Brightcombe Veterinary / BG-Demo – Negotiation
Callcompleted
Brightcombe Veterinary · 13 Aug 2026 12:45
Owen Tallis held the first-term offer as final. Edward Cleave worried about notice and being locked in, Pauline Northey asked about invoicing, and signing now depends on a late August board date.
What was said
What this says
As at Fri 9 Oct 2026Owen Tallis held the first-term offer as final. Edward Cleave worried about notice and being locked in, Pauline Northey asked about invoicing, and signing now depends on a late August board date.
What happened: On the 13 Aug 2026 call Owen Tallis joined Sophie Ling to move the Starter deal towards an order form. Edward Cleave said early September is wanted but may not be realistic.
Customer view: Edward said the price is a lot for one team and asked about notice and cost to stop. Pauline Northey, Finance Manager, asked whether the set-up fee is invoiced separately.
Commercial: Owen said the first-term offer is the most BG-Demo will do. Notice terms sit in the order form, and Owen would not give a verbal promise on them.
Watch: Signing depends on the board, expected in late August. The evidence does not show the board date, whether the order form was signed, or the answer on the set-up fee invoice.
Themes
As at Fri 9 Oct 2026Theme
Starter terms and signing
Importance
neutral
Sentiment
mixed
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Sophie Ling sends the order form and the answer on the set-up fee invoice to Pauline and Rosalind.
- Edward Cleave confirms the board date by Friday.
- Sophie books the next call once the team has the order form, with Owen Tallis joining if price comes back as no.
Risks
As at Fri 9 Oct 2026- Edward fears a year-long commitment for one team that may not use it.
- Signing depends on a board date that Edward has not confirmed.
- Rosalind wants the leads to review the order form before anyone signs.
Opportunities
As at Fri 9 Oct 2026- Pauline engaging on invoicing and payment terms suggests finance is preparing to proceed.
- Early September remains possible if the board meets in late August.
Transcript
Owen TallisAfternoon all. Right, before anything else, where does this stand against the date? We've pencilled early September, is that still right?
Edward CleaveHello Owen. Early September is still what we'd like, but I'm not sure it's still realistic.
Sophie LingAfternoon. Good to have you on, Owen. Edward, you've got a lot of questions, so shall I go through the open points?- Owen TallisPlease. What's the next dated step? Let's not guess it.
- Sophie LingThe next step is the order form, which goes out this week once we agree the terms. Then you sign, and we book the kickoff.
Rosalind PidgeonSorry, I'd like the team to see the order form before anyone signs. I've told the leads I'd check it with them first.- Owen TallisThat's sensible, Rosalind. Who signs, though? I want to know who has the pen.
- Edward CleaveMe, I'd assume. Unless the board says otherwise, and they might.
- Owen TallisOkay. Then we need the board date in the calendar, not a hopeful one. Edward, when's the board?
- Edward CleaveI'd have to check. Late August, maybe. I'll confirm.
Pauline NortheyHi, sorry, I'm the finance side. I've been reading the breakdown. Can you confirm when the invoice goes out, and the payment terms?- Sophie LingYes. The invoice goes out in advance, on our usual terms, and I'll put the exact wording in the order form so it's clear.
- Pauline NortheyAnd the set-up fee, is that invoiced separately or on the same invoice? That changes how I book it.
- Sophie LingI'd rather check that properly than guess. Let me confirm and I'll put the answer in writing today.
- Owen TallisGood. Pauline, if it's on the same invoice, say so, and don't leave it open.
- Edward CleaveOwen, can we talk about the price? I know you've given us the proposal, but it's a lot for one team.
- Owen TallisI hear you. Here's where we are. The first-term offer is already in there, and that's the most we'll do on it. Let's not discount twice. A discount on top of a discount just tells the next customer the list price is fiction.
- Edward CleaveThat's a bit blunt.
- Owen TallisIt's meant to be. I'd rather be clear now than surprise you in the autumn.
- Rosalind PidgeonI think Edward's asking whether there's anything on the rest of the terms, not the price itself.
- Owen TallisOkay, fair. What else in the terms is worrying you?
- Edward CleaveThe notice. If we want to stop, what's the notice and what's the cost? I don't want to be locked in for a year with one team that doesn't use it.
- Sophie LingThe notice terms are in the order form, and I'd rather Owen answers the legal side. Owen?
- Owen TallisStandard terms, written down in the order form, and the detail matters, so read it with Pauline before you sign. I'm not going to give you a verbal promise on that.
- Pauline NortheyGood. That's what I'd want. Can I have the order form today, please?
- Sophie LingYes, I'll send it to you and Rosalind this afternoon. Early September is still doable, Edward, if the board date works.
- Edward CleaveWe'll see. I'll talk to the board and call you.
- Owen TallisSorry, I dropped off for a second. Where have we got to?
- Edward CleaveBoard date. It's the last board meeting of the summer, so late August.
- Owen TallisLate August's fine. Sign by the end of that month and we can still hold the kickoff in early September.
- Sophie LingOkay. Next steps: I send the order form and the invoice answer today, Rosalind reviews it with the leads, Pauline checks the invoicing, and Edward, you confirm the board date by Friday.
- Edward CleaveFriday's fine.
- Owen TallisAnd who owns the next call? Sophie does, with me on the line if the price comes back as no.
- Sophie LingSounds right. I'll book it once the order form's back with the team.
- Edward CleaveRight, thanks everyone. Owen, good to talk.
- Owen TallisThanks Edward. Thanks Pauline, that was the right question. Speak soon.
- Pauline NortheyBye, thanks all.
- Rosalind PidgeonBye.
- Sophie LingThanks everyone, bye.
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