Lindqvarn Retail / BB-Demo – Proposal
Callcompleted
Lindqvarn Retail: documents · 2025-12-16 12:15
On 16 Dec 2025 Tom Ashdown walked Karin Sjöberg and Mats Eklund through an expansion proposal valued at £1,216 in his CRM. Karin questioned the need given spare licences, and Mats agreed to nothing without the numbers.
What was said
What this says
Current to 11 Oct 26On 16 Dec 2025 Tom Ashdown walked Karin Sjöberg and Mats Eklund through an expansion proposal valued at £1,216 in his CRM. Karin questioned the need given spare licences, and Mats agreed to nothing without the numbers.
What happened: Tom presented an addition on top of the Enterprise contract, which he put at ninety-nine thousand a year. The deal in his system was £1,216, to be confirmed in writing.
Customer view: Karin challenged why they need it with licences to spare and will check with two team leads. Mats called it small, wants one clear invoice line, and asked for the return.
Commercial: Tom pencilled a decision for 9 Feb 2026 and planned to line the addition up with the 1 Jun 2026 renewal. He promised Mats early renewal numbers.
Watch: The evidence does not show the written proposal or the outcome. The figure is a CRM deal amount quoted on the call, not an executed order form.
Themes
Current to 9 Oct 26Theme
Expansion proposal and renewal alignment
Importance
upsell
Sentiment
mixed
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 written proposal with the figure, scope, invoicing and renewal alignment.
- Karin Sjöberg to check with the two team leads and answer before 9 Feb 2026.
Risks
Current to 9 Oct 26- Karin Sjöberg is unsure the expansion is needed given spare licences, and Mats Eklund wants the return shown.
- Adding the expansion could complicate paperwork ahead of the 1 Jun 2026 renewal if not tied in cleanly.
Opportunities
Current to 9 Oct 26- A small expansion on the Enterprise contract was requested by the customer service and e-commerce teams.
- Aligning the addition with the renewal date gives one date to manage and a reason to engage Mats early.
Transcript
Tom Ashdown NoneHello, hello. Karin, Mats, good afternoon. How's your week been? Properly busy, I'd guess, this near Christmas.
Karin Sjöberg NoneGood afternoon, Tom. Yes, busy. The stores are full of people. How are you?- Tom Ashdown NoneCan't complain. Bit of rain, bit of tinsel. Right, thanks for making time. Mats, I've sent the one-pager ahead so you've seen it.
Mats Eklund NoneGood afternoon. I confirm I received it, and the agenda. It is a proposal for an expansion. I have read it.- Tom Ashdown NoneBrilliant. So what I thought I'd do is walk through what it is, then the cost, then how it would sit on your existing order form. And then I'll shut up and you tell me what's wrong with it.
- Karin Sjöberg NonePlease. Before that, may I remind why we ask. The customer service team and the e-commerce team both said they need a bit more room around their use. We want to anchor it properly.
- Tom Ashdown NoneYes, that's how I understood it. So the expansion sits on top of what you've got. You're on Enterprise, the contract is ninety-nine thousand a year, and this is an addition to that, not a replacement.
- Mats Eklund NoneHow much is the addition?
- Tom Ashdown NoneThe deal in my system is £1,216. Now, I'm going to be careful, because I never like quoting a number from memory. I'll confirm it in writing after this, with exactly what it covers, so you've got it on paper and not just from me rambling.
- Mats Eklund NoneGood. It is a small amount compared with the contract.
- Tom Ashdown NoneIt is, yes. Which is partly why I wanted to talk it through rather than just email it. Small changes can still make a mess of the paperwork if they're not tied in properly.
- Mats Eklund NoneI agree. How will it be invoiced? Separately, or with the annual invoice?
- Tom Ashdown NoneGood question, and I don't want to guess. My expectation is a single invoice for the addition, and I'll check with our finance team and put it in the proposal. Is one invoice cleaner for you?
- Mats Eklund NoneYes. One line, clearly described. My team will ask what it is for.
- Karin Sjöberg NoneTom, may I ask something about the users. We have one hundred and fifty licences, and we are using fewer. So why do we need the expansion at all? I want to be sure we are not buying something we do not need.
- Tom Ashdown NoneThat's a fair challenge, and I'd rather you ask it. You're right on licences, you've got headroom. This isn't about more seats. It's about the piece your teams asked for, and if it doesn't fit what they actually need, we shouldn't do it.
- Karin Sjöberg NoneThen let us think about it together. I will check with the two team leads whether it is what they meant, and I will answer you before the date you suggested.
- Tom Ashdown NoneThat's all I'd ask. The date I've got pencilled for a decision is 9 Feb 2026. That's not a hard deadline from our side, it's just where I'd like it to land so it doesn't drift.
- Mats Eklund NoneNine February. Noted. I will not agree to anything on this call. Send me the numbers first. And what is the return of this addition?
- Tom Ashdown NoneFair. I'll put in the proposal what it's meant to achieve in plain words, and Karin can tell you if that's what the teams are after. If the answer is a shrug, we don't do it. No drama.
- Mats Eklund NoneGood. That is acceptable.
- Karin Sjöberg NoneOne more point. Will this change anything about the renewal next year? Mats will ask, so I ask now.
- Tom Ashdown NoneGood one. The contract runs to 31 May 2026 and the renewal date is 1 Jun 2026. My plan would be to line the addition up with that, so you've not got two different dates to remember. I'll confirm that in writing too. Leave that with me.
- Mats Eklund NoneOne date is better. And next year?
- Tom Ashdown NoneI'll come to you early on the renewal, Mats, with the numbers. Not in May. Well before.
- Mats Eklund NoneI would appreciate that.
- Tom Ashdown NoneSo just to land it. I send the proposal in writing today or tomorrow, with the figure confirmed, what it covers, how it's invoiced, and how it ties to the renewal date. Karin checks with her team leads. Mats reads it with a pencil. We pick it up again before 9 Feb 2026.
- Karin Sjöberg NoneYes. That is clear.
- Mats Eklund NoneYes. Thank you, Tom.
- Tom Ashdown NoneCheers, both. Have a lovely Christmas when it comes. Speak soon.
- Karin Sjöberg NoneVänliga hälsningar. Goodbye.
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