What was said
What this says
Current to 11 Oct 26Duncan Ealey called the Starter price steep. Owen Tallis offered twenty-five thousand pounds all-in for year one only, about fifteen per cent off, and Duncan agreed to sign by Friday if confirmed in writing.
What happened: Owen Tallis joined Lewis Kerr to negotiate. Duncan Ealey asked for a price of twenty-three to twenty-four thousand pounds and settled at Owen's offer of twenty-five thousand pounds all-in.
Customer view: Duncan said the product looks good but the price is steep for a new platform. After the renewal terms were explained, he said he could work with it if confirmed in writing.
Commercial: The discount is first year only, with signature by end of week. Lewis said the subscription then renews at the standard Starter rate of £20k.
Watch: Under the price book, a v1 customer renewing on or after 1 Jul 2026 pays the v2 list of £22k, so the £20k quoted may not hold. The evidence does not show the order form was signed.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to put the first-year discount in the order form and send it within the hour.
- Duncan Ealey to review and sign the order form by Friday.
- Lewis Kerr to check the renewal price quoted against the price book before the order form goes out.
Risks
Current to 9 Oct 26- Duncan found the price steep, so value at renewal will need to be shown once the first-year discount ends.
- The customer was told renewal is at £19,500, but a v1 customer renewing on or after 1 Jul 2026 pays the v2 list of £22,000.
- Agreement depends on written confirmation and signature by Friday.
Opportunities
Current to 9 Oct 26- Duncan said he would sign by Friday, which would land a Starter subscription and implementation.
Transcript
- Lewis Kerr NoneDuncan, Phoebe, thanks for taking this call. Owen's here from our sales leadership. We wanted to see if there's any room to move on the terms.
- Duncan Ealey NoneYeah, so we've reviewed the proposal. The product looks good, but the price is a bit steep for a new platform. Can you do anything on the twenty-eight?
- Owen Tallis NoneWhat's the next dated step? Are you ready to go live if we can find something?
- Duncan Ealey NoneYeah, if the terms work, we'd sign by end of week and start implementation.
- Owen Tallis NoneOkay. So the twenty-eight includes four weeks of implementation and year one subscription. We can look at a discount on the first year. What would make this work for you?
- Duncan Ealey NoneIdeally we'd come in at twenty-three, twenty-four thousand.
- Owen Tallis NoneOkay, let me be straight with you. We can do twenty-five all-in. That's about fifteen per cent off the all-in price. But that's first year only, at renewal next September, you'd be at the standard rate. And we'd need signature by end of week to make that work.
- Phoebe Lacey NoneCan you clarify what happens at renewal?
- Lewis Kerr NoneSo the subscription renews at the standard rate, which is nineteen thousand five hundred for Starter. The discount we're offering is only for year one as an incentive to get started.
- Duncan Ealey NoneOkay, so basically we're getting about three thousand off this year, then we're paying list price. Mm, I can work with that. But I'd need you to confirm that in writing.
- Owen Tallis NoneDone. I'll put that in the order form today, the twenty-five all-in, year one only. Lewis will send it over.
- Lewis Kerr NoneExactly. You'll have it in the next hour. And we'd still be aiming for mid-September go-live.
- Duncan Ealey NoneAlright, that works. We'll review it and get it signed by Friday.
- Owen Tallis NonePerfect. That's what we need. Cheers, Duncan. Lewis will be in touch with next steps once you've signed.
- Duncan Ealey NoneWill do. Thanks.