Proposal conversation

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Lornefield Pensions Administration: documents · sales

Logistical sales thread: Nell Ashcombe proposes a walkthrough of the proposal. Imogen Hartley arranges Douglas, who will sign, for Wednesday morning and asks for the plain version first.

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Current to 10 Oct 26

Logistical sales thread: Nell Ashcombe proposes a walkthrough of the proposal. Imogen Hartley arranges Douglas, who will sign, for Wednesday morning and asks for the plain version first.

Ask: Nell wants to walk through the proposal with Imogen and Douglas rather than send a document.

Customer view: Imogen is supportive and wants to frame it for the trustees. Douglas wants to hear what changes for members and his team before any detail.

Next: Nell will invite both for Wednesday morning and lead with the plain version.

AI · claude-sonnet-5-5 · 10 Oct 2026

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Updated 9 Oct 26

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Messages3

First message2023-02-01

Last message2023-02-01

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Nell Ashcombe 1 Feb 2023 13:57
to Imogen Hartley
Hi Imogen, The proposal is ready. I'd like to walk you through it rather than just send a document, and I think Douglas should see it too, since he'll be the one signing. Could we find half an hour early next week? Tell me what suits you both. Best, Nell
Imogen Hartley 1 Feb 2023 15:40
to Nell Ashcombe
Hi Nell, That's good news. I've had a word with Douglas and he's free on Wednesday morning or Thursday after lunch. I'd like to be on the call too, so I can help frame it for the trustees. I should say Douglas will want to hear the plain version first: what changes for the members and for his team. The detail can come later. Best, Imogen
Nell Ashcombe 1 Feb 2023 16:20
to Imogen Hartley
Imogen, Wednesday morning then. I'll send the invitation to both of you today, and I'll lead with the plain version, as you suggest. Best, Nell

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