Tom Ashdown

Fosdyke Packaging / BB-Demo – Negotiation

Callcompleted

Fosdyke Packaging: documents logo Fosdyke Packaging: documents · 2025-10-15 09:30

Fosdyke wanted to proceed on Starter but found the all-in quote above budget. BB-Demo offered a first-year discount, later payment on implementation and a shorter timeline. The customer asked for a revised quote and an order form.

What was said

What this says

Current to 11 Oct 26

Fosdyke wanted to proceed on Starter but found the all-in quote above budget. BB-Demo offered a first-year discount, later payment on implementation and a shorter timeline. The customer asked for a revised quote and an order form.

What happened: On the negotiation call dated 2025-10-15, Sam Entwistle said the quote was twenty-eight thousand pounds all-in against a hoped-for twenty-two to twenty-three thousand. Beth Varley said the aim was to cut year-one cash outlay.

Terms discussed: Owen Tallis offered ten per cent off the first-year subscription, implementation due sixty days after go-live and a three-week timeline instead of four. Beth confirmed renewal would be at standard pricing.

Commercial: The discount is first term only, within the brief's limit. The renewal is the real exposure, because the customer has budget limits and will see the step up to standard pricing.

Watch: Procurement still had to be looped in. The evidence does not show whether the order form was signed.

AI · claude-sonnet-5-5 · 11 Oct 2026

Themes

Current to 9 Oct 26
Theme
Starter price negotiation
Importance
neutral
Sentiment
positive
Voice
decision-maker

Who was there

BB-Demo

Them

Follow-up

Next steps

Current to 9 Oct 26
  • Tom Ashdown to send the revised Starter quote the same day.
  • Owen Tallis to prepare the order form for signature early the following week.
  • Tom Ashdown to confirm Sam Entwistle as main contact for implementation.

Risks

Current to 9 Oct 26
  • Budget is tight, so the move to standard pricing at renewal may be resisted.
  • Procurement sign-off was still outstanding, so the order form could slip.

Opportunities

Current to 9 Oct 26
  • A compressed three-week implementation gets the customer to value sooner and builds the case for renewal.

Transcript

  1. Tom Ashdown
    Tom Ashdown None
    Sam, Beth, morning. Owen's here with me as well. I think you wanted to talk through the pricing?
  2. Sam Entwistle
    Sam Entwistle None
    Yeah, hi. Thanks for this. So we want to move forward, but the number we've got is higher than we budgeted. We were expecting to be closer to twenty-two, twenty-three.
  3. Owen Tallis
    Owen Tallis None
    Right, what's the quote currently?
  4. Sam Entwistle
    Sam Entwistle None
    Twenty-eight thousand, all-in.
  5. Owen Tallis
    Owen Tallis None
    And that's Starter with implementation, two connectors included, Salesforce and your accounting system?
  6. Sam Entwistle
    Sam Entwistle None
    Yeah. It is good value, we know that. But the budget is tight.
  7. Tom Ashdown
    Tom Ashdown None
    Let me ask: is it the annual subscription that's the problem, or the implementation?
  8. Beth Varley
    Beth Varley None
    Both, really. But if we could defer the implementation cost or spread it, that would help.
  9. Owen Tallis
    Owen Tallis None
    So you want to reduce year-one cash outlay?
  10. Beth Varley
    Beth Varley None
    Exactly.
  11. Owen Tallis
    Owen Tallis None
    Okay, here's what we could do. We could offer you a discount on the first year, let's say ten per cent off the subscription, that gets you to roughly twenty-five thousand. On top of that, we could negotiate extended payment terms, so the implementation fee isn't due until, say, sixty days after you go live. That spreads the cash flow. Does that work?
  12. Sam Entwistle
    Sam Entwistle None
    That helps. What about the implementation timeline? Do we really need all four weeks?
  13. Tom Ashdown
    Tom Ashdown None
    So, the four weeks is for full implementation: we'd connect your systems, do testing, training the team. But, depending on how lean you want to go, we could potentially compress that if you're willing to do some of the work yourselves.
  14. Sam Entwistle
    Sam Entwistle None
    We can handle some of that.
  15. Tom Ashdown
    Tom Ashdown None
    Right. So we could aim for three weeks instead, which also means you'd start benefiting sooner.
  16. Beth Varley
    Beth Varley None
    Is the discount a one-time thing, or would it apply to renewals?
  17. Owen Tallis
    Owen Tallis None
    First year only. At renewal, you'd move to standard pricing.
  18. Beth Varley
    Beth Varley None
    Okay. So, to confirm: ten per cent off the subscription, sixty-day payment terms on implementation, three-week timeline, and then we renew at standard pricing next year?
  19. Owen Tallis
    Owen Tallis None
    That's right.
  20. Sam Entwistle
    Sam Entwistle None
    I think that works for us. Can you send over a revised quote with those terms?
  21. Tom Ashdown
    Tom Ashdown None
    Yeah, absolutely. I'll get that to you by end of day, and then we can get an order form ready for you to sign. What's your timeline for getting that signed?
  22. Beth Varley
    Beth Varley None
    Ideally this week, but we'll need to loop in our procurement. Can we say early next week, definitely?
  23. Owen Tallis
    Owen Tallis None
    Early next week is fine. I'll get the paperwork ready, and Sam can be your main contact with us during implementation.
  24. Sam Entwistle
    Sam Entwistle None
    Sounds good.
  25. Tom Ashdown
    Tom Ashdown None
    Great. I'll send that quote through this afternoon. Cheers both.

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