Quennell Harte - Proposal v1
Documentdraft Quennell Harte · proposal · draft · 20 May 2026
Draft first proposal for the Starter tier: £22k annual subscription plus £6,000 one-off implementation, £28k total first year, over 4 weeks. Service commencement is shown as 17 Jul 2026. It states no availability or P1 response figures.
What it says
What this says
As at Fri 9 Oct 2026Draft first proposal for the Starter tier: £22k annual subscription plus £6,000 one-off implementation, £28k total first year, over 4 weeks. Service commencement is shown as 17 Jul 2026. It states no availability or P1 response figures.
What it is: a draft proposal filed under the customer's Proposals folder, written by the Account Executive Sophie Ling's side. It is marked "DRAFT" in the text and is not an executed order form.
Commits: it prices "Starter Tier (annual)" at £22k and "Implementation (one-off)" at £6,000, with "Total first year" at £28k. Implementation runs 4 weeks with up to 4 connectors, and the proposal is "valid for 30 days from issue".
Unusual: the Starter price matches the v2 list, which is right for new business. The stated service commencement of 17 Jul 2026 sits within 4 weeks of the 20 May 2026 creation date only if work began early, so the timeline looks loose.
Not settled: the text gives no availability, P1 response, refresh deadline, service credit or connector go-live dates. It names no customer signatory, and the evidence does not show that an order form, master services agreement or data processing agreement followed. The validity window has long passed.
As found in this document
As at Fri 9 Oct 2026- Date start17 Jul 2026Source: the AI read of this record
- Price£22,000Source: the AI read of this record
- Starter Tier subscriptionStarter Tier (annual) £22,000Source: the AI read of this record
- Implementation feeImplementation (one-off) £6,000Source: the AI read of this record
- Total first year£28,000Source: the AI read of this record
- Implementation duration4 weeksSource: the AI read of this record
- ConnectorsUp to 4 connectors to your systemsSource: the AI read of this record
- Service commencement17 Jul 2026Source: the AI read of this record
- RenewalThe subscription renews annuallySource: the AI read of this record
- Proposal validityvalid for 30 days from issueSource: the AI read of this record
The document
Body
Proposal: B-Viz – Starter Tier
DRAFT
Executive Summary
This proposal outlines a solution to enable Quennell Harte's teams to access client projects, fee invoices and client calls in a unified, queryable layer built on your existing systems.
1. Challenge
Your client success and finance teams currently reconcile data across multiple systems: your CRM, invoicing platform and call recordings: to understand which clients are most active, what support they require, and how billing aligns with scope.
2. Solution
B-Viz is an AI-queryable layer that sits over your CRM, finance system and call recorder, built and run within Snowflake. Your teams ask questions and get instant answers without manual lookups or spreadsheets.
2.1 Included Features
- Pages, chat and search: Natural language queries across integrated data
- Six-monthly check-ins: Support from your account team
- User allowance: The Starter user allowance
- Data connectors: Up to 4 connectors to your systems
3. Implementation
Duration: 4 weeks
Scope: Configuration of up to 4 data connectors and initial setup of your brain
Read the whole document (1,948 characters)
Your involvement: Introductions to system owners and approvals for connector access
4. Investment
| Starter Tier (annual) | £22k |
| Implementation (one-off) | £6,000 |
| Total first year | £28k |
The subscription renews annually; the implementation is a one-time cost.
5. Timeline
- Week 1: Onboarding and discovery
- Weeks 2–3: Connector configuration and testing
- Week 4: Final setup and training
- Service commencement: 17 Jul 2026
6. Next Steps
- Review this proposal with your stakeholders
- Schedule a call to discuss any questions
- We will prepare a master services agreement and data processing agreement for signature
We look forward to supporting your team.
This proposal is valid for 30 days from issue.
Unusual terms
As at Fri 9 Oct 2026- Marked DRAFT
- Service commencement date stated as 17 Jul 2026