Grisedale Search & Selection / BB-Demo – Renewal
Callcompleted
Grisedale Search & Selection: documents · 2025-03-28 12:45
Priya Raman set out a like-for-like Starter renewal at £19,500 with no discount. Stuart Haworth accepted flat pricing and Carl Whittle asked for quarterly invoicing. Signature was targeted for Fri 25 Apr 2025.
What was said
What this says
Current to 11 Oct 26Priya Raman set out a like-for-like Starter renewal at £19,500 with no discount. Stuart Haworth accepted flat pricing and Carl Whittle asked for quarterly invoicing. Signature was targeted for Fri 25 Apr 2025.
What happened: Priya Raman proposed renewing Starter from 1 May 2025 at £19,500 a year, the same as now. She asked for signature by Friday 25 April 2025 so there is no gap.
Customer view: Stuart Haworth noted he always gets a discount conversation and was told discounts apply to the first term only. Carl Whittle wants quarterly invoicing, with the schedule written in the order form itself.
Commercial: Marcus Bell reported usage up to nearly four people on a typical day, against 15 licensed users. Stuart said they are not hiring this quarter, so no user upsell is in sight.
Watch: the transcript shows no signature, only the plan to send the order form that day to Stuart and Carl. The call does not show whether it was signed.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Priya Raman to send the order form to Stuart and Carl with quarterly invoicing and the schedule in the document.
- Get the order form signed by Fri 25 Apr 2025.
- Marcus Bell to catch up with Lauren Pilkington and send the usage summary.
Risks
Current to 9 Oct 26- Stuart Haworth expects a discount conversation and was told none is available at renewal.
- Cash is tight and the team is not hiring, so there is little room to grow users.
Opportunities
Current to 9 Oct 26- Quarterly invoicing at the same total removes a cash-flow objection to signing.
- Usage is rising on the 15-user Starter tier, which supports the value case.
Transcript
Priya Raman NoneHi Stuart, hi Carl, thanks for making time. Marcus is joining too, I think he's just dialling in.
Stuart Haworth NoneAfternoon. Lovely day here, Manchester doing its best. Carl's with me, he's the one with the spreadsheets.
Carl Whittle NoneAfternoon. Yes, that'd be me. I just want to make sure I understand what we're signing and how it's invoiced.
Marcus Bell NoneSorry, sorry, I'm here. Audio's a bit odd, can you hear me?- Stuart Haworth NoneLoud and clear, Marcus. Right, give me the headline, Priya.
- Priya Raman NoneHeadline, you're on Starter, the contract ends on 30 Apr 2025, and we'd renew from 1 May 2025 on the same tier. The order form is at £19,500 a year, same as now. To keep momentum I'd like to get it signed by Friday 25 April 2025, so there's no gap.
- Stuart Haworth NoneSame price. Right. And the discount?
- Priya Raman NoneYeah, so I'll be honest with you on that. Discounts are for the first term only, so at renewal there isn't one to give. What I can do is hold it where it is, and that's the point, the price isn't moving.
- Stuart Haworth NoneHmm. So no discount. I always get a discount conversation, Priya.
- Priya Raman NoneAnd we're having it, Stuart. It's just that the honest answer is flat. But there's a couple of things that might help on the cash side, and that's what I wanted Carl for.
- Carl Whittle NoneGo on. We were invoiced annually in advance last time, is that right?
- Priya Raman NoneThat's right, annual in advance is the default, with thirty-day terms. But on request we can invoice quarterly instead, so it's the same total, it's just spread over the year.
- Carl Whittle NoneQuarterly would be easier for us. Is there any difference in the total?
- Priya Raman NoneNot on the subscription, no. Same total. I'll make sure the order form says quarterly so there's no confusion later on.
- Stuart Haworth NoneThat's cash flow sorted then. That helps. What else? What's in it for the consultants?
- Marcus Bell NoneIf I can jump in, I've pulled the numbers again. Since we spoke last, usage is up a good chunk. It's nearly four people on a typical day, up from three or so, and the lunch session you did helped, I think.
- Stuart Haworth NoneI heard they liked it. Sandwiches helped, I'm told.
- Marcus Bell NoneIt did. And there's the one ticket, a how-to again, answered quickly. Nothing urgent. You've got 15 users licensed, and I'd love to see more of them in there, but it's going the right way.
- Carl Whittle NoneIs 15 the limit? In case we take on more people.
- Marcus Bell NoneIt's a soft limit on Starter, so a few over isn't a problem, and if you really grew we'd talk about adding users. Nothing to do now though.
- Stuart Haworth NoneWe're not hiring this quarter. Cash, remember. Right, so what do you need from me?
- Priya Raman NoneJust your signature, Stuart. Same tier, same £19,500 a year, invoiced quarterly if Carl wants it, signed by Friday 25 April 2025. I'll send the order form today, so it's with you before the weekend.
- Stuart Haworth NoneSend it to me and Carl both. I won't read a long email, so keep the covering note short.
- Priya Raman NoneThree lines, I promise. Happy to make this easy.
- Carl Whittle NoneAnd I'll need the invoice schedule in the document, not in an email, so I can file it properly.
- Priya Raman NoneUnderstood, it'll be in the order form itself.
- Stuart Haworth NoneGood. Marcus, anything else from you? Lauren all right?
- Marcus Bell NoneShe's fine, she's been great. I'll catch up with her next week and send over the usage summary so you've got it for your files. That's all from me. Thanks, Stuart, thanks, Carl.
- Stuart Haworth NoneBrilliant. Cheers all. Speak soon.