Kilcolgan Payments / BB-Demo – Proposal
Callcompleted
Kilcolgan Payments · 2025-07-15 15:30
Lewis Kerr walked Diarmuid Kenny and Clodagh Fitzgerald through the Starter proposal on 15 Jul 2025. They raised no objections and asked for signature timing to be pushed back towards the end of the month.
What was said
What this says
Current to 14 Oct 26Lewis Kerr walked Diarmuid Kenny and Clodagh Fitzgerald through the Starter proposal on 15 Jul 2025. They raised no objections and asked for signature timing to be pushed back towards the end of the month.
What happened: Lewis took the customer through the Starter proposal. Four weeks from signature to go-live, a fixed implementation fee, then an annual subscription.
Customer view: Diarmuid asked about break-in time, cost structure, extra users and support. Clodagh said four hours' response is fine because nothing mission-critical runs on day one.
Commercial: Diarmuid said mid-August was tight and end of month would be better. Lewis restated signature by the fifteenth of August and Clodagh said that gives time to discuss internally.
Watch: no order form is executed in this call. The proposal remains an open item until signed, and the signing date is still contested.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to send a clean order form that week.
- Diarmuid Kenny and Clodagh Fitzgerald to discuss internally and confirm signature timing.
Risks
Current to 9 Oct 26- The customer asked for end of month but the call settled on the fifteenth of August, so signing could slip.
- Support expectations are set at four business hours with no Premium support.
Opportunities
Current to 9 Oct 26- Fifteen users is described as probably enough, but the ten-user add-on was discussed as a later option.
- A training day add-on and Premium support were both offered if the customer wants more.
Transcript
Lewis Kerr NoneDiarmuid, Clodagh, thanks for making time. I know you've both had a chance to look at the proposal, so I'm here to walk through it and answer any questions.
Diarmuid Kenny NoneYes, we've looked at it. Good to understand what we're signing up for. What's the break-in period, from signature to go-live?- Lewis Kerr NoneFour weeks. We'll kick off immediately after signature, build the connectors, CRM, helpdesk, the call recorder: set up a sandbox for testing, and then go live. You'll have access throughout, and Clodagh's team will be part of the testing.
Clodagh Fitzgerald NoneAnd the training, how much support are we getting there?- Lewis Kerr NoneFor Starter, you get written guides and a call with our team to walk through the search and dashboard features. If you'd like more than that, there's a training day add-on, but typically the written material and a call gets people moving.
- Diarmuid Kenny NoneRight. And the cost: the implementation is a one-time thing, and then annual?
- Lewis Kerr NoneExactly. Implementation is fixed upfront. The annual subscription renews each year. I've got it set out in the doc.
- Diarmuid Kenny NoneAnd if we need more users than the fifteen, what's the cost?
- Lewis Kerr NoneThere's an add-on for ten additional users. But from what Clodagh said, fifteen should be plenty for your go-live.
- Clodagh Fitzgerald NoneProbably. We can always add later if we need to.
- Lewis Kerr NoneAbsolutely. And for data freshness, nightly refresh by seven in the morning, business days. Any issues with that?
- Diarmuid Kenny NoneNo, that works. One thing, support. If something breaks, how do we get help?
- Lewis Kerr NoneStarter comes with email support. We aim to get back to you within four business hours. If you need something faster, we offer Premium support as an add-on.
- Clodagh Fitzgerald NoneFour hours should be fine for us. We're not running mission-critical stuff on this day one.
- Lewis Kerr NoneGood. So the implementation and the annual fee are in the proposal. If you're happy with all that, we can move forward with an order form. Would you like to sign by mid-August, or do you need more time to decide?
- Diarmuid Kenny NoneMid-August is tight. End of month would be better.
- Lewis Kerr NoneRight. So signature by the fifteenth of August, then. Does that work?
- Clodagh Fitzgerald NoneYeah, that gives us time to discuss internally.
- Lewis Kerr NonePerfect. I'll send over a clean order form this week and we can confirm details. Any other questions?
- Diarmuid Kenny NoneNo, I think we're good.