What was said
What this says
As at Fri 9 Oct 2026On 8 Nov 2024 Sofia Marchetti invited Finance Director Valerie Okon to a revenue leaders roundtable in London on 26 Nov 2024. The thread has no customer response.
Ask: Sofia invites Valerie, or her credit controller instead, and offers a separate conversation on how the platform is sitting with the finance team. Marcus Bell could join that conversation.
Customer view: there is no customer response in the thread, so interest is not shown.
Next: the invitation is a route to the finance side of the account, which the check-in and billing threads reach only through the credit controller.
The thread
Updated 9 Oct 26Typeevent
Messages1
First message2024-11-08
Last message2024-11-08
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Messages
- Sofia Marchetti 8 Nov 2024 09:23Dear Valerie, I hope you are well. I am writing to invite you to our Revenue leaders roundtable in London on Tuesday 26 November 2024. It is an in-person session for finance and commercial leaders who want to compare notes on how they keep sight of client revenue, from the work agreed through to the invoice and the cash. I thought of you because Ashwell Mercer brought the brain in so that the project, commercial and credit teams look at each client together, and you are the person who sees where that ends up in the numbers. We would value your view in the room, and I suspect you would find the conversation useful too. It is a small, practical session rather than a presentation. There is nothing to prepare. If you would like to come, reply to this email and I will put your name down and send the joining details nearer the time. If someone else on your team would be a better fit, such as your credit controller, just say so and I will happily extend the invitation to them instead. I appreciate this is a busy period for you, so please do not feel any obligation. If the date does not work, I would still like to find a time to hear how the platform is sitting with your finance team. Marcus Bell can join that conversation as well, as he works with your team day to day. Best regards, Sofia Marchetti Head of Customer Success, BG-Demo
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