Following up from our call

Email thread

Sales thread: after a first call, Fiona Ibbotson, Chief Executive, accepted a demo on Greyfriar Wealth's data and agreed to Wednesday morning at 10:00. Scheduling only, no commercial terms.

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Current to 11 Oct 26

Sales thread: after a first call, Fiona Ibbotson, Chief Executive, accepted a demo on Greyfriar Wealth's data and agreed to Wednesday morning at 10:00. Scheduling only, no commercial terms.

Ask: Tom Ashdown proposed an hour-long demo on the customer's own data to stop teams having the same conversations in different systems.

Customer view: Fiona agreed the same evening ("Yes, let's do a demo") and confirmed Wednesday at 10:00 six days later. Nick Normanton, Head of Client Services, did not reply.

Next: Tom should confirm the slot and prepare the demo on Greyfriar's data.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

Typesales

Messages4

First message2025-10-01

Last message2025-10-07

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Messages

Tom Ashdown 1 Oct 2025 16:04
to Nick Normanton, Fiona Ibbotson
Hi Nick and Fiona, Thanks for the time this afternoon. You've got good data to work with, and I think the brain could help your teams stop having the same conversations in different systems. Next step would be a demo on your data, about an hour. Let me know if that's something you'd like to run. Cheers, Tom
Fiona Ibbotson 1 Oct 2025 19:00
to Tom Ashdown
Tom, Yes, let's do a demo. When could you fit us in? Fiona
Tom Ashdown 6 Oct 2025 13:58
to Nick Normanton, Fiona Ibbotson
Hi both, I've got availability next week. Does Wednesday or Thursday morning work for you? Cheers, Tom
Fiona Ibbotson 7 Oct 2025 13:50
to Tom Ashdown
Tom, Wednesday morning is good. 10:00? Fiona

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