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Proposal walkthrough: finding a time

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Menlo Quay Medical logo Menlo Quay Medical · sales

Matteo Ricci asked Orla Mannion for a walkthrough of the Growth proposal. She agreed to Friday morning with her distributor lead, asked for the proposal beforehand and wants Declan kept out of the first session.

What was said

What this says

As at Fri 9 Oct 2026

Matteo Ricci asked Orla Mannion for a walkthrough of the Growth proposal. She agreed to Friday morning with her distributor lead, asked for the proposal beforehand and wants Declan kept out of the first session.

Ask: Matteo wanted an hour to show how hospital and distributor accounts would sit together under Growth.

Customer view: Orla wants quality to see how complaint records are handled first. Declan will "want the numbers" afterwards, so the commercial talk comes second.

Next: send the proposal, run the Friday walkthrough, then bring Declan in.

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

The thread

Updated 9 Oct 26
Typesales
Messages3
First message2025-11-18
Last message2025-11-20

Messages

  1. Matteo Ricci
    Matteo Ricci 18 Nov 2025 11:27
    to Orla Mannion
    Dear Orla, Thank you for your time on our last call. As promised, I would like to walk you and your team through the written proposal for Growth, so that key accounts, complaints and the distributor team can see how each hospital and distributor account would sit together. Could we find an hour later this week or early next week? I would rather settle the timeline now so that nothing slips. If Declan should join for the commercial part, let me know and I will include him. Best regards, Matteo
  2. Orla Mannion
    Orla Mannion 20 Nov 2025 10:01
    to Matteo Ricci
    Hi Matteo, Sorry for the slow reply, it has been a busy week on the complaints log. Friday morning would suit me, and my team lead for distributor accounts can sit in as well. I would keep Declan out of the first walkthrough. He will want the numbers once quality has seen how the complaint records are handled, so let's check the record first and bring him in after. Could you send the proposal beforehand so we can read it properly? Thanks a million, Orla
  3. Matteo Ricci
    Matteo Ricci 20 Nov 2025 12:43
    to Orla Mannion
    Dear Orla, That works well. I will send the proposal this afternoon so you have it before Friday, and I will send a calendar invitation for the morning slot. We will keep Declan for the next step, as you suggest. Let me confirm that in writing: walkthrough with you and your distributor lead on Friday, then the commercial discussion with Declan once your team is comfortable. Best regards, Matteo

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