Period content: this digest rests on one read, an email thread dated 9 Nov 2024. Nothing else is recorded for the quarter.

Invitation: Sofia Marchetti invited Jackie Revill, Finance Manager, to a peer roundtable for revenue operations leaders in London on 26 Nov 2024. The message is generic and does not touch a contract, price or renewal.

Customer view: the thread holds no customer response, so interest in the event is not shown. The read's sentiment is neutral and its voice is unknown.

Open at the end: no next step is stated, no risk or opportunity is recorded, and the evidence does not show whether Jackie attended.

Demo: This period holds one read, the 19 Apr 2023 call. Nell Ashcombe and Tobias Renwick demonstrated Starter to Wendy Skelton using Hensall Grange Care's own CRM and call data.

Customer view: Wendy found the pages very clean and called the demo really promising. Her use case is matching admissions to invoices, so the accounting system would be the fourth connector.

Commercial: Starter was quoted at twenty-five thousand five hundred pounds for the first year including implementation, with fifteen users and four connectors. Nell promised a proposal around the middle of the following week.

Risks: Wendy's director and IT must review the proposal, and neither joined the call. The evidence does not show who the director is.

Open at the end: The proposal was still to be sent and reviewed. The four-connector limit is used up by CRM, calls, emails and accounting. The evidence does not show whether a deal was signed.

Period: this digest rests on one read, the 21 Mar 2023 discovery call between Nell Ashcombe and Wendy Skelton, Operations Director.

Need: Wendy said finance, operations and HR each hold their own spreadsheets, and board reporting takes days.

Commercial: Nell quoted Starter at about £6,000 implementation and around £20k a year, with 15 users and four connectors. Growth at £44k was mentioned as the expansion path.

Customer view: Wendy called the pricing more reasonable than she expected. She asked about expansion and whether the price covered all three homes.

Open at the end: Wendy owes the HR system name by Friday, and Nell is to send demo slots and a follow-up email with the timeline. The demo is to run on the customer's own Xero, Zendesk and HR data with stakeholders present.

Gaps: the call does not show who else would attend the demo or whether a budget is approved. Operations data in spreadsheets and loose files may be harder to connect than a system.