Lewis Kerr

Maelbeek Assurances / BB-Demo – Negotiation

Callcompleted

Maelbeek Assurances: documents logo Maelbeek Assurances: documents · 2025-12-22 13:15

Maelbeek's chief executive and operations director liked the product but hesitated over the upfront commitment. BB-Demo offered ten percent off the year-one subscription and promised a proposal, aiming for signature by mid-January.

What was said

What this says

Current to 11 Oct 26

Maelbeek's chief executive and operations director liked the product but hesitated over the upfront commitment. BB-Demo offered ten percent off the year-one subscription and promised a proposal, aiming for signature by mid-January.

What happened: On 22 Dec 2025, Lewis Kerr and Owen Tallis negotiated with Elise Claes and Arnaud Janssens after the demo. The customer asked for a business case before committing.

Customer view: Elise named time lost reconciling client files, renewals and complaints across systems. Arnaud put it at four or five hours a day across the team.

Commercial: Owen offered ten percent off the subscription for year one only, then the standard Starter rate. The call left it unclear whether the discount also touches implementation.

Watch: The customer asked to think it over, so nothing was agreed. Lewis owes a proposal with numbers, and Arnaud's question about adding systems later is an expansion signal.

AI · claude-sonnet-5-5 · 11 Oct 2026

Themes

Current to 9 Oct 26
Theme
Upfront commitment and discount
Importance
neutral
Sentiment
mixed
Voice
decision-maker

Who was there

BB-Demo

Them

Follow-up

Next steps

Current to 9 Oct 26
  • Lewis Kerr to send a proposal with numbers, including the year-one discount and the standard Starter rate from year two.
  • Lewis Kerr to build the business case around the hours lost to manual reconciliation.
  • Lewis Kerr to confirm whether the discount covers implementation.

Risks

Current to 9 Oct 26
  • The customer is hesitating on the size of the upfront commitment and wants a business case.
  • Owen Tallis said the team's adoption is the main risk, and the customer did not answer it directly.
  • The January signature target slips if the proposal is slow.

Opportunities

Current to 9 Oct 26
  • Arnaud Janssens asked about adding more systems later, which points to extra connectors.
  • The stated time cost gives a concrete value case for the proposal.

Transcript

  1. Lewis Kerr
    Lewis Kerr None
    Hi Elise, Arnaud, thanks for getting back to us so quickly. Following on from the demo before Christmas, you wanted to talk through the commercial bit. Owen's here, he's VP Sales, so we can discuss terms and what we might be able to do.
  2. Owen Tallis
    Owen Tallis None
    Morning. Lewis tells me the demo went well but pricing is the question. What's the concern?
  3. Elise Claes
    Elise Claes None
    Committing a significant amount upfront is the issue. We need to see the business case for it.
  4. Arnaud Janssens
    Arnaud Janssens None
    The product looks good, but it's a material investment for us and we want to be sure it's the right move.
  5. Owen Tallis
    Owen Tallis None
    I get that. So what problem does the brain solve for you?
  6. Elise Claes
    Elise Claes None
    Time. We spend a lot of time manually reconciling client files, renewals and complaints across different systems.
  7. Owen Tallis
    Owen Tallis None
    And how much time are we talking about each week?
  8. Arnaud Janssens
    Arnaud Janssens None
    Honestly, several hours. Maybe four or five hours a day across the team when you add it up.
  9. Owen Tallis
    Owen Tallis None
    Right. So you'd make it back fairly quickly if you use it. The risk is adoption. Do you think your team will actually use it?
  10. Elise Claes
    Elise Claes None
    That's what we're weighing up. The tool looks good but the commitment is what we're hesitating on.
  11. Lewis Kerr
    Lewis Kerr None
    What if we worked with you on the pricing for year one to reduce the risk?
  12. Owen Tallis
    Owen Tallis None
    We could look at a discount on the subscription side. First year only, though, from year two we're back to standard terms.
  13. Elise Claes
    Elise Claes None
    And what would standard terms be?
  14. Lewis Kerr
    Lewis Kerr None
    The subscription renews at our standard Starter rate. Implementation is one-off.
  15. Owen Tallis
    Owen Tallis None
    So if we do ten percent off the subscription for year one, plus the implementation, we can get you a better number. What does that feel like?
  16. Arnaud Janssens
    Arnaud Janssens None
    That would help. What about adding more systems later if we want to?
  17. Lewis Kerr
    Lewis Kerr None
    You could add connectors as you grow. Start with the core and expand from there.
  18. Elise Claes
    Elise Claes None
    Okay, so you'd discount the first year and then standard pricing from renewal onwards?
  19. Owen Tallis
    Owen Tallis None
    Yes. And you'd get full support: implementation, training, quarterly check-ins.
  20. Arnaud Janssens
    Arnaud Janssens None
    Can we think about it and come back?
  21. Lewis Kerr
    Lewis Kerr None
    Absolutely. Let me get a proposal over with the numbers. We'd want to get you signed by mid-January to stay on track for February go-live.
  22. Owen Tallis
    Owen Tallis None
    If you need anything, you know where to find us.
  23. Elise Claes
    Elise Claes None
    Cheers.
  24. Lewis Kerr
    Lewis Kerr None
    Speak soon.

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