Lewis Kerr

Ardfinnan Freight Services / BB-Demo – Negotiation

Callcompleted

Ardfinnan Freight Services: documents logo Ardfinnan Freight Services: documents · 2025-01-22 12:30

Brendan O'Mahony asked for price movement on the Growth proposal of sixty-two thousand. Owen Tallis offered a one-time first-year licence discount if signed by 6 Feb 2025. No repeat discounts.

What was said

What this says

Current to 12 Oct 26

Brendan O'Mahony asked for price movement on the Growth proposal of sixty-two thousand. Owen Tallis offered a one-time first-year licence discount if signed by 6 Feb 2025. No repeat discounts.

What happened: Brendan said the proposal looked good overall and asked for flexibility on the total. Grainne Lynch asked for a few percentage points off the licence to help get board approval.

Commercial: Owen Tallis offered a one-time discount on the first year's licence only, contingent on signing by 6 Feb 2025. He ruled out discounting twice or carrying discounts year on year.

Customer view: Brendan asked for the deadline in a revised quote and said legal and finance would be looped in. He wants to be live before the spring season starts.

Watch: The discount size was not stated on the call. The evidence does not show the signed outcome.

AI · claude-sonnet-5-5 · 12 Oct 2026

Themes

Current to 9 Oct 26
Theme
Growth price negotiation
Importance
neutral
Sentiment
positive
Voice
decision-maker

Who was there

BB-Demo

Them

Follow-up

Next steps

Current to 9 Oct 26
  • Lewis Kerr to send the revised quote showing the discount contingent on signing by 6 Feb 2025.
  • Owen Tallis to send the MSA for legal review.
  • Brendan O'Mahony to loop in legal and finance once he has the revised quote.

Risks

Current to 9 Oct 26
  • The customer is pushing on total price and may press again for discounts beyond the first year.
  • Signing depends on legal and finance review before the 6 Feb 2025 deadline.

Opportunities

Current to 9 Oct 26
  • A signature by 6 Feb 2025 would start the eight-week Growth implementation ahead of the spring season.
  • Brendan said the proposal looks good overall, with only price flexibility outstanding.

Transcript

  1. Lewis Kerr
    Lewis Kerr None
    Hi Brendan, Grainne, thanks for making the time. We've sent you the Growth proposal at sixty-two thousand, and we're working towards a close by 6 Feb 2025. Just wanted to walk through any questions on scope and next steps. Where are we?
  2. Brendan O'Mahony
    Brendan O'Mahony None
    We've reviewed it. Looks good overall. One thing, is there any movement on price? We were hoping for a bit of flexibility.
  3. Owen Tallis
    Owen Tallis None
    What's driving it? Is it the implementation or the licence?
  4. Brendan O'Mahony
    Brendan O'Mahony None
    The total number, really. We'd like to see if you can come down.
  5. Lewis Kerr
    Lewis Kerr None
    The sixty-two breaks down: implementation is a fixed fee, eight weeks, four connectors, training, security review. That piece doesn't move. The annual licence is where we can have a conversation if the business case stacks up for you. What would make this work?
  6. Grainne Lynch
    Grainne Lynch None
    If you could bring it down by a few percentage points on the licence, that would help us get board approval.
  7. Owen Tallis
    Owen Tallis None
    Here's what I can do. If you sign by 6 February, I'll apply a one-time discount to the first year's licence only. That's a one-off, doesn't carry forward, but it would bring the all-in down. What I won't do is discount twice or carry discounts year on year. Does that work?
  8. Brendan O'Mahony
    Brendan O'Mahony None
    Okay. Can you put that in a revised quote with the deadline?
  9. Lewis Kerr
    Lewis Kerr None
    I'll send that over today. It'll show the discount contingent on signing by 6 February. Once you sign, that's the number locked in and we move to implementation.
  10. Grainne Lynch
    Grainne Lynch None
    And we'd go live when?
  11. Lewis Kerr
    Lewis Kerr None
    Eight weeks from signature. So early February signature means you're live by end of March, beginning of April at the latest.
  12. Brendan O'Mahony
    Brendan O'Mahony None
    That's good, we need to be live before the spring season starts.
  13. Lewis Kerr
    Lewis Kerr None
    You're well clear then. So between now and 6 February, I'll get the revised quote over, Owen will send the MSA for legal review, and you get those back to us signed. Then we kick off implementation.
  14. Owen Tallis
    Owen Tallis None
    What's the next step for you? Do you need board approval or procurement involved?
  15. Brendan O'Mahony
    Brendan O'Mahony None
    Just legal and finance. I'll loop them in once I have the revised quote. Should turn around pretty quickly.
  16. Lewis Kerr
    Lewis Kerr None
    Brilliant. I'll get that out today. Any other questions before we wrap?
  17. Grainne Lynch
    Grainne Lynch None
    No, I think we're good. Thanks, Lewis.
  18. Owen Tallis
    Owen Tallis None
    Cheers. Speak soon.

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