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Proposal walk-through

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Lewis Kerr arranges a Thursday 14:00 proposal walk-through co-termed to the 4 Jan 2027 renewal. Gemma Holt asks for customer service cost per head, which Rajesh will want before deciding.

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Current to 11 Oct 26

Lewis Kerr arranges a Thursday 14:00 proposal walk-through co-termed to the 4 Jan 2027 renewal. Gemma Holt asks for customer service cost per head, which Rajesh will want before deciding.

Ask: Gemma wants to know whether the proposal prices customer service as a group as well as individual licences. Lewis confirms it shows cost per head alongside the total, quoted exclusive of VAT.

Customer view: constructive. She says Rajesh does not like to decide on a call he has not prepared for.

Next: Lewis sends the PDF the same day and offers a version with licences split by team.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages3
First message2026-09-22
Last message2026-09-22

Messages

  1. Lewis Kerr
    Lewis Kerr 22 Sep 2026 10:04
    to Gemma Holt
    Hi Gemma, Following the conversation with you and Amara, I've pulled the proposal together and I'd like to walk you through it before it goes any further. To put a number on it, I'll show the options side by side, with the VAT position written against each one, and everything co-termed to your renewal on 4 Jan 2027 so there is a single date to manage. I've kept it to what the current usage supports, so there is nothing in there you wouldn't make use of. Could you do a call this week? Thursday afternoon or Friday morning would suit me. I'd suggest Rajesh joins, as he'll want to sign it off. Kind regards, Lewis
  2. Gemma Holt
    Gemma Holt 22 Sep 2026 12:30
    to Lewis Kerr
    Hi Lewis, Thanks, good to see it's moving. Thursday afternoon is better for me, around 14:00 if that's free for you. Friday morning is tight because of a retailer review. One question before then: does the proposal show what it would cost to add customer service as a group, and not only as individual licences? Rajesh will ask for the cost per head, so it would help if I had that to hand. I'll check with him about Thursday. He doesn't like to decide anything on a call he hasn't prepared for, so the sooner he sees it the better. Cheers, Gemma
  3. Lewis Kerr
    Lewis Kerr 22 Sep 2026 14:38
    to Gemma Holt
    Hi Gemma, Thursday at 14:00 is fine, I'll hold it. Yes, the proposal shows the cost per head alongside the total, so Rajesh will have the comparison straight away. I'll send that over today as a PDF, with the amounts quoted exclusive of VAT and the VAT shown separately, so he can read it before we speak. If he'd like anything else in it, such as a version with the licences split by team, tell me and I'll add it before Thursday. Kind regards, Lewis

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