Ardfinnan Freight Services, next steps

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Ardfinnan Freight Services: documents · sales

After a call, Lewis Kerr offered Finance Director Brendan O'Mahony a formal quote and a discussion of terms. Brendan agreed to talk the following week and Lewis said he would send an invite for Tuesday.

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What was said

What this says

Current to 11 Oct 26

After a call, Lewis Kerr offered Finance Director Brendan O'Mahony a formal quote and a discussion of terms. Brendan agreed to talk the following week and Lewis said he would send an invite for Tuesday.

Ask: Lewis wanted to put a number on the opportunity and asked when to discuss terms.

Customer view: Brendan engaged constructively and proposed early the following week. The finance lead is now involved in terms.

Next: Lewis is to send a calendar invite for Tuesday. The thread does not show the quote itself or its figures.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

Typesales

Messages3

First message2025-01-14

Last message2025-01-16

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Messages

Lewis Kerr 14 Jan 2025 15:06
to Brendan O'Mahony
Brendan, Thanks for the call this afternoon. To put a number on it, I'd like to send over a formal quote by end of week. When would be a good time to discuss terms? Kind regards, Lewis
Brendan O'Mahony 15 Jan 2025 14:09
to Lewis Kerr
Lewis, I appreciate that. Next week would be good for a conversation. How about early in the week? Best, Brendan
Lewis Kerr 16 Jan 2025 15:01
to Brendan O'Mahony
Perfect. I'll send a calendar invite for Tuesday and we can take it from there. Kind regards, Lewis

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
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Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

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