B-Viz
Sophie Ling

Ulleskelf Garden Centres / BG-Demo – Proposal

Callcompleted

Ulleskelf Garden Centres logo Ulleskelf Garden Centres · 29 Dec 2025 10:00

Sophie Ling took Jackie Seed and Finance Director Terence Bradley through a £56k Growth proposal. Terence said he is not signing at that number and expects a written reply. Jackie wants a January decision.

What was said

What this says

As at Fri 9 Oct 2026

Sophie Ling took Jackie Seed and Finance Director Terence Bradley through a £56k Growth proposal. Terence said he is not signing at that number and expects a written reply. Jackie wants a January decision.

What happened: Sophie presented the proposal at £56k on the Growth tier, ex VAT, assuming a pilot with the group office and one centre first. Terence asked for a line-by-line breakdown and the terms in writing.

Customer view: Terence said he is not signing at the number on the page and expects a reply in writing. Jackie backed the pilot and a January decision, and asked Terence not to go into terms on the call.

Commercial: Sophie cannot move price without her manager. The figure is an open proposal, not executed paper.

Watch: Terence calls her January signing target aggressive. The evidence does not show a discount being offered or agreed.

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

Themes

As at Fri 9 Oct 2026
Theme
Proposal price negotiation
Importance
renewal
Sentiment
mixed
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Sophie to send the line-by-line breakdown and order form on the day of the call.
  • Sophie to take the price question to her manager and reply to Terence in writing.
  • Sophie to book the follow-up call with Terence's team after the year end.

Risks

As at Fri 9 Oct 2026
  • Terence Bradley is not signing at the proposal price and expects a written reply.
  • Sophie Ling cannot move price without her manager, so a slow reply could stall the January decision.
  • Terence called signing by the end of January aggressive.

Opportunities

As at Fri 9 Oct 2026
  • Jackie Seed supports the pilot with the group office and one centre, then the remaining centres.
  • A Growth tier deal under the standard order form is still live with a January decision window.

Transcript

  1. Sophie Ling
    Sophie Ling
    Morning both. Can you hear me all right? I hope you had a good Christmas.
  2. Jackie Seed
    Jackie Seed
    Morning Sophie. Yes, we did, thanks. Quiet, mostly. Terence has been on the phone since eight, so we'll see.
  3. Terence Bradley
    Terence Bradley
    I'm here. Sorry. It's the year end, everything's on fire.
  4. Sophie Ling
    Sophie Ling
    No problem. I know the timing is awkward, so I'll keep it tight. I'd like to take you through the proposal, answer your questions, and agree the next step.
  5. Terence Bradley
    Terence Bradley
    Good. Send it over, then, and I'll tell you where it falls down.
  6. Sophie Ling
    Sophie Ling
    It's on screen now. The total on the proposal is £56,000 on the Growth tier.
  7. Terence Bradley
    Terence Bradley
    Is that ex VAT?
  8. Sophie Ling
    Sophie Ling
    Yes, everything we quote is ex VAT. Let me take you through the breakdown so you can see line by line what's in that total.
  9. Terence Bradley
    Terence Bradley
    Go on. I'm listening, but I'm writing things down while you talk.
  10. Sophie Ling
    Sophie Ling
    Fine. The total is for the whole arrangement, and the breakdown is on page two.
  11. Jackie Seed
    Jackie Seed
    Can I ask about the centres first? I want to know the pilot's in there.
  12. Sophie Ling
    Sophie Ling
    Yes, the proposal assumes a pilot with the group office and one centre first, then the rest. I'd like to confirm that with you before we go further.
  13. Jackie Seed
    Jackie Seed
    That's what we discussed. Good.
  14. Terence Bradley
    Terence Bradley
    Mm. I need to see the breakdown before I say anything about the figure itself. Can you send it in writing?
  15. Sophie Ling
    Sophie Ling
    I'll send it today. Would you like it broken down by line, or as a single total with a note?
  16. Terence Bradley
    Terence Bradley
    By line, please. And I'll want the terms in the same document. Is it on the standard terms?
  17. Sophie Ling
    Sophie Ling
    It's on our standard order form, yes. Any changes would be in writing, and I'd want them agreed in the same document.
  18. Jackie Seed
    Jackie Seed
    Terence, don't go into the terms on the call. We'll read them when they arrive.
  19. Terence Bradley
    Terence Bradley
    I'll read them when they arrive. I'm just asking.
  20. Jackie Seed
    Jackie Seed
    Sophie, you've frozen. Can you hear us?
  21. Sophie Ling
    Sophie Ling
    Yes, sorry, I'm back. Where were we?
  22. Terence Bradley
    Terence Bradley
    The breakdown. And the timing. Jackie wants to start before spring.
  23. Jackie Seed
    Jackie Seed
    Yes. Realistically we'd want the pilot running in the new year, so the decision has to land in January.
  24. Sophie Ling
    Sophie Ling
    January works for the decision. I'd want to sign by the end of January if we can, so the pilot can start soon after.
  25. Terence Bradley
    Terence Bradley
    That's aggressive, but I see why.
  26. Sophie Ling
    Sophie Ling
    I'll be honest, it depends on getting the paperwork back. I'd rather promise we'll move quickly than promise a date I can't keep.
  27. Terence Bradley
    Terence Bradley
    Can we talk about movement on the price? I'm not signing at the number on the page.
  28. Sophie Ling
    Sophie Ling
    Any movement on price has to go through my manager, so I can't move it on this call and I'd rather not guess.
  29. Terence Bradley
    Terence Bradley
    Then tell him the figure's on the table, and I'll expect a reply in writing.
  30. Jackie Seed
    Jackie Seed
    Fair. Terence, can we just agree the next step?
  31. Terence Bradley
    Terence Bradley
    Yes. Breakdown in writing, and a call with my team after the year end.
  32. Sophie Ling
    Sophie Ling
    Good. I'll send the breakdown and the order form today, and I'll book the follow-up call for after the year end.
  33. Jackie Seed
    Jackie Seed
    That's fine by me.
  34. Terence Bradley
    Terence Bradley
    Make it the week after, then. I'll be out for two days next week.
  35. Sophie Ling
    Sophie Ling
    Done. I'll hold a slot after the year end and send the invite.
  36. Jackie Seed
    Jackie Seed
    Right. Anything else?
  37. Sophie Ling
    Sophie Ling
    No, I think we've covered it. Thank you both, I'll send everything over today.
  38. Terence Bradley
    Terence Bradley
    Thanks. Speak to you soon.
  39. Jackie Seed
    Jackie Seed
    Bye Sophie. Happy new year, which I've not said yet.
  40. Sophie Ling
    Sophie Ling
    Happy new year both. Bye.

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