Demo for your key-account managers: finding a slot

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Brannock Medical Supplies: documents · sales

Helen Varley accepted a Thursday 14:00 demo on Brannock's own data. Three account managers will join her, and she wants orders and delivery queries by trust plus one renewal example.

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Helen Varley accepted a Thursday 14:00 demo on Brannock's own data. Three account managers will join her, and she wants orders and delivery queries by trust plus one renewal example.

Ask: Helen confirms the slot and sets three conditions for the demo. She wants the three account managers shown orders and delivery queries by trust, not in one list.

Customer view: she is engaged and organising her team. The renewal example suggests she wants the account managers to see what drives early wins.

Next: Priya sends the invite and tailors the walkthrough per trust.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2024-02-27

Last message2024-03-01

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Priya Raman 27 Feb 2024 15:08
to Helen Varley
Hi Helen, Thanks for your time on the call today. Really helpful to hear how your key-account managers piece together orders and delivery queries across the trusts. Next step is the demo on your own data, so your team can see what the brain shows per trust. To keep momentum, could we find a slot next week? I'd suggest Tuesday or Thursday afternoon, around an hour, and I'm happy to work around your account managers' diaries. If it helps, tell me which of them should be in the room and I'll tailor the walkthrough to their trusts. Best, Priya
Helen Varley 1 Mar 2024 13:34
to Priya Raman
Hi Priya, Thanks. Thursday afternoon works, say 14:00. Three things from my side: - Three account managers will join, plus me. - Please show orders and delivery queries by trust, please, not in one big list. - Show one renewal example, so they can see what's driving an early win. I'll take the invite to the account managers once you send it. Thanks, Helen

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