Carrowkeel Software / BB-Demo – Proposal
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Carrowkeel Software · 2025-06-30 15:15
Sophie Ling presented a Growth proposal with a total deal value of £54k, implementation included. Conor Daly, the CFO, would not agree anything on the call and wants the order form split out in writing. Target date is 1 Aug 2025.
What was said
What this says
Current to 13 Oct 26Sophie Ling presented a Growth proposal with a total deal value of £54k, implementation included. Conor Daly, the CFO, would not agree anything on the call and wants the order form split out in writing. Target date is 1 Aug 2025.
What happened: Sophie took Aoife Mulcahy and Conor Daly through a Growth proposal. Nothing was signed; Sophie said an order form under the master agreement would be the document that counts.
Customer view: Aoife wants support tickets, renewals and usage per agency group. Conor said he does not pay against a draft and would reply in writing after reading the order form.
Commercial: The £54k is the total for the deal, not an annual price. Conor asked for the one-off and annual lines to be split, and Aoife said the split matters for her renewal conversation next year.
Watch: Conor raised sterling invoicing against a euro budget. He said that was for him to deal with.
Themes
Current to 9 Oct 26Theme
Growth proposal and paperwork
Importance
neutral
Sentiment
neutral
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Sophie Ling to send the order form with a cover note on the day of the call.
- Conor Daly to review the order form and reply in writing.
- Aoife to name owners for the helpdesk and CRM sources ahead of the 1 Aug 2025 target.
Risks
Current to 9 Oct 26- Conor may read the £53,800 total as a yearly price unless the order form splits implementation from subscription.
- Sterling invoicing may sit awkwardly against Conor's euro budget.
Opportunities
Current to 9 Oct 26- Aoife is keen on a Growth brain reading support tickets, renewals and usage per agency group.
- Add-on users and connectors were flagged as later options.
Transcript
Sophie Ling NoneAfternoon, Aoife. Afternoon, Conor. Can you both hear me?
Aoife Mulcahy NoneAfternoon, Sophie! Yes. Conor, you're on mute, I think.
Conor Daly NoneAfternoon. Sorry, yes. Can you hear me now?- Sophie Ling NoneLoud and clear. Thanks for making the time, I know the end of the month is hectic for finance.
- Conor Daly NoneIt is a bit. Before we start, can I just confirm the paperwork? Which version is the signed one?
- Sophie Ling NoneFair question. Nothing is signed yet. What you have from me is a proposal, so it's a draft for discussion. If we agree today, I'll issue an order form under the master agreement, and that's the document that counts.
- Conor Daly NoneRight. Then let's check the order form when it comes. I don't pay against a draft.
- Sophie Ling NoneWouldn't expect you to. And the draft is superseded the day the executed copy is signed, so there's no confusion about which one governs.
- Aoife Mulcahy NoneWhich is why I wanted you on this one, Conor. Sophie, go on, take us through it.
- Sophie Ling NoneSo, the proposal is for Growth. That's several teams, forty users and eight connectors, with the dashboards builder and a quarterly review with your customer success manager. Aoife, that's the shape you asked for after the demo.
- Aoife Mulcahy NoneYes. Support tickets, renewals and usage per agency group. That's what I need to see.
- Sophie Ling NoneThe total value of the deal is £53,800. That includes the one-off implementation, which is a fixed fee, and the first year's subscription.
- Conor Daly NoneSorry, say that again. Fifty-three thousand eight hundred, total?
- Sophie Ling NoneYes, £53,800 in total for the deal, implementation included. It isn't an annual figure, so please don't read it as the yearly price. The order form will split it out line by line so you can see the one-off and the annual.
- Conor Daly NoneGood. That's what I'll want to see. Split out, in writing.
- Aoife Mulcahy NoneAnd the split matters for my renewal conversation next year too, so I'd like it clear.
- Sophie Ling NoneUnderstood. It'll be clear. The subscription is annual, invoiced in advance. We can do quarterly if you'd prefer, just say so. Payment terms are thirty days.
- Conor Daly NoneAnnual in advance is fine. Thirty days is fine. What currency?
- Sophie Ling NoneSterling. Everything is invoiced in pounds, including for our customers in Ireland.
- Conor Daly NoneMm. Fair enough. I'll need to see how that lands against our euro budget, but that's for me to deal with.
- Aoife Mulcahy NoneConor, can I ask about timing? I'd love it live before the next batch of renewals.
- Conor Daly NoneYou can ask. I'm not going to agree terms on a call, Aoife, you know that. Send me the order form, I'll read it, and I'll come back in writing.
- Aoife Mulcahy NoneGrand, let's do it that way. I just want to be clear we're aiming for 1 Aug 2025.
- Sophie Ling NoneThat's the date I have as well. If the order form is with you this week, that leaves plenty of time for your review and any questions.
- Conor Daly NoneGood. Anything about the implementation I should know? Who does what, and by when?
- Sophie Ling NoneThe order form will carry the implementation scope and the connectors we've agreed. The ones promised in it carry a commitment to go live within a set number of days, so it's worth reading that part closely. On your side we'd want a named owner for each source.
- Aoife Mulcahy NoneSiobhán for usage, and I'll find someone for the helpdesk and the CRM.
- Conor Daly NoneFine. Anything else on the commercial side, Sophie?
- Sophie Ling NoneOnly that if you want to add users or connectors later, those are add-ons, priced separately. Nothing to decide now.
- Conor Daly NoneNoted. So the next step is the order form from you, and my reply in writing.
- Sophie Ling NoneExactly. I'll send it today with a short cover note covering the points we've discussed, so you can check them against what I've said.
- Aoife Mulcahy NoneBrilliant. Thanks a million, Sophie. Thanks, Conor.
- Conor Daly NoneThanks both. Speak soon.
- Sophie Ling NoneCheers all, bye for now.
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