Grisedale Search & Selection / BB-Demo – Renewal
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Grisedale Search & Selection: documents · 2026-02-12 12:00
Stuart Haworth challenged the £48k Growth proposal and asked for both options, with a discount conversation before he signs. Lauren Pilkington liked the dashboards builder. Usage is steady and quiet.
What was said
What this says
Current to 11 Oct 26Stuart Haworth challenged the £48k Growth proposal and asked for both options, with a discount conversation before he signs. Lauren Pilkington liked the dashboards builder. Usage is steady and quiet.
What happened: Priya Raman recapped the term end of Thursday 30 April 2026 and a signing target of Monday 27 April 2026. She put the Growth proposal at £48k against the £24k a year now paid.
Customer view: Stuart questioned what the consultants gain and said he was hearing a charge for the same thing. Lauren said it just works and that dashboards by client would save hours every week.
Commercial: Priya agreed to send two options, current plan and Growth, each with total and date. Stuart will not sign without a discount conversation, and Priya said there may be room if signed by the deadline.
Watch: The proposal figure is a deal total, not an annual price, and Stuart read it as a large jump. Usage is steady with no tickets, so the risk is price and value, not service.
Themes
Current to 9 Oct 26Theme
Renewal pricing and Growth proposal
Importance
renewal
Sentiment
mixed
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Priya Raman to send Stuart two one-page options, current plan and Growth, each with total and date.
- Marcus Bell to send the tidied usage summary to Stuart and Lauren this week.
- Marcus Bell to book a session with Lauren to build a dashboard on her data.
Risks
Current to 9 Oct 26- Stuart sees the £48,500 Growth proposal as paying more for the same thing and may stay on the current plan.
- Stuart will not sign without a discount, so the deal may slip past the signing target.
Opportunities
Current to 9 Oct 26- Lauren wants the dashboards builder, a Growth feature, to share open roles by client.
- A side-by-side comparison of current plan and Growth could land the upgrade if the value case is clear.
Transcript
Marcus Bell NoneHello all. Can you see my screen? I've got the usage report up, and what I want to cover today is how the last few months have gone and what the renewal looks like.
Lauren Pilkington NoneYes, I can see it. Hi Marcus. Quick one before we start, a consultant asked me if the complaints view could be sorted by client. I said I'd ask.- Marcus Bell NoneNoted, I'll come back to that one. Priya, are you there?
Priya Raman NoneI'm here, sorry, was just finishing a call. Good afternoon, everyone. Stuart, I know it's lunchtime for you, so thank you for making the time.
Stuart Haworth NoneLunchtime, yeah, I've got a sandwich. Did you see the football last night? Couldn't believe the second half.- Priya Raman NoneI didn't, I'm told it was something. Right, can I do a quick recap so we're all on the same page? Your current contract ends on Thursday 30 April 2026, and the renewal date is 1 May 2026. We're working towards getting the renewal signed by Monday 27 April 2026, to keep momentum and make sure there's no gap.
- Stuart Haworth NoneFine. Give me the headline. What are we talking about?
- Priya Raman NoneHeadline: you're paying £24,000 a year now, and you're licensed for fifteen users. The proposal for the renewal is on Growth, and the total on the proposal is £48,500.
- Stuart Haworth NoneForty-eight and a half? That's a lot more than we're paying now. What's that cost us, really? Is that a year?
- Priya Raman NoneIt's the total value of the deal, Stuart, so it's the whole package, and I'll set out exactly what's in it. I don't want to give you a number without the detail behind it.
- Marcus Bell NoneAnd that's one for Priya, I'll leave price to her. What I can do is show you how you're using it, so you can see what's going on. Shall I go through it?
- Stuart Haworth NoneGo on, go on. Keep it short.
- Marcus Bell NoneSo I've pulled the numbers. The average number of people logging in is a touch up on the last quarter, so a small rise, nothing dramatic. Most of it is Lauren and a handful of consultants, and the questions asked have held steady.
- Marcus Bell NoneThe connectors are all loading fine, the nightly refresh is landing on time, and there's been no tickets from you in the last month. So from our side it's quiet, in a good way.
- Lauren Pilkington NoneThat matches what I see. It just works, which is the best I can say about software. The consultants use it before client calls, and it's saved us hours on the complaints side.
- Stuart Haworth NoneWhat's in it for the consultants, though? That's what I care about. If they're using it already on this plan, why do I need the bigger one?
- Priya Raman NoneFair challenge. Growth is for several teams, not one, and it adds the dashboards builder and a quarterly review with Marcus. So it's the step for when you want more of the company working from the same picture, not just the consultants and ops.
- Lauren Pilkington NoneOoh, dashboards. Can the consultants see that? Because if I could build a view of open roles by client and just share it, that'd save us hours every week.
- Marcus Bell NoneYes, that's exactly what the dashboards builder is for. I can show you on your own data, happy to jump on a call and build one with you.
- Stuart Haworth NoneHang on. I want to be clear. What I'm hearing is you want to charge me more for the same thing I've got.
- Priya Raman NoneNot the same thing, Stuart. More of it, and the parts Lauren just asked for. But I hear you, and I'd rather you tell me if it doesn't stack up. If you'd prefer to look at staying where you are, we can look at that too.
- Stuart Haworth NoneRight. So I can stay on what I've got.
- Priya Raman NoneYou can. Your current plan is there and I'd put a renewal for that in front of you as well, so you can compare the two side by side. I don't want you feeling pushed.
- Stuart Haworth NoneGood. Send me both. And then we have the discount conversation, because I'm not signing without one. That's how I work.
- Priya Raman NoneUnderstood, and I'm happy to make this easy. If we can get it over the line by Monday 27 April 2026, there's room for me to look at something. I'll make sure the deadline is clear when I put it in front of you.
- Stuart Haworth NoneDeadline. Fine. I never forget a promise, so make sure you keep yours.
- Priya Raman NoneI wouldn't dream of it.
- Lauren Pilkington NoneMarcus, can I just ask, if we did go up, do we have to rebuild anything? I'm not very technical, and I don't want to break what works.
- Marcus Bell NoneNo, nothing to rebuild. It's the same brain in the same place, you just get the extra features switched on. I wouldn't promise anything beyond that without checking with the team, but it's not a migration.
- Lauren Pilkington NoneBrilliant. That's all I needed.
- Marcus Bell NoneBack to your earlier question, Lauren, about sorting complaints by client. I'll check how that's done and come back to you, I don't want to guess.
- Lauren Pilkington NoneTa. No rush.
- Priya Raman NoneSo, next steps. I'll send two options to Stuart, one on the current plan and one on Growth, each with the total and the date. Marcus, you'll send the usage summary?
- Marcus Bell NoneYes, I'll send the summary I just showed, tidied up, to Stuart and Lauren this week. And shall we book a session in a couple of weeks to build that dashboard with Lauren?
- Lauren Pilkington NoneYes please. That'd be great.
- Stuart Haworth NoneOne page, remember. Not a long email. Right, I've got a sandwich going cold. Speak soon.
- Priya Raman NoneOne page, promise. Thanks everyone. Best, Priya.
- Marcus Bell NoneThanks, all. Speak soon.
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