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Following our proposal conversation

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Pelton Grange Care logo Pelton Grange Care · sales

Lewis Kerr sent the proposal with an eight-week implementation. Finance Director Barry Coxon called it reasonable and asked what is included in data integrations and user licences. Lewis promised a breakdown.

What was said

What this says

Current to 13 Oct 26

Lewis Kerr sent the proposal with an eight-week implementation. Finance Director Barry Coxon called it reasonable and asked what is included in data integrations and user licences. Lewis promised a breakdown.

Ask: Barry wants clarity on data integrations and user licences before going further.

Customer view: He calls the proposal reasonable, a positive but non-committal signal. Lewis's reply was general ("key systems") and gave no connector or user numbers.

Next: Lewis owes a detailed breakdown the next day, which should map to tier connector and user limits.

AI · claude-sonnet-5-5 · 13 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages3
First message2025-07-09
Last message2025-07-09

Messages

  1. Lewis Kerr
    Lewis Kerr 9 Jul 2025 12:22
    to Lindsay Pallister, Barry Coxon
    Lindsay, Barry, thanks for taking the time last week to discuss what the brain could do for Pelton Grange. I've pulled together a proposal based on our conversations. The implementation will run over eight weeks once you're ready to start. I'll reach out early next week to walk through any questions. Kind regards, Lewis
  2. Barry Coxon
    Barry Coxon 9 Jul 2025 14:55
    to Lewis Kerr
    Lewis, this looks reasonable to me. Can you clarify what's included in terms of data integrations and user licenses? Barry
  3. Lewis Kerr
    Lewis Kerr 9 Jul 2025 16:22
    to Lindsay Pallister, Barry Coxon
    Barry, happy to clarify. The proposal includes integration with your key systems. I'll send over a detailed breakdown tomorrow and we can discuss any adjustments you'd like to make. Cheers, Lewis

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