Tom Ashdown

Calderbrook Housing Group / B-Brain – Negotiation

Callcompleted

Calderbrook Housing Group: documents logo Calderbrook Housing Group: documents · 2024-08-05 16:00

Pricing 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 was said

What this says

Current to 11 Oct 26

Pricing 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.

AI · claude-sonnet-5-5 · 11 Oct 2026

Themes

Current to 9 Oct 26
Theme
Growth deal signing conditions
Importance
neutral
Sentiment
mixed
Voice
champion

Who 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.

Transcript

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