Quennell Harte, next steps after discovery call

Email thread

After the 15 Apr 2026 discovery call, Simon Harte, Managing Director, said Quennell Harte is interested in moving ahead and asked for the next step. Sophie Ling promised a draft proposal with commercial terms. No price or tier is discussed.

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What was said

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Current to 11 Oct 26

After the 15 Apr 2026 discovery call, Simon Harte, Managing Director, said Quennell Harte is interested in moving ahead and asked for the next step. Sophie Ling promised a draft proposal with commercial terms. No price or tier is discussed.

Ask: Simon Harte said the call was helpful and asked what happens next. Sophie Ling promised a draft proposal with commercial terms and implementation next steps.

Customer view: Interest is stated plainly, and Simon would only review and confirm availability. The thread shows no price, tier or objection.

Next: Sophie owes the draft proposal and a follow-up conversation.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

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Messages4

First message2026-04-15

Last message2026-04-17

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Messages

Sophie Ling 15 Apr 2026 15:23
to Ellie Rowcliffe, Simon Harte
Hi Ellie and Simon, Thanks for the time on the call this morning. It's clear that seeing your projects, invoices and client calls together would solve a real problem for you. I'll put together a proposal based on what we discussed and send it over next week. Happy to jump on another call to walk through it once you've both had a chance to review. Thanks, Sophie
Simon Harte 15 Apr 2026 17:22
to Sophie Ling
Sophie, That was helpful. We're interested in moving ahead. What's the next step? Simon
Sophie Ling 16 Apr 2026 10:29
to Ellie Rowcliffe, Simon Harte
Brilliant. I'll have a draft proposal to you by end of week for a conversation next week. I'll include commercial terms and next steps for implementation. Thanks, Sophie
Simon Harte 17 Apr 2026 11:14
to Sophie Ling
Sounds good. We'll review and let you know our availability. Simon

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