'll make that clear in the proposal.
- Louise SutcliffeThat's what I'd like. Can we check the renewal dates are right before we start, though?
- Lewis KerrYes, that's part of the first check. I'll put it in the plan as a step with an owner.
- Simon FurnissOne more. Who do I call if something breaks?
- Lewis KerrI'll confirm the support route and the named contact in the proposal. I'd rather not give you a name from memory on a call.
- Simon FurnissFine. Put it in writing.
- Lewis KerrI'll do that. Everything goes in one pack today.
- Louise SutcliffeLewis, my team will want the sample clients checked before we commit. Is that still happening?
- Lewis KerrYes. The sample was agreed on the demo, and I'll confirm the status in the pack so you can see where it stands.
- Louise SutcliffeGood. Thanks.
- Simon FurnissRight, I'll review the pack and come back. Please keep it short.
- Lewis KerrI'll keep it to the essentials, the split, the scope, the terms and the next steps. I'll send that over today.
- Simon FurnissGood. Thanks both.
- Louise SutcliffeThanks Simon. Bye Lewis.
- Lewis KerrThanks both, speak soon. I'll be in touch today.