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Proposal walkthrough - finding a slot

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Callum Reid accepts Friday at 14:00 for the proposal walkthrough but asks that Richard, who holds the budget, is kept out until Callum has signed the proposal off. He wants Daniel Okafor there to explain 07:00 fixes.

What was said

What this says

Current to 10 Oct 26

Callum Reid accepts Friday at 14:00 for the proposal walkthrough but asks that Richard, who holds the budget, is kept out until Callum has signed the proposal off. He wants Daniel Okafor there to explain 07:00 fixes.

Ask: Priya Raman offered two slots and suggested inviting Richard, whose side is commercial. Callum chose Friday at 14:00 and declined Thursday because of a bordereaux deadline.

Customer view: he wants the proposal on one page, which sources go live first and what his team must do. He will take it to Richard himself once he has signed it off.

Next: Priya invites Callum only and brings Daniel, who would look after the account day to day.

AI · claude-sonnet-5-5 · 10 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2024-04-30
Last message2024-04-30

Messages

  1. Priya Raman
    Priya Raman 30 Apr 2024 14:13
    to Callum Reid
    Hi Callum, Thanks for your time on the call - really useful to hear how much of your week the capacity-provider oversight questions are eating, and I think we have a clear picture of what the proposal needs to cover. To keep momentum, I'd like to get a proposal walkthrough in the diary this week or early next. Happy to make this easy: I can run it as a short session with you, and bring Daniel Okafor, who would look after the account day to day, so you can ask him how the first weeks would run. Two options that work my end: - Thursday morning at 09:30 - Friday afternoon at 14:00 If Richard should be there as well, say the word and I'll send him an invite directly - I know the commercial side is his, and it would be good to get him in the room early so nothing lands as a surprise. If we can get the walkthrough done this week, we're in good shape to move to the next step quickly. Best, Priya Priya Raman Account Executive, BB-Demo
  2. Callum Reid
    Callum Reid 30 Apr 2024 16:22
    to Priya Raman
    Priya, Friday 14:00 works. Thursday doesn't - I have a bordereaux deadline with one of the syndicates. What I need from the session: the proposal on one page, which of our sources go live first, and what my team has to do on our side. My underwriters can't lose time to this. Keep Richard out of the first one. I'll take it to him once I've seen it and know what to ask. Budget is his, so don't put anything in front of him until I've signed it off. Bring Daniel. I want to know who I phone when a dashboard is wrong at 07:00, and by when it gets fixed. Send the invite for Friday. Callum

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