Rodenkirchen Assekuranzmakler / BG-Demo – Proposal
Callcompleted
Rodenkirchen Assekuranzmakler · 7 Jan 2026 13:15
Ralf Hoffmann, Managing Director, reviewed the Growth proposal at £60k total. He wants the one-off and yearly parts split and the notice period in writing. No signature has been committed.
What was said
What this says
As at Fri 9 Oct 2026Ralf Hoffmann, Managing Director, reviewed the Growth proposal at £60k total. He wants the one-off and yearly parts split and the notice period in writing. No signature has been committed.
What happened: Matteo Ricci walked Ralf and Nadine Schröder through the Growth tier proposal. Nadine's question was whether other offices can use the same setup; Matteo said yes within the tier on the same data, to be confirmed in writing.
Customer view: Ralf said he could not take a single figure to the partners and needed the one-off and yearly parts split. He will not sign anything that locks the firm in longer than needed, and the notice period matters most to him.
Commercial: The proposal is an open item, not executed paper. The customer wants to decide before the end of the quarter, and the start date depends on signature and security answers.
Watch: Terms were not read out in full on the call. The evidence does not show the term length or the notice period.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Matteo Ricci to send written terms, the split of figures and the security answers to Ralf, copying Nadine, by the end of the following week.
- Matteo to confirm in writing how other offices can use the same setup, with limits spelled out.
- Matteo to book a short review call after the documents are sent.
Risks
As at Fri 9 Oct 2026- Ralf will not sign a term that locks the firm in longer than needed, and the notice period is his key concern.
- A single £59,500 figure cannot go to the partners without a split of one-off and yearly parts.
- Start date depends on the security answers the IT manager wants in writing.
Opportunities
As at Fri 9 Oct 2026- Growth tier covers Nadine's team and the claims team, with other offices possible on the same data.
- The customer wants to decide before the end of the quarter.
Transcript
Matteo RicciGood afternoon both. Let me restate where we are. You wanted a proposal you could take to the partners, and you wanted to decide before the end of the quarter. Is that still the plan?
Ralf HoffmannIt is. I've read the proposal, and I have questions on the wording more than the product.
Nadine SchröderRalf, let's start with the scope, then the price. That's how we agreed it.- Matteo RicciPlease do. We've put the Growth tier in the proposal, because it covers several teams and you mentioned the claims side. Is that the right shape for you?
- Nadine SchröderYes. It covers my team and the claims team. The question is whether the other offices can use the same setup.
- Matteo RicciThey can, within the same tier, so long as they're on the same data. I'll confirm that in writing, with the limits spelled out.
- Ralf HoffmannGood. Now the number. The total on the proposal is £59,500, is that right?
- Matteo RicciYes, £59,500 is the total value on the proposal. I'd like to confirm exactly what it covers in writing, rather than give you a half answer now.
- Ralf HoffmannI need it split, the one-off part and the yearly part. I can't take a single figure to the partners.
- Matteo RicciUnderstood. Let me come back with the split as a separate document, so the partners see the structure clearly.
- Nadine SchröderThat's helpful. Ralf, I would like the split before the next meeting, so the team can plan.
- Ralf HoffmannWhat's the timeline if we say yes? Our account managers are busy through the spring.
- Matteo RicciThe short answer is that we can plan around your spring. The longer answer is that the start date depends on your signature and the security questions, which I'd like to walk through with your IT manager.
- Nadine SchröderOur IT manager will want the security answers in writing. He's not keen on being asked things on a call.
- Matteo RicciThat's fair. I'll send the written answers, and I'll make sure our solutions engineer checks them before they go out.
- Ralf HoffmannRight. And the terms? I'm not signing anything that locks us in for longer than I need.
- Matteo RicciThe terms are in the proposal, and I'll go through them line by line with you. If something doesn't work for you, tell me, and I'll take it to my manager.
- Ralf HoffmannLet's do that. Read me the term length, and then the cancellation.
- Matteo RicciThe term is in the proposal under the commercial section. I'd rather read it from the page than from memory, so let me find it. There, it's the standard term, with the notice period set out below it.
- Ralf HoffmannThat's fine for now. But the notice period is the one that matters to me.
- Matteo RicciUnderstood. I'll put the notice period in writing with the split, so you have both in one place.
- Nadine SchröderMatteo, can we agree the next steps before we hang up? I don't want this to drift.
- Matteo RicciOf course. Written terms, the split of the figures, and the security answers, all sent to you both by the end of next week. Then we book a short call to review.
- Ralf HoffmannGood. Send it to me directly, and copy Nadine.
- Matteo RicciWill do. Thank you both, and speak soon.
- Nadine SchröderThanks, Matteo. Bye.
- Ralf HoffmannThanks. Goodbye.