Hallam Ferrier / BG-Demo – Negotiation

First negotiation with Richard Staniforth, the economic buyer, on the open £62k Growth proposal. He will not sign before the partners agree and wants a one-page cost per partner. Both shape whether the 13 Nov 2026 target close holds.

Context: Nothing is executed and contracted ARR is £0. The final Growth proposal of 10 Sep 2026 is an open item at the CRM proposal stage. Its £62k is a total including implementation, not an annual price.

Approach: Harvey Doyle leads, with Owen Tallis there for any scope or price decision. Open with the per-partner cost page and the draft order form showing the £50k subscription and implementation on separate lines. The records do not show whether either has been sent yet.

Approach: Close the access point from the 10 Aug 2026 demo. Say who runs B-Viz in the firm's Snowflake account and how audit files stay apart from advisory work. Theo Gallagher owed this answer; check before the call whether it is confirmed.

Watch for: Joanne Unwin's first real involvement. Her decision role is not shown, so find out what finance needs. Expect Richard to push for a smaller start with a few client teams. Agree with Owen beforehand how far scope can shrink. Shabana Iqbal and Matteo Ricci, the deal owner, are not attending.

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