Time to walk through the proposal
Email thread Quarrington Care Network: documents · sales
Mostly scheduling: Danielle Okonkwo accepted a Wednesday 14:00 Central walkthrough with two liaisons. She will not discuss numbers until Greg, who signs, has seen the proposal, and wants the draft by Friday.
What was said
What this says
Current to 11 Oct 26Mostly scheduling: Danielle Okonkwo accepted a Wednesday 14:00 Central walkthrough with two liaisons. She will not discuss numbers until Greg, who signs, has seen the proposal, and wants the draft by Friday.
Ask: Jordan Pike offered a forty-five minute walkthrough covering liaison views, the HIPAA and business associate agreement side, and rollout. Danielle agreed and asked for the draft ahead of the call.
Customer view: She wants two liaisons on the call to say what they need. She names Greg as the signer and will not talk numbers until he has seen the proposal.
Next: Jordan needs Greg on the call and the draft sent before it.
The thread
Updated 9 Oct 26Messages
Jordan Pike 26 Feb 2026 12:20Hi Danielle, Thanks for the time on the last call. Here's where we are: the proposal is drafted and I'd like to walk you through it before it goes anywhere else. To be transparent, I want to cover three things: what each liaison sees per referrer, how the HIPAA and business associate agreement side works, and what the rollout looks like. Forty-five minutes should do it. If you want your liaisons on the call, bring them. They'll ask better questions than I will. I can do Tuesday or Wednesday next week, any time in the afternoon your side. What works for you? Thanks, Jordan
Danielle Okonkwo 26 Feb 2026 12:32Jordan, Yes, let's do it. Wednesday at 14:00 Central works. Let's loop in two of the liaisons so they can say what they actually need before they walk into a referrer's office. One thing. I'm not going to talk numbers with you until Greg has seen the proposal. He signs, so he should be on the call too. I'll ask him today. I need the draft by Friday so I can read it over the weekend. Can you send it ahead of the call? Thanks, Danielle On 26 Feb 2026, at 12:20, Jordan Pike wrote: > I can do Tuesday or Wednesday next week, any time in the afternoon your side. What works for you?