Carrowkeel Software / BB-Demo – Proposal
Callcompleted
Carrowkeel Software: documents · 2025-06-30 12:15
Sophie Ling walked Aoife Mulcahy and CFO Conor Daly through the Growth proposal at £53,800, implementation included. Conor will respond only in writing after his financial controller reads the terms.
What was said
What this says
Current to 11 Oct 26Sophie Ling walked Aoife Mulcahy and CFO Conor Daly through the Growth proposal at £53,800, implementation included. Conor will respond only in writing after his financial controller reads the terms.
What happened: Sophie took Aoife and Conor through scope, price and an eight-week implementation. Conor first checked which proposal version he held, and Sophie said anything with draft in the file name is superseded.
Customer view: Aoife wants to see drift in agency groups before it becomes a conversation about price. Conor is focused on the commercials and asked what year two costs.
Commercial: £53,800 is a deal total, not an annual subscription figure. Sophie declined to give a year-two number and will show year one and year two separately in the order form.
Watch: Conor cannot agree anything on a call. The 1 Aug 2025 date is an expected close, and Aoife wants a usage walk-through before signing.
Themes
Current to 9 Oct 26Theme
Growth proposal commercial review
Importance
renewal
Sentiment
neutral
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Sophie Ling to send a written note with scope, total, implementation length and target date.
- Sophie Ling to resend the Growth proposal with a clean file name and an order form splitting year one and year two.
- Sophie Ling to book a usage and ticket walk-through for Aoife Mulcahy with a solutions engineer.
Risks
Current to 9 Oct 26- Conor Daly will not commit on a call and needs his financial controller to read the terms.
- Year-two subscription price is not yet stated, and Conor wants it line by line in the order form.
Opportunities
Current to 9 Oct 26- Forty users and eight connectors in Growth leave headroom for support and finance teams to join.
- Aoife Mulcahy's wish to see agency drift early maps directly to the usage and ticket view.
Transcript
Sophie Ling NoneHi Aoife, can you hear me all right? I think I'm the first one in.
Aoife Mulcahy NoneI can, grand. Afternoon, Sophie. Can you see me? I've got the camera doing something odd. There, that's better.- Sophie Ling NoneAll good this end. How's your Monday going?
- Aoife Mulcahy NoneBusy, honestly. I've got one agency group coming up for renewal and I'm watching it like a hawk. They've gone quiet on us in the last few weeks and I don't love quiet. That's exactly why I want this thing, to be able to see that sort of drift before it's a conversation about price.
- Sophie Ling NoneYeah, that's the use case you described on the first call. Which agencies are at the edge, essentially.
- Aoife Mulcahy NoneExactly that. Which agencies are at the edge, and what are they doing in the product, and what are they saying to support. Oh, here's Conor.
Conor Daly NoneHello, sorry. Sorry, I was on another call that ran over. Am I late?- Sophie Ling NoneNot at all, we've only just started. Hi Conor. Afternoon.
- Conor Daly NoneAfternoon. Before we start, can I just confirm the paperwork? Which version is the proposal we're looking at? I've got a couple of attachments in my inbox and I'd rather be reading the right one.
- Sophie Ling NoneFair question. It's the proposal I sent last week, the one titled as the Growth proposal. If there's anything with draft in the file name, ignore it, that one's superseded. I'll resend it after the call with a clean name so there's no doubt.
- Conor Daly NoneFair enough. I have it open now. Go ahead.
- Sophie Ling NoneGreat. So, short version of where we are. You've seen the demo on your own data, you've seen how the brain reads the support tickets, the renewals and the product usage together per agency group. This call is really just to walk through what we're proposing, scope and price, and hear what's missing.
- Aoife Mulcahy NoneGo on. Show me the usage side first if you can, that's the bit I keep coming back to.
- Sophie Ling NoneSure. I'll share my screen. Give me a second, I've got too many windows open. Right, can you see the proposal?
- Aoife Mulcahy NoneYep, I can see it.
- Sophie Ling NoneSo this is the Growth tier. The reason we landed there is that you want several teams in it: customer success first, but I'd expect support and probably finance to want a look. Growth covers forty users and eight connectors, and it brings in the dashboards builder, which I think Aoife you'll like, and a quarterly review with Elena Novak, who'd be your customer success manager.
- Aoife Mulcahy NoneForty users. We'd be nowhere near that at the start. It'd be me, two of my team, probably the support lead.
- Sophie Ling NoneWhich is fine, it's headroom. And if you do grow into it, you're not buying again, you're just using what's there.
- Conor Daly NoneCan I ask about connectors? What counts towards the eight?
- Sophie Ling NoneEach source system is a connector. So your helpdesk is one, your CRM is one, the product usage data is one, the accounting system if you want renewals tied to invoices is one. You'd have room left over.
- Aoife Mulcahy NoneGrand. And the usage data comes from where? That's the warehouse on our side, isn't it?
- Sophie Ling NoneYes, and this is the bit people like. The brain is built and runs inside your own Snowflake account, so the data doesn't leave. We read from the sources into your account, and your people ask questions of it.
- Conor Daly NoneThat's useful to know for our security people. I'll leave the product questions to Aoife, if that's all right. I'm more interested in the commercials.
- Sophie Ling NoneOf course. So on the commercials, the total deal value on the proposal is £53,800. That includes the one-off implementation, which is fixed fee, and the first year's subscription.
- Conor Daly NoneSorry, say that again. Fifty-three thousand eight hundred, all in?
- Sophie Ling None£53,800 as the deal total, yes, implementation included. I want to be careful here, because that is not an annual subscription figure on its own. The subscription is annual and renews, the implementation is one-off.
- Conor Daly NoneRight. So what do we pay in year two?
- Sophie Ling NoneThat would be the subscription only, at whatever the order form says at renewal. I'd rather not guess a number off the top of my head and have you hold me to it. I'll make that line explicit in the order form so you can see year one and year two separately.
- Conor Daly NoneI'd like that. Let's check the order form when it comes, line by line.
- Aoife Mulcahy NoneConor's the careful one, Sophie. You'll get used to it.
- Conor Daly NoneSomebody has to be. Aoife, you're the one who'll sign off the project plan, I'll sign off the contract.
- Sophie Ling NoneThat's how I'd hoped it would work. So timing, can I talk through implementation? It's about eight weeks for Growth, and that's from the point the order form is signed and we have access to the sources.
- Aoife Mulcahy NoneEight weeks. Mm. Is there a way to get the ticket data in first? That's the thing I'd use on day one. The renewals I can live without for a little while.
- Sophie Ling NoneI think so. That's a sequencing conversation for Elena and whoever owns the helpdesk on your side. Who would that be?
- Aoife Mulcahy NoneThat's one of my team, plus somebody from IT to give you the access. I'll name them once we're signed, I don't want to volunteer people before it's real.
- Sophie Ling NoneUnderstood. Nobody gets volunteered.
- Conor Daly NoneWhen are you hoping to have this signed? I see a date in the proposal.
- Sophie Ling NoneThe date in our system is Friday 1 Aug 2025. That's the expected close, not a promise. If your review takes longer, then it takes longer, I'd just like to know early.
- Conor Daly NoneIt's workable, but I'll want our financial controller to read the terms, so I wouldn't promise it from this call. I can't agree anything on a call. Put it in writing and I'll respond in writing.
- Sophie Ling NoneThat's absolutely fine, and it's how I'd prefer it. I'll send a short note straight after this with what we covered, the scope, the total, the implementation length, and the date we're working to.
- Aoife Mulcahy NoneAnd I'll want the usage walk-through again for my team before we sign, Sophie. Not another full demo, just show me the usage and the ticket view on a couple of our agency groups.
- Sophie Ling NoneEasy. I'll find a slot in the next week or so and bring a solutions engineer along.
- Aoife Mulcahy NoneGrand, let's do it. Thanks a million, Sophie. Conor, anything else from you?
- Conor Daly NoneNo, I think that's everything for now. Send the note and the order form and I'll take it from there. Thanks, Sophie.
- Sophie Ling NonePerfect. Speak soon, both. Cheers.
Callsmade from