Recap of our call and the order form

Email thread

Saltdean Hart Insurance Brokers: documents · sales

Priya Raman recapped the agreed Growth tier at a total deal value of £51,600 including implementation, aiming to sign by 8 Nov 2024. Zoe Kendrick confirmed the recap and asked for the order form and invoice schedule together.

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Current to 11 Oct 26

Priya Raman recapped the agreed Growth tier at a total deal value of £51,600 including implementation, aiming to sign by 8 Nov 2024. Zoe Kendrick confirmed the recap and asked for the order form and invoice schedule together.

Ask: Priya wants the order form signed by 8 Nov 2024 so implementation can be booked. Zoe asked that Trevor Mayhew receive the order form and invoice schedule together to check timing against budget.

Customer view: Zoe says the recap matches her notes. She names Sinead as claims contact and asks for short early sessions because the team is stretched.

Next: Priya sends both documents to Trevor in one go.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2024-10-28

Last message2024-10-29

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Messages

Priya Raman 28 Oct 2024 08:04
to Nigel Ferris, Zoe Kendrick, Trevor Mayhew
Hi all, Thanks for the time last week, Nigel. A recap so everyone has the same picture. We've agreed the Growth tier, with a total deal value of £51,600 including the one-off implementation. The aim is to sign by 8 Nov 2024 so the implementation team can book the start. Trevor, I'll send the order form and the payment terms for your review. Zoe, please let me know who on the claims side will be the day to day contact for the build. Owen is copied as he'll be the senior name on our side for the paperwork. If we can get this over the line by the date above, we're in good shape. Best, Priya
Zoe Kendrick 29 Oct 2024 10:38
to Priya Raman
Hi Priya, Thanks, that matches my notes. Quick question: Trevor will want the order form and the invoice schedule together so he can check the timing against the budget. Can you send both in one go? Sinead will be the claims contact for the build. We're stretched this month, so please keep the first few sessions short. Thanks, Zoe

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