Crowle Moor Haulage / BG-Demo – Proposal
Callcompleted
Crowle Moor Haulage · 7 Nov 2023 14:45
Tom Ashdown presented a Growth tier proposal at £56k all in, implementation included. Mick Overton cannot sign without finance, wants the one-off on its own line, and needs something running before the year end.
What was said
What this says
As at Fri 9 Oct 2026Tom Ashdown presented a Growth tier proposal at £56k all in, implementation included. Mick Overton cannot sign without finance, wants the one-off on its own line, and needs something running before the year end.
What happened: Tom set out the Growth proposal for dispatch, invoicing and the office. He quoted the deal at £56k all in and promised the exact split in writing.
Customer view: Mick was clear that he cannot sign anything without finance. He wants to know what is one-off and what recurs, and quarterly payment would help cash flow.
Commercial: Mick's current software contract ends at the year end, so he wants B-Viz running before then. Tom wants the order form signed within a few weeks to keep set-up on track.
Watch: Finance has not been on a call yet, and the IT lad may raise security again. The £56k is a proposal figure, not an executed price.
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 price breakdown and order form to Mick and finance by the end of the week.
- Mick Overton to consider quarterly payment.
Risks
As at Fri 9 Oct 2026- Mick cannot sign without finance, who have not yet seen the figures.
- The year-end deadline leaves little time for an order form and set-up.
Opportunities
As at Fri 9 Oct 2026- A Growth tier win replacing the incumbent software before its contract ends.
Transcript
Tom AshdownAfternoon Mick, you're on mute. There we go. Good afternoon.
Mick OvertonAfternoon, Tom. Sorry, I was on the phone to a driver. Go on.- Tom AshdownNo bother. How's the week going? Did the yard sort itself out?
- Mick OvertonSort of. We've got two trailers in the wrong place, but that's a Friday problem, not a today one.
- Tom AshdownHa, I know that feeling. Right, let's get into it. Last time we looked at the layout and the delivery note thing. I want to talk about what you'd actually be buying.
- Mick OvertonYeah. Our finance side will want to see the number before anything else, so I'm going to be honest, I can't sign anything without them.
- Tom AshdownTotally fair. The proposal is on the Growth tier. That's the one that suits several teams, so dispatch, invoicing and the office can all use it.
- Mick OvertonRight. What's the total? I'm not sure if the figure you sent before included the setup.
- Tom AshdownIt does. The deal's sitting at £56,000 all in, implementation included. I'd rather confirm the exact split in writing than quote it from memory, so I'll send that over today.
- Mick OvertonThat's better. Because I'd want to know what's a one-off and what comes every year.
- Tom AshdownAbsolutely. The set-up is one-off, and the subscription is annual, paid in advance. You can ask for quarterly if that helps your cash flow.
- Mick OvertonQuarterly would help, yeah. Let me think about that.
- Tom AshdownNo drama. Let's come back to it. What about the timing? Is there a date you're working to?
- Mick OvertonOur current contract with the software we're on ends at the year end, so we'd like something running before then, not after.
- Tom AshdownThat's doable. I'd want the order form signed in the next few weeks to keep the set-up on track. I'll flag the timing to our implementation team.
- Mick OvertonOkay. And the security stuff, our IT lad will ask about it again, I'm sure.
- Tom AshdownHe will. Tobias sent the data-location note, and if he wants more, we'll get a proper answer, not a sales one.
- Mick OvertonThat's what I wanted to hear.
- Tom AshdownSo, next steps. I'll send the price breakdown and the order form today, and I'll copy you on the set-up plan.
- Mick OvertonSend the breakdown to me and to finance. They'll want the one-off figure on its own line.
- Tom AshdownWill do. Leave that with me. I'll have it to you by the end of the week.
- Mick OvertonGood. Cheers, Tom.
- Tom AshdownCheers, Mick. Speak soon.
- Mick OvertonBye.