Carrowkeel Software / BG-Demo – Proposal
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Carrowkeel Software · 30 Jun 2025 15:15
Sophie Ling presented a Growth proposal with a total deal value of £54k, implementation included. Conor Daly, the CFO, would not agree anything on the call and wants the order form split out in writing. Target date is 1 Aug 2025.
What was said
What this says
As at Fri 9 Oct 2026Sophie Ling presented a Growth proposal with a total deal value of £54k, implementation included. Conor Daly, the CFO, would not agree anything on the call and wants the order form split out in writing. Target date is 1 Aug 2025.
What happened: Sophie took Aoife Mulcahy and Conor Daly through a Growth proposal. Nothing was signed; Sophie said an order form under the master agreement would be the document that counts.
Customer view: Aoife wants support tickets, renewals and usage per agency group. Conor said he does not pay against a draft and would reply in writing after reading the order form.
Commercial: The £54k is the total for the deal, not an annual price. Conor asked for the one-off and annual lines to be split, and Aoife said the split matters for her renewal conversation next year.
Watch: Conor raised sterling invoicing against a euro budget. He said that was for him to deal with.
Themes
As at Fri 9 Oct 2026Theme
Growth proposal and paperwork
Importance
neutral
Sentiment
neutral
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Sophie Ling to send the order form with a cover note on the day of the call.
- Conor Daly to review the order form and reply in writing.
- Aoife to name owners for the helpdesk and CRM sources ahead of the 1 Aug 2025 target.
Risks
As at Fri 9 Oct 2026- Conor may read the £53,800 total as a yearly price unless the order form splits implementation from subscription.
- Sterling invoicing may sit awkwardly against Conor's euro budget.
Opportunities
As at Fri 9 Oct 2026- Aoife is keen on a Growth brain reading support tickets, renewals and usage per agency group.
- Add-on users and connectors were flagged as later options.
Transcript
Sophie LingAfternoon, Aoife. Afternoon, Conor. Can you both hear me?
Aoife MulcahyAfternoon, Sophie! Yes. Conor, you're on mute, I think.
Conor DalyAfternoon. Sorry, yes. Can you hear me now?- Sophie LingLoud and clear. Thanks for making the time, I know the end of the month is hectic for finance.
- Conor DalyIt is a bit. Before we start, can I just confirm the paperwork? Which version is the signed one?
- Sophie LingFair question. Nothing is signed yet. What you have from me is a proposal, so it's a draft for discussion. If we agree today, I'll issue an order form under the master agreement, and that's the document that counts.
- Conor DalyRight. Then let's check the order form when it comes. I don't pay against a draft.
- Sophie LingWouldn't expect you to. And the draft is superseded the day the executed copy is signed, so there's no confusion about which one governs.
- Aoife MulcahyWhich is why I wanted you on this one, Conor. Sophie, go on, take us through it.
- Sophie LingSo, the proposal is for Growth. That's several teams, forty users and eight connectors, with the dashboards builder and a quarterly review with your customer success manager. Aoife, that's the shape you asked for after the demo.
- Aoife MulcahyYes. Support tickets, renewals and usage per agency group. That's what I need to see.
- Sophie LingThe total value of the deal is £53,800. That includes the one-off implementation, which is a fixed fee, and the first year's subscription.
- Conor DalySorry, say that again. Fifty-three thousand eight hundred, total?
- Sophie LingYes, £53,800 in total for the deal, implementation included. It isn't an annual figure, so please don't read it as the yearly price. The order form will split it out line by line so you can see the one-off and the annual.
- Conor DalyGood. That's what I'll want to see. Split out, in writing.
- Aoife MulcahyAnd the split matters for my renewal conversation next year too, so I'd like it clear.
- Sophie LingUnderstood. It'll be clear. The subscription is annual, invoiced in advance. We can do quarterly if you'd prefer, just say so. Payment terms are thirty days.
- Conor DalyAnnual in advance is fine. Thirty days is fine. What currency?
- Sophie LingSterling. Everything is invoiced in pounds, including for our customers in Ireland.
- Conor DalyMm. Fair enough. I'll need to see how that lands against our euro budget, but that's for me to deal with.
- Aoife MulcahyConor, can I ask about timing? I'd love it live before the next batch of renewals.
- Conor DalyYou can ask. I'm not going to agree terms on a call, Aoife, you know that. Send me the order form, I'll read it, and I'll come back in writing.
- Aoife MulcahyGrand, let's do it that way. I just want to be clear we're aiming for 1 Aug 2025.
- Sophie LingThat's the date I have as well. If the order form is with you this week, that leaves plenty of time for your review and any questions.
- Conor DalyGood. Anything about the implementation I should know? Who does what, and by when?
- Sophie LingThe order form will carry the implementation scope and the connectors we've agreed. The ones promised in it carry a commitment to go live within a set number of days, so it's worth reading that part closely. On your side we'd want a named owner for each source.
- Aoife MulcahySiobhán for usage, and I'll find someone for the helpdesk and the CRM.
- Conor DalyFine. Anything else on the commercial side, Sophie?
- Sophie LingOnly that if you want to add users or connectors later, those are add-ons, priced separately. Nothing to decide now.
- Conor DalyNoted. So the next step is the order form from you, and my reply in writing.
- Sophie LingExactly. I'll send it today with a short cover note covering the points we've discussed, so you can check them against what I've said.
- Aoife MulcahyBrilliant. Thanks a million, Sophie. Thanks, Conor.
- Conor DalyThanks both. Speak soon.
- Sophie LingCheers all, bye for now.
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