Proposal discussion

Email thread

Matteo Ricci offered Penwortham Mutual's COO, Head of Member Operations and Financial Controller a walk-through of the Enterprise proposal. Clare agreed a day and Bernard said technical and finance feedback would be ready. The proposal is still an open item.

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Current to 11 Oct 26

Matteo Ricci offered Penwortham Mutual's COO, Head of Member Operations and Financial Controller a walk-through of the Enterprise proposal. Clare agreed a day and Bernard said technical and finance feedback would be ready. The proposal is still an open item.

Ask: Matteo wanted one call on the Enterprise proposal, with Owen Tallis covering pricing and terms. The implementation was described as twelve weeks.

Customer view: Clare Huddleston accepted a Tuesday slot. Bernard Haslam said the customer would come with feedback from its technical and finance teams, which suggests scrutiny of price and fit rather than a decision.

Next: the outcome of the call is not in the thread. The proposal stays an open item until an order form is executed.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

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Messages4

First message2026-04-29

Last message2026-05-01

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Messages

Matteo Ricci 29 Apr 2026 12:14
to Bernard Haslam, Clare Huddleston, Lynne Waring
Dear Bernard, Clare and Lynne, Following our demo and Phil's review, I'd like to walk you through the proposal for Enterprise. The implementation is twelve weeks, including setup for your member operations and partner management systems. I've copied Owen, who handles pricing and terms, so we can discuss everything in one conversation. Can we schedule a call for next week? Best regards, Matteo
Clare Huddleston 29 Apr 2026 13:27
to Matteo Ricci
Tuesday works well for me. Does that suit everyone? Clare
Matteo Ricci 1 May 2026 16:35
to Bernard Haslam, Clare Huddleston, Lynne Waring
Excellent. I've sent a calendar invite for early next week. Looking forward to discussing the proposal. Best regards, Matteo
Bernard Haslam 1 May 2026 18:45
to Matteo Ricci
Matteo, We're ready to discuss. We'll be prepared with feedback from our technical and finance teams. Best regards, Bernard

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