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Sophie Ling

Pendle Valley Academies / BG-Demo – Negotiation

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Pendle Valley Academies logo Pendle Valley Academies · 17 Jun 2025 11:00

Pendle Valley's CFO asked to bring the Growth all-in figure closer to 50,000 for year one. Owen Tallis said a discount is possible if they move fast, for year one only. Signature is targeted for 11 Jul 2025.

What was said

What this says

As at Fri 9 Oct 2026

Pendle Valley's CFO asked to bring the Growth all-in figure closer to 50,000 for year one. Owen Tallis said a discount is possible if they move fast, for year one only. Signature is targeted for 11 Jul 2025.

What happened: Negotiation on the Growth proposal. Mohammed Hanif confirmed the 56,000 figure covers implementation and the first-year subscription, then asked for about 50,000.

Customer view: Mohammed and Amanda Holt are keen and the July date works for them. Amanda said standard support would be fine, so Premium support is not being pursued now.

Commercial: Owen said any discount applies to year one only and renewal would be at the then-current list price. The evidence does not show an agreed discount figure or an executed order form.

Watch: The CFO is price-sensitive and has been told renewal will be at list, so the first renewal needs a value case.

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

Themes

As at Fri 9 Oct 2026
Theme
Growth price negotiation
Importance
renewal
Sentiment
positive
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Sophie Ling to send the order form and a summary to Mohammed and Amanda by the end of the week.
  • Owen Tallis to confirm the year-one discount level, aiming for signature by 11 Jul 2025.

Risks

As at Fri 9 Oct 2026
  • The CFO needs the year-one price justified, and the discount ends at renewal when list price applies.
  • No order form is shown as signed, so the deal is still open.

Opportunities

As at Fri 9 Oct 2026
  • Premium support could be offered later as an add-on if needs grow.
  • A first-year value case can support the move to list price at renewal.

Transcript

  1. Sophie Ling
    Sophie Ling
    Hi Mohammed, Amanda. Thanks for getting on. Owen here is our VP Sales. We wanted to make sure we address any questions or concerns about the Growth proposal before we finalize things.
  2. Mohammed Hanif
    Mohammed Hanif
    Right. I've reviewed the document. The 56,000 figure is all-in, yes? That's implementation and the first year subscription?
  3. Owen Tallis
    Owen Tallis
    That's correct. It's 56,000 all-in for implementation and your first-year subscription combined. After year one, you'd renew at the annual subscription rate.
  4. Mohammed Hanif
    Mohammed Hanif
    And that's the list price? No room for adjustment?
  5. Owen Tallis
    Owen Tallis
    For the first year, we can work with discounts on the subscription side. What were you thinking?
  6. Mohammed Hanif
    Mohammed Hanif
    We're keen, but I'd need to bring the all-in closer to 50,000 for this year to make it easier to justify.
  7. Owen Tallis
    Owen Tallis
    That's a solid ask. Let me be honest, we don't usually discount new deals that heavily. But given the July deadline, we can look at it seriously if we move fast.
  8. Amanda Holt
    Amanda Holt
    That's helpful. The July date works for us.
  9. Owen Tallis
    Owen Tallis
    Good. And just to be clear: any discount applies to year one only. When you renew, you'd be at the current list price, which may adjust over time.
  10. Mohammed Hanif
    Mohammed Hanif
    Understood. What about support? If something goes wrong, what's the response time?
  11. Sophie Ling
    Sophie Ling
    You get quarterly business reviews and standard support with response times of one business hour for priority issues. That's included in Growth.
  12. Mohammed Hanif
    Mohammed Hanif
    Okay. And if we wanted premium support, a dedicated engineer or something?
  13. Owen Tallis
    Owen Tallis
    That's an add-on available on Enterprise and above, or you can add it as a standalone. But with Growth, you'd have a CSM who knows your account well. Let's see how that goes for a year.
  14. Amanda Holt
    Amanda Holt
    I think that's reasonable. We'd probably be fine with the standard support.
  15. Mohammed Hanif
    Mohammed Hanif
    Fair enough. What about contract length?
  16. Sophie Ling
    Sophie Ling
    Annual contracts with a 30-day notice if you want to cancel. Renewal happens at the end of the term, we'll remind you well in advance.
  17. Mohammed Hanif
    Mohammed Hanif
    Okay. So if I've got this right: the price works for us if we can move forward, quarterly check-ins, forty users, eight connectors, and we can cancel with 30 days' notice after the first year?
  18. Owen Tallis
    Owen Tallis
    Spot on. And we'll get you an order form by the end of the week, ready for your signature.
  19. Amanda Holt
    Amanda Holt
    Great. We'll review it and get it back to you.
  20. Sophie Ling
    Sophie Ling
    Perfect. I'll email you both a summary and the order form. If there are any questions, just ping me. Otherwise, we're aiming to get this signed by 11 Jul 2025.
  21. Mohammed Hanif
    Mohammed Hanif
    Sounds good.
  22. Owen Tallis
    Owen Tallis
    Thanks, both of you. Speak soon.

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