What was said
What this says
Current to 11 Oct 26Helen Varley wants to go ahead on the Growth proposal. Andrew Pickering, the Finance Director, would not agree on the call and wants renewal terms and review cadence written into the order form before 12 Apr 2024.
What happened: Priya Raman presented the Growth scope, the whole-deal price including the fixed implementation fee, and the plan after signing. The call was held on 14 Mar 2024.
Customer view: Helen said the demo answered what she needed and she wants to go ahead. Andrew said he could not agree today and wants everything in writing.
Commercial: Andrew was not satisfied by being told that list price changes would be discussed at renewal time. Priya committed that the order form would be explicit about renewal terms and the review cadence.
Watch: Andrew said silence is not reluctance, so Priya must chase. The evidence does not show whether the order form was signed.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Priya Raman to send the proposal and a draft order form the day after the call, with renewal terms and review cadence explicit.
- Priya Raman to introduce Marcus Bell before signing and hold a short follow-up call early the next month.
Risks
Current to 9 Oct 26- Andrew Pickering did not agree on the call and will review with advisers, which puts the 12 Apr 2024 signature date under pressure.
- Renewal pricing was left open, and he wants it explicit in the order form.
Opportunities
Current to 9 Oct 26- Helen Varley, the commercial sponsor, wants to go ahead and has headroom in the Growth limits for extra users or connectors later.