Inchcolm Drinks / BB-Demo – Proposal

This is the first priced conversation with Inchcolm Drinks. The open Growth deal sits at CRM stage demo, and the 7 Sep 2026 discovery call left the subscription price and fixed fee unstated. Gregor Tulloch, the Finance Director, needs those numbers for budget.

Context: Inchcolm Drinks is a prospect with no contract, invoices or usage. Isla Moncrieff and Gregor Tulloch agreed to move forward on 7 Sep 2026 after describing manual work across Zendesk, Salesforce and Xero.

Approach: Bring a Growth proposal that states the v2 list price of £50k and the £12k implementation fee. Agree any first-term discount with Owen Tallis beforehand, and tie the proposal to the reconciliation pain both leads described.

The CRM deal amount of £62k is a CRM claim, not a quoted price. Check it against what the proposal actually offers before the call.

Watch for: Gregor is not on the attendee list, so the numbers may have to reach him second-hand. Isla is the only customer attendee. Ellen Cairns, Procurement Lead, has no recorded activity, and the record does not show who signs the order form.

AI · claude-opus-5-5 · 14 Oct 2026