Booking a demo slot
Email thread Rookhaven Asset Management: documents · sales
Eleanor Whitlock agreed to a further demo for client service and distribution, on a Thursday afternoon. She set conditions: agreed agenda, governance-approved sample data, and Julian absent until security review concludes.
What was said
What this says
Current to 11 Oct 26Eleanor Whitlock agreed to a further demo for client service and distribution, on a Thursday afternoon. She set conditions: agreed agenda, governance-approved sample data, and Julian absent until security review concludes.
Ask: Tom Ashdown wanted an hour-long demo with client service and distribution both present, and offered a short slot for Julian.
Customer view: Eleanor accepted but set terms. She wants the agenda agreed in advance, only sample data already approved on governance grounds, and Julian is staying out until the security review is done.
Next: Eleanor's reply came five days after Tom's request. Julian's role is not stated, but his absence suggests sign-off sits behind security.
The thread
Updated 9 Oct 26Messages
Tom Ashdown 14 Aug 2026 17:05Hi Eleanor, Hope the week has gone well. I wanted to get a further demo into the diary for your wider group, ideally with client service and distribution both in the room, so each can see their own questions answered. Could you let me know a couple of times that suit over the next fortnight? Around an hour should do it. If Julian would like to join for part of it, I'll keep that section short. Best, Tom
Eleanor Whitlock 19 Aug 2026 14:27Dear Tom, Apologies for the delay in replying. I wanted to check availability with the distribution team first. The week after next looks workable, and Thursday afternoon is the best of the options. I would ask that we agree the agenda in advance, and that the session uses the sample data we have already approved from a governance standpoint. Julian will not attend, as he would like the security review concluded first. Best regards, Eleanor