Tamar Crossing Freight / BG-Demo – Negotiation

The £28k Starter order form sent on 2 Oct 2026 is unsigned. Sarah Northcott wants a lower first-year figure, and there has been no reply since the 5 Oct 2026 chase. This call must settle price and scope before the 30 Oct 2026 expected close.

Context: Tamar Crossing Freight is a prospect with no executed order form, no invoices and no usage. Deal deal_107_01 sits at the CRM negotiation stage at £28k, combining £6,000 implementation and a £22k subscription.

Approach: Owen Tallis should table a confirmed first-term discount within the 20% limit, with year two at list. Settle scope at the same time: four connectors, a six-monthly check-in and no dashboards builder.

Answer Sarah's earlier question on a stopped feed with a plan, and confirm that CRM, phone and accounting fit the Starter connectors. The evidence does not show whether a revised order form went out before the call.

Watch for: earlier calls described the dashboard builder, a quarterly check-in and real-time data as part of Starter, but the service refreshes nightly by 07:00. The 2 Sep 2026 draft and the 7 Sep 2026 proposal also conflict, so one order form must govern.

Ask early whether the management changes reported on 5 Oct 2026 affect Sarah or Jason. Also ask where legal review of the order form and MSA stands.

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