9 Oct 26Proposal
Jordan Pike presented Growth to Vanessa Guerrero and CFO Travis Whitaker. They are positive but find end of November tight. Several figures and terms stated on…
9 Oct 26QBR
Copperwick's CFO Mike Delaney questioned paying for forty seats with under nine active users and asked for a one-page ROI before any renewal talk. Usage and…
8 Oct 26Proposal
Matteo Ricci presented the Starter proposal to CFO Ronan Mulcahy and Aoife Brophy. Ronan wants every number, discount and go-live date in writing. The order…
8 Oct 26Negotiation
Negotiation call on the Enterprise award at £155,000 total. The agency's terms lead, a DPA is to be signed alongside, and signature is planned by Fri 13 Nov…
8 Oct 26Demo
Theo Gallagher demoed search, scheme pages and dashboards to Eilidh Rutherford, who said she was ready to proceed. The proposal is still to come, with a…
8 Oct 26Proposal
On 8 Oct 2026 Karl Tennison and Anne Kirkhope said Starter is right for them. Sophie Ling quoted year one pricing, but the stated total does not match its…
8 Oct 26QBR
At the 8 Oct 2026 QBR, CFO Thomas Schumacher questioned paying for 150 licences with about forty active and asked for a named plan. Usage is nearly double the…
7 Oct 26Proposal
Simon Furniss, the Chief Executive, asked for the cost split before anything else. The £62,000 is a whole deal value, not a yearly figure. He will review the…
7 Oct 26Proposal
Abermule's CFO wants the £155,000 deal split into annual and one-off, plus service levels, security review scope and exit terms, in one written pack.…
7 Oct 26Demo
Demo of the brain on merchant data to Lotte Vermeulen on 7 Oct 2026. She said she was impressed and asked the price. Matteo Ricci recommended Growth at £50,000…
7 Oct 26Discovery
Scheldevaart Logistics' Head of Insight and Managing Director described hours lost joining Salesforce, customs, email and SharePoint data by hand. Sophie Ling…
7 Oct 26Discovery
Harbrook Utility Services described manual reconciliation across Salesforce, dispatch, Xero and Gong. Sophie Ling positioned Enterprise for sixty to seventy…
6 Oct 26Proposal
Kristen Haugen has read the proposal twice and finds the scope fine. Price is the sticking point for her director. She wants a trial on three marina accounts,…
6 Oct 26Proposal
Sophie Ling walked Lynsey Bainbridge through a Growth proposal totalling £62,000. Lynsey wants repairs onboarded earlier and written terms on adding teams. An…
6 Oct 26Check in
Kerry Bramall says the account is going well and she would say keep it. Regular users are up and she floated adding the lettings negotiators, which would need…
6 Oct 26Proposal
Lisa Dewhirst confirmed Growth is right and the decision date is still Fri 20 Nov 2026. The deal amount is £62,000 plus VAT, implementation included. IT…
6 Oct 26Discovery
Discovery with Donna Ibbotson, Head of Insight, who wants one auditable view across four or five systems under FCA rules. Harvey Doyle pitched Enterprise but…
6 Oct 26Kickoff
Ardcarne's Chief Data Officer wants one trusted view of each broker firm. She starts small, expects usage to grow in a controlled way, and asked what happens…
6 Oct 26Win back
Douglas Baird and Fiona Mackie asked Nell Ashcombe for termination terms, fit with the group standard and a one-page case. No contract is live; Fiona cannot…
6 Oct 26Win back
Douglas Baird says the group standard platform has not served Lornefield on member queries or trustee calls. With the group's Integration Director, Fiona…
5 Oct 26Proposal
Jordan Pike walked Christine DiNardo through a Growth proposal for the referral team at £62,000 all in for the first term. Close is pencilled for 26 Nov 2026,…
5 Oct 26Demo
Demo to Withnell Fold on 5 Oct 2026. Interest is real but gated: three open items, a named owner for the practice system connector, and managing partner…
5 Oct 26Check in
Leanne Partington got a complaint answered in about five minutes from B-Viz, matching the plant. Use is up a little and credit has started. Her director asked…
5 Oct 26Check in
Sharon Tilley values B-Viz for client incident answers, but about ten of forty Growth users are active and she is paying for forty. Money goes to her boss. She…
5 Oct 26Proposal
On the 5 Oct 2026 proposal call, Lydia Ashurst said Jonathan is ready to move forward at Growth. Lewis Kerr quoted £62,000 all-in for the first year, with an…
5 Oct 26Check in
On the 5 Oct 2026 check-in, Vikram Sethi said only about ten core people use the brain and the wider team has not taken to it. Elena Novak proposed an on-site…
5 Oct 26Check in
Tomasz Wiśniewski reported good adoption, no tickets in the last month and steady usage, with a fair share of the 160 seats quiet. Four actions were agreed,…
5 Oct 26QBR
Brenneck Pay's QBR on 5 Oct 2026 showed growing but narrow use. The COO wants a board-ready value example and written exit wording before renewal on 3 Feb…
5 Oct 26Negotiation
Brenneck Pay's COO will not sign the Growth to Enterprise expansion until security and procurement conclude. The 7 Oct 2026 close date was dropped and the…
5 Oct 26Proposal
Proposal call with Jun Tan and CFO Hao Goh. Growth tier quoted at £50,000 a year plus £12,000 implementation. Hao asked about renewal price, support and exit…
5 Oct 26Negotiation
On 5 Oct 2026 Kilcarra Medical's CFO asked for flexibility on cost. Matteo Ricci offered fifty percent off the Starter subscription for three months. Conor…
2 Oct 26Proposal
Proposal call on a company-wide Enterprise deal. Privacy and security review must come before any signature. The £155,000 is total deal value with…
2 Oct 26Negotiation
Negotiation on a Starter proposal. Finance Director Sarah Northcott wants something under twenty-five; Owen Tallis offered up to 20% off the subscription for…
2 Oct 26Proposal
Held 2 Oct 2026. Chief Operating Officer Gregory Hasselbeck has no objection to the scope of the £12,000 branch and patient-services expansion if privacy and…
1 Oct 26Check in
Neil Craven reports B-Viz working, with no tickets and no stale data. He wants branches using it before widening. A finance board pack is a possible dashboards…
1 Oct 26Check in
On the 1 Oct 2026 check-in, Rebecca Ainsworth said she is happy with B-Viz. Active users are just over twenty of eighty seats. Claims and underwriting are…
1 Oct 26Proposal
Matteo Ricci presented a Starter proposal: £22,000 annual fee, £6,000 implementation, live in four weeks. Katharina Richter and Jörg Zimmermann asked sensible…
1 Oct 26Proposal
On the 1 Oct 2026 proposal call, Beth Venn said finance had signed off on the Growth terms Harvey Doyle quoted and that signing before the end of November…
1 Oct 26Renewal
Renewal call on 1 Oct 2026. Siân is leaning yes on condition of a measured value case. Mandy wants the seat count and ledger reconciliation clean. Graham was…
1 Oct 26Discovery
Oliver Pennock and Maxine Ojo, the Chief Executive, described about thirty schemes with data split across four systems. Sophie Ling suggested Growth, and…
1 Oct 26Security review
Security review on 1 Oct 2026: Euan Rattray is minded to accept the just-in-time access design as evidenced, but keeps the post-incident finding open until…
1 Oct 26Proposal
Matteo Ricci took Fiona Gledhill, Chief Operating Officer, through the Growth proposal on 1 Oct 2026. She called it reasonable and will review. Access control…
1 Oct 26Demo
Anders Bech watched the brain run on Strandvig's own Salesforce and call data and recognised the manual work it replaces. He asked for a proposal and said he…
1 Oct 26Check in
Ed Duckworth reports steady, growing use by the renewals team with no issues. Daniel Okafor floated Growth for operations; Ed will talk to Ravi but made no…
30 Sep 26Onboarding
Onboarding with Rosalind Pidgeon and Bryony Vosper. Visits is live, invoices nearly there. A farm invoice total looked lower than the accounts, and two admins…
30 Sep 26Proposal
Proposal call with Wendover Kast's COO and VP Agency Operations. Frank Delgado put the security review first and asked for a reference. Target signature is 8…
30 Sep 26QBR
At the 30 Sep 2026 QBR Gareth Whitlam again asked what £44,000 a year buys with under four of forty users active. One analyst carries the brain, and he is not…
29 Sep 26QBR
QBR on 29 Sep 2026. Usage is steady but sits with a few people, the connector sync ticket was the customer's own role grant, and Femi Adeyemi wants a measure…
29 Sep 26Discovery
Ashtonbury Housing's operations director and COO described manual cross-system reporting and a need for at-a-glance KPIs. Tom Ashdown pitched Starter; the…
29 Sep 26QBR
Natasha Pryor asked for a defensible value case and a straight account of two high priority tickets, one a refresh that finished after seven. She also wants…