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Renewal order form for Yealmpton Accountants

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Yealmpton Accountants logo Yealmpton Accountants · sales

Priya Raman sought signature of the Starter renewal order form at £20k by 8 Sep 2025. Nicholas Pengelly would not sign the same spend while several client managers have barely opened it, and wants to understand usage first.

What was said

What this says

As at Fri 9 Oct 2026

Priya Raman sought signature of the Starter renewal order form at £20k by 8 Sep 2025. Nicholas Pengelly would not sign the same spend while several client managers have barely opened it, and wants to understand usage first.

Ask: Priya asked Nicholas to confirm the team of fifteen and the £20k figure so the new term runs without a gap before 22 Sep 2025.

Customer view: he is not comfortable signing the same spend and asked to talk on Monday. Priya agreed to hold the order form and to have Daniel pull the usage picture.

Next: the evidence does not show the outcome.

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

The thread

Updated 9 Oct 26
Typesales
Messages3
First message2025-09-04
Last message2025-09-04

Messages

  1. Priya Raman
    Priya Raman 4 Sep 2025 10:21
    to Nicholas Pengelly
    Hi Nicholas, Just to recap where we are: the renewal order form is ready for signature and I'd like to keep momentum. If we can get this over the line by 8 Sep 2025, the new term runs without a gap before 22 Sep 2025. Could you confirm the team of fifteen is still the right size, and that the £19,500 figure is what you expect? Happy to make this easy. Best, Priya
  2. Nicholas Pengelly
    Nicholas Pengelly 4 Sep 2025 10:42
    to Priya Raman
    Hi Priya, Thanks for this. I'm not comfortable signing the same spend when several client managers have barely opened it this year. I need to understand the usage before the contract ends. Can we talk on Monday? Nicholas
  3. Priya Raman
    Priya Raman 4 Sep 2025 13:00
    to Nicholas Pengelly
    Nicholas, Understood. I'll get Daniel to pull the usage picture for your team so we can go through it together. I'm happy to hold the order form until then, but I'd really like to close by 8 Sep 2025. Best, Priya On 4 Sep 2025, at 10:42, Nicholas Pengelly wrote: > Can we talk on Monday?

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