Finding a time to go through the proposal

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Tom Ashdown asked for half an hour to go through the proposal. Becky Lawton agreed Thursday at 10:00, asked for it beforehand, and again asked to see it by client. Simon is hard to pin down.

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As at Fri 9 Oct 2026

Tom Ashdown asked for half an hour to go through the proposal. Becky Lawton agreed Thursday at 10:00, asked for it beforehand, and again asked to see it by client. Simon is hard to pin down.

Customer view: Becky is engaged and time-pressed, with reviews all week. She will ask Simon to join but told Tom not to wait for him.

Risk: the evidence does not show Simon's role, so the decision-maker may not be engaged yet.

Next: send the proposal ahead of the Thursday walkthrough.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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First message2024-11-04

Last message2024-11-05

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Tom Ashdown 4 Nov 2024 10:46
to Becky Lawton
Hi Becky, Thanks for your time on Friday's call, really useful to hear how your account managers prepare for client reviews today. No drama on my side, I'll get the proposal drafted around that. Before I send it, could we get something in the diary to go through it together? Half an hour would do. I'm free Thursday or Friday this week, mornings are best for me. If Simon wants to join, even better, but I'll leave that with you. Best, Tom Tom Ashdown Account Executive, BG-Demo
Becky Lawton 5 Nov 2024 09:08
to Tom Ashdown
Hi Tom, Love that. Thursday works. How about 10:00? My team has client reviews all week so I'd like to get this done before they pile up. I'll ask Simon, but he's hard to pin down. Don't wait for him, send me the proposal beforehand and I'll have a proper read. Can we see it by client, by the way? That's the thing my team needs before the review. Worth showing in the walkthrough. Thanks, Becky

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Data	Records
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Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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