What was said
What this says
Current to 11 Oct 26Quennell 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.
Themes
Current to 9 Oct 26Who 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
- Sophie Ling NoneHi everyone, thanks for joining. So we're here to talk about next steps. Where are we?
- Simon Harte NoneWe're interested, but we need to nail down the contract terms and the pricing.
- Sophie Ling NoneRight. 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.
- Louise Pring NoneWhat about payment terms?
- Owen Tallis NoneAnnual in advance is standard. We can invoice quarterly if that's better for you.
- Ellie Rowcliffe NoneQuarterly would work for us.
- Sophie Ling NoneFine. What else is on your mind?
- Simon Harte NoneWe'll want your standard terms and privacy docs, but is there any room on price for a first-time customer?
- Owen Tallis NoneI can do a discount on the first year. What kind of timeline are you looking at?
- Simon Harte NoneIf we can get this signed by early July, can you go live in mid-August?
- Sophie Ling NoneThat's within our eight-week window for Starter, so yes.
- Owen Tallis NoneOkay, so I can do ten percent off the subscription for the first year. That would need to be signed by end of June.
- Louise Pring NoneAnd what happens at renewal?
- Sophie Ling NoneYou go back to list price. The 22,000. That discount is first-year only.
- Ellie Rowcliffe NoneOkay. And if we want to cancel, what's the notice period?
- Owen Tallis NoneNinety days before renewal.
- Simon Harte NoneWhat's included on support?
- Sophie Ling NoneEmail support with a four-hour response on urgent issues. And the data refreshes nightly by 07:00.
- Ellie Rowcliffe NoneThat sounds fine.
- Simon Harte NoneI'll review the terms with Louise and get back to you.
- Sophie Ling NoneGreat. I'll send the MSA over today. And you'll need Ben to help with Snowflake and API setup once you're ready.
- Ellie Rowcliffe NoneI'll loop him in after we sign.
- Owen Tallis NoneSo 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?
- Simon Harte NoneYes, that works. We should have this signed by end of June.
- Sophie Ling NonePerfect. I'll get that contract sent today. Cheers, all.