Booking time to go through the proposal
Email thread Mossbrook Data Partners · sales
Logistical thread. Sophie Ling and Joanna Platt agreed a Thursday 14:30 proposal walkthrough. Joanna asked for an agenda and clarity on day-one needs and ownership; Femi will be briefed afterwards.
What was said
What this says
As at Fri 9 Oct 2026Logistical thread. Sophie Ling and Joanna Platt agreed a Thursday 14:30 proposal walkthrough. Joanna asked for an agenda and clarity on day-one needs and ownership; Femi will be briefed afterwards.
Ask: Joanna wants to know what the client must do on day one and who owns what between Mossbrook and BG-Demo, written down "rather than leave it to goodwill".
Customer view: She is bringing a delivery lead and keeping Femi out of this call, with the commercial conversation with him as a separate step.
Next: Sophie to send the invite and agenda, then a first draft on ownership after the call.
The thread
Updated 9 Oct 26Messages
Sophie Ling 22 Jul 2025 10:15Hi Joanna, Thanks again for the time on the last call. I'd like to get a slot in the diary to walk you through the proposal for Mossbrook, so you can see it before it goes anywhere else in the firm. I think an hour is plenty, and I'm happy to do it on video. Would later this week or early next week suit? If it helps, I can open with your client pipeline, since I know that's where you'd like to start, and then move on to what the Starter set-up would cover for your own client base. Is there anyone else on your side you'd like on the call? Femi, perhaps, or someone from your delivery team. Best, Sophie Sophie Ling Account Executive, BG-Demo
Joanna Platt 22 Jul 2025 12:49Hi Sophie, Yes, let's get it booked. A few things so we make the most of it: - Thursday afternoon works for me, anything after 14:00. Friday morning is my fallback. - I'll bring one of my delivery leads so they can hear the implementation side first-hand. - Femi doesn't need to be on this one. I'll brief him afterwards, and the commercial conversation with him is a separate step. Two things I'd like us to be clear on in the call. First, what does the client need on day one? Our consultants will be the ones sitting with the client, so I want to know exactly what they'll be asked to do. Second, who owns this, us or you? Where the work splits between Mossbrook and BG-Demo, let's write that down rather than leave it to goodwill. If you can send a short agenda beforehand that would help. Thanks, Joanna- Sophie Ling 23 Jul 2025 13:31Hi Joanna, That's helpful, thank you. Thursday afternoon it is. I'll send an invite for 14:30 and you can shout if that doesn't work for your delivery lead. Agenda, roughly: - Your client pipeline and where you expect the first conversations to land - The proposal itself, section by section - What a client needs ready on day one, and what we handle - Who owns what between Mossbrook and BG-Demo, which I'll capture as we go - Next steps and timing I'll come back to you on the ownership point with a first draft after the call so we have something written to react to. Femi can see it once you're happy. Speak soon, Sophie