What was said
What this says
Themes
Who was there
BB-Demo
Them
Follow-up
Next steps
Risks
Opportunities
Call prep
Current to 12 Oct 26First negotiation with Fiona Gledhill, the economic buyer, on the open £62k Growth proposal. Her security gate with the Head of IT and the unsettled SSO and access control scope must be resolved before she will commit.
Context: Strathcorran Renewables is a prospect. Nothing is executed, CRM ARR is £0, and the open deal is the £62k Growth proposal of 1 Oct 2026, expected to close 6 Nov 2026.
Context: Two promises sit outside Growth. The questionnaire of 22 Sep 2026 states SSO, and the 1 Oct 2026 call promised access control inside Growth, with the price holding only if the work is straightforward.
Approach: Matteo Ricci and Owen Tallis should agree one tier position before the call. Either confirm what Growth delivers for keeping maintenance and finance data apart, or put an Enterprise option to Fiona.
Approach: Confirm whether the security session with her Head of IT has happened. The 8 Oct 2026 reply promised that contact. The records do not show that the session was booked or held.
Watch for: The 1 Oct 2026 proposal email notes a twelve-week implementation against the standard eight for Growth. Fiona will expect the mid-November go-live discussed on the proposal call.
Watch for: Ed Ingham, the champion, and Rob Shaw, Procurement Manager, are not on the invite.