Rookhaven Asset Management / BB-Demo – Negotiation

This is the first negotiation with Rookhaven's COO and procurement on an open Enterprise proposal at £125,000 a year, £155,000 total with implementation. Nothing is signed, the security review is open, and the written price split Julian asked for is not shown as sent.

Context: Charlotte Ainsley has not been on a recorded call before, and Julian Ferrers has been on one, the discovery call of 9 Jun 2026. Eleanor Whitlock, the champion, is not attending, so the written material must make her case.

Approach: Lead with the written split of the £125,000 annual subscription and the implementation inside the £155,000 total. Then go through the open security answers and agree the route to an order form and a named signer.

Watch for: Owen Tallis and Tom Ashdown should agree the negotiation position and any discount limit before the call. Bring one settled wording for the nightly refresh deadline, because the final proposal and the questionnaire differ.

AI · claude-opus-5-5 · 11 Oct 2026