Time to talk about the renewal

Email thread

Lornefield Pensions Administration · sales

Daniel Okafor asked Douglas Baird for a renewal talk ahead of the 2 Apr 2025 renewal date. Douglas agreed, suggested a Wednesday morning, and wanted to keep to the terms as they stand and any proposed changes.

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What was said

What this says

Current to 13 Oct 26

Daniel Okafor asked Douglas Baird for a renewal talk ahead of the 2 Apr 2025 renewal date. Douglas agreed, suggested a Wednesday morning, and wanted to keep to the terms as they stand and any proposed changes.

Ask: Daniel sought thirty minutes to hear what Lornefield wants from the next term before putting anything in writing.

Customer view: Douglas was pleased usage had improved, a point the trustees and he had been watching. He asked to keep the talk to current terms and any changes BB-Demo would propose.

Next: Daniel confirmed Wednesday morning and an invite. The thread does not show the outcome of the call.

AI · claude-sonnet-5-5 · 13 Oct 2026

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The thread

Updated 9 Oct 26

Typesales

Messages3

First message2025-02-28

Last message2025-03-04

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Messages

Daniel Okafor 28 Feb 2025 14:38
to Douglas Baird
Dear Douglas, I hope you're well. As I mentioned after the QBR, I'd like to find a time for us to talk about the renewal, which falls due on 2 Apr 2025. Usage has picked up nicely since the start of the year, which is good to see, and I'd value your view on what Lornefield wants from the next term before I put anything in writing. Would you have thirty minutes some time next week? I can fit around your diary. Best wishes, Daniel
Douglas Baird 3 Mar 2025 15:35
to Daniel Okafor
Dear Daniel, Thank you for your note, and apologies for the short delay in replying. I'm pleased to hear that usage has improved, as that is a point the trustees and I have been watching. I'd welcome a conversation. Wednesday morning would suit me best, if that works for you. I would suggest we keep it to the terms as they stand and any changes you would propose. Kind regards, Douglas Baird
Daniel Okafor 4 Mar 2025 17:33
to Douglas Baird
Dear Douglas, Thank you, Wednesday morning works well for me. I'll send an invite this evening and keep the agenda short: the current terms, what the team has told us they value, and anything you'd like to see changed. If Imogen would like to join, please do bring her along. Best wishes, Daniel

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