Rodenkirchen Assekuranzmakler

Onboarding: On 2 Apr 2026 Nadine Schröder confirmed forty Growth users but could not name the call-link field owner or the pilot group. The 15 Apr 2026 call showed a test search on a real client; she said her managers need to trust the answers.

Pilot: On 22 Apr 2026 Nadine wanted the pilot widened, but Laura Penhaligon held the rollout until a high priority ticket was closed and the call link field confirmed. On 28 Apr 2026 the ticket was closed and claims access confirmed, and Nadine said people were asking more questions than expected.

Support: Seven tickets ran through the quarter. The programmes connector stopped updating on 9 Apr 2026, and three account managers could not see programmes on 21 May 2026. Call recordings went missing the same day, a blank-tab bug followed on 2 Jun 2026, and the call recorder connector stopped on 25 Jun 2026.

Response times: First responses took 638 minutes on the export request and 682 minutes on the access ticket. Most tickets record no cause or fix.

Training and commercial: On 11 May 2026 Laura trained the team and Nadine said usage had really picked up. Invoice INV-253-0003 for £12k was sent on 8 Jun 2026, due 8 Jul 2026.

Open at the end: The Customer Day invitation of 23 May 2026 has no customer reply. The call recorder login question is unanswered, and the evidence does not show payment of the invoice or the contract tier.

Proposal: On 7 Jan 2026 Matteo Ricci took Ralf Hoffmann and Nadine Schröder through the Growth proposal at £60k. Ralf wanted the one-off and yearly parts split, the notice period in writing and cost compared with hours spent reconciling by hand.

Terms: On 23 Jan 2026 Matteo asked for a slot on open order terms and Ralf agreed to Monday. On the 30 Jan 2026 call Ralf said he would sign once the wording was clean, while the finance director is strict about the notice period.

Price: Owen Tallis explained on 30 Jan 2026 that a discount applies to the first term only and that renewal moves to list. The written split of figures was already late.

Order form: On 18 Feb 2026 Matteo sent the Growth order form at £60k with a pencilled signing date of 20 Feb 2026. The thread shows no signature.

Billing: Rachel Dunmore sent INV-253-0001 on 23 Feb 2026 for £12.0k net and INV-253-0002 on 6 Mar 2026 for £11.9k net. Neither read shows payment, and the PO number request went unanswered.

Kickoff: On 11 Mar 2026 the kickoff covered forty users. Jens Krause cannot sign off the first connector without the access list and wants personal data connectors flagged.

Open at the end: the access list from Nadine, the connector plan, the written handover to Elena Novak, payment status and the executed order form, which no read shows.

Discovery: On 27 Nov 2025 Matteo Ricci ran discovery with Nadine Schröder and Ralf Hoffmann. They described scattered programme, claims and call data, and said a renewal was once quoted without knowing a claim was open.

Commercial: Ralf said he will not decide without knowing whether the cost is yearly or one-off. Matteo suggested starting with a single team and promised written figures.

Demo: On 18 Dec 2025 Hannah Lowe ran a demo on sample data shaped like the customer's clients. Nadine said trust was the issue and wanted a source for every answer, plus the data flow and nightly load in writing for her IT manager.

Proposal: The same day Matteo followed up and gave the Growth scope figure of £60k. Nadine said the demo answered most questions, the figure would be discussed internally, and she would reply in February.

Open at the end: The £60k figure is a proposal figure, not a contracted price, and the board has not yet seen it. Hannah owes written answers on the data flow and nightly load and on the claims date naming, which was labelled misleadingly.

Risks: The claims team may resist unless involved early, access depends on the IT manager, and some staff do not record calls, so call context will have gaps.