Demo: On 1 Apr 2025 Lewis Kerr and Hannah Lowe demonstrated B-Viz on the customer's Salesforce data. Kirsty Carswell said the May or June kickoff works, and Jon Naylor pressed on security because candidate data and client fees are sensitive.

Scheduling: A thread dated 1 Apr 2025 arranged the demo, and Jon replied on 2 Apr 2025 offering Thursday or Friday. No concerns were raised.

Proposal: On 21 May 2025 Megan asked for nothing more than a slot, replying that she had reviewed the proposal and suggesting Tuesday at 10:00. The 2 May 2025 call had already set the terms: Starter at £20k a year plus a £6,000 one-off implementation, £26k in total.

Pricing detail: Megan said it was the right direction subject to a finance check. The call stated the Starter soft user limit as around forty users, which differs from the price book.

Negotiation: On 29 May 2025 Megan said finance had signed off and asked to invoice the £6,000 implementation on signing, then split the £20k across the first year. Owen Tallis agreed in principle and Lewis was to check with finance.

Open at the end: The order form was not shown as executed. Go-live by early June depended on credentials arriving the week after signature, and Kirsty wanted four weeks to mean live, not just build finished.

Discovery: Lewis Kerr ran a discovery call on 6 Mar 2025 with Kirsty Carswell, Head of Client Services. She described placement and candidate data spread across an ATS, email, a CRM and spreadsheets.

Customer view: manual reporting to clients is slow, and she said faster answers would make them more competitive. She wants placement, success-rate and time-to-placement views.

Commercial: Lewis positioned Starter and quoted a first-year all-in figure of twenty-five thousand five hundred, then £20k a year at renewal. Kirsty called that reasonable and asked for the demo.

Risks: the ATS, Microsoft 365 email, CRM and Xero fill the four-connector Starter limit. She said the CRM is not fully populated, so answers may rest on weak source data.

Pricing watch: if the account signed under v1, its first renewal on or after 1 Jul 2026 would move to the v2 Starter list of £22k (+12.8%), not the £20k quoted.

Open at the end: Lewis to send reading material and book a demo on Stannard Vale's own data for late April or May. Kirsty is to bring Sarah, the analyst, and ideally an IT person. A proposal follows the demo. No order form is shown in this period.

News: the 5 Dec 2024 item says the Leeds-based finance and accountancy recruiter is strengthening its management team to support expansion and service delivery. This is the only read in the period.

What is missing: the item gives no name and no role for the new leader, and the evidence does not show who was appointed or what they will own.

Read-across: the read judges that a new leader may change priorities and how value is judged. It sees a possible risk that the leader questions the value of existing tools, and a possible opening for a value case for the brain.

Open at the end: the read suggests asking the customer contact at the next call who has been appointed and what they will own. The evidence does not show that this was done in the period.