Larkspire Software / BG-Demo – Proposal
Callcompleted
Larkspire Software · 17 Nov 2025 14:00
Proposal call with Larkspire's chief executive and Head of Customer Success. Rupert needs it clear that the £28k is a total deal value, not annual. Data freshness and cancellation terms must be in writing before signing.
What was said
What this says
As at Fri 9 Oct 2026Proposal call with Larkspire's chief executive and Head of Customer Success. Rupert needs it clear that the £28k is a total deal value, not annual. Data freshness and cancellation terms must be in writing before signing.
What happened: Sophie Ling walked Rupert Haines and Ellie Marchant through the proposal scope: helpdesk and CRM joined to usage. Ellie said the category mapping must be done before a go-live date is committed.
Customer view: Rupert asked whether the price was all in and said he needs clarity for the board. Ellie said stale data is what matters most to her team.
Commercial: Sophie confirmed the figure is the total on the deal including the one-off implementation fee, not a yearly figure. Larkspire wants to close before Christmas, and the order form is planned for the week after next.
Watch: Cancellation wording is unconfirmed and Sophie still needs to check it. Rupert wants the freshness commitment in writing before signing.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Sophie Ling to send Rupert the proposal with notes on the total and cancellation wording within the hour.
- Sophie to confirm the cancellation wording with the BG-Demo team.
- Sophie to copy Kiran Bassi on the scope document and send the order form for legal review.
Risks
As at Fri 9 Oct 2026- Rupert may read the total as an annual price unless the proposal states it plainly.
- Cancellation wording is unconfirmed, and Ellie wants an exit if it does not work.
- The go-live date depends on the category mapping being finished.
Opportunities
As at Fri 9 Oct 2026- Larkspire wants a decision before its budget year ends, ideally before Christmas.
- A written nightly refresh commitment could resolve the main trust concern.
Transcript
Sophie LingAfternoon both, thanks for making the time. I've got the proposal up, so shall we go through it and then pick up any questions?
Rupert HainesAfternoon. Yes, let's do that. I've read the summary, but I'd like to see the scope in your words.- Sophie LingOf course. The scope is the helpdesk and the CRM, joined to usage, with the account questions your team asked about in the demo. Ellie, does that still match what you need?
Ellie MarchantMostly. Kiran's category changes are going to affect the mapping, so we'll need that done before we commit to a go live date.- Sophie LingAgreed. Hannah's already building the mapping from the list Kiran is sending, so that's in progress. I'll make sure the timing is in the implementation plan.
- Rupert HainesGood. Now, the price. The deal is twenty-eight thousand pounds, and I want to understand what that includes. Is it all in, or is more coming later?
- Sophie LingGood question. The twenty-eight thousand is the total value of the deal, and it includes the one-off implementation fee. I'll set out exactly what each part is in writing, so there are no surprises.
- Rupert HainesSo it's not an annual price, then. I need to be clear about that for the board.
- Sophie LingThat's right, the twenty-eight thousand is the total on the deal, not a yearly figure. I'll make sure the proposal says that plainly, so there's no confusion.
- Ellie MarchantThank you, that's important for us. Can we also look at the terms, because we'll need to be able to cancel if it doesn't work?
- Sophie LingYes, the standard terms are thirty days, and I can check the detail of the cancellation wording with our team. I'd rather confirm it than guess now.
- Rupert HainesRight. And what happens if the data goes stale? Who is responsible for fixing it?
- Sophie LingThe service levels are in the proposal. Nightly refresh is by seven in the morning on business days, and I'll make sure Hannah walks you through how that is monitored.
- Ellie MarchantThat helps. Honestly, that's the one that matters to my team most. If it's stale, nobody will trust it.
- Rupert HainesAgreed. I'd like it in writing before we sign. I don't want to have to chase it later.
- Sophie LingUnderstood, and it will be. Shall we talk about timing? You mentioned you'd like to close before Christmas.
- Rupert HainesYes, if we can. Our budget year ends soon, and I'd rather not carry this into the new year without a decision.
- Sophie LingThat's clear. I'll plan for the order form to go across the week after next, so you have time to review it with your legal team.
- Ellie MarchantThat works. I'd like Kiran to see the final scope before we sign, though, so he can check the categories.
- Sophie LingOf course. I'll copy him on the scope document, and we can review it together before anything is signed.
- Rupert HainesGood. Sophie, send me the proposal with the notes on the total and the terms. I'll look at it tonight.
- Sophie LingWill do, Rupert. I'll send it within the hour, with a short note on the total and the cancellation wording.
- Rupert HainesThanks. I've got to go, I'm late for the next thing. Ellie, speak later.
- Ellie MarchantYes, speak later Rupert. Sophie, thanks, that was useful.
- Sophie LingThank you both. Speak soon, and I'll be in touch today.
- Ellie MarchantThanks, bye.