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Jordan Pike

Assunpink Software / BG-Demo – Negotiation

Callcompleted

Assunpink Software logo Assunpink Software · 5 May 2026 16:15

On the 5 May 2026 negotiation call, the CFO and Controller pressed on invoice timing and the renewal price after a first-term discount. Owen Tallis agreed to put both in writing. No signature yet.

What was said

What this says

As at Fri 9 Oct 2026

On the 5 May 2026 negotiation call, the CFO and Controller pressed on invoice timing and the renewal price after a first-term discount. Owen Tallis agreed to put both in writing. No signature yet.

What happened: Owen Tallis joined Jordan Pike to move the deal forward. Howard Feinstein said his Controller would review the terms before he decides.

Customer view: Stanley Kowalczyk wants to move the first invoice because payables run on a different cycle against the thirty-day terms. Howard called a discount that goes away in a year a bit of a trap.

Commercial: Owen offered a first-term discount only, with no second discount at renewal, and said the renewal price is set out in the order form. Jordan will put the renewal price and discount on one page.

Watch: Alyssa Greenberg is positive but Howard wants to see the paper first. The record does not show the order form being sent or signed.

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

Themes

As at Fri 9 Oct 2026
Theme
Starter terms and discount
Importance
neutral
Sentiment
mixed
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Jordan Pike to send one page showing the renewal price and the first-term discount together.
  • Jordan Pike to answer Stanley Kowalczyk's written questions, including invoice timing, before the target decision date.
  • Jordan Pike to send Owen Tallis the order form draft for review before it goes out.

Risks

As at Fri 9 Oct 2026
  • The CFO sees a first-term-only discount as a trap if the renewal price jumps.
  • The Controller wants the first invoice moved, which departs from the thirty-day terms.
  • The CFO is withholding commitment until he sees the order form.

Opportunities

As at Fri 9 Oct 2026
  • Quarterly billing is available from the start on request and could meet the payment-cycle concern.
  • Alyssa Greenberg is happy with the direction and her team will be the day-to-day users.

Transcript

  1. Jordan Pike
    Jordan Pike
    Hi everyone, Jordan. Thanks for coming back. Owen from BG-Demo's sales leadership is joining as well, because we want to get this over the line. Agenda: the terms, the first-term pricing, and who signs.
  2. Owen Tallis
    Owen Tallis
    Morning, sorry, afternoon, my clock's still on the other one. Owen here. Jordan, where does the deal stand against the date?
  3. Jordan Pike
    Jordan Pike
    We're aiming for the twenty-second of May, and Howard's team is reviewing the contract.
  4. Owen Tallis
    Owen Tallis
    Good. What's the next dated step?
  5. Howard Feinstein
    Howard Feinstein
    The next step is my controller reviewing the terms, then I decide. Stanley, do you want to go first?
  6. Stanley Kowalczyk
    Stanley Kowalczyk
    Yes, thanks. Mainly the payment terms. You've got thirty-day terms on the order form, and our payables run on a different cycle. I'd like to talk about moving the first invoice.
  7. Owen Tallis
    Owen Tallis
    Okay, that's a fair ask. Let's make sure we understand what's on the table before we agree anything.
  8. Stanley Kowalczyk
    Stanley Kowalczyk
    Sure. And the quarterly billing option, is that available from day one, or does it come in after the first term?
  9. Jordan Pike
    Jordan Pike
    It's available from the start if you ask for it. I'd rather not promise anything on the timing until we've confirmed it in the order form.
  10. Owen Tallis
    Owen Tallis
    Let's confirm it in writing, Jordan. I don't want to say yes on a call and then find out otherwise.
  11. Alyssa Greenberg
    Alyssa Greenberg
    Can I come in on the pricing? Howard, I think we've got room to talk about a discount for the first term.
  12. Owen Tallis
    Owen Tallis
    We can offer a first-term discount, yes. Let's be clear though, that's for the first term only. We don't do a second discount at renewal.
  13. Howard Feinstein
    Howard Feinstein
    I hear you, but a discount that goes away in a year is a bit of a trap. If the price jumps, we'll be back here in twelve months.
  14. Owen Tallis
    Owen Tallis
    That's a fair point, and I'd rather be honest about it now. What I'd say is the renewal price is set out in the order form, so you'll know it before you sign.
  15. Stanley Kowalczyk
    Stanley Kowalczyk
    Good. Can we have that in writing, the renewal price and the discount, both together?
  16. Jordan Pike
    Jordan Pike
    Absolutely. I'll put both in one page so you can see the whole picture.
  17. Owen Tallis
    Owen Tallis
    Let's not discount twice. One discount, clearly stated, that's the position.
  18. Howard Feinstein
    Howard Feinstein
    Fine. And who signs on your side, Owen? I want to know who I'm dealing with at the top.
  19. Owen Tallis
    Owen Tallis
    I'll sign for BG-Demo on the order form, and Jordan stays your day-to-day contact. Alyssa's team will be the one using it, so she's the one we work with after signing.
  20. Howard Feinstein
    Howard Feinstein
    Okay. That's clear. Stanley, can you send your questions to Jordan today?
  21. Stanley Kowalczyk
    Stanley Kowalczyk
    Yes. I'll send them this afternoon. The main one is the invoice timing, so please don't skip that.
  22. Jordan Pike
    Jordan Pike
    I won't. I'll answer all of them in writing before the twenty-second of May.
  23. Owen Tallis
    Owen Tallis
    Good. Jordan, send me the order form draft once it's ready, and I'll review it before it goes out.
  24. Alyssa Greenberg
    Alyssa Greenberg
    Thanks all. I'm happy with where this is going.
  25. Howard Feinstein
    Howard Feinstein
    Let's see the paper first. Thanks everyone.
  26. Owen Tallis
    Owen Tallis
    Thanks Howard. Speak soon.

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DataRecords
Organisations300
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BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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