Proposal for your client programmes

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Matteo Ricci sent the Growth proposal at £60k. Ralf Hoffmann wants the cost compared with hours spent reconciling by hand, asked for a note the following week and said no call is needed yet.

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As at Fri 9 Oct 2026

Matteo Ricci sent the Growth proposal at £60k. Ralf Hoffmann wants the cost compared with hours spent reconciling by hand, asked for a note the following week and said no call is needed yet.

Ask: Ralf, the Managing Director, wants the cost set against the time account managers spend reconciling programmes and claims by hand. Nadine is to send the board questions.

Customer view: Ralf will decide once cost is compared with time saved. He said there is no need for another call yet.

Next: Matteo owes a note on how the programme and claims views would work. The proposal is open, not signed.

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

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Updated 9 Oct 26

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Messages4

First message2026-01-07

Last message2026-01-12

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Messages

Matteo Ricci 7 Jan 2026 14:37
to Nadine Schröder, Ralf Hoffmann
Dear Nadine and Ralf, The proposal is attached. It sets out the Growth scope for your account managers and the figure we discussed, £59,500. I have kept the language plain so you can share it internally. What questions do you expect your board to ask? I would rather answer them now than after the decision. Best regards, Matteo
Ralf Hoffmann 8 Jan 2026 10:22
to Matteo Ricci
Matteo, Thank you. We need to see the cost against the hours our account managers currently spend reconciling programmes and claims by hand. Nadine will send the list of questions. Ralf Hoffmann Managing Director
Matteo Ricci 9 Jan 2026 14:14
to Nadine Schröder, Ralf Hoffmann
Dear Nadine and Ralf, Thank you, Ralf. I will prepare a short note on how the programme and claims views would work for your account managers, and send it next week. Best regards, Matteo
Ralf Hoffmann 12 Jan 2026 17:43
to Matteo Ricci
Matteo, Please send the note next week. We will decide once we have compared the cost with the time it would save. There is no need for another call yet. Ralf Hoffmann Managing Director

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