Proposal attached

Email thread

Lewis Kerr sent a Starter tier implementation proposal at £28k all-in on 26 Mar 2026. CFO Warren Petrie replied that it looks good and asked for a call on contract term length and payment schedule.

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Current to 11 Oct 26

Lewis Kerr sent a Starter tier implementation proposal at £28k all-in on 26 Mar 2026. CFO Warren Petrie replied that it looks good and asked for a call on contract term length and payment schedule.

Ask: Warren Petrie, the CFO, accepted the proposal in principle and wanted to talk through terms. He named the contract term length and payment schedule as the open points.

Customer view: positive but not yet committed. The proposal is an open item until an order form is executed, and Brooke Dawson was copied but did not reply.

Next: Lewis Kerr to set the terms call. The £28k figure is the proposal's price and the thread does not show how it relates to later billing.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

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First message2026-03-26

Last message2026-04-01

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Messages

Lewis Kerr 26 Mar 2026 10:31
to Brooke Dawson, Warren Petrie
Brooke and Warren, Following our recent demo, I've put together a formal proposal for the Starter tier implementation, £28,000 all-in, covering setup, the initial data connectors and four weeks of support. Please find the full proposal attached. Happy to discuss any questions. Kind regards, Lewis
Warren Petrie 31 Mar 2026 17:40
to Lewis Kerr
Lewis, Looks good. A couple of minor points on terms and the payment schedule, can we schedule a call with you to go through it? Warren
Lewis Kerr 1 Apr 2026 17:20
to Brooke Dawson, Warren Petrie
Warren, Absolutely. Let me know what works and I'll sort the call. What points were you keen to discuss? Kind regards, Lewis
Warren Petrie 1 Apr 2026 19:53
to Lewis Kerr
Mainly the contract term length and payment schedule. Can we do a quick call on Friday morning your time? Warren

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