Following up on discovery

Email thread

Lewis Kerr quoted £28k all-in for a Starter implementation after discovery. CFO Warren Petrie said the scope sounds right, asked for security documents and wants to see it on their own data before committing spend.

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What was said

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Current to 11 Oct 26

Lewis Kerr quoted £28k all-in for a Starter implementation after discovery. CFO Warren Petrie said the scope sounds right, asked for security documents and wants to see it on their own data before committing spend.

Ask: Warren wants security and data handling documentation, then a demo before any spend. Brooke Dawson is keen to proceed.

Customer view: scope accepted, commitment conditional on a demo with Coorabell's own data.

Risk: the £28k figure sits well above the £6,000 Starter implementation fee in the price book, and the thread does not explain it. This needs checking before a proposal.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

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Messages4

First message2026-02-25

Last message2026-03-02

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Messages

Lewis Kerr 25 Feb 2026 14:48
to Brooke Dawson, Warren Petrie
Brooke and Warren, Thanks for the discovery call this morning. I wanted to send over a rough sketch of what we could build for you: bringing customer accounts, delivery tickets and calls into one searchable layer. To put a number on it for a Starter implementation, we'd be looking at £28,000 all-in. When would be a good time to sit down with the full picture? Kind regards, Lewis
Warren Petrie 26 Feb 2026 13:30
to Lewis Kerr
Lewis, Thanks for that. The scope sounds right. I want to understand more about security and data handling before we commit. Can you send over your standard security documentation? Brooke's keen to move ahead, so we'll schedule a demo if you've got everything we need. Warren
Lewis Kerr 27 Feb 2026 10:20
to Brooke Dawson, Warren Petrie
Warren, I'll send that over today. For a Starter implementation, we run a standard security review, nothing bespoke needed at this stage. Let's get a demo in the diary. That'll show you exactly what we're building. Kind regards, Lewis
Warren Petrie 2 Mar 2026 16:21
to Lewis Kerr
Lewis, Docs received, thanks. Brooke will get a time in your calendar for next week. We'll want to see it working with our own data before we commit any spend. Warren

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