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Marlcliff Security Services - Renewal Proposal v1

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Marlcliff Security Services logo Marlcliff Security Services · renewal proposal · draft · 30 Mar 2026

Draft renewal proposal from Lewis Kerr dated 30 Mar 2026 for the Growth tier: one year, 40 users, annual price £44k billed in advance. It is not an offer until an order form is issued and signed. Current term ends 4 Jun 2026.

What it says

What this says

As at Fri 9 Oct 2026

Draft renewal proposal from Lewis Kerr dated 30 Mar 2026 for the Growth tier: one year, 40 users, annual price £44k billed in advance. It is not an offer until an order form is issued and signed. Current term ends 4 Jun 2026.

What it is: a first draft from the Account Executive, marked "Draft for discussion. Not an offer until an order form is issued and signed." It proposes renewing Growth with no change to scope.

Commits: nothing binding. Section 8 says it "becomes binding only when an order form is issued and signed". The proposed terms are an annual price of £44k, 40 licensed users, annual billing in advance, and prices excluding VAT.

Unusual: the text sets £44k beside a contracted annual recurring revenue of £40k and offers to explain how the two relate. It does not say why they differ, whether a discount applied or whether the renewal price follows the price book.

Not settled: three open points remain (value summary in QBRs, annual or quarterly billing, signatory and invoice recipient). The text does not show whether the order form was issued or signed, and the as-of date is after the stated term end.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

As found in this document

As at Fri 9 Oct 2026
  • Date end4 Jun 2026Source: the AI read of this record
  • Date renewal4 Jun 2026Source: the AI read of this record
  • Price£44,000Source: the AI read of this record
  • Annual price£44,000Source: the AI read of this record
  • Total value of the renewal£44,000Source: the AI read of this record
  • Term and billingOne year, annual, billed in advanceSource: the AI read of this record
  • Licensed users40Source: the AI read of this record
  • Nightly refreshcompleting by 07:00 UK time on business daysSource: the AI read of this record
  • Service creditsremain available for availability, as set out in your current order formSource: the AI read of this record

The document

Body

Marlcliff Security Services - Renewal Proposal v1

Status: Draft for discussion. Not an offer until an order form is issued and signed.

Prepared forMarlcliff Security Services, Bristol
Prepared byLewis Kerr, Account Executive, BG-Demo
Customer Success ManagerDaniel Okafor
Date30 Mar 2026
SubscriptionB-Viz Growth
Current term ends4 Jun 2026

1. Context

Marlcliff Security Services joined BG-Demo on 5 Jun 2025 on the Growth tier. The business runs manned guarding, mobile patrol and alarm monitoring for around two thousand business clients across the South West and South Wales. You bought B-Viz so that account managers, the control room and credit control can see each client's sites, incidents, calls and invoices in one place, rather than reconciling separate systems by hand.

The current term ends on 4 Jun 2026. This proposal sets out what we suggest for the next annual term, so that there is plenty of time to talk it through, and so that nothing about the renewal comes as a surprise.

2. How the first year has gone

Read the whole document (4,804 characters)

This section draws on the usage and support records we hold for the account. It is a summary, not a full review, and Daniel will cover the detail at the next check-in.

  • Adoption is growing. The number of people using B-Viz on a typical day has risen sharply compared with the previous quarter. That is the movement we most like to see, because it suggests more of your teams are asking B-Viz rather than going back to the underlying systems.
  • Support has been quiet. There have been no tickets in the last thirty days, and none that were high priority.
  • Billing is clean. There are no overdue invoices on the account.

What the records do not show is how much time or money your teams have saved. To put a number on it, we would like to work with you on a short value summary before the renewal, using your own measures from the control room and credit control.

3. What we propose

We propose renewing on the same tier, with no change to scope.

ItemProposal
TierGrowth
TermOne year, annual, billed in advance
Licensed users40
ConnectorsThe Growth connector allowance
Included featuresPages, chat and search, the dashboards builder, quarterly QBRs
Annual price£44k
Total value of the renewal£44k
Implementation feeNone; this is a renewal, not a new engagement

All prices exclude VAT, which will be added at the prevailing rate on the invoice.

For reference, your contracted annual recurring revenue today is £40k. The renewal figure above is the annual price we are proposing for the next term. Once you have read this, I am happy to go through how the two figures relate, line by line.

4. Service levels

The Growth tier's standard service levels continue to apply: the standard Growth availability commitment, the Growth first-response time for priority one issues, and the nightly refresh completing by 07:00 UK time on business days. Service credits remain available for availability, as set out in your current order form. We are not proposing any change to these terms.

5. Headroom

Your licensed users are set at 40. Because usage has been rising, it is worth watching how close you get to that number over the coming months. We are not recommending any change today, and I would not suggest one unless the usage supports it. If it does, additional users can be added, co-termed to your renewal, so that you have a single renewal date and a single invoice cycle.

6. Open points

As this is a first draft, the following are still to be agreed with you:

  1. Whether you want the quarterly QBRs to include a short value summary for your leadership team.
  2. Whether billing should stay annual in advance or move to quarterly, which we can offer on request.
  3. Who at Marlcliff will sign the renewal order form and who will receive the invoice.

7. Next steps

StepOwnerTiming
Review this draft and send commentsMarlcliff Security ServicesOver the next couple of weeks
Walk through usage and the value summaryDaniel OkaforAt the next QBR
Issue the renewal order form under the existing MSALewis KerrOnce the open points are agreed
Signature of the order formMarlcliff Security ServicesBefore the current term ends on 4 Jun 2026

I'll send that over today to Daniel as well, so that he can pick up the adoption points with your team directly.

8. Acceptance

This proposal becomes binding only when an order form is issued and signed by an authorised signatory for Marlcliff Security Services and for BG-Demo. The signature block will appear on the order form.

Kind regards,

Lewis Kerr Account Executive, BG-Demo

Documentsmade from

Unusual terms

As at Fri 9 Oct 2026
  • Proposed price shown beside contracted annual recurring revenue of £39,600
  • Not binding until order form signed

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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