Copperlane Payroll / BB-Demo – Negotiation
Callcompleted
Copperlane Payroll: documents · 2025-05-01 11:15
Copperlane's chief executive, Mark Brearley, said they should go ahead with the Starter tier. Dan Kitching accepted the numbers, and the order form was wanted by mid-May to hold the timeline.
What was said
What this says
Current to 11 Oct 26Copperlane's chief executive, Mark Brearley, said they should go ahead with the Starter tier. Dan Kitching accepted the numbers, and the order form was wanted by mid-May to hold the timeline.
What happened: On 1 May 2025 Priya Raman and Owen Tallis walked Mark, Rebecca Nuttall and Dan through Starter terms: six thousand upfront for implementation, then nineteen thousand five hundred a year. Implementation was four weeks.
Customer view: Rebecca was keen and Dan said he was happy with the numbers. Mark leaned towards signing but asked whether terms change at renewal.
Commercial: Owen said renewal next year would be on current pricing, which is where they are now. That sets an expectation to check against the price book, where later renewals move to the v2 list.
Watch: Rebecca asked about extra users beyond fifteen and was told only that there is a small add-on fee.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Priya Raman sends the Starter order form for signature by mid-May.
- Owen Tallis confirms in writing what price applies at the first renewal.
- Priya Raman agrees the add-on fee for users beyond fifteen with Rebecca Nuttall.
Risks
Current to 9 Oct 26- The renewal price expectation given on the call may not match the price book at a later renewal.
- The signing deadline of mid-May leaves little room for slippage.
Opportunities
Current to 9 Oct 26- Rebecca asked about growth in users, which points to a later add-on of users or an upgrade.
Transcript
Priya Raman NoneMark, Rebecca, Dan, thanks for making time. So we've had a good demo and Rebecca's keen. I want to walk through what we'd deliver and what this looks like financially.
Mark Brearley NoneSure. What's the investment?
Owen Tallis NoneSo the brain for you is Starter tier, that's everything you saw in the demo. Fifteen users, four connectors. Implementation is six thousand upfront, then nineteen thousand five hundred a year.
Dan Kitching NoneSix thousand upfront plus nineteen five a year, what does the implementation cover?- Priya Raman NoneWe connect your CRM, payroll system, finance system, and one more of your choice. We do the architecture, train your team, make sure it all works. That's four weeks.
- Mark Brearley NoneSo after four weeks it's live?
- Priya Raman NoneYeah, you're asking questions.
- Dan Kitching NoneAnd the nineteen five, is that invoiced up front or monthly?
- Owen Tallis NoneAnnual in advance, start of each year. Standard terms for us.
Rebecca Nuttall NoneThat's fine. What if we grow? If we add more users, does the price change?- Priya Raman NoneYou've got fifteen included. If you want to add more, that's a small add-on fee per user. We can talk about that when you need it.
- Mark Brearley NoneAnd support? If something breaks?
- Owen Tallis NoneYou get our standard support, four-hour first response on issues. You're also getting a quarterly business review with your CSM, so we're checking in with you four times a year on usage and value.
- Rebecca Nuttall NoneThat sounds fair. Mark, thoughts?
- Mark Brearley NoneI think we should do this. But let me ask, if we renew next year, do the terms change? Or is it locked in?
- Owen Tallis NoneIt's an annual contract. At renewal next year, you'd be on our current pricing, which is where you are now.
- Dan Kitching NoneOkay. I'm happy with the numbers. When would we need to commit?
- Priya Raman NoneWe'd need the order form signed by mid-May to keep the timeline we talked about. We'd kick off implementation straight away after that.