Yealmpton Accountants / BG-Demo – Negotiation
Callcompleted
Yealmpton Accountants · 23 Aug 2024 12:00
Negotiation call on the Starter proposal at £26k. Nicholas Pengelly will sign once his partners have met. Close is expected on 9 Sep 2024. He wants plain wording on what the first term covers.
What was said
What this says
As at Fri 9 Oct 2026Negotiation call on the Starter proposal at £26k. Nicholas Pengelly will sign once his partners have met. Close is expected on 9 Sep 2024. He wants plain wording on what the first term covers.
What happened: Priya reported the deal on track for a close on 9 Sep 2024, with the order form going out the same day. Owen Tallis held the line on price: the first term already carries discount, so no second number.
Customer view: Nicholas is the signatory but needs his partners to sit down first. He said he was not going to pretend it was quick, and asked for the order form to say what the first term covers in plain language.
Commercial: The value discussed is £26k on the Starter tier, the total on the proposal. This is a proposal figure, not executed paper. The evidence does not show whether it was signed.
Watch: Nicholas asked for a start date, which BG-Demo would confirm only after signature. He also wants a dated copy of the controls summary. Partner sign-off is the main timing risk.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Priya Raman to send the order form with a one-page terms summary and the dated controls summary that afternoon.
- Owen Tallis to join any partner conversation on terms.
- Priya Raman to confirm the start date once the signature is in.
Risks
As at Fri 9 Oct 2026- Partner sign-off could push signature past the expected close of 9 Sep 2024.
- The first-term wording in the order form must satisfy Nicholas, or the partners may query the terms.
Opportunities
As at Fri 9 Oct 2026- A signed Starter order form at £25,500 would start the implementation and the subscription.
Transcript
Owen TallisHi all, lunchtime. Priya, where does this stand against the date?
Priya RamanHi Owen. We're on track for the expected close, Monday 9 Sep 2024, with the order form going out today.- Owen TallisGood. What's the next dated step?
- Priya RamanNicholas reviews the proposal split this week, then we get a signature by the close date.
- Owen TallisWho signs?
Nicholas PengellyI do, once my partners have sat down. I'm not going to pretend it's quick.- Owen TallisNo, I'd rather know the real timing. Priya, what's the value on the record?
- Priya Raman£25,500 on the Starter tier. That's the total on the proposal.
- Owen TallisRight. Then let's not discount twice. We've given room on the first term already, so the next move is the order form, not another number.
- Nicholas PengellyI understand that. I'm asking whether the order form can say what the first term covers, in plain language.
- Owen TallisYes. Priya, put that in the order form and send it today.
- Priya RamanWill do. To keep momentum, I'll have it in your inbox this afternoon.
- Nicholas PengellyGood. And if the partners ask about the terms?
- Owen TallisThen Priya answers, and I'm on the call. Nobody should have to guess.
- Priya RamanHappy to. I'll pull the terms together onto one page.
- Nicholas PengellyCan you also confirm the start date? My office will need it.
- Owen TallisWe'll confirm once the signature's in. That's the honest answer.
- Nicholas PengellyFair enough.
- Owen TallisOne more thing. The close date matters for the forecast, so I want it on the pipeline today.
- Priya RamanIt's on the pipeline. I'll keep it honest.
- Nicholas PengellyI'm sure you will.
- Owen TallisRight, is anything else blocking the order form?
- Priya RamanJust the terms page, which I'll send before the end of the day.
- Nicholas PengellyAnd I'd like a copy of the controls summary, Hannah's, once it's ready.
- Owen TallisPriya, make sure that goes with it. Dated, so everyone knows which version they've got.
- Priya RamanAgreed. I'll date it and send it with the order form.
- Owen TallisGood. Thanks both.
- Nicholas PengellyThank you. Goodbye.
- Priya RamanSpeak soon, Nicholas. Bye.
- Owen TallisThanks, Priya, that's clear. Bye.