Proposal for Brindlecote
Email thread Brindlecote Insurance Brokers: documents · sales
Nell Ashcombe sent a Starter tier proposal after the demo. Ravi Atherton says it looks straightforward, has questions on timeline and support terms, and wants to move toward signing.
What was said
What this says
Current to 11 Oct 26Nell Ashcombe sent a Starter tier proposal after the demo. Ravi Atherton says it looks straightforward, has questions on timeline and support terms, and wants to move toward signing.
Ask: Nell proposed Starter with 15 user seats, which Ed Duckworth said covers the team, and offered to adjust.
Customer view: Ravi and Ed have read it and Ravi says "this could work". He wants to move toward signing.
Next: the implementation timeline and support terms are open questions to be discussed separately.
The thread
Updated 9 Oct 26Typesales
Messages2
First message2023-04-24
Last message2023-04-25
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Messages
Nell Ashcombe 24 Apr 2023 12:10Hi Ed and Ravi Following the demo last week, I've put together a proposal for a Starter tier implementation. It covers the connectors you'll need, the timeline, and what you'll have access to once the brain goes live. One quick note: the proposal assumes you'll be on the Starter plan with 15 user seats, which Ed said covers your team. We can adjust that if it needs to be different. Happy to walk through any part of it. Let me know your questions. Best, Nell
Ravi Atherton 25 Apr 2023 16:05Hi Nell Thanks for getting this to us. Ed and I have had a read through. It looks straightforward. A couple of questions on the implementation timeline and support terms that we can discuss separately. Otherwise, I think this could work. Let's move toward getting something signed. Ravi
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