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Let's schedule the proposal call

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Whitlingham Wealth logo Whitlingham Wealth · sales

Logistical thread. Priya Raman asked on 1 Oct 2024 for a proposal call with Felicity, Hugo and Terence. Felicity chose Wednesday afternoon, and on 4 Oct 2024 Priya fixed it for 14:00.

What was said

What this says

Current to 13 Oct 26

Logistical thread. Priya Raman asked on 1 Oct 2024 for a proposal call with Felicity, Hugo and Terence. Felicity chose Wednesday afternoon, and on 4 Oct 2024 Priya fixed it for 14:00.

Ask: Priya wants the proposal walked through with Felicity, Hugo and Terence so all angles are covered.

Customer view: Felicity picks a slot quickly. The thread does not show whether Hugo or Terence confirmed, and Terence's role is not given.

Next: Priya sends the invite. The proposal remains an open item, not an agreed deal.

AI · claude-sonnet-5-5 · 13 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages3
First message2024-10-01
Last message2024-10-04

Messages

  1. Priya Raman
    Priya Raman 1 Oct 2024 15:01
    to Felicity Gurney
    Hi Felicity, Following on from the working session, would next week work for a call to run through a proposal? I'm thinking we'd have you, Hugo and Terence on to make sure we've covered all the angles. I'm free Tuesday, Wednesday or Thursday next week. Best, Priya
  2. Felicity Gurney
    Felicity Gurney 2 Oct 2024 17:05
    to Priya Raman
    Wednesday afternoon works for me. What time suits? Felicity
  3. Priya Raman
    Priya Raman 4 Oct 2024 16:06
    to Felicity Gurney
    Wednesday afternoon at 14:00. I'll send the calendar invite and call details by end of day tomorrow. Best, Priya

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