Following up from today's call

Email thread

Pelham Rowe Insurance Brokers: documents · sales

Tom Ashdown follows up a 6 Nov 2023 call with a Starter proposal at £28k for implementation and year one. Naomi Fordham agrees to check with Geoffrey and prefers Wednesday morning. Scheduling is the main content.

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Current to 11 Oct 26

Tom Ashdown follows up a 6 Nov 2023 call with a Starter proposal at £28k for implementation and year one. Naomi Fordham agrees to check with Geoffrey and prefers Wednesday morning. Scheduling is the main content.

Ask: Tom proposes Starter, connecting CRM, calls and helpdesk, at £28k for implementation and the first year. He asks for a call with Geoffrey the following week.

Customer view: Naomi replies promptly and is cooperative. She says she will check with Geoffrey and prefers Wednesday morning, with no pushback on the figure.

Next: Tom sends the proposal draft that night and proposes 10:00 on Wednesday. The thread does not show whether the call was held.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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Messages3

First message2023-11-06

Last message2023-11-07

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Messages

Tom Ashdown 6 Nov 2023 17:24
to Naomi Fordham
Hi Naomi, Thanks for taking the time this afternoon. Good to hear about your approach to managing the data across operations and sales. I'll put together a proposal for Starter: the brain would connect your CRM, calls and helpdesk into one place. Total of £28,000 for implementation and the first year. Let's get a call in with Geoffrey next week to walk through it. Tuesday or Wednesday? Best, Tom
Naomi Fordham 7 Nov 2023 14:01
to Tom Ashdown
Tom, Thanks. Yes, I'll check with Geoffrey. Wednesday morning would be better for both of us if that works on your end. Naomi
Tom Ashdown 7 Nov 2023 16:32
to Naomi Fordham
Perfect. I'll send the proposal draft over tonight and we can go through it Wednesday morning. Does 10:00 work? Cheers, Tom

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