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Sophie Ling

Larkspire Software / BG-Demo – Negotiation

Callcompleted

Larkspire Software logo Larkspire Software · 8 Dec 2025 13:15

Larkspire's Chief Executive is fine in principle but will decide only after reading the final order form. He wants four connectors, fifteen seats and the price in writing, with signing aimed before Christmas.

What was said

What this says

As at Fri 9 Oct 2026

Larkspire's Chief Executive is fine in principle but will decide only after reading the final order form. He wants four connectors, fifteen seats and the price in writing, with signing aimed before Christmas.

What happened: Sophie Ling hosted the 8 Dec 2025 negotiation with Owen Tallis. Rupert Haines signs, Ellie Marchant speaks for the customer side and Tessa Goring checks the paper.

Customer view: Rupert wants the split between subscription and implementation clear and no surprise cost for a fifth connector. Tessa confirmed the first-term discount ends at renewal.

Commercial: This is a Starter-shaped deal: four connectors, fifteen users as a soft limit and a six-monthly check-in. Ellie wants the helpdesk connector first, as a named milestone with a real date.

Watch: Rupert is away over the holiday, and Owen said a slip means early January.

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

Themes

As at Fri 9 Oct 2026
Theme
Order form and connector scope
Importance
renewal
Sentiment
mixed
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Sophie Ling to send the clean order form today to Rupert and Tessa, with fee, milestones, invoice dates and owners.
  • Sophie to ask for the purchase order number and chase signing the day before the target date.
  • Owen Tallis to book the signature call for early the following week.

Risks

As at Fri 9 Oct 2026
  • Rupert will decide only after reading the final paper, and he is away over the holiday, so signing before Christmas is not assured.
  • Any fifth connector or price change would unsettle him, as he wants four connectors and fifteen seats fixed in writing.

Opportunities

As at Fri 9 Oct 2026
  • Ellie, as champion, says four connectors is the right number and the team has a ticket backlog the helpdesk connector should ease.
  • Early delivery of the helpdesk connector, named as a milestone, can build confidence for the first renewal.

Transcript

  1. Sophie Ling
    Sophie Ling
    Hi everyone, can you all hear me? Okay, brilliant. Rupert, can you see the screen?
  2. Rupert Haines
    Rupert Haines
    Loud and clear. Sorry, I was on the wrong window for a minute.
  3. Ellie Marchant
    Ellie Marchant
    Hiya, good afternoon. Sorry, I'm in a corridor, the signal in this building is rubbish.
  4. Owen Tallis
    Owen Tallis
    Afternoon all. Sophie, before we start, where does this stand against the date? Are we signing before Christmas or slipping?
  5. Sophie Ling
    Sophie Ling
    We're aiming for the twenty-fourth. That's the close date on the deal at the moment. Tessa's been through the paperwork, so I'll hand over to her.
  6. Tessa Goring
    Tessa Goring
    Thanks Sophie. Mostly I wanted to check the order form before anyone signs. We've had two versions going round and I want to be certain which one is live.
  7. Sophie Ling
    Sophie Ling
    Fair. The one I sent last week is the current one. The earlier draft had the connector wording wrong, so please bin that one.
  8. Tessa Goring
    Tessa Goring
    Right. And the figure on the deal, twenty-eight thousand pounds, is that the whole thing or is it the yearly price?
  9. Sophie Ling
    Sophie Ling
    It's the total on the deal, implementation included. So I'd rather you didn't read it as the yearly figure. Owen can talk about the split.
  10. Owen Tallis
    Owen Tallis
    Yes. The subscription and the implementation fee are separate lines in the order form. Tessa, the split is on page two, in the table with the milestones.
  11. Tessa Goring
    Tessa Goring
    Okay, I see it. Thank you. I'd like the board pack to say exactly that.
  12. Rupert Haines
    Rupert Haines
    Can I come in? I'm the one who has to sign, and I'm not comfortable with a number that doesn't split out clearly. Owen, who signs on your side?
  13. Owen Tallis
    Owen Tallis
    Who signs at your end is you, Rupert. On our side it's inside my authority, so we're not waiting on me. The question is whether you're happy with the terms.
  14. Rupert Haines
    Rupert Haines
    Happy if the four connectors and the fifteen seats are in writing and the price holds. I don't want to find out in the new year that a fifth connector costs extra.
  15. Ellie Marchant
    Ellie Marchant
    Can I add a champion point? Four connectors is the right number for us. The helpdesk, the call recorder, the membership system and the finance feed. Anything more, we'd want to talk about properly.
  16. Sophie Ling
    Sophie Ling
    That's exactly what's in the draft. Four connectors, fifteen users as a soft limit, and a six-monthly check-in.
  17. Owen Tallis
    Owen Tallis
    Let's not discount twice. We gave the first-term discount in the proposal. If Rupert wants anything else, it comes off the implementation, not the subscription.
  18. Tessa Goring
    Tessa Goring
    Mm. Just to be clear, the discount is first term only, yes? I don't want it coming back at renewal and surprising anyone.
  19. Owen Tallis
    Owen Tallis
    First term only. It's in the order form and it ends at renewal. No surprises on that.
  20. Rupert Haines
    Rupert Haines
    Good. Owen, what happens if we don't sign before the twenty-fourth?
  21. Owen Tallis
    Owen Tallis
    You start in the new year and the timeline slides a bit. Hamza's team has capacity from early January. What I don't want is a deal sitting on a hopeful close date. So what's the next dated step?
  22. Sophie Ling
    Sophie Ling
    I send the clean order form today, Tessa checks it, and Rupert signs ahead of the twenty-fourth. I'll chase the day before.
  23. Tessa Goring
    Tessa Goring
    Can you put the implementation milestones in the same document? I'd like the fee and the timing together so the finance team can plan the invoice.
  24. Sophie Ling
    Sophie Ling
    Yes. I'll add a section with fee, milestones and invoice dates, tied to signing rather than go-live.
  25. Ellie Marchant
    Ellie Marchant
    Sorry, one more on support. If we sign, when do the connectors go live? We've got a backlog of tickets and I'd really like the helpdesk connected first.
  26. Owen Tallis
    Owen Tallis
    Good question. The order form has a live-within commitment for connectors. Hamza can give you the detail at kickoff, but the helpdesk goes first. We agree that now.
  27. Rupert Haines
    Rupert Haines
    Right. I'm fine with it in principle. I want to see the final paper and then I'll decide. I can't do that on a call.
  28. Owen Tallis
    Owen Tallis
    Understood. Sophie sends it today. Can we get the signature call booked for early next week, so you're not rushing?
  29. Rupert Haines
    Rupert Haines
    Early next week works. Send it over and I'll read it at the weekend.
  30. Tessa Goring
    Tessa Goring
    Please send it to me as well as Rupert, so the figures match across both.
  31. Sophie Ling
    Sophie Ling
    Will do. Anything else before we wrap up?
  32. Ellie Marchant
    Ellie Marchant
    Nothing from me, thanks. Sorry about the corridor.
  33. Owen Tallis
    Owen Tallis
    Hold on, Sophie, I need to check one thing before we go. The renewal wording on the proposal may differ from the draft. Give me a minute, I'm pulling up the pipeline.
  34. Owen Tallis
    Owen Tallis
    Right, I'm back. Sorry, I had the pipeline open. The renewal wording matches, I was wrong. Sophie, it's fine.
  35. Sophie Ling
    Sophie Ling
    Phew. Okay.
  36. Rupert Haines
    Rupert Haines
    Sorry, I dropped for a second. Did I miss anything?
  37. Tessa Goring
    Tessa Goring
    Only the milestones. Sophie's adding them to the paper.
  38. Rupert Haines
    Rupert Haines
    Fine. Owen, are we sure about the twenty-fourth? I'm away over the holiday.
  39. Owen Tallis
    Owen Tallis
    We're aiming for it. If it slips, it slips to early January, and we still keep the start date for the team. I'd rather be honest than have you signing in a hurry.
  40. Rupert Haines
    Rupert Haines
    Good answer.
  41. Ellie Marchant
    Ellie Marchant
    I'd like the helpdesk connection in the paper as a named milestone, please. In writing, with a date that's real.
  42. Sophie Ling
    Sophie Ling
    Yes, I'll put it in as a milestone with an owner on our side, that's Hamza.
  43. Owen Tallis
    Owen Tallis
    Let's name the owners in the paper too. Sophie for commercial, Hamza for delivery, Ellie for the customer side.
  44. Tessa Goring
    Tessa Goring
    And I'll need the purchase order number before we invoice, if that's all right.
  45. Sophie Ling
    Sophie Ling
    Of course, I'll ask for it in the email.
  46. Owen Tallis
    Owen Tallis
    Sorry, I was on mute. I've been talking to nobody for ten minutes.
  47. Rupert Haines
    Rupert Haines
    We heard nothing. Anyway, I think we're done.
  48. Sophie Ling
    Sophie Ling
    Agreed. Paper today, Tessa's check by end of day, Rupert's signature ahead of the twenty-fourth.
  49. Tessa Goring
    Tessa Goring
    And the PO number.
  50. Sophie Ling
    Sophie Ling
    Yes, PO number in the email.
  51. Owen Tallis
    Owen Tallis
    Sorry, I had to take a call from the board. Anything else?
  52. Sophie Ling
    Sophie Ling
    No, I think that's it.
  53. Owen Tallis
    Owen Tallis
    Thanks all. Sophie, the paper today. Thanks, Owen.

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