B-Viz
Lewis Kerr

Moggill Creek Distributors / BG-Demo – Negotiation

Callcompleted

Moggill Creek Distributors logo Moggill Creek Distributors · 23 Dec 2025 09:45

Moggill Creek's finance manager pressed on what the price does after year one. Owen Tallis said the first-term discount ends at renewal, so renewal is at list, and promised the exact figure in writing. Signing was targeted before month end.

What was said

What this says

As at Fri 9 Oct 2026

Moggill Creek's finance manager pressed on what the price does after year one. Owen Tallis said the first-term discount ends at renewal, so renewal is at list, and promised the exact figure in writing. Signing was targeted before month end.

What happened: Lewis Kerr hosted the 23 Dec 2025 negotiation with Owen Tallis, who joined for the commercial side. Troy Henderson, Kylie Dwyer and Narelle Fitzpatrick attended for the customer.

Customer view: Narelle needs to forecast the price after year one, and Troy said he would rather not be surprised. Kylie asked for the value case, the time saving written down, in the same document before Troy signs.

Commercial: The deal is the Starter subscription with implementation included in the first-year figure and a first-term discount. Annual in advance was chosen. Owen was asked for the renewal difference and did not give a figure on the call.

Watch: The renewal price is an open question the customer is relying on BG-Demo to answer in writing. The evidence does not show whether the order form was signed.

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

Themes

As at Fri 9 Oct 2026
Theme
Starter order form negotiation
Importance
renewal
Sentiment
neutral
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Lewis Kerr to send the revised order form, including the value case, to Narelle and Troy by Friday.
  • Owen Tallis to confirm the exact renewal price in writing.
  • Narelle and Troy to review the order form so it is back before the end of the month.

Risks

As at Fri 9 Oct 2026
  • The customer wants the renewal price in writing and was given no figure on the call, so a late or surprising number could stall signing.
  • Troy wants the time saving written down before he signs, so a weak value case could delay the deal.

Opportunities

As at Fri 9 Oct 2026
  • A clear value case and renewal price in the order form pack could close the Starter deal and set up a smooth first renewal.

Transcript

  1. Lewis Kerr
    Lewis Kerr
    Morning all, can everyone hear me? Owen's just joined, he's our VP Sales, so he's here to talk through the commercial side.
  2. Owen Tallis
    Owen Tallis
    Morning. Sorry, I was on another call that overran. Right, where are we against the date?
  3. Troy Henderson
    Troy Henderson
    Morning Owen. I think we're close, but Narelle's got some questions on the money side.
  4. Narelle Fitzpatrick
    Narelle Fitzpatrick
    Hi, yes. Sorry, I'm on mute, the line's been crackly. I just need to be sure what we're signing for and what happens to the price after year one.
  5. Owen Tallis
    Owen Tallis
    Good. Let's start with the contract. Lewis, what's the twenty-eight?
  6. Lewis Kerr
    Lewis Kerr
    It's the Starter subscription for the first year, with the implementation included in that figure. The first term carries a discount, which I'll put on the order form.
  7. Narelle Fitzpatrick
    Narelle Fitzpatrick
    Okay. So after the first year, does the price go up? I need to forecast that now.
  8. Owen Tallis
    Owen Tallis
    It's a fair question. The first-term discount ends at renewal, so the renewal price is at list. I'll confirm the exact figure in writing, I don't want to guess it on a call.
  9. Troy Henderson
    Troy Henderson
    Right, I'd rather not be surprised. So if it's a list price increase, what's the difference?
  10. Owen Tallis
    Owen Tallis
    Let's not discount twice. The renewal figure is what matters for your budget, and I'd rather give you the right number than a rough one.
  11. Kylie Dwyer
    Kylie Dwyer
    Can we get the value case in the same document, though? Troy wanted to see the time saving written down before he signs.
  12. Lewis Kerr
    Lewis Kerr
    Yes, I'll include that in the order form pack. Amara's going to own the usage numbers after go-live.
  13. Narelle Fitzpatrick
    Narelle Fitzpatrick
    Sorry, one more thing. The invoice is annual in advance, yes? Not quarterly by default?
  14. Lewis Kerr
    Lewis Kerr
    Annual in advance is standard. Quarterly is available on request, so tell me if you'd prefer that and I'll change the order form.
  15. Narelle Fitzpatrick
    Narelle Fitzpatrick
    Annual, I think. That makes it easier to get signed off.
  16. Troy Henderson
    Troy Henderson
    Agreed. Owen, who signs on your side?
  17. Owen Tallis
    Owen Tallis
    I'll sign for BG-Demo once the order form is agreed. Troy, you'd sign for Moggill Creek. Is that right?
  18. Troy Henderson
    Troy Henderson
    Yes, that's me. So what's the next dated step?
  19. Owen Tallis
    Owen Tallis
    Lewis sends the revised order form this week, Narelle and Troy review it, and we aim to have it back before the end of the month.
  20. Lewis Kerr
    Lewis Kerr
    I'll get it to you by Friday. Narelle, if anything in the finance terms looks off, tell me straight away.
  21. Narelle Fitzpatrick
    Narelle Fitzpatrick
    Will do. Thanks, that's helpful.
  22. Troy Henderson
    Troy Henderson
    Good. Thanks everyone. Speak soon.
  23. Owen Tallis
    Owen Tallis
    Thanks all. Talk soon.

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help

Ask B

B-Viz · read-only