Siebengebirge Spedition / BG-Demo – Proposal

This is the first proposal call with Claudia Becker on a £62k Growth draft that sits at the CRM demo stage. Nothing is signed. Three written items owed from earlier calls decide whether she can take it to Uwe Hartmann: the value split, the service levels and the delay check.

Context: Siebengebirge Spedition is a prospect with no order form, invoices or platform tenant. The open Growth deal sits at the CRM demo stage at £62k, with an expected close of 4 Jan 2027.

Approach: Matteo Ricci attends alone from BG-Demo, and Claudia Becker is the only customer attendee. Open by checking she has the written value split, the service levels and the Rhineland delay check, because the records do not show they were sent.

Then frame Growth around the two measures agreed at discovery: calls answered first time and time to answer. Treat the £62k as a draft figure, not a contracted price.

Watch for: Uwe Hartmann is the economic buyer and Tim Koch is the IT Manager, and neither is on the invite. Ask Claudia how and when she will take the proposal to each of them.

Data trust is the weak point after two wrong delay causes in the demo. The security questionnaire items deferred on 17 Sep 2026 could stall the IT review.

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