Marlcliff Security Services - Proposal
Documentfinal Marlcliff Security Services · proposal · final · 14 Apr 2025
Final-marked proposal dated 14 Apr 2025 from Lewis Kerr for B-Viz on the Growth tier. It prices the subscription at £40k annual and the first-year deal at £52k including implementation. It states no figures for availability or P1 response.
What it says
What this says
As at Fri 9 Oct 2026Final-marked proposal dated 14 Apr 2025 from Lewis Kerr for B-Viz on the Growth tier. It prices the subscription at £40k annual and the first-year deal at £52k including implementation. It states no figures for availability or P1 response.
What it is: a sales proposal, not a contract. Stored status is final, but the text says "Version: 1 (Final)" and the next step is an order form, so it commits nobody until that is signed.
Commits: the text says "The £40k is the annual subscription price, billed annually in advance." It also says "The £52k is the total value of the deal and includes the one-off implementation fee; it is not an annual price."
Unusual: service levels are described only as the standard Growth position, with no figures. Connector go-live timing is promised only as "will be written into the order form".
Not settled: the executed order form, any signature, the implementation fee amount, and renewal pricing. Renewals are "a separate matter". Quarterly payment is offered but not agreed. Any price in the executed order form takes precedence over this proposal.
As found in this document
As at Fri 9 Oct 2026- Price£39,600Source: the AI read of this record
- Growth subscription price£39,600 annual price, billed annually in advanceSource: the AI read of this record
- Total deal value, first year including implementation£51,600Source: the AI read of this record
- Prices and VATshown exclusive of VAT. VAT will be added at the prevailing rate on the invoiceSource: the AI read of this record
- PaymentPayment is on our standard termsSource: the AI read of this record
- Nightly refreshComplete before the working day starts on business days, as for every tierSource: the AI read of this record
- Connector go-liveThe commitment on how quickly each connector goes live will be written into the order formSource: the AI read of this record
The document
Body
Marlcliff Security Services - Proposal
Prepared for: Marlcliff Security Services, Bristol Prepared by: Lewis Kerr, Account Executive, BG-Demo Customer success contact: Daniel Okafor, BG-Demo Date: 14 Apr 2025 Version: 1 (Final)
1. Context
Marlcliff Security Services provides manned guarding, mobile patrol and alarm monitoring to around two thousand business clients across the South West and South Wales. Following our discovery conversations and the demo on your own data, we understand the position as follows.
- Account managers, the control room and credit control each hold part of the picture of a client, and none of them sees all of it.
- Sites, incidents, calls and invoices live in separate systems, so answering a simple question about a client often means asking three people or reconciling by hand.
- You want one place where any of those teams can ask a question in plain English and get an answer drawn from all of the sources.
This proposal sets out how BG-Demo would provide that with B-Viz on the Growth tier.
2. What you would be buying
Read the whole document (5,219 characters)
B-Viz is one AI-queryable layer over your CRM, calls, emails, tickets, finance data and other sources. It is built and run inside your own Snowflake account, so your data stays under your control.
| Element | What it means for Marlcliff |
|---|---|
| Tier | Growth, designed for several teams working from the same data |
| Pages, chat and search | Each client gets a page that brings together sites, incidents, calls and invoices, with chat and search across all of it |
| Dashboards builder | Your teams can build their own views, for example incident trends by client or overdue balances by account manager |
| Quarterly business reviews | Daniel Okafor will run a review each quarter covering usage, value and plans |
| Users and connectors | The standard Growth user and connector allowances |
| Nightly refresh | Complete before the working day starts on business days, as for every tier |
3. Who it is for
- Account managers: a single view of each client before a call or a renewal conversation, including open issues and recent contact.
- The control room: quick access to the history of a site or client when an incident or alarm comes in.
- Credit control: invoices and payment position alongside the operational record, so a chase call is made with the full picture.
4. Implementation
BG-Demo delivers the implementation as a fixed-fee, one-off project. It covers connecting your agreed sources, loading and checking the data, configuring the client pages and training the three teams above. The commitment on how quickly each connector goes live will be written into the order form.
We would agree the order of connectors with you at the start. We suggest beginning with the sources the control room and credit control rely on most, then adding the rest.
5. Pricing
All prices are in pounds sterling and are shown exclusive of VAT. VAT will be added at the prevailing rate on the invoice.
| Item | Amount |
|---|---|
| Growth subscription, annual price | £40k |
| Fixed-fee implementation (one-off) | Included in the total below |
| Total deal value, first year including implementation | £52k |
The £40k is the annual subscription price, billed annually in advance. The £52k is the total value of the deal and includes the one-off implementation fee; it is not an annual price. Subscription renewals after the first term are a separate matter and will be confirmed with you ahead of the renewal date.
Payment is on our standard terms. If you would prefer to pay the subscription quarterly, tell me and I will reflect that in the order form.
6. Service levels
The Growth tier carries the standard Growth service levels:
- Availability at the Growth commitment, with service credits if it is missed.
- First response to a priority one issue within the Growth response time.
- Nightly refresh complete by the start of the working day on business days.
The order form will state these exactly. Anything specific you need beyond the standard position should be raised before signature so it can be written in.
7. What we need from Marlcliff
- An executive sponsor to confirm priorities and sign the order form.
- A named contact in each of the account management, control room and credit control teams.
- Access for our team to the systems being connected, agreed with your IT colleagues.
- Availability for the training sessions once the data is loaded.
8. Next steps
- You review this proposal and send me any questions or changes.
- I prepare the order form under the BG-Demo master agreement, with the connector commitments and service levels set out.
- Once signed, Daniel Okafor and the implementation team agree the project plan and a start date with you.
- Your teams begin using B-Viz as each source goes live, and we hold the first quarterly review after you have had time to build up usage.
I'll send the order form over as soon as you confirm you are happy with the scope and price. If anything here does not match what we discussed, please say so and I will correct it.
Kind regards,
Lewis Kerr Account Executive, BG-Demo
Unusual terms
As at Fri 9 Oct 2026- Quarterly payment offered on request
- Service levels left to order form
- Renewal price not stated