Next steps after the demo

Hi Craig, Jamal, Thanks both for your time on the demo. It was useful to see how quickly the team picked out the projects, variations and invoices for a single client, and Hannah has noted the questions that came up so we can answer them properly. Where we are: you are looking at Growth, and the deal total we discussed is £51,600. We are aiming to have the paperwork settled by Friday 9 Aug 2024, which leaves plenty of room for your side to review. To keep momentum, happy to make this easy: I can put together a short summary of what the first weeks of the implementation would look like, so you have something to take to the rest of the team. One ask: could you tell me which two or three clients you would most like to see in the brain first? Hannah can then shape the next session around real projects rather than a generic example. Best, Priya

Hi Priya, Thanks for the recap. Useful session, and Craig has already asked me to pull together a list of clients for you. A couple of things from the project side that I would like Hannah to cover next time. First, how a variation that is agreed on site gets linked to the valuation and then to the invoice, because that is where things slip for us at the moment. Second, how much of this our project managers would need to maintain by hand, as they are already stretched. I will send the client list by the end of the week. I may need to check with a colleague in credit control before I finalise it. Thanks, Jamal On 11 Jun 2024, at 11:35, Priya Raman wrote: > One ask: could you tell me which two or three clients you would most like to see in the brain first?