Cadnam Rise Recruitment / BB-Demo – Negotiation
Callcompleted
Cadnam Rise Recruitment · 2025-08-29 16:45
Final terms call on 29 Aug 2025. Duncan Ealey wants go-live pushed to end of September, with board approvals before signing in early September. Price confirmed at £20k plus £6,000; Duncan will sign the updated order form.
What was said
What this says
Current to 14 Oct 26Final terms call on 29 Aug 2025. Duncan Ealey wants go-live pushed to end of September, with board approvals before signing in early September. Price confirmed at £20k plus £6,000; Duncan will sign the updated order form.
What happened: Owen Tallis and Lewis Kerr finalised terms with Duncan Ealey and Phoebe Lacey. The customer asked to move go-live from late August to end of September, and Owen agreed if signature comes in early September.
Customer view: Duncan said the proposal looks good overall. Phoebe said approvals from the board are still being gathered, so signature depends on that.
Commercial: Owen confirmed £26k all-in for year one, then £20k a year at renewal. Scope is 15 users and three connectors (CRM, email, calls) with a fourth slot unused. Support is quarterly check-ins and business-hours response.
Watch: The order form was still to be sent and the evidence does not show it was signed. Duncan asked about adding users later, which is a possible expansion route in blocks of ten.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Owen Tallis to send the updated order form with the September timeline by end of day tomorrow.
- Duncan Ealey to sign once reviewed, then hold the kick-off call to map connectors and owners.
Risks
Current to 9 Oct 26- Signature depends on board approvals in early September, so the go-live date could slip again.
- Standard response time is business hours, which the customer may test once live.
Opportunities
Current to 9 Oct 26- Duncan asked about adding users later, which could lead to extra user blocks as the team grows.
- A fourth connector slot is unused and could be filled later.
Transcript
Lewis Kerr NoneHi, Duncan, Phoebe. Owen's here from our sales team to help us finalize the terms.
Owen Tallis NoneGood to speak with you. Where are we at with the proposal?
Duncan Ealey NoneOverall it looks good. A couple of things came up though. One is timing, can we push go-live to September rather than late August? We've got a lot on in August.- Owen Tallis NoneWhen in September?
- Duncan Ealey NoneEnd of September would be ideal.
- Owen Tallis NoneOkay. So instead of four weeks from signature, you want five or six. That's doable if we push the start date. When could you sign?
Phoebe Lacey NoneEarly September. We're just getting approvals from our board.- Owen Tallis NoneRight. So if you sign early September, we can kick off mid-September and go live end of September, no problem.
- Duncan Ealey NoneGood. The other thing is, we've been thinking about users. Fifteen is probably enough initially, but can we add users later without a big cost?
- Lewis Kerr NoneYou can add users in blocks of ten. So if you hit the limit and need more, you'd add the next block and we'd adjust your subscription. That's something we'd talk through as you grow.
- Duncan Ealey NoneAnd the four connectors, CRM, email, calls, and what was the fourth?
- Lewis Kerr NoneWe didn't scope a fourth. You're on CRM, email, and calls. That's three. You've got a fourth slot if you want to add something, but for now, those three are what you need.
- Phoebe Lacey NoneThat makes sense. And the price: still £19,500 plus the £6,000?
- Owen Tallis NoneThat's right. £25,500 all-in for year one, implementation and the first annual subscription. Then it renews at £19,500 each year after.
- Duncan Ealey NoneOkay. And support, we get the quarterly check-ins?
- Lewis Kerr NoneQuarterly check-ins included, and you can reach us if something goes wrong. Standard response time is business hours.
- Owen Tallis NoneI'll send an updated order form with the September timeline. Once you've reviewed it, just confirm and we'll be set. Who do we need signatures from?
- Duncan Ealey NoneI'll sign.
- Owen Tallis NonePerfect. I'll have that to you by end of day tomorrow. Once it's signed, we'll send you a kick-off call, that's where we map out exactly what we're connecting and who owns what on your side.
- Phoebe Lacey NoneGood.
- Lewis Kerr NoneThanks, both. We'll be in touch tomorrow.