Elena Novak

Carrowkeel Software / BB-Demo – Renewal

Callcompleted

Carrowkeel Software: documents logo Carrowkeel Software: documents · 2026-05-29 09:45

Renewal call held 29 May 2026. Finance wants the CRM renewal deal of £50,000 set in writing against the £41,800 executed order form. Product value is praised, nothing agreed on the call, and the aim is to close by 23 Jul 2026.

What was said

What this says

Current to 11 Oct 26

Renewal call held 29 May 2026. Finance wants the CRM renewal deal of £50,000 set in writing against the £41,800 executed order form. Product value is praised, nothing agreed on the call, and the aim is to close by 23 Jul 2026.

What happened: Sophie Ling opened the renewal for the term ending 14 Aug 2026 and confirmed the executed order form from 15 Aug 2025 governs. Declan Moran said invoices match £41,800 a year and are paid.

Customer view: Aoife Mulcahy said the team relies on the brain for agency reviews. Conor Daly, the CFO, separated product from cost and said he will agree nothing on a call.

Commercial: The renewal deal in the CRM sits at £50,000 and Sophie said it is not a formal quote. She tied it to the current Growth list and promised a written breakdown, and took away Aoife's question on room on the figure.

Watch: The gap between £41,800 and £50,000 is unexplained to the customer until the written proposal lands. An extra connector from Aoife is still only a maybe.

AI · claude-sonnet-5-5 · 11 Oct 2026

Themes

Current to 9 Oct 26
Theme
Renewal price and paperwork
Importance
renewal
Sentiment
mixed
Voice
decision-maker

Who was there

BB-Demo

Them

Follow-up

Next steps

Current to 9 Oct 26
  • Sophie Ling sends a written renewal proposal against the executed order form early the following week.
  • Conor Daly and Declan Moran review it against their signed copy and confirm the purchase order route.
  • Elena Novak coordinates BB-Demo finance and the team aims to close by 23 Jul 2026.

Risks

Current to 9 Oct 26
  • The CFO has seen a £50,000 renewal figure against £41,800 paid and has no written breakdown yet.
  • Aoife's wish for room on the figure is unanswered, so the CFO may meet a fixed price.

Opportunities

Current to 9 Oct 26
  • The Head of Customer Success values the product strongly and is a clear champion for the Growth subscription.
  • A possible extra connector later in the year, which Aoife wants kept apart from the renewal.

Transcript

  1. Sophie Ling
    Sophie Ling None
    Morning, everyone. Let me just wait for a couple more people. Aoife, you're there, Conor, I can see you. Declan?
  2. Declan Moran
    Declan Moran None
    Here, morning. Sorry, my camera is being slow, I'll leave it off for now.
  3. Aoife Mulcahy
    Aoife Mulcahy None
    Morning all! Friday, finally. Whoever's in charge of the weather, thank you.
  4. Sophie Ling
    Sophie Ling None
    Ha, I'll pass it on. Right, thanks for joining. The point of this call is the renewal. Your current contract runs to 14 Aug 2026, and I'd like to agree the shape of the renewal in good time, ideally closed by 23 Jul 2026. Elena is on as well, since she looks after the account day to day.
  5. Elena Novak
    Elena Novak None
    Good morning. To confirm, my plan is brief. First, where you are on usage. Second, the commercial position, which Sophie will take. Third, the paperwork and who needs what. I will send the actions in writing afterwards.
  6. Conor Daly
    Conor Daly None
    Thanks, Elena. Before anything, can I confirm the paperwork we're working from? Which version is the signed one?
  7. Sophie Ling
    Sophie Ling None
    Fair question. The executed order form from 15 Aug 2025 is the one that governs. That's the contract. Anything else in circulation, drafts or emails, is superseded by it.
  8. Conor Daly
    Conor Daly None
    Fine. Declan, you've got the copy?
  9. Declan Moran
    Declan Moran None
    Yes, I have the signed copy filed with the invoices. It matches what we've been paying. Forty-one thousand eight hundred a year, and everything's been settled on time, nothing outstanding.
  10. Conor Daly
    Conor Daly None
    Good. Let's check the order form properly so we don't rely on memory.
  11. Sophie Ling
    Sophie Ling None
    Of course. Our records agree with Declan: £41,800 a year, order form and invoices both. No gap anywhere.
  12. Elena Novak
    Elena Novak None
    Perhaps I can add the usage picture, since it informs the discussion. Active users are about level with the previous quarter, a touch lower, within the usual movement. You average between eleven and twelve a day against forty licensed users. There was one support ticket in the last thirty days, a how-to question, and none high priority.
  13. Aoife Mulcahy
    Aoife Mulcahy None
    That's about right from where I sit. It's steady. Honestly it's become part of how my team prepares for agency reviews. If you took it away tomorrow I'd have a mutiny.
  14. Conor Daly
    Conor Daly None
    Fair enough. I don't discuss the product, Aoife, that's your side. I need to know the cost and the terms.
  15. Aoife Mulcahy
    Aoife Mulcahy None
    Understood, boss. Just putting my vote in.
  16. Sophie Ling
    Sophie Ling None
    Which is helpful, thank you. So, the commercial side. The renewal deal in our system currently sits at £50,000. That's the deal total as it stands, and I want to be clear it's not yet a formal quote.
  17. Conor Daly
    Conor Daly None
    That's more than we pay now. Forty-one eight against fifty. Can you tell me what's behind it?
  18. Sophie Ling
    Sophie Ling None
    Yes. It reflects the current list for Growth rather than the terms you originally signed. I'd rather not recite the breakdown from memory on a call and get it wrong. I'll put it in writing, line by line, so you and Declan can compare it against the order form.
  19. Conor Daly
    Conor Daly None
    That's what I'd prefer. I won't agree anything on a call. Send it in writing and we'll review it.
  20. Declan Moran
    Declan Moran None
    Can I ask, will it be a single invoice again, in advance? Same structure as last year?
  21. Sophie Ling
    Sophie Ling None
    Same structure as the current terms unless you'd like something different. Annual in advance, thirty-day terms. Quarterly is possible if that suits you better, you'd only need to say.
  22. Declan Moran
    Declan Moran None
    Annual's fine for us. I'd just want the purchase order process clear. When it's signed, who do I send the order number to?
  23. Elena Novak
    Elena Novak None
    To confirm, you may send it to me and I will make sure it reaches our finance team. I will not give you a date for their side until I have checked with them.
  24. Declan Moran
    Declan Moran None
    That's grand. As long as it's not lost in a mailbox somewhere.
  25. Aoife Mulcahy
    Aoife Mulcahy None
    Can I ask something, Sophie? Is there any room on the fifty? I'm not asking you to say yes now, I just want to know whether Conor is going to be fighting a wall.
  26. Sophie Ling
    Sophie Ling None
    I hear you. Let me take that away and look at what's possible. I don't want to promise on the call either, same as Conor. I'll include what I can say in the written proposal.
  27. Conor Daly
    Conor Daly None
    Fair enough. That works for me.
  28. Sophie Ling
    Sophie Ling None
    And on scope, Aoife, you said earlier you might add something later in the year, a connector from the product side. Is that still a maybe?
  29. Aoife Mulcahy
    Aoife Mulcahy None
    Still a maybe. I'd rather the renewal go through as it is, and we talk about extras separately. Don't want to muddy it for Conor.
  30. Conor Daly
    Conor Daly None
    Appreciated. Keep it simple.
  31. Elena Novak
    Elena Novak None
    Understood. Let me summarise the actions, as agreed. One: Sophie sends a written renewal proposal with the breakdown against the executed order form, and anything she can say on the figure. Two: Conor and Declan review it against their signed copy. Three: Declan confirms the purchase order route, and I coordinate with our finance team. Four: we aim to close by 23 Jul 2026. Is that right?
  32. Sophie Ling
    Sophie Ling None
    That's it. I'll get the proposal out early next week.
  33. Conor Daly
    Conor Daly None
    Good. Thanks all. Conor.
  34. Aoife Mulcahy
    Aoife Mulcahy None
    Thanks a million, everyone. Have a lovely weekend.
  35. Declan Moran
    Declan Moran None
    Cheers, bye now.

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