Thrunton Marketing / BG-Demo – Proposal
Callcompleted
Thrunton Marketing · 29 Jun 2026 11:45
Proposal call with Thrunton's Managing Director Lewis Tait, who is leaning yes if the order form matches the £28k discussed. Decision is due by Fri 10 Jul 2026, ahead of a board meeting.
What was said
What this says
As at Fri 9 Oct 2026Proposal call with Thrunton's Managing Director Lewis Tait, who is leaning yes if the order form matches the £28k discussed. Decision is due by Fri 10 Jul 2026, ahead of a board meeting.
What happened: Lewis Kerr walked Lewis Tait and Ruby Lilburn through the Starter proposal, covering price, timing, data location, support response and notice terms.
Customer view: Lewis Tait wants a number on something Thrunton currently guesses at, and wants a result, not a promise. He said he is leaning yes if the order form matches what was discussed.
Commercial: The deal was quoted at £28k on Starter. Lewis Kerr declined to say whether that is per year and promised the order form. He also agreed to add a success note with a measure and review date.
Watch: The price line must match what Lewis Tait tells the board. Whether it was signed is not shown in this call.
Themes
As at Fri 9 Oct 2026Theme
Starter proposal, board decision
Importance
renewal
Sentiment
positive
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr to send the order form with connector list, access note and success measure the same day as the 29 Jun 2026 call.
- Lewis Tait to read the order form that evening, and Ruby Lilburn to start signature if it is clean.
- Lewis Kerr to speak to Ruby about the connector list the following day.
Risks
As at Fri 9 Oct 2026- The order form price line must match the number Lewis Tait gives the board, or he will not sign.
- Lewis Kerr gave no answer on the call about whether £28,000 is an annual figure, which could cause confusion.
- The decision depends on a board meeting and the 10 Jul 2026 deadline.
Opportunities
As at Fri 9 Oct 2026- A success note measuring questions asked in the first month gives a value case for the board.
- If other teams join later, Growth is the next tier.
Transcript
Lewis KerrMorning Lewis, morning Ruby. Can you both hear me all right?
Lewis TaitYes, loud and clear. Ruby said you'd keep this to half an hour. Is that right?- Lewis KerrThat's the plan. Today's about the proposal, the price and the timing. Ruby, can you confirm what Lewis needs to decide and by when?
Ruby LilburnWe need to decide by Friday 10 Jul 2026. Lewis wants the numbers before our board meeting.- Lewis TaitThe board's not a formality, just so we're clear. I'll want a straight answer on cost and on what we actually get for it.
- Lewis KerrUnderstood. The deal's sitting at £28,000 at the moment, on the Starter tier. I'd rather walk you through what that covers than read it out, so give me a minute.
- Lewis TaitOkay. Is that per year?
- Lewis KerrI'd rather not give you a figure off the top of my head on that, because I don't want you relying on it. I'll send the order form over today so you've got it in writing, and it'll show exactly what the £28,000 covers.
- Lewis TaitThat's fine, but I'd like the rough shape now. We're not signing something I've only heard about on a call.
- Ruby LilburnLewis, he's right to ask. Ella and I have been through the Starter scope, so I can tell you what we'd use it for.
- Ruby LilburnWe'd want the CRM and the call recorder to start, and then the shared drive if it's quick.
- Lewis KerrStarter covers four connectors, so that works. To put a number on it, you'd be using four connectors and about fifteen users. Is that roughly right, Ruby?
- Ruby LilburnRoughly. Fifteen is about right for the first month. Ella will want to add people as we go.
- Lewis TaitHow many people are we talking about in total? I was told this is for the whole team.
- Ruby LilburnThe client services team is around that fifteen, so Starter fits. If we expand to other teams, that's a different conversation.
- Lewis KerrExactly. Starter is one team, so if you grow beyond that, we'd look at the Growth tier. I'd rather flag that now than have it surprise you in six months.
- Lewis TaitFine. And if we need to stop after a year?
- Lewis KerrThe subscription runs annually in advance. Quarterly billing is available if you'd prefer it. The notice terms are thirty days, and I'll put them in the order form so there's no surprise.
- Lewis TaitRight. Ruby, are you comfortable with it?
- Ruby LilburnYes, I'm comfortable with the scope. My only concern is the timing. We need the thing running before we pitch the next batch of clients.
- Lewis KerrLet's talk timing, then. Starter implementation is a fixed fee and takes about four weeks from signature. So if we sign by Friday 10 Jul 2026, you'd be live well before the next pitches.
- Ruby LilburnFour weeks from signature. Okay, that's before the pitches, just about.
- Lewis TaitFine. Lewis Kerr, send me the order form and I'll look at it tonight. If it's all there, Ruby can get it signed.
- Lewis KerrI'll send it today, and I'll copy Ruby so the scope and the price match exactly.
- Lewis TaitGood. Before you send it, what happens to the data? Where does it actually sit?
- Lewis KerrB-Viz is built and run inside your own Snowflake account. So the data sits in your account, and we build and operate the layer on top of it. You keep control of the account.
- Lewis TaitAnd who holds the keys to that account?
- Lewis KerrYour team does. We'd need access to build it and run it, and that's agreed up front and written into the order form, so you can see exactly what we can touch.
- Ruby LilburnGood. Ella will want that in writing as well. She's very cautious about who can see client notes.
- Lewis KerrThat's fair, and she's right to be. I'll make sure the access section is clear, with the names of the people who would need it.
- Lewis TaitFine. And if something breaks, who do we call?
- Lewis KerrOn Starter the response for a top-priority issue is four business hours. Growth is one hour, and Enterprise is thirty minutes. For a team your size, four hours is usually fine, but I'd check that against how your pitches run.
- Ruby LilburnFour hours is fine for us. We're not running live client work through it, just the pitch research.
- Lewis TaitGood. That's what I wanted to know. I'm not interested in a service I can't rely on.
- Lewis KerrCompletely fair. The service levels are in the order form, so you can hold us to them.
- Ruby LilburnLewis, I'll be honest, the bit I'm most excited about is the lost pitches question. We've been guessing at that for years.
- Lewis TaitThat's what I'd want the board to see, a number on something we currently guess at.
- Lewis KerrThat's a good way to put it. To put a number on it, the value is in the questions your team asks, and you'd see how often they ask them. I'd suggest we measure that over the first month and report it back.
- Lewis TaitFine. Put that in the order form too, or in a note at least. I want to see a result, not a promise.
- Lewis KerrI'll add a short success note with the measure and the review date. That's reasonable, and it protects you as well as us.
- Ruby LilburnYes, please. That helps me with the leadership group.
- Lewis TaitRight. I'll be honest, I'm leaning yes if the order form matches what we've discussed. My concern is the price line. I need it to match the number I'm going to say to the board.
- Lewis KerrUnderstood. The order form will show the deal at £28,000, with the breakdown in writing. If it doesn't match what you've heard today, you shouldn't sign it, and I'll correct it.
- Lewis TaitGood. That's exactly the answer I wanted.
- Ruby LilburnOkay, I think we've covered everything. Lewis, are there any open questions from your side?
- Lewis TaitNo. Lewis, I'll read the order form tonight, and if it's clean Ruby can start the signature process tomorrow.
- Lewis KerrSounds good. I'll send it through by this afternoon, with the connector list, the access note and the success measure.
- Ruby LilburnPerfect. I'll follow up with Ella on the connector list, and I'll be in touch once the leadership group has seen it.
- Lewis TaitFine. I've got to drop off now, I've got another meeting. Thanks both.
- Ruby LilburnThanks Lewis.
- Lewis KerrThanks Lewis, speak soon. Ruby, I'll speak to you tomorrow about the connector list. Cheers all.
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