Your businessDemo

⌘ K

EH

Inbox

CP

Charlotte Pike

Pike & Partners · Owner Marcus Wren

Yesterday

Email subjectQuick question on payment

Charlotte Piketo YouEmail · 16:22

Hi Marcus, can we split the deposit over two months? Our budget cycle resets in June and it'd help to delay the second half. Let me know if that works.

Youto Charlotte PikeEmail · 16:48

Hi Charlotte, totally fine. I'll send a revised schedule: 25% now, 25% mid-June, 50% on delivery. Let me know if that lands well.

Internal note·Marcus Wren→@Eleanor17:02

@Eleanor heads-up — Charlotte wants to split the deposit. Our policy is fine up to 50% on £10K+ deals. Confirming with her tomorrow, just flagging.

Internal note·Eleanor Hayes→@Marcus17:48

@Marcus all good, go ahead. Make sure the second tranche has a hard date attached, not just "mid-June".

Today

Email subjectRe: Annual service contract

Charlotte Piketo YouEmail · 09:14

Thanks for the proposal, will review with the board on Friday. Looks solid at first glance, just a couple of questions on scope.

Youto Charlotte PikeEmail · 09:32

Of course, no rush. Let me know if you'd like me to walk through anything before Friday.

12:08

Quick one — Thursday works for the call?

12:15

Yes, 10am works.

Via

Atlas

Scoped to your view · Admin

Try

You · 08:42

What's important today?

Atlas · 08:42

Three things stood out when I looked across your week.

You have three overdue invoices totalling about $20,800. The biggest is Atwood Holdings · INV-2026-111 at $8,200, seven days late.

Two of your sent quotes have been opened but not accepted in over five days — Anna Vance · Q3 engagement and Imogen Falconer · Implementation. Worth a nudge.

And Charlotte Pike hasn't replied to your Friday email. The board review she mentioned was scheduled for today, so it's possible they're still deliberating.

You · 08:45

What might a chase to Charlotte look like?

Atlas · 08:45

Reading her last few replies, she responds well to a soft, no-pressure tone. Something like:

Hi Charlotte,

Thank-you for the note on Friday — totally understand the board needs a Friday review. Just checking in to see if anything came up from that side that you'd like me to address before we lock in the next steps.

Happy to hop on a quick call if easier.

Best, Marcus

Nothing's been sent — copy from above or rewrite from scratch in the inbox when you're ready.

You · 08:48

What's Atwood's payment history like?

Atlas · 08:48

They've been a customer since May 2024. Across their last six invoices, only two were paid on time. The average is about 12 days past due.

Their largest paid invoice was $24,000 in May 2024, and they have $8,200 currently outstanding on INV-2026-111.

Tone of their replies is always polite, usually citing board sign-off delays. They settle eventually — not a default risk, just a slow payer.

You · 08:51

What's the status of INV-2026-111?

Atlas · 08:51

INV-2026-111 is for the Strategic review balance, $8,200. It was issued on 5 May, and Eleanor owns it.

Status is overdue by seven days. An automated reminder went out three days ago and there's been no reply since. It's linked to Q-2026-092, which was accepted.

Last touched by the system, not a person. Might be worth a personal follow-up.

Atlas reads and summarises · you take the actions↵ask