Yealmpton Accountants / BG-Demo – Renewal
Callcompleted
Yealmpton Accountants · 17 Aug 2026 15:30
On the 17 Aug 2026 renewal call, the managing partner and finance partner questioned the £22k Starter renewal against £20k, citing lower usage. They want figures in writing and asked about data if they do not renew.
What was said
What this says
As at Fri 9 Oct 2026On the 17 Aug 2026 renewal call, the managing partner and finance partner questioned the £22k Starter renewal against £20k, citing lower usage. They want figures in writing and asked about data if they do not renew.
What happened: Priya Raman and Daniel Okafor met Nicholas Pengelly and Roger Yeo to discuss renewal. Both customers said usage had fallen, with partners not opening B-Viz and managers back to the old way.
Customer view: Nicholas called the rise from £20k to £22k a big jump for a team barely using it. Roger asked whether £22k is the annual price and what happens to their data if they do not renew.
Commercial: Priya wants a decision by 7 Sep 2026 for a new term starting 23 Sep 2026. The contract runs to 22 Sep 2026, and Nicholas said the earlier date is tight given the partners' meeting.
Watch: Priya's confidence did not land with Nicholas, who wants to know what they are paying for. The evidence does not show the outcome after this call.
Themes
As at Fri 9 Oct 2026Theme
Starter renewal price and usage
Importance
renewal
Sentiment
negative
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Priya Raman to send Nicholas a one-page summary and a written breakdown of what the renewal figure covers by the end of the following week.
- Daniel Okafor to review active users and recent tickets and report back on the usage review by the end of the following week.
- Daniel to answer Roger in writing on what happens to their data if they do not renew.
Risks
As at Fri 9 Oct 2026- Both partners say usage has fallen and question the Starter renewal price of £22,000 against £19,500.
- Roger asked what happens to their data if they do not renew, which signals non-renewal is being considered.
- The partners' meeting may push the decision past the date Priya wants.
Opportunities
As at Fri 9 Oct 2026- A usage review with Daniel could show whether the Starter tier fits or whether more support would restore adoption.
- A clear one-page summary gives Nicholas something to show the partners.
Transcript
Daniel OkaforAfternoon everyone, thanks for making time. I know it's a busy week, so I'll try not to overrun.
Priya RamanAfternoon Daniel. Hi Nicholas, Roger, lovely to see you both. Quick recap so we're on the same page: we're here to talk about renewing for the new term, and I'd love to get it sorted in the next few weeks.
Nicholas PengellyHello. Yes, we'd like to be clear on the numbers before we commit to anything, Priya.- Priya RamanOf course. Totally fair.
- Daniel OkaforBefore we dive in, how's the team been over the summer?
- Nicholas PengellyStretched. It's been quiet on the usage side, to be honest. People have gone back to their own ways.
Roger YeoYes, I think that's fair. Usage has come down, and I'd like to understand why before we commit.- Daniel OkaforThat's a fair thing to want to understand. Could I ask what you've been seeing, in your own words?
- Roger YeoWe've been logging in less. The partners don't open it. The managers are back to the old way. I want to know whether it's the tool or the people.
- Priya RamanI'd say it's a bit of both, and we can work on that with you. If we get a short session together, I'm confident we can turn it round.
- Nicholas PengellyConfident is not what I need, Priya. I need to know what we're paying for.
- Priya RamanTotally fair. Let's look at the number then. The renewal figure is £22,000, which is the new list price for the Starter tier.
- Nicholas PengellyUp from £19,500. That's a big jump for a team that's barely using it.
- Roger YeoIs twenty-two thousand the annual price, or is that the whole thing?
- Priya RamanIt's the renewal figure for the Starter tier. I'll confirm in writing exactly what it covers before anything goes out, so you're not guessing.
- Nicholas PengellyGood. Please do that. I've got partners asking me about it already.
- Daniel OkaforI know that's a lot of pressure. Can I suggest we look at the usage together? I'd like to see what the team actually needs, and whether the tier still fits.
- Priya RamanSure. Daniel's area, so let's do that. For me, I'd just like us to keep momentum and get something agreed by 7 Sep 2026, so the new term starts smoothly on 23 Sep 2026.
- Nicholas Pengelly7 September is a tight timeline with the partners' meeting.
- Priya RamanI hear you. If we can get the decision made a week before, that gives you breathing space.
- Roger YeoWhat happens if we don't renew by then?
- Priya RamanThe contract runs to 22 Sep 2026, so there's room, but I'd really like to avoid the last-minute rush for everyone.
- Daniel OkaforRoger, I want to be sure we sort the usage question properly. If the tier is too big, we should say so. If the team needs more support, I'd rather fix that.
- Roger YeoThat's a fair offer. I'd want that written down.
- Daniel OkaforAbsolutely. I'll send a note today with what we've covered and the next steps, and I'll come back to you on the usage review by the end of next week.
- Nicholas PengellyGood.
- Priya RamanSorry, I'm just checking something on my side. Bear with me.
- Priya RamanBack. Yes, I'll get the breakdown in writing. Fifteen seats is the current number, and I'd want to look at that with Daniel before we guess at the next term.
- Daniel OkaforAgreed. I'll look at active users and the tickets over the last few months, and we can decide what's right.
- Nicholas PengellyRight. I need to get this in front of the partners next week. Can you send me something I can actually show them?
- Priya RamanYes. I'll send you a one-page summary and the breakdown in writing.
- Nicholas PengellyThanks.
- Daniel OkaforSorry, I'm pulling up the session notes from last time. Give me a moment.
- Roger YeoWhat happens to our data if we decide not to renew?
- Daniel OkaforThat's a sensible question. I'd rather check it properly than give you an answer off the top of my head, so I'll come back to you in writing.
- Roger YeoFine.
- Priya RamanRight, I think we've got the main points. Shall we aim for the next call in a couple of weeks?
- Nicholas PengellyYes, but I want the figures in writing first.
- Priya RamanAbsolutely. You'll have them by the end of next week.
- Daniel OkaforRight, that's me. Thanks all, I'll send today's notes.
- Roger YeoThanks Daniel.
- Nicholas PengellyThank you. Speak soon.
- Priya RamanThanks everyone. Happy to make this easy for you, I promise.
- Roger YeoCheers.
- Priya RamanBye all.
Callsmade from