Telok Blangah Payments / BG-Demo – Proposal
Callcompleted
Telok Blangah Payments · 17 Jul 2025 08:00
Proposal call on 17 Jul 2025 for Growth at fifty-six thousand pounds. The CFO wants one-off and recurring costs split out. Connector list, internal owner and go-live date are all still open. Close target is Fri 15 Aug 2025.
What was said
What this says
As at Fri 9 Oct 2026Proposal call on 17 Jul 2025 for Growth at fifty-six thousand pounds. The CFO wants one-off and recurring costs split out. Connector list, internal owner and go-live date are all still open. Close target is Fri 15 Aug 2025.
What happened: Sophie Ling walked Hui Min Tan and Suresh Pillai through the Growth proposal. Sophie would not say whether the fifty-six thousand pounds is yearly or over the term, and promised a written breakdown.
Customer view: Suresh wants one-off and recurring costs clearly separated, because finance will go straight to that line. Hui Min has not settled the connector list and wants the ledger first, then the CRM.
Commercial: Suresh called the 15 Aug 2025 close tight for the board pack and would not promise a date. The customer has no named IT owner for access yet, and Sophie asked for one before signing.
Watch: Sophie owes a lot in writing: the breakdown, the residency answer, the trial answer, the connector go-live date and the ledger-only sample scope. Growth includes the dashboards builder, which answers the reporting ask.
Themes
As at Fri 9 Oct 2026Theme
Growth proposal, open terms
Importance
neutral
Sentiment
neutral
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Sophie Ling to send the written breakdown, residency answer, trial answer and connector go-live date on the day of the call.
- Hui Min Tan to send Suresh Pillai the named owner and the connector order.
- Sophie Ling to confirm the ledger-only sample scope in writing.
Risks
As at Fri 9 Oct 2026- The close target of Fri 15 Aug 2025 is tight for the board pack and the CFO would not commit to it.
- No named owner on the customer's IT access side, and the connector list is not settled.
- Several written answers are owed, including price breakdown, residency and go-live date.
Opportunities
As at Fri 9 Oct 2026- Growth dashboards builder fits the managers' wish to see usage without asking analysts.
- A ledger-only sandbox sample could show value before the customer commits.
Transcript
Sophie LingHi both, can you hear me okay? Hui Min, Suresh, good to see you.
Hui Min TanYes, loud and clear. Sorry, Suresh is still sorting out his headset.
Suresh PillaiI'm here. I've got until the top of the hour, so tell me what you need from me.- Sophie LingBrilliant, thanks for making the time. The plan is simple. I'll take you through the proposal, then anything you want to push on before it goes to your team.
- Hui Min TanCan we start with the number? It's what Suresh will ask first anyway.
- Suresh PillaiYes, please. One line, Sophie.
- Sophie LingIt's Growth at fifty-six thousand pounds on the deal. That's the total on the proposal as it's drafted, and I'd rather walk you through how it's built than read it out.
- Suresh PillaiFifty-six thousand total. So is that a yearly figure, or the whole thing over the term?
- Sophie LingI'm not going to guess in front of you. I'll send the breakdown in writing this afternoon, so you're not relying on my memory of it.
- Suresh PillaiThat's fine. Make sure it's clear what's one-off and what recurs. Our finance team will go straight to that line.
- Sophie LingUnderstood. I'll put it on its own line.
- Hui Min TanRight, on connectors I should be honest. We haven't settled the list. We've got the ledger, the CRM and the call recorder on the first pass, and our compliance people keep adding things.
- Sophie LingThat's really normal at this stage. Growth lets you run several teams from one place, so the list doesn't have to be final for the proposal. What I'd like is the order, so we can plan the connectors properly.
- Hui Min TanOkay. The ledger first, definitely. Then the CRM. The rest can wait until we've seen what those two look like on our own data.
- Suresh PillaiWho's going to own it on our side? I don't want this landing on one person.
- Hui Min TanI'll own it operationally. I'd want someone from IT on the access side, but I don't have a name yet.
- Sophie LingCan we agree a named owner before we sign? It makes the timeline far more realistic, and it stops it drifting.
- Suresh PillaiAgreed. Hui Min, send me the name when you have it. Sophie, when do you need a signature?
- Sophie LingThe deal has Friday 15 August 2025 as the expected close. That's realistic if we get the breakdown and the connector order to you this week.
- Suresh PillaiThat's tight for the board pack. I'd want it signed by the end of the quarter at the latest, but I'd rather not promise anything yet.
- Sophie LingFair enough. Let's keep the date as the target and move it if the paperwork needs more time. I'd rather you didn't sign something you haven't read properly.
- Hui Min TanOn that, our risk team will want the data residency answer in writing. Can you put that in with the breakdown?
- Sophie LingYes. I'll send the residency answer, the breakdown and the connector list template. Is that everything for this week?
- Hui Min TanMostly. Sorry, can you go back to the support section? I missed what we get for support.
- Sophie LingOf course. Give me a moment, I'm pulling up the page. Right, it's in the fourth page of the appendix. I'll point you to the exact clause in the email so you're not hunting for it.
- Suresh PillaiGood. Hui Min, do we know who on our side needs access in the first month?
- Hui Min TanMainly my team, and two people in finance. Analysts later, maybe some of risk. I'd rather start small and add people once the first connectors are stable.
- Sophie LingThat's exactly how I'd do it. Let's keep the first month focused and grow from there.
- Sophie LingLet me share the proposal summary on screen so we're all looking at the same thing. Can you see it?
- Hui Min TanYes. Oh, the table is clearer than the draft. Thanks.
- Suresh PillaiSophie, where does the one-off sit in that table? I keep looking for it.
- Sophie LingIt's the second line, and I've flagged it in bold. I'll make sure the breakdown repeats it in words so there's no confusion.
- Suresh PillaiGood. That's what I need. Carry on.
- Hui Min TanCan I ask about reporting? My managers want to see usage without asking the analysts every time.
- Sophie LingYes, that's a common ask. Growth includes the dashboards builder, so your managers can build their own views. We'll show you that on a call with your analysts.
- Suresh PillaiSorry, I've got to go. I've another call at the half hour. Hui Min, you and Sophie finish this off.
- Hui Min TanGo, we'll be fine. Thanks Suresh.
- Suresh PillaiSophie, the breakdown today, please. And the trial question, I want an answer on that too.
- Sophie LingYes. The breakdown, the trial answer and the residency note, all today. Speak soon.
- Hui Min TanRight, so where are we? Owner, connector order, breakdown. Anything else from my side?
- Sophie LingThe sample. I'd like to load the ledger into a sandbox copy this week, if you're happy with that. It shows your team what the answers look like before you commit.
- Hui Min TanA copy is fine, as long as it's only the ledger. I don't want the whole thing going anywhere.
- Sophie LingOnly the ledger. I'll put that in the email so it's written down. I can also send you the list of questions we'd ask on day one.
- Hui Min TanSorry, can I check one more thing? When does the first connector go live? My team will ask me that before anything else.
- Sophie LingI'd rather not give you a date off the top of my head. I'll confirm it with the delivery side and put it in the same email.
- Hui Min TanFine. That's the one I need. Okay, I think we've covered it.
- Sophie LingRight, I think that's everything. Breakdown, residency, trial answer, connector date, the sample scope. I'll send it all today.
- Hui Min TanBrilliant. Thanks Sophie. Speak soon.
- Sophie LingThanks Hui Min. Speak soon, take care.
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