Who was there
BG-Demo
Them
Call prep
As at Fri 9 Oct 2026First negotiation with Hallam Ferrier. Richard Staniforth wants the cost per partner on one page before he takes the 10 Sep 2026 Growth proposal (£50k a year, £62k total) to the partners. The target signature date is 13 Nov 2026.
Context: Nothing is signed. The 10 Sep 2026 proposal is an open item, and the CRM deal deal_090_01 sits at stage proposal. Richard will not sign before the partners agree, and no partners' meeting date is on record.
Approach: Harvey Doyle leads, with Owen Tallis setting the commercial position. Open with the one-page cost per partner, keeping the £50k annual subscription and the £62k total as separate figures. Then walk through the draft order form, which shows them as two lines.
Approach: Joanne Unwin, Practice Finance Manager, appears on no earlier recorded call. Expect questions from her on billing and terms.
Watch for: The access and audit separation points from the demo are still partly open. Neither Shabana Iqbal nor Neville Hirst is attending. The records do not show whether Theo Gallagher's written answers or the one-pager have been sent, so confirm this before the call. Richard doubts adoption beyond a few enthusiasts, so a small first group of partners needs a credible plan to widen use.