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Grisedale: next steps on the order form

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Grisedale Search & Selection: documents logo Grisedale Search & Selection: documents · sales

Priya Raman brought in VP Sales Owen Tallis on price. Lauren Pilkington asked whether complaints show beside open roles and whether adding consultants is easy, then said Stuart is happy in principle and wants the order form.

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Current to 11 Oct 26

Priya Raman brought in VP Sales Owen Tallis on price. Lauren Pilkington asked whether complaints show beside open roles and whether adding consultants is easy, then said Stuart is happy in principle and wants the order form.

Ask: Lauren wants client complaints and open roles on one page, and a simple route to add consultants later. She also asks that the order form go straight to Stuart in a short email.

Customer view: positive. Stuart is happy in principle but wants the order form before he commits, and any first-term adjustment is tied to signing by 17 Apr 2024.

Next: send Stuart the order form and keep Owen across price.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages4
First message2024-03-27
Last message2024-04-05

Messages

  1. Priya Raman
    Priya Raman 27 Mar 2024 17:50
    to Stuart Haworth, Lauren Pilkington
    Hi Stuart, hi Lauren, Following our call, I've looped in Owen Tallis, our VP Sales, as he looks after pricing on anything we discuss beyond the proposal. Where we are: Starter, one team, the consultants and operations manager seeing client accounts, open roles and complaints together. You asked about price, Stuart, and Owen and I are happy to talk it through. Any first-term adjustment would be tied to signing by 17 Apr 2024, so we need to keep the dates tight. Lauren, if anything from the consultants is still open on the product side, send it over and I'll get you an answer. Best, Priya
  2. Lauren Pilkington
    Lauren Pilkington 3 Apr 2024 08:21
    to Priya Raman
    Hi Priya, Quick one. Can the consultants see a client's complaints on the same page as their open roles? That's the thing that'd save us hours. Two of them asked me yesterday. Also, if we add a couple more consultants later, is that easy or a whole new conversation? Ta, Lauren
  3. Priya Raman
    Priya Raman 3 Apr 2024 09:14
    to Stuart Haworth, Lauren Pilkington
    Hi Lauren, hi Stuart, Yes on the first one: client accounts, open roles and complaints can sit together in the one place, which is the point of connecting your systems to the brain. On adding consultants later, that's a simple conversation with Marcus Bell, who looks after your account once you're live, and doesn't change the Starter order form. Stuart, on price: Owen is across it and we can put a first-term figure in front of you if we can get this over the line by 17 Apr 2024. Best, Priya
  4. Lauren Pilkington
    Lauren Pilkington 5 Apr 2024 08:26
    to Priya Raman
    Thanks Priya, that's clear. Stu's happy in principle but wants the order form in front of him before he commits. Can you send it to him directly? He won't read a long email, so keep it short for him. Ta, Lauren

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