Sophie Ling

Quennell Harte / BB-Demo – Negotiation

Callcompleted

Quennell Harte: documents logo Quennell Harte: documents · 2026-06-15 09:30

Quennell Harte negotiated Starter terms with Owen Tallis and Sophie Ling. A ten percent first-year discount was offered if signed by end of June, with quarterly invoicing and ninety-day cancel notice.

What was said

What this says

Current to 11 Oct 26

Quennell Harte negotiated Starter terms with Owen Tallis and Sophie Ling. A ten percent first-year discount was offered if signed by end of June, with quarterly invoicing and ninety-day cancel notice.

What happened: On the 15 Jun 2026 negotiation call, Simon Harte said they were interested but needed to settle contract terms and pricing. Louise Pring, Finance Manager, joined for the first time and asked about payment terms and renewal.

Commercial: Owen offered ten percent off the first-year subscription of £22k, conditional on signature by end of June. Sophie confirmed renewal returns to list price, and the implementation is £6,000.

Customer view: Ellie Rowcliffe wanted quarterly invoicing and was satisfied with support. Simon will review the terms with Louise before replying.

Watch: Sophie cited an eight-week window for Starter implementation, while the earlier call quoted four weeks. The evidence does not show whether the MSA was signed.

AI · claude-sonnet-5-5 · 11 Oct 2026

Themes

Current to 9 Oct 26
Theme
Starter terms and discount
Importance
neutral
Sentiment
neutral
Voice
decision-maker

Who was there

BB-Demo

Them

Follow-up

Next steps

Current to 9 Oct 26
  • Sophie Ling to send the MSA and contract the same day.
  • Simon Harte to review the terms with Louise Pring and confirm signature by end of June.
  • Ellie Rowcliffe to bring in Ben for Snowflake and API setup once signed.

Risks

Current to 9 Oct 26
  • The discount lapses if the paper is not signed by end of June, and the evidence does not show a signature.
  • Implementation length was quoted as eight weeks here and four weeks on the earlier call, which could cause a go-live dispute.

Opportunities

Current to 9 Oct 26
  • Finance Manager Louise Pring is now engaged, so the commercial case can be settled with the person who approves payment.

Transcript

  1. Sophie Ling
    Sophie Ling None
    Hi everyone, thanks for joining. So we're here to talk about next steps. Where are we?
  2. Simon Harte
    Simon Harte None
    We're interested, but we need to nail down the contract terms and the pricing.
  3. Sophie Ling
    Sophie Ling None
    Right. So we've discussed Starter tier: one team, 15 users, four connectors max. The annual subscription is 22,000 and the implementation is 6,000. Twenty-eight thousand all-in for year one.
  4. Louise Pring
    Louise Pring None
    What about payment terms?
  5. Owen Tallis
    Owen Tallis None
    Annual in advance is standard. We can invoice quarterly if that's better for you.
  6. Ellie Rowcliffe
    Ellie Rowcliffe None
    Quarterly would work for us.
  7. Sophie Ling
    Sophie Ling None
    Fine. What else is on your mind?
  8. Simon Harte
    Simon Harte None
    We'll want your standard terms and privacy docs, but is there any room on price for a first-time customer?
  9. Owen Tallis
    Owen Tallis None
    I can do a discount on the first year. What kind of timeline are you looking at?
  10. Simon Harte
    Simon Harte None
    If we can get this signed by early July, can you go live in mid-August?
  11. Sophie Ling
    Sophie Ling None
    That's within our eight-week window for Starter, so yes.
  12. Owen Tallis
    Owen Tallis None
    Okay, so I can do ten percent off the subscription for the first year. That would need to be signed by end of June.
  13. Louise Pring
    Louise Pring None
    And what happens at renewal?
  14. Sophie Ling
    Sophie Ling None
    You go back to list price. The 22,000. That discount is first-year only.
  15. Ellie Rowcliffe
    Ellie Rowcliffe None
    Okay. And if we want to cancel, what's the notice period?
  16. Owen Tallis
    Owen Tallis None
    Ninety days before renewal.
  17. Simon Harte
    Simon Harte None
    What's included on support?
  18. Sophie Ling
    Sophie Ling None
    Email support with a four-hour response on urgent issues. And the data refreshes nightly by 07:00.
  19. Ellie Rowcliffe
    Ellie Rowcliffe None
    That sounds fine.
  20. Simon Harte
    Simon Harte None
    I'll review the terms with Louise and get back to you.
  21. Sophie Ling
    Sophie Ling None
    Great. I'll send the MSA over today. And you'll need Ben to help with Snowflake and API setup once you're ready.
  22. Ellie Rowcliffe
    Ellie Rowcliffe None
    I'll loop him in after we sign.
  23. Owen Tallis
    Owen Tallis None
    So to recap, Starter, 15 users, 22,000 annual with a ten percent discount on the first term, 6,000 implementation, quarterly invoicing, ninety-day cancel notice, eight-week implementation. Sound right?
  24. Simon Harte
    Simon Harte None
    Yes, that works. We should have this signed by end of June.
  25. Sophie Ling
    Sophie Ling None
    Perfect. I'll get that contract sent today. Cheers, all.

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