Nickajack Mutual Insurance / BG-Demo – Proposal

First call with the CFO since discovery. Wesley Calhoun has made a split of set-up fee and subscription, written second-year terms and reviewed security controls his conditions for approval, so this call decides whether the Enterprise deal moves past the CRM demo stage.

Context: There is no contract, invoice or tenant. The only open item is a new-business Enterprise deal at £155k all in for the first term, at the CRM demo stage. Wesley missed the 7 Sep 2026 demo, and nothing on record shows whether the split pricing pack has been sent.

Approach: Open with the pricing on separate lines: the £125k annual value and the Enterprise implementation fee, plus written second-year renewal terms for his board. Then give Shonda Barnes the written answers on agent-system integration and the test on a messy file. Close on a security review timeline that brings in Darnell Whitaker, the CISO.

Watch for: Wesley has not commented on the £155k total and has not replied on the security review timeline. Do not promise same-day answers, because the demo did not commit to them. The certifications answer on the 11 Sep 2026 security questionnaire is still open, and he may raise it.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026