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Follow-up to Dana Whitfield
Professional · 214 characters of context · 127 words
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Subject: Following up on our pricing conversation
Hi Dana,
Thank you for making time yesterday — it was genuinely useful to hear how the operations team is handling intake volume ahead of the Q4 push.
To recap what we discussed:
• Your team is processing roughly 2,300 requests per month, with peaks around month-end.
• The current bottleneck is manual triage, which costs about 11 hours per week.
• You need SOC 2 documentation before procurement can move forward.
I've attached the security packet and a revised proposal that reflects the 24-seat tier we talked about, including the onboarding workshop at no additional cost.
Would Thursday at 10:00 or Friday at 14:30 work for a 30-minute walkthrough with your procurement lead?
Best regards,
Alex Moreau
Enterprise Partnerships