Thorverton Creamery / BB-Demo – Negotiation

First call with Stephen Quick, Finance Director, and Jenna Luxton, Procurement Lead, on a new Growth deal. The verbal forty-four thousand a year and the £50k in the unsigned 1 Oct 2026 proposal do not match, and the price has to be settled before an order form can be signed.

Context: Beth Venn has been the champion on all four calls. On 1 Oct 2026 she said finance had approved the Growth terms Harvey quoted. Nothing is executed, and the CRM deal sits at stage proposal.

Approach: Owen Tallis and Harvey should arrive with one agreed price and a clean order form under the MSA. Walk Stephen and Jenna through the eight-week implementation and the standard Growth renewal terms, then ask for a signing date.

Watch for: Stephen may hold BB-Demo to the lower verbal figure. Jenna may press on SOC 2 Type II, which the security questionnaire states is not yet certified. The evidence does not show whether the price was reconciled or a corrected offer sent before this call.

AI · claude-opus-5-5 · 14 Oct 2026