B-Glass
Marcus Bell

Ardenmore Pension Administration / BG-Demo – Renewal

Callcompleted

Ardenmore Pension Administration logo Ardenmore Pension Administration · 23 Jul 2025 16:00

On the 23 Jul 2025 renewal call, Finance Director Elaine Turvey asked how to justify 25 licences when about seven people use the product. She will not decide on the call and needs a board paper before mid-August.

What was said

What this says

As at Fri 9 Oct 2026

On the 23 Jul 2025 renewal call, Finance Director Elaine Turvey asked how to justify 25 licences when about seven people use the product. She will not decide on the call and needs a board paper before mid-August.

What happened: Tom Ashdown framed the Starter renewal at £23k, with the term ending 29 Aug 2025 and 18 Aug 2025 pencilled in to close. Marcus Bell reported about seven active people against twenty-five licensed users, with no tickets in the last month.

Customer view: Elaine said she has to explain to the board why twenty-five are kept when seven use it. She would not decide on the call and wanted a one-page usage note, ideally with a line from the team in their own words.

Commercial: Tom would not promise anything on the licence number and will look at what is possible within the order form. The renewal is open, and the risk is a seat reduction or a value challenge rather than a stated cancellation.

Watch: Elaine's board timing is before the middle of August. A check-in is to be booked for the week before 18 Aug 2025.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Renewal, low seat usage
Importance
renewal
Sentiment
mixed
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Marcus Bell sends Elaine the one-page usage note within a few days.
  • Tom Ashdown sends written confirmation of the figures, a list of any differences from current terms, and an answer on the licence question.
  • Tom Ashdown books a check-in for the week before 18 Aug 2025.

Risks

As at Fri 9 Oct 2026
  • Elaine may push to reduce the twenty-five licences if the board cannot see value in about seven active users.
  • The board decision is needed before mid-August and the term ends 29 Aug 2025, leaving little room.

Opportunities

As at Fri 9 Oct 2026
  • A one-page usage note with a team quote can give the board a clear value case for client-relationship preparation.

Transcript

  1. Tom Ashdown
    Tom Ashdown
    Afternoon, Elaine. Can you hear us okay?
  2. Elaine Turvey
    Elaine Turvey
    Afternoon. Yes, loud and clear, thank you.
  3. Marcus Bell
    Marcus Bell
    Afternoon, Elaine. Good to see you again. I'm here as well, just in case Tom wanders off on a tangent.
  4. Tom Ashdown
    Tom Ashdown
    Cheeky. How's your week been, Elaine? Has it calmed down since quarter end?
  5. Elaine Turvey
    Elaine Turvey
    A little, yes. Thank you. Shall we get to it? I know you've sent a draft, and I've had a look.
  6. Tom Ashdown
    Tom Ashdown
    Please. So, just to frame it, this is the renewal for the Starter subscription. The current term ends on 29 Aug 2025, and we've pencilled in 18 Aug 2025 as when we'd like to have it tied up, so there's some room either side.
  7. Elaine Turvey
    Elaine Turvey
    Yes. And the figure is the same as now?
  8. Tom Ashdown
    Tom Ashdown
    As I have it, it's £23,000 a year, same as the order form and same as what's been invoiced. I'll confirm that in the paperwork so you've got it in black and white, I don't want you relying on me saying it from memory.
  9. Elaine Turvey
    Elaine Turvey
    Understood. Before we go further, I'd like to hear about adoption again. Has anything moved since Marcus's summary?
  10. Marcus Bell
    Marcus Bell
    A bit, yes. I've pulled the numbers again. The average number of active people is still around seven, up slightly on the previous quarter. Twenty-five licensed users, so it's the same picture as I sent you, a little better but not dramatically. No tickets in the last month either.
  11. Elaine Turvey
    Elaine Turvey
    So still under a third of the licences.
  12. Marcus Bell
    Marcus Bell
    Yes. I'd rather say it plainly than have you find it yourself.
  13. Elaine Turvey
    Elaine Turvey
    I appreciate that. The difficulty is, I have to be able to say to the board why we keep twenty-five when seven are using it. Can we justify that to the board?
  14. Tom Ashdown
    Tom Ashdown
    I hear you. I think the honest answer is that it's a fair question and I'd want to look at it with you. Whether the licence number stays as it is is something I'd like to come back to you on, rather than make something up now.
  15. Elaine Turvey
    Elaine Turvey
    That's all I'm asking. I'm not trying to make it difficult.
  16. Tom Ashdown
    Tom Ashdown
    No, not at all. It's a proper conversation to have. Let me take that away and see what's possible within the order form. I won't promise anything on this call.
  17. Elaine Turvey
    Elaine Turvey
    Good. I wouldn't expect you to. I'm also not going to decide anything on this call, I should say. I need to take it to the board, and I'd rather not rush.
  18. Tom Ashdown
    Tom Ashdown
    That's absolutely fine. That's why we've left some time.
  19. Marcus Bell
    Marcus Bell
    Can I add something that might help with the board paper? The team who use it are the client-relationship people, and they use it to prepare for conversations with employers. That's the value in a sentence. If it helps, I can put a short note together saying that, with the usage trend.
  20. Elaine Turvey
    Elaine Turvey
    A short note would be useful. A page, no more. And if Sukhvinder's happy, perhaps a line from the team in their own words.
  21. Marcus Bell
    Marcus Bell
    I'll ask him. I think he'd be fine with that.
  22. Elaine Turvey
    Elaine Turvey
    Can I ask about the draft you sent. Is there anything in it that's changed from the current terms? I read it quickly and nothing jumped out at me.
  23. Tom Ashdown
    Tom Ashdown
    Nothing that should surprise you. It's the same tier and the same structure. I'll go through it line by line again and flag anything that's different, so you've got it written down. Honestly, that's the sort of thing I should have done in the covering email.
  24. Elaine Turvey
    Elaine Turvey
    Please do. That would be easiest for me to take to the board.
  25. Tom Ashdown
    Tom Ashdown
    So where does that leave us. Marcus sends you the note on usage, I send you the confirmation of the figures and a list of what, if anything, differs from the current terms, and I come back to you on the licence question.
  26. Elaine Turvey
    Elaine Turvey
    That's right. And I'll take it to the board and come back to you.
  27. Tom Ashdown
    Tom Ashdown
    Is there a date you think the board would be looking at it? Just so I can plan around it.
  28. Elaine Turvey
    Elaine Turvey
    I'd have to check. Before the middle of August, certainly, otherwise we run out of road.
  29. Tom Ashdown
    Tom Ashdown
    No problem. I'll get the documents to you well ahead of that, so you've got time. Let's get a quick check-in in the diary for the week before 18 Aug 2025, just in case anything's moved.
  30. Elaine Turvey
    Elaine Turvey
    Yes, please do that.
  31. Marcus Bell
    Marcus Bell
    I'll get the usage note to you in the next few days, Elaine.
  32. Elaine Turvey
    Elaine Turvey
    Thank you, both. Thanks for being straight with me.
  33. Tom Ashdown
    Tom Ashdown
    No problem at all. Cheers, Elaine. Speak soon.
  34. Marcus Bell
    Marcus Bell
    Thanks, Elaine. Bye for now.
  35. Elaine Turvey
    Elaine Turvey
    Goodbye.

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