Dunholm Precision / BB-Demo – Renewal
Callcompleted
Dunholm Precision: documents · 2025-10-20 12:30
With Stuart, Ruth and Karen present, Dunholm Precision accepted the £51,000 renewal on the same terms: sixty users, annual in advance, thirty days. Stuart will sign once Karen has checked the order form.
What was said
What this says
Current to 11 Oct 26With Stuart, Ruth and Karen present, Dunholm Precision accepted the £51,000 renewal on the same terms: sixty users, annual in advance, thirty days. Stuart will sign once Karen has checked the order form.
What happened: Ruth said the usage view showed more of the team, including sales engineers, asking questions. She gave a concrete example of answers in minutes rather than an hour on the phone.
Customer view: Stuart called it good enough, and Karen confirmed the terms match what Tom described. Ruth asked for training for new engineers and overnight loading of calls and quality tickets to continue.
Commercial: the order form is to say sixty users plainly, to land before 10 Nov 2025. Stuart will sign when Karen has checked it.
Watch: the order form had not yet been sent, so nothing is executed.
Themes
Current to 9 Oct 26Theme
Renewal terms and sign-off
Importance
renewal
Sentiment
positive
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send the order form, showing sixty users plainly, before 10 Nov 2025.
- Daniel Okafor to confirm a training date with Ruth Ackroyd by the end of that week.
- Karen Midgley to check the order form the day it arrives.
Risks
Current to 9 Oct 26- The order form is still to be sent and checked, so the renewal is not yet executed.
- Ruth depends on calls and quality tickets loading overnight, so any broken source would hit confidence.
Opportunities
Current to 9 Oct 26- A training session for new engineers can deepen use across the sales engineering team.
Transcript
Daniel Okafor NoneHello, everyone. Thank you for your time. Let me see who we have. Stuart, Ruth, Karen, and Tom's here. Lovely, that's everyone.
Tom Ashdown NoneAfternoon. Or nearly. How was the weekend, all? Anyone get out?
Ruth Ackroyd NoneWet. What's changed since the last call? I've seen the usage view, so I'll start there.- Daniel Okafor NonePlease do. You've had the numbers a week now, so I'd like your reading before mine.
- Ruth Ackroyd NoneMy reading is it's up. More of the team in it, and not just my people. The sales engineers are asking it things now. I checked three customers last week where I'd have been on the phone for an hour, and I had the answer in minutes. Which customer, which part, it just showed me.
Stuart Kenyon NoneSo it's working.- Ruth Ackroyd NoneIt's working, Stuart. I'd say that to you if it wasn't.
- Stuart Kenyon NoneGood enough for me. Then it's the money. Tom?
- Tom Ashdown NoneRight. So I did the page I promised, and it's with Karen. To recap, you're at £46,600 contracted and invoiced today, sixty users, and the renewal deal comes to £51,000. I've checked that against our price list properly since last time, and it holds.
Karen Midgley NoneI've got it. I can see how it's built up, and it matches what you described. Can I ask a couple of things on the terms?- Tom Ashdown NoneGo for it.
- Karen Midgley NonePayment terms. Are they staying at thirty days? And is it annual in advance, as now?
- Tom Ashdown NoneThirty days and annual in advance, same as now. If you'd rather it went quarterly, we can do that on request. I'd just want to confirm how that's written before I promise the detail.
- Karen Midgley NoneAnnual is fine. Cash timing's all right. I wanted to be sure nothing had shifted.
- Stuart Kenyon NoneKeep it simple. Same as now, one year, paid up front, thirty days. Done.
- Daniel Okafor NoneIf I may, Stuart, just to close the loop. Is there anything you'd like included in the next year that isn't in this one? Ruth, what would help your team most?
- Ruth Ackroyd NoneMore of the same, honestly. Keep the calls and the quality tickets loading overnight, that's the thing I lean on. And a bit of training for the engineers who've only just started. They ask the same three questions.
- Daniel Okafor NoneI'd be glad to do a session with them. I'll find a time with Ruth. How is the team finding it, generally? Any grumbles?
- Ruth Ackroyd NoneNo grumbles. Somebody asked for a quicker way to find a particular part number, but that's a how-to, not a fault.
- Daniel Okafor NoneThat's an easy one to show. I'll add it to the session.
- Karen Midgley NoneOn the paperwork, will the order form say sixty users plainly? Phil's finished with the summer one and he'll want the same layout.
- Tom Ashdown NoneSame layout, sixty users written out. I'll send it so it lands before the date we've pencilled, which is Monday 10 November 2025. Does that still suit?
- Stuart Kenyon NoneIt suits. I'll sign it when Ruth's said she's content, which she has, and Karen's checked it.
- Karen Midgley NoneI'll check it the day it arrives.
- Tom Ashdown NoneLovely. Anything else before we go? Anything I've missed?
- Ruth Ackroyd NoneNo. Send me the evidence of the user count if it changes. Otherwise I'm done.
- Daniel Okafor NoneI'll come back to you on the training date by the end of this week. Thank you all.
- Tom Ashdown NoneCheers, everyone. Order form to follow. Speak soon.
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