Ivelbridge Software / BB-Demo – Negotiation

Ivelbridge Software's CFO said on 7 Oct 2026 that the company is ready to sign and asked for the order form. This negotiation call settles the Growth first-year price and terms before the CRM expected close of 30 Oct 2026.

Context: Nothing is executed. The final Growth proposal of 28 Sep 2026 quotes £62k for the first year and £50k a year from year two. Toby Carswell has joined every call, and Toby Eccles holds the budget.

Approach: Work from one clean order form. Confirm the first-year figure within the 20% first-term discount cap. Set out the connector scope, including email and calls, within the eight Growth includes. State the Growth service terms plainly: a one business hour P1 response and a nightly refresh by 07:00.

Watch for: The proposal documents quote a four-hour first response, and the 14 Sep 2026 demo called the dashboards always fresh. Correct both on the call. Ed Kershaw, the Procurement Manager, is not attending. The records do not show whether the order form has been sent.

AI · claude-opus-5-5 · 14 Oct 2026