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Finding a time to talk through the proposal

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Ardenmore Pension Administration logo Ardenmore Pension Administration · sales

Elaine Turvey agrees to talk again but will not be rushed. She wants to know who in the client-relationship team would actually use it before taking anything to the board.

What was said

What this says

Current to 14 Oct 26

Elaine Turvey agrees to talk again but will not be rushed. She wants to know who in the client-relationship team would actually use it before taking anything to the board.

Ask: Elaine wants a Wednesday afternoon call and clarity on who would use the product day to day.

Customer view: cautious but open. She says "Let's not rush" and places the board decision after the adoption question.

Next: Tom brings a picture of typical use for a team of that size and sends an invite. He was slow to reply, which is a minor risk.

AI · claude-sonnet-5-5 · 14 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages3
First message2023-07-21
Last message2023-07-26

Messages

  1. Tom Ashdown
    Tom Ashdown 21 Jul 2023 09:44
    to Elaine Turvey
    Hi Elaine, Thanks for your time on the call earlier in the week. I'd like to get something in the diary to go through the proposal properly with you, including the questions you raised about how the team would use it day to day. Would some time next week suit? I can do mornings or afternoons, so tell me what works around your month-end and I'll fit in. Best, Tom
  2. Elaine Turvey
    Elaine Turvey 21 Jul 2023 11:53
    to Tom Ashdown
    Hello Tom, Thank you. Let's not rush, but I am happy to talk again. Wednesday afternoon is probably best for me. I would like to understand who would actually be using it in the client-relationship team before I take anything to the board. Elaine Turvey
  3. Tom Ashdown
    Tom Ashdown 26 Jul 2023 12:51
    to Elaine Turvey
    Hi Elaine, Apologies for the slow reply, it's been a busy few days. Wednesday afternoon is fine with me, so let's go for that. I'll send an invite shortly. I'll bring a simple picture of how a team of your size would typically use it, so we can talk about adoption first. No drama, and no pressure on the decision. Best, Tom

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