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Lewis Kerr

Coorabell Logistics / BB-Demo – Negotiation

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Coorabell Logistics: documents logo Coorabell Logistics: documents · 2026-04-14 08:00

On the 14 Apr 2026 negotiation, Coorabell's CFO said the product looks solid but budget is tight. Warren Petrie agreed to sign the Starter subscription now and defer implementation, with the total held at twenty-eight thousand pounds.

What was said

What this says

Current to 12 Oct 26

On the 14 Apr 2026 negotiation, Coorabell's CFO said the product looks solid but budget is tight. Warren Petrie agreed to sign the Starter subscription now and defer implementation, with the total held at twenty-eight thousand pounds.

What happened: On the 14 Apr 2026 negotiation, Warren Petrie and Tanya Briggs asked for a lower price on the Starter proposal of twenty-eight thousand pounds all-in. Owen Tallis held the total and offered to defer implementation instead.

Customer view: Warren said the product looks solid but budget is tight, and Tanya asked for twenty-three or twenty-four thousand. Warren then agreed to sign the subscription now and defer implementation.

Commercial: Warren said he can approve it, and Lewis Kerr was to send a revised order form with deferred implementation language. The evidence does not show whether it was signed.

Watch: Go-live moves to February or March, so the customer sees value later. The call also says implementation starts early next quarter, which does not sit easily with that go-live.

AI · claude-sonnet-5-5 · 12 Oct 2026

Themes

Current to 9 Oct 26
Theme
Starter price and deferral
Importance
neutral
Sentiment
mixed
Voice
decision-maker

Who was there

BB-Demo

Them

Follow-up

Next steps

Current to 9 Oct 26
  • Lewis Kerr to confirm the revised order form with deferred implementation language was sent and chase signature.
  • Owen Tallis and Lewis Kerr to hold the close date set on the call.
  • Tanya Briggs to agree the implementation timeline with BB-Demo.

Risks

Current to 9 Oct 26
  • Budget pressure led the customer to ask for a price well below the proposal.
  • Deferring implementation pushes go-live to February or March and delays the value the customer sees.
  • The evidence does not show a signed order form, so the deal is still open.

Opportunities

Current to 9 Oct 26
  • The CFO can approve the deal himself, so the decision path is short.
  • Tanya Briggs owns the implementation timeline, which gives a second working contact.

Transcript

  1. Lewis Kerr
    Lewis Kerr None
    Good morning, Warren, Tanya. Thanks for the time. Just to confirm, you've reviewed the Starter proposal and you wanted to discuss pricing and terms with Owen and me before we move forward.
  2. Warren Petrie
    Warren Petrie None
    That's right. The product looks solid, but we're tight on budget this quarter. We wanted to see if there's any flexibility on the price.
  3. Lewis Kerr
    Lewis Kerr None
    What's in the proposal?
  4. Owen Tallis
    Owen Tallis None
    Twenty-eight thousand all-in for Starter, includes implementation and your first year of subscription.
  5. Tanya Briggs
    Tanya Briggs None
    Right. We were hoping for something closer to twenty-three or twenty-four. Is that in the ballpark?
  6. Owen Tallis
    Owen Tallis None
    I hear the budget pressure. At twenty-three, we'd be taking a significant discount on the first term. What if we deferred the implementation to next quarter? That would push some of the cost out and might help your cash position.
  7. Warren Petrie
    Warren Petrie None
    So we'd pay part of it now and part next quarter?
  8. Lewis Kerr
    Lewis Kerr None
    Yeah. You'd start the subscription now, get the licence in place, and then we'd kick off implementation next quarter. Your team would go live in early next year.
  9. Tanya Briggs
    Tanya Briggs None
    How much time does that buy us?
  10. Owen Tallis
    Owen Tallis None
    The all-in is still twenty-eight. But if we split it, some now for subscription, some next quarter for implementation, your cash hit this quarter is smaller.
  11. Warren Petrie
    Warren Petrie None
    And when would we actually go live if we defer the implementation?
  12. Lewis Kerr
    Lewis Kerr None
    We'd kick off implementation in early next quarter, so you'd go live probably in February or March. Does that timeline work?
  13. Warren Petrie
    Warren Petrie None
    Yeah, that's better. We'd sign the subscription now and defer the implementation to next quarter.
  14. Owen Tallis
    Owen Tallis None
    So the order form would reflect subscription starting now, implementation scheduled for early next quarter. We'd need to close by the twenty-ninth of April to get that into the contract. What's your approval process?
  15. Warren Petrie
    Warren Petrie None
    I can approve it. Tanya will manage the implementation timeline with your team.
  16. Lewis Kerr
    Lewis Kerr None
    Perfect. I'll send a revised order form this morning with the deferred implementation language. You can review it, and we'll schedule a kick-off for next week if you're ready to sign.

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