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Setting up time to go over the proposal

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Quarrington Care Network: documents logo Quarrington Care Network: documents · sales

Jordan Pike set up a 30-minute proposal walkthrough with Danielle Okonkwo for Thursday at 10:00 Central, with Trent invited. Danielle says she cannot commit budget without Greg. Mostly scheduling, with one buying-process signal.

What was said

What this says

Current to 12 Oct 26

Jordan Pike set up a 30-minute proposal walkthrough with Danielle Okonkwo for Thursday at 10:00 Central, with Trent invited. Danielle says she cannot commit budget without Greg. Mostly scheduling, with one buying-process signal.

Ask: Jordan wants Danielle to see the draft proposal before it reaches Greg. Danielle accepted Thursday at 10:00 Central and asked for Trent to join for the data side.

Customer view: Danielle is engaged but explicit that she cannot commit budget without Greg. She wants a view back to the leadership team early next week.

Next: Jordan sends the invite and shares the draft the day before. How and when to bring Greg in is left to agree after the call.

AI · claude-sonnet-5-5 · 12 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages3
First message2026-09-29
Last message2026-10-01

Messages

  1. Jordan Pike
    Jordan Pike 29 Sep 2026 13:59
    to Danielle Okonkwo
    Hi Danielle, Quick one. I'd like to book thirty minutes to walk you through the proposal we discussed on our last call. To be transparent, I want you to see it before it goes anywhere near Greg, so there are no surprises. Here's where we are: the draft is ready, and I'd like your read on it first. Would Thursday or Friday this week work? Mornings are best for me, Eastern time. What would make this a yes for you and the team? Happy to hear that on the call. Thanks, Jordan
  2. Danielle Okonkwo
    Danielle Okonkwo 29 Sep 2026 16:47
    to Jordan Pike
    Hi Jordan, Thanks for sending this over. Thursday morning works for me. Say 10:00 Central? One thing up front. I can't commit budget without Greg, so let's loop him in once I've seen it. I'll also want Trent on the call for the data side. I need this by Friday if possible, so I can get a view back to the leadership team early next week. Thanks, Danielle
  3. Jordan Pike
    Jordan Pike 1 Oct 2026 15:26
    to Danielle Okonkwo
    Hi Danielle, Thanks for confirming. Here's where we are: - Thursday at 10:00 Central works for me, so I'll send the invite with Trent included. - I'll share the draft the day before so you both have time to read it. - Once you've had a look, we can agree how and when to bring Greg in. I'll keep it to thirty minutes and start with a one line agenda, as promised. If anything changes on your side, just tell me and we'll find another slot. Thanks, Jordan

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