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Quennell Harte, next steps after discovery call

Email thread

Quennell Harte logo Quennell Harte · sales

After the 15 Apr 2026 discovery call, Simon Harte, Managing Director, said Quennell Harte is interested in moving ahead and asked for the next step. Sophie Ling promised a draft proposal with commercial terms. No price or tier is discussed.

What was said

What this says

As at Fri 9 Oct 2026

After the 15 Apr 2026 discovery call, Simon Harte, Managing Director, said Quennell Harte is interested in moving ahead and asked for the next step. Sophie Ling promised a draft proposal with commercial terms. No price or tier is discussed.

Ask: Simon Harte said the call was helpful and asked what happens next. Sophie Ling promised a draft proposal with commercial terms and implementation next steps.

Customer view: Interest is stated plainly, and Simon would only review and confirm availability. The thread shows no price, tier or objection.

Next: Sophie owes the draft proposal and a follow-up conversation.

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

The thread

Updated 9 Oct 26
Typesales
Messages4
First message2026-04-15
Last message2026-04-17

Messages

  1. Sophie Ling
    Sophie Ling 15 Apr 2026 15:23
    to Ellie Rowcliffe, Simon Harte
    Hi Ellie and Simon, Thanks for the time on the call this morning. It's clear that seeing your projects, invoices and client calls together would solve a real problem for you. I'll put together a proposal based on what we discussed and send it over next week. Happy to jump on another call to walk through it once you've both had a chance to review. Thanks, Sophie
  2. Simon Harte
    Simon Harte 15 Apr 2026 17:22
    to Sophie Ling
    Sophie, That was helpful. We're interested in moving ahead. What's the next step? Simon
  3. Sophie Ling
    Sophie Ling 16 Apr 2026 10:29
    to Ellie Rowcliffe, Simon Harte
    Brilliant. I'll have a draft proposal to you by end of week for a conversation next week. I'll include commercial terms and next steps for implementation. Thanks, Sophie
  4. Simon Harte
    Simon Harte 17 Apr 2026 11:14
    to Sophie Ling
    Sounds good. We'll review and let you know our availability. Simon

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