What was said
What this says
Current to 11 Oct 26Pricing call on Growth. Helen Marsden needs the one-off fee and annual subscription split in the order form, plus data-location answers for information governance. Signature on 16 Aug 2024 holds only if the form arrives next day and questions come in that week.
What happened: Helen Marsden set out five things she needs before signing, led by a sentence in the order form on reconciling figures to the housing management system. Owen Tallis held the headline price and offered quarterly payment instead.
Commercial: the fifty-six thousand figure is the total deal value with the one-off implementation included, not the annual subscription. Owen did not answer how the implementation fee is invoiced and promised it with the order form.
Watch: Helen recommends but does not sign; the finance director signs. Information governance may raise concerns about tenant data, and the analyst who knows the repairs data is a small-team constraint.
Customer view: she said repairs and complaints in one place sold it to her.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown sends the order form with the reconciliation sentence and the fee split the next morning.
- Owen Tallis confirms how the implementation fee is invoiced before signing.
- Tom Ashdown sends the data-location one-pager and an implementation load calendar.
Risks
Current to 9 Oct 26- Signature on 16 Aug 2024 depends on the order form arriving next day and information governance questions coming in that week.
- The finance director signs, so Helen can only recommend the deal.
- The analyst who knows the repairs data best may be stretched by the implementation.
Opportunities
Current to 9 Oct 26- A plain one-pager on where data sits in the customer's own Snowflake account could clear the security concern early.
- Quarterly subscription payment is available on request and could ease the pricing discussion.