Ardenmore proposal and next steps

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Ardenmore Pension Administration · sales

Tom Ashdown recaps the Starter proposal at £26k for the deal, targets signature by 16 Aug 2023 and introduces Nell Ashcombe. Paula Mortimer lists invoicing needs; Elaine Turvey is to confirm sign-off.

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As at Fri 9 Oct 2026

Tom Ashdown recaps the Starter proposal at £26k for the deal, targets signature by 16 Aug 2023 and introduces Nell Ashcombe. Paula Mortimer lists invoicing needs; Elaine Turvey is to confirm sign-off.

Ask: Tom wants to know what finance needs for invoicing and supplier set-up.

Customer view: Paula asks for the legal entity name, a billing contact and VAT shown separately. She will set BG-Demo up as a supplier once the order form is signed.

Next: sign-off rests with Elaine, and the proposal remains open until the order form is executed.

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

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Updated 9 Oct 26

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Messages2

First message2023-08-02

Last message2023-08-02

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Tom Ashdown 2 Aug 2023 14:06
to Elaine Turvey, Paula Mortimer
Hi Elaine, hi Paula, Thanks again for the conversation last time. I'm copying in Nell, our CEO, who'll look after the final paperwork with you. To recap where we are: the Starter proposal for the client-relationship team stands at £25,500 in total for the deal, and we're aiming to have the order form signed by 16 Aug 2023. Paula, I've added you so finance can tell me what you need from us for invoicing and supplier set-up. Leave that with me and I'll sort anything that's missing. Best, Tom
Paula Mortimer 2 Aug 2023 16:39
to Tom Ashdown
Hello Tom, Thank you for the note. For invoicing we will need the legal entity name and a billing contact on the order form, and the invoice should show the VAT separately. Once we have the signed order form I can set BG-Demo up as a supplier. Elaine will confirm the sign-off on our side. Kind regards, Paula Mortimer Accounts Manager

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