Brindlecote Insurance Brokers / BG-Demo – Negotiation
Callcompleted
Brindlecote Insurance Brokers · 8 May 2023 11:00
Brindlecote agreed Starter order form changes with Nell Ashcombe: a first-year discount on implementation and subscription, and quarterly invoicing. Nell is to send an updated order form to sign.
What was said
What this says
As at Fri 9 Oct 2026Brindlecote agreed Starter order form changes with Nell Ashcombe: a first-year discount on implementation and subscription, and quarterly invoicing. Nell is to send an updated order form to sign.
What happened: Ravi Atherton asked for a first-year discount on the Starter deal. Nell offered a discount on implementation and five percent on the subscription, and said that was the most she had.
Customer view: Zoe Nuttall asked for quarterly invoicing and called the premium workable. Ravi said the revised terms worked for them, and Ed Duckworth said nothing else needed changing.
Commercial: Nell quoted a small premium of about five percent for quarterly payment. The figures spoken on the call do not agree with each other, so the executed order form, not the call, decides price and terms.
Watch: Nell said Daniel would be the CSM and would reach out on day one. The call does not show that the order form was signed.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Nell Ashcombe sends the updated order form for signature.
- Daniel contacts the customer on the first day after signing.
Risks
As at Fri 9 Oct 2026- The spoken figures for the discounted and quarterly prices are inconsistent, so the order form could carry different numbers from what the customer expects.
- The call does not show a signed order form, so the deal is not confirmed by this record.
Opportunities
As at Fri 9 Oct 2026- Starter implementation and subscription on agreed terms, with quarterly invoicing at a small premium.
- Daniel can start adoption work from day one as CSM.
Transcript
Nell AshcombeHi, everyone. I've got the order form ready, but Ravi mentioned on email there might be a few changes. Let's work through them.
Ravi AthertonYeah, so the finance team looked at it. On the commercial side, you're on Starter at nineteen five a year. We'd love to talk about a discount for year one.- Nell AshcombeI can do that. How much are you looking for?
- Ravi AthertonTen percent?
- Nell AshcombeI can do up to ten percent on the implementation, so that brings it to fifty-four hundred. On subscription, I can offer five percent, which takes you to eighteen five two-five. That's the max I have.
Zoe NuttallThat helps. I have one more thing: can we do quarterly invoicing instead of annual in advance?- Nell AshcombeWe normally do annual, but quarterly is possible. It does mean a small premium, typically five percent on the subscription fee. So quarterly you'd be looking at just under twenty k a year, paid in four instalments of fifty-one twenty-five.
- Zoe NuttallThat's workable. Okay.
Ed DuckworthSo we're at fifty-four hundred implementation, and then we'd do the subscription quarterly?- Nell AshcombeYes. That's the proposal: six thousand implementation, five percent discount, brings it to fifty-four hundred. Then subscription is nineteen five annual, five percent discount, bringing it to approximately eighteen five two-five, paid quarterly. I'll update the order form with the new numbers and send it across. Does that work?
- Ravi AthertonThat works for us.
- Nell AshcombeBrilliant. Give me an hour and I'll send the updated order form. Any other changes?
- Ed DuckworthNo, that covers it.
- Nell AshcombeGreat. I'll send an updated order form, you sign it, and we'll kick off the next day. I'll assign Daniel as your CSM. He'll reach out to you on day one.
- Zoe NuttallPerfect.
- Nell AshcombeCheers, all.