Kirkhope Insurance Services / BG-Demo – Negotiation

Anne Kirkhope has said Starter is right, but the 8 Oct 2026 call quoted £20k and a same-rate renewal, against £22k in the 6 Oct 2026 final proposal. This call must settle price, renewal wording and connector scope.

Context: Nothing is signed. CRM deal deal_184_01 sits at the proposal stage at £28k, with expected close 13 Nov 2026. The final proposal of 6 Oct 2026 quotes £22k a year and £28k for year one.

The problem: On the 8 Oct 2026 call Sophie Ling quoted £20k, the v1 Starter list, and a total that did not match its parts. She also promised renewal at the same rate with terms unchanged.

Approach: Before the call, Sophie and Owen Tallis should agree how far they will move on price. They should also agree standard renewal wording. The evidence does not show that a corrected order form has gone to Anne Kirkhope.

Open with the correct figure and own the earlier error plainly. Then move to scope: the discovery call named five sources, one more than Starter's four connectors.

Watch for: Anne may anchor on £20k or on the same-rate renewal. The 1 Oct 2026 draft stated a 99.5% availability level that the final proposal drops. Reece Dunn, IT Manager, has not yet been engaged.

AI · claude-opus-5-5 · 14 Oct 2026