B-Viz
Sophie Ling

Ulleskelf Garden Centres / BG-Demo – Negotiation

Callcompleted

Ulleskelf Garden Centres logo Ulleskelf Garden Centres · 12 Jan 2026 14:00

Finance Director Terence Bradley pushed back on the £56k total for seven centres and a pilot. Champion Jackie Seed wants it signed. Sophie Ling owes a line split and a rollout clause by end of week.

What was said

What this says

As at Fri 9 Oct 2026

Finance Director Terence Bradley pushed back on the £56k total for seven centres and a pilot. Champion Jackie Seed wants it signed. Sophie Ling owes a line split and a rollout clause by end of week.

What happened: Terence said he wants to talk price before the order form goes anywhere. Owen Tallis would not name a discount on the call and said any move would be made once, in writing.

Customer view: Jackie said the group leadership has been told the pilot is going ahead in the new year. Terence called the total "a lot for seven centres and a pilot" and asked for a clearer split and a rollout fallback.

Commercial: The CRM close date is 22 Jan 2026 and Sophie called it tight. A January go-live depends on signature, and the price and any change to the rollout clause are what could stop it.

Watch: Terence signs for the company and is not yet convinced. The call does not show whether a discount was agreed.

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

Themes

As at Fri 9 Oct 2026
Theme
Price negotiation, pilot rollout
Importance
upsell
Sentiment
mixed
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Sophie Ling to send the split by line to Owen Tallis first, then to the customer, by the end of the week.
  • Sophie Ling to put the rollout point in the order form.
  • Owen Tallis to speak to Terence Bradley directly on price on the next call and put any movement in writing.

Risks

As at Fri 9 Oct 2026
  • Price is the open point and the finance director signs, so the deal could stall before the order form goes out.
  • A January go-live depends on signature, and the close date is tight.
  • Changes to the rollout clause could delay signature.

Opportunities

As at Fri 9 Oct 2026
  • Jackie Seed is a committed champion who has told group leadership the pilot is going ahead.
  • A clear line-by-line split and a rollout clause may answer Terence's concerns.

Transcript

  1. Owen Tallis
    Owen Tallis
    Afternoon. Sophie, where does this deal stand against 22 Jan 2026?
  2. Sophie Ling
    Sophie Ling
    Afternoon Owen. Good, I think. We're close on scope, and the open point is price.
  3. Owen Tallis
    Owen Tallis
    Right. What's the next dated step?
  4. Sophie Ling
    Sophie Ling
    Sign-off on the revised proposal, then the order form goes out.
  5. Owen Tallis
    Owen Tallis
    Who signs?
  6. Sophie Ling
    Sophie Ling
    Terence signs for the company, and Jackie's the champion. Terence, are you still with us?
  7. Terence Bradley
    Terence Bradley
    Yes. Hello Owen. I've read the proposal, and I want to talk about the price before the order form goes anywhere.
  8. Owen Tallis
    Owen Tallis
    Fair. Terence, what's the number you need to get to?
  9. Terence Bradley
    Terence Bradley
    The figure we've been looking at is £56,000. I need to know if there's room in it.
  10. Owen Tallis
    Owen Tallis
    The figure on the proposal is £56,000 total, ex VAT. I'm not going to put a number on any discount on this call. Sophie will come back to you in writing with what's possible.
  11. Terence Bradley
    Terence Bradley
    That's not very helpful.
  12. Owen Tallis
    Owen Tallis
    It's honest. Let's not discount twice. If we move on price, we move on it once, in writing, and clearly.
  13. Jackie Seed
    Jackie Seed
    Can I come in? We want this. The question is whether the price works for finance.
  14. Owen Tallis
    Owen Tallis
    Go on, Jackie.
  15. Jackie Seed
    Jackie Seed
    We've told the group leadership the pilot is going ahead in the new year. If we walk away now, we're back to ringing centres for the takings.
  16. Terence Bradley
    Terence Bradley
    I'm not saying we walk away. I'm saying the total is a lot for seven centres and a pilot.
  17. Owen Tallis
    Owen Tallis
    Terence, what would make it work for finance?
  18. Terence Bradley
    Terence Bradley
    A clearer split of what we're paying for, and something that says what happens if the pilot doesn't roll out.
  19. Sophie Ling
    Sophie Ling
    Both reasonable. I can do the split by line and put the rollout point in the order form.
  20. Owen Tallis
    Owen Tallis
    Good. Sophie, by when?
  21. Sophie Ling
    Sophie Ling
    By the end of the week.
  22. Owen Tallis
    Owen Tallis
    Then let's book the next call for the date we need. I don't want this sitting on a hopeful close date.
  23. Sophie Ling
    Sophie Ling
    Agreed. The close date in the CRM is 22 Jan 2026, and I'd rather be honest that it's tight.
  24. Owen Tallis
    Owen Tallis
    It is tight. Let's see the split, then decide.
  25. Terence Bradley
    Terence Bradley
    Sorry, I was on mute. Owen, is the split ready?
  26. Sophie Ling
    Sophie Ling
    Not yet, I'm drafting it. I'll send it today as a draft, then the final.
  27. Owen Tallis
    Owen Tallis
    Draft's fine. Any movement on price comes from me, in writing. Nobody goes further on the call.
  28. Terence Bradley
    Terence Bradley
    Fine. What about the start? We can't do a January go-live if the order form isn't signed.
  29. Sophie Ling
    Sophie Ling
    That's right. The go-live depends on signature, so every day we slip is a day off the pilot.
  30. Jackie Seed
    Jackie Seed
    I know. That's why I want it signed this month.
  31. Owen Tallis
    Owen Tallis
    This month's ambitious. What's the one thing that stops signature?
  32. Terence Bradley
    Terence Bradley
    The price. And the terms, if they change the rollout clause.
  33. Owen Tallis
    Owen Tallis
    Then the price is the next dated step. Sophie, send the split by end of week, and I'll look at it on Monday.
  34. Sophie Ling
    Sophie Ling
    Will do. Owen, do you want to be on the next call?
  35. Owen Tallis
    Owen Tallis
    Yes. I'll be on it, and I'll speak to Terence directly on price.
  36. Terence Bradley
    Terence Bradley
    Good. At least someone's talking about numbers.
  37. Owen Tallis
    Owen Tallis
    We are, Terence. We're just not going to discount twice.
  38. Owen Tallis
    Owen Tallis
    Sorry, I've got another call at quarter past, so can we speed up?
  39. Sophie Ling
    Sophie Ling
    Of course. The only open items are the split, the rollout clause and the call with you on price.
  40. Owen Tallis
    Owen Tallis
    Right. Send it to me before you send it to them.
  41. Jackie Seed
    Jackie Seed
    Thanks everyone. Speak soon.

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