Proposal walkthrough: timing
Email thread Brannock Medical Supplies: documents · sales
Helen Varley offered two slots for a proposal walkthrough and asked that it cover scope, connectors and per-trust working. Commercials are for the finance director, whom she will ask separately.
What was said
What this says
Current to 11 Oct 26Helen Varley offered two slots for a proposal walkthrough and asked that it cover scope, connectors and per-trust working. Commercials are for the finance director, whom she will ask separately.
Ask: Helen wants the walkthrough kept to the proposal itself: scope, the connectors and how it works per trust. She asks how to receive the document ahead of the call.
Customer view: she separates the product from the commercials. Her reply was slow because of a couple of trust renewals.
Next: Priya confirms a slot and sends the document, and finds out whether the finance director will join.
The thread
Updated 9 Oct 26Messages
Priya Raman 7 Mar 2024 08:30Hi Helen, Hope the team found the demo useful. Following our last conversation, I'm putting the proposal together and would like to walk you through it live rather than just send a document over. Happy to make this easy: it's a short call, and I can share my screen. Could you let me know a couple of times that suit next week? If your finance director would find it useful to join, even better, as it saves us going round twice. Best, Priya
Helen Varley 12 Mar 2024 16:25Hi Priya, Sorry for the slow reply, it's been a busy week with a couple of trust renewals. I can do Wednesday morning or Friday after lunch. Please keep the walkthrough on the proposal itself: scope, the connectors, how it works per trust. Anything on commercials is for our finance director, so I'll ask him separately whether he wants to join. What's the best way to get the document ahead of the call? Thanks, Helen