Aldbourne Hospice Care

Demo: On 7 Apr 2026 Sophie Ling and Hannah Lowe showed Fran Whiting her own Salesforce donor data. Fran called it "really strong" and wanted to move forward, but Robin, the finance director, and trustees still had to approve.

Pricing request: On 8 Apr 2026 Fran described the demo as interesting and asked for pricing and implementation details. Sophie promised a Starter proposal, and on 28 Apr 2026 asked Fran for a walkthrough call.

Proposal: On 7 May 2026 Sophie took Robin Hatherell and Fran through the Starter proposal at £28k for the first year. Robin called the pricing reasonable; finance committee approval and team adoption were open, and Sophie gave no renewal figure.

Buying signal: On 11 May 2026 Robin wrote that Aldbourne was keen to move forward and asked for the Starter implementation timeline. On 28 May 2026 a commercial terms call was booked for Thursday at 14:00.

Negotiation: On 5 Jun 2026 Robin said the committee had approved the spend, but the board wanted the ability to scale back if adoption was low. Owen Tallis offered staged payments and a discussion of unwinding after three months, and Robin agreed to go ahead.

Open at the end: The evidence does not show a signed order form or whether the unwinding discussion was written into it. Adoption, the first renewal and the four-week go-live, conditional on customer responsiveness, remain open.

Outreach: On 6 Feb 2026 Alice Brewer invited Jo Fowler, Database Manager, to the 24 Feb 2026 London revenue leaders roundtable. The thread holds no customer reply, and the evidence does not show whether Jo attended.

Scheduling: On 25 Feb 2026 Sophie Ling asked Fran Whiting, Head of Supporter Care, for a discovery call. Fran replied the next day, "That sounds good", and proposed Tuesday at 14:00. The thread does not show that Sophie confirmed the slot.

Discovery: The 2 Mar 2026 call was run by Sophie with Fran. Fran described supporter data scattered across a CRM, a donation platform, email and a ticketing system, and said budget exists this fiscal year.

Commercial: Sophie positioned Starter at twenty-eight thousand all-in, implementation plus the first year. Eight to ten viewers fits Starter's 15 users, but the four named systems already match its four-connector limit.

Open at the end: Sophie was to send the written proposal with scope and timeline. Fran was to take it to her director, who was not on the call and whose role the evidence does not show. The evidence does not show who holds the budget.

Invitation: on 2 Oct 2025 Alice Brewer invited Robin Hatherell, Director of Finance and Resources, to the 16 Oct 2025 BG-Demo webinar on how organisations use B-Viz, with time for questions.

Customer view: the thread holds no reply from Robin, so the evidence does not show interest, attendance or any follow-up.

Open at the end: the read suggests Marketing check whether Robin attended and pass any interest to the account team. A finance and resources lead attending could open a conversation on what B-Viz is worth to the organisation.

Scope: this is the only read of the quarter. It carries no information on usage, tickets, pricing, renewal or other contacts.

Outreach: On 25 Aug 2025 Alice Brewer invited Robin Hatherell, Director of Finance and Resources, to the BG-Demo webinar on Thursday 18 September 2025. The thread holds no customer response and does not show whether Robin attended.

News: On 10 Sep 2025 Community Care News reported that Aldbourne Hospice Care had made a senior leadership appointment during a period of expansion. The item does not name the person or the role.

Read-through: the news read judges the appointment of medium significance, because a new leader may change priorities and ask what B-Viz is worth. The item does not show who holds the budget.

Open at the end: the new leader's identity and role are unknown. The news read suggests asking the customer who it is and whether they should be introduced to B-Viz. No follow-up to the webinar invite is recorded.

This was a thin period of two reads, with no calls, tickets or customer statements, so customer sentiment is not shown.