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Proposal for you to review

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Pelham Rowe Insurance Brokers logo Pelham Rowe Insurance Brokers · sales

After the demo, Tom Ashdown sent Naomi Fordham and Geoffrey Rowe a Starter plan proposal on 18 Dec 2023. Geoffrey replied on 20 Dec 2023 that they would review internally and give feedback in a couple of weeks.

What was said

What this says

As at Fri 9 Oct 2026

After the demo, Tom Ashdown sent Naomi Fordham and Geoffrey Rowe a Starter plan proposal on 18 Dec 2023. Geoffrey replied on 20 Dec 2023 that they would review internally and give feedback in a couple of weeks.

Ask: Tom offered a Starter plan to connect the customer's helpdesk and CRM data, and offered to talk it through.

Customer view: Geoffrey, the Managing Director, was courteous but non-committal. The proposal is an open item, not executed paper.

Next: the evidence does not show the promised feedback or any decision.

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

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2023-12-18
Last message2023-12-20

Messages

  1. Tom Ashdown
    Tom Ashdown 18 Dec 2023 13:20
    to Naomi Fordham, Geoffrey Rowe
    Hi Naomi and Geoffrey, Following on from the demo, I wanted to send over a proposal for a Starter plan. This will give you a strong foundation to connect your helpdesk and CRM data. Happy to talk through it if you'd like. Best, Tom
  2. Geoffrey Rowe
    Geoffrey Rowe 20 Dec 2023 15:30
    to Tom Ashdown
    Tom, Thanks for putting this together. We'll review it internally and get back to you with feedback in the next couple of weeks. Cheers, Geoffrey

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