Delaunay Brisset Courtage

Demo: The period holds one read, the 18 Feb 2026 call. Matteo Ricci and Hannah Lowe demoed the brain on her data to Claire Vasseur, Head of Operations, who asked about refresh timing, connectors, support response and her contact.

Commercial: Growth was quoted at £12k implementation and £44k a year. Matteo promised a proposal and an MSA redline by the end of that week, with a follow-up the following Thursday at 14:00 her time.

Customer view: Claire named Xero, the call recorder and Slack as priorities. She said she would discuss it with her IT director and CFO, and the evidence does not show their views.

Watch: The call said thirty-one users and twelve weeks, while Growth as sold includes 40 users and an eight-week implementation. £44k is the v1 list price, and the v2 list for new business from 1 Dec 2025 is £50k.

Open at the end: The proposal, the MSA redline, the CFO and IT director decision, security review and legal were all outstanding. The target close date may slip. The evidence does not show whether the proposal was sent.

Scheduling: In the 17 Dec 2025 thread, Matteo Ricci, Account Executive, asked Claire Vasseur, Head of Operations, for a discovery session after an earlier call. Claire replied that next week suited and proposed Thursday morning.

Discovery: On the 29 Dec 2025 call, Matteo met Claire and Laurent Brisset. Claire described client history split across Salesforce, spreadsheets, email and SharePoint.

Need: Laurent wants client profitability and churn intelligence, which he currently builds by hand. The call read rates the customer's sentiment as positive.

Commercial: Matteo recommended Growth, with eight connectors and 40 users, at £50k annually plus £12k implementation. He said it goes live in eight weeks and includes a security review.

Watch: Security review support belongs to Enterprise implementation, so the Growth promise needs checking before it goes in writing. As a regulated broker, the customer may also suit Enterprise.

Open at the end: Matteo owes demo dates and written confirmation of the proposal to Claire and Laurent. The evidence does not show whether the demo was held, or whether the thread's Thursday slot was confirmed.