Proposal walk-through: finding a time
Email thread Harcastle Environmental · sales
Lewis Kerr asked Nicola Brearley for forty-five minutes to walk through the proposal. Nicola agreed, set three conditions and said any cost goes to Andrew first.
What was said
What this says
Current to 13 Oct 26Lewis Kerr asked Nicola Brearley for forty-five minutes to walk through the proposal. Nicola agreed, set three conditions and said any cost goes to Andrew first.
Ask: Lewis wants to take Nicola through scope, co-terming to the renewal and the effect on her teams. He cites usage that has climbed over the last quarter on the 40 Growth users.
Customer view: Nicola is willing but busy after missed collections on two rounds. She wants a single customer view of collections, tickets and invoices, an owner for teams not yet using the brain, and no budget commitment without Andrew.
Next: Send two or three afternoon slots for next Tuesday or Wednesday.
The thread
Updated 9 Oct 26Messages
Lewis Kerr 16 Jun 2026 09:51Hello Nicola, Thank you for your time yesterday and for being so open about how the account managers are using the brain. It was useful to hear which views they open first. I have the proposal drafted and I would like to take you through it before it goes any further, so you can tell me whether it matches what your teams actually need. You are currently licensed for 40 users on Growth, and usage has climbed noticeably over the last quarter, which is why I think this is the right moment to look at it. Could we find forty-five minutes this week or early next? I will keep it to three things: what is in scope, how it is co-termed to your renewal, and what it would mean for the people on the ground. I appreciate you will want Andrew comfortable with the commercials, and I will make sure he has the same document. Kind regards, Lewis Lewis Kerr Account Executive, BB-Demo
Nicola Brearley 18 Jun 2026 10:41Hi Lewis, Sorry for the slow reply, it has been a week of missed collections on two rounds and I have been firefighting. Yes, let's do it. Three things from my side so you know where I am coming from: - I want to see it from the customer's side, so please show me how an account manager would pull up collections, tickets and invoices for one customer in one place. - I need to know what the fix is for the teams who are not using it yet, and who owns that. - Anything with a cost goes to Andrew first. I can't commit budget without him. Next Tuesday or Wednesday would suit me, afternoon ideally. Send me a couple of times and I'll lock one in. Thanks, Nicola