Yealmpton Accountants - Proposal v1
Documentdraft Yealmpton Accountants · proposal · draft · 31 Jul 2024
Internal draft proposal v1 of 31 Jul 2024 from Priya Raman for a Starter subscription at £20k a year, with a total deal amount of £26k. It was not issued to the prospect, and the standard Starter service level applies by reference.
What it says
What this says
As at Fri 9 Oct 2026Internal draft proposal v1 of 31 Jul 2024 from Priya Raman for a Starter subscription at £20k a year, with a total deal amount of £26k. It was not issued to the prospect, and the standard Starter service level applies by reference.
What it is: a first-version proposal prepared by Priya Raman, Account Executive, marked "DRAFT: for internal review, not yet issued to the prospect." It recommends Starter for one team.
Commits: nothing, as it is an unissued draft. It states "Annual subscription, Starter tier" at £20k and "Total deal amount" at £26k, and says the total "is not an annual price."
Unusual: the service levels section gives no figures and says only that "The standard Starter service level applies, as set out in the order form." The £6,000 difference between the two figures is not itemised in the text.
Not settled: the document lists "Final list of connected systems to be confirmed" and "Commercial terms to be checked before this proposal is issued." It does not show whether a later version was issued or an order form signed. It is an open item, not contracted paper.
As found in this document
As at Fri 9 Oct 2026- Price£19,500Source: the AI read of this record
- Annual subscription, Starter tier£19,500Source: the AI read of this record
- Total deal amount£25,500Source: the AI read of this record
- Service levelsThe standard Starter service level applies, as set out in the order form.Source: the AI read of this record
The document
Body
Yealmpton Accountants Proposal
DRAFT: for internal review, not yet issued to the prospect.
Prepared for: Yealmpton Accountants, Plymouth
Prepared by: Priya Raman, Account Executive
Date: Wednesday 31 July 2024
Version: 1
1. Context
Yealmpton Accountants advises farms, marine businesses and family companies across Devon and Cornwall. Client managers need each client's queries, deadlines and fees in one place. B-Viz brings those together so your team can ask one question and get an answer across all of them.
2. Recommended tier
Starter, for one team. It includes the Starter user allowance, the Starter connector allowance, pages, chat and search, and a six-monthly check-in.
3. Pricing
| Item | Amount |
|---|---|
| Annual subscription, Starter tier | £20k |
| Total deal amount | £26k |
The total deal amount is the value of the whole deal. It is not an annual price.
4. Service levels
The standard Starter service level applies, as set out in the order form.
5. Next steps
- Confirm which systems the practice wants connected first.
- Agree a start date for implementation.
- Sign the order form under the master services agreement.
Read the whole document (1,400 characters)
To keep momentum, I would like to agree the start date with you soon.
6. Open points
- Final list of connected systems to be confirmed.
- Commercial terms to be checked before this proposal is issued.
Unusual terms
As at Fri 9 Oct 2026- total deal amount differs from annual price
- service levels by reference only