What was said
What this says
Current to 11 Oct 26Renewal call held 1 Jul 2026. Sophie explained that the v1 price ends at this renewal and the CRM deal is £50,000. Conor will review only a written quote against the signed order form. Planned close is 23 Jul 2026.
What happened: The group confirmed the executed copy from 15 Aug 2025 as the reference and the draft as superseded. The term ends on 14 Aug 2026, with renewal on 15 Aug 2026.
Customer view: Usage is steady, with around twelve people active on an average day against forty licensed. Aoife expects new starters and has no worries about headroom.
Commercial: Sophie explained the January price letter and that the current Growth list applies at this renewal. The CRM deal is £50,000 and Conor did not agree terms, asking for a written quote.
Watch: The evidence does not show whether the quote was sent or the deal closed by 23 Jul 2026. Conor will not pay against a draft.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Sophie Ling sends a written renewal quote showing tier, users, connectors and term against the signed order form.
- Conor Daly and Declan Moran review it and reply in writing.
- Elena Novak sends a written call summary and confirms finance dates once checked with BB-Demo finance.
Risks
Current to 9 Oct 26- The renewal moves from £41,800 to a CRM deal of £50,000 and the CFO has not yet seen it in writing.
- Declan says finance approvals take a while, so timing against the 15 Aug 2026 renewal date is tight.
- Conor will not pay against a draft, so any unsigned paper must be clearly marked.
Opportunities
Current to 9 Oct 26- Aoife plans to add users from new starters, well inside the forty included in Growth.
- Steady, slightly rising usage supports a value case for the renewal.
Transcript
- Elena Novak NoneHello, can everyone hear me? Good morning, Aoife, Conor, Declan. Sophie should be joining us as well.
- Aoife Mulcahy NoneMorning, Elena! Grand, I can hear you fine. Conor's right beside me, he's just finding the right tab.
- Conor Daly NoneMorning. I'm here.
- Declan Moran NoneMorning all. I've got the order form open on my side, in case it helps.
- Sophie Ling NoneMorning, sorry, I'm a minute late. Dialling in from the train, so if I drop out, carry on and I'll catch up.
- Elena Novak NoneNo problem at all. To confirm, the agenda I emailed beforehand has three points. One, a short look at usage since the last review. Two, the renewal terms and the paperwork. Three, who sends what, and by when. I will make sure that every action is written up after the call.
- Conor Daly NoneGood. Before anything else, let's check the order form. Which version is the signed one?
- Declan Moran NoneThe executed copy is the one from 15 Aug 2025. There was a draft in the same folder earlier on, but that's superseded. I've got the signed one filed.
- Conor Daly NoneFair enough. That's the one I want us working from. Not the draft.
- Sophie Ling NoneAgreed. The signed order form is the reference for everything today. It shows £41,800 as the annual figure, and the term ends on 14 Aug 2026, so the renewal date is 15 Aug 2026.
- Aoife Mulcahy NoneAnd that's the date I've got in my own calendar, so we're all lined up. Can I start with usage, Elena? I'd like to say a few words on that before the money.
- Elena Novak NoneOf course, please. That is item one.
- Aoife Mulcahy NoneSo, the way my team uses it: we're in there most weeks, looking at tickets and renewals per agency group, and asking which agencies are at the edge before their own renewal comes round. Show me the usage and I can walk into a call knowing what to say. It's been steady, really. A few more people dipping in than the last quarter.
- Elena Novak NoneThat matches what I see. Around twelve people active on an average day over the last thirty days, which is up a little on the quarter before. You are licensed for forty users, so there is plenty of headroom.
- Aoife Mulcahy NoneRight, and I'd like to use some of it. I've a couple of new starters coming onto the team, so that'll go up.
- Elena Novak NoneGood. And on support, to confirm, there has been one ticket in the last thirty days, and nothing high priority. No overdue invoices either, as far as our records show.
- Declan Moran NoneThat's right from our side. Everything's paid, nothing outstanding. We pay on the standard terms, and I don't see a reason for that to change.
- Conor Daly NoneGood. I'll leave the product side to Aoife. Can we get on to the renewal itself?
- Sophie Ling NoneYes. So, Conor, I want to be straight with you about the price, because I think you'll have seen the letter we sent to customers back in January.
- Conor Daly NoneI saw it. Declan flagged it to me. Remind me how it applies to us.
- Sophie Ling NoneCustomers who signed under the earlier price list keep it until their first renewal that starts on or after 1 Jul 2026. Yours starts in August, so it falls after that date. At that point the current list applies for Growth.
- Conor Daly NoneSo the number goes up from £41,800.
- Sophie Ling NoneIt does. The renewal deal I have open in our system is sitting at £50,000. I'd rather not read out line items from memory on a train, though, so I'll put it in a written quote with the breakdown.
- Conor Daly NoneFair enough. I'll say now, I won't agree terms on a call. Send it in writing and I'll read it against the signed order form. And I'll want to know what exactly is included.
- Sophie Ling NoneUnderstood, and that's the right way round. It'll say the tier, the users, the connectors and the term, side by side with what you have today.
- Aoife Mulcahy NoneCan I ask something? If we add a few users, does that change the quote, or are we well inside the forty?
- Sophie Ling NoneWell inside. Forty is what's included. You'd only be looking at a change if you went beyond that, or wanted more connectors.
- Aoife Mulcahy NoneGrand. Then I've no worries on that front.
- Declan Moran NoneFrom the finance side, can I just check the timing? Our approvals take a while, and I don't want us up against the renewal date.
- Sophie Ling NoneWe're planning for the deal to close around Thursday 23 July 2026. That gives you several weeks before the term ends.
- Elena Novak NoneAs agreed, I will also send the renewal notice summary in writing. To confirm, I will not state a date for BB-Demo's finance team's side of the paperwork until I have checked with them. I will come back to you on that in the follow-up.
- Declan Moran NoneThat's fine. We just need the invoice to match the signed quote, whichever way it lands.
- Conor Daly NoneAnd I won't pay against a draft. If there's a draft, I want it marked as one. Then the final copy with the signature.
- Sophie Ling NoneNoted, yes. Anything unsigned will say so clearly on the front.
- Elena Novak NoneLet me summarise the actions, so we are all agreed. One, Sophie sends the written renewal quote, set against the signed order form. Two, Conor and Declan review it and reply in writing. Three, I will send a written summary of this call, and confirm the finance dates once I have checked them. Is that correct?
- Conor Daly NoneThat's correct. Thanks, all.
- Aoife Mulcahy NoneBrilliant. Thanks a million, everyone. Talk soon.
- Sophie Ling NoneThanks all, speak soon. Quote will be with you shortly.
- Elena Novak NoneThank you, everyone. Kind regards, and goodbye.