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Action items
Follow up with David Liu on the revised proposal
Due todayReview and approve Q1 budget draft from finance
Due todayEvery message is sorted into a clear, actionable label automatically. Spam and noise are filtered out, so the inbox you open only contains what you actually need to see.
Re: Q2 Partnership Agreement
Hi all, I've reviewed the latest draft and have a few comments on section 3...
1: Needs ResponseBudget approval for Q2 campaign
David, can you take a look at the revised numbers? I updated the...
1: Needs ResponseNew listing: 742 Evergreen Terrace
A new home matching your saved search just hit the market. 3 bed, 2 bath...
2: FYIQuick question about your workflow
Hi there, I noticed your team is scaling fast. We help companies like yours...
7: MarketingSerif studies how you write and drafts replies that sound like you. Edit a few words and send.
Sarah,
Appreciate you sending this over. I took a look and the updated timeline makes sense on our side.
Happy to keep this moving if your team wants to start with the API piece first and phase in the rest after launch.
Best, Kevin
Instantly write complex emails with full context from your inbox. No more copying threads and call notes into ChatGPT to figure out what to send. Serif already has 100% of it.
Found your email to James about the pricing plan. Pulling in the context here and drafting a reply to Jenny:
Hi Jenny,
Thanks for sending this over. I'd suggest we start with the base plan at $2,400/month for the initial rollout.
If you want the analytics layer and expanded team access from day one, that would bring it to $3,100/month. Happy to send a clean proposal with both options this afternoon.
Best,
Kevin
Never lose a thread again. Serif watches for replies, surfaces stalled conversations, and nudges you to follow up at exactly the right moment.
Looks like Jenny hasn't gotten back to you on pricing yet. Worth checking in.
Suggested follow-up
Jenny Park
Re: Pricing plan options check in
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They're evaluating outside counsel for a $40M Series B that needs to close by end of Q3. Rachel Holtz flagged timeline concerns in her last email. She wants a draft term sheet reviewed before their board meeting on the 18th.
James Ngo previously worked with Baker McKenzie on a similar raise, so lean into your speed and sector expertise. This is the decision meeting. They're choosing counsel this week.
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