Demo on your own data: scheduling
Email thread Kelvinhaugh Pension Services: documents · sales
Logistical thread: Tom Ashdown offers demo slots and Fiona Drummond picks Thursday morning at 10:30, bringing three relationship managers and the operations director.
What was said
What this says
Current to 11 Oct 26Logistical thread: Tom Ashdown offers demo slots and Fiona Drummond picks Thursday morning at 10:30, bringing three relationship managers and the operations director.
Ask: Tom proposed running the demo on a sample of Kelvinhaugh's own scheme data and asked who should see it first. Fiona accepted Thursday at 10:30.
Customer view: She chose to start with the people who will use it, and asked them to bring the questions they normally have to chase for. Having the operations director attend suggests the decision-makers are being brought in.
The thread
Updated 9 Oct 26Messages
Tom Ashdown 8 Nov 2023 14:40Hi Fiona, Hope your week's going alright. Let's get the demo in the diary. We'd run it on a sample of your own scheme data, so it's worth deciding who in your team sees it first. I can do Monday or Thursday next week, mornings are best for me. Whoever you'd like to bring, the more of the relationship managers the better, as they'll be asking the questions. Cheers, Tom
Fiona Drummond 9 Nov 2023 12:15Hi Tom, Thursday morning works, say 10:30. I'll have three relationship managers and our operations director join, and I'll ask them to think of the questions they'd normally have to chase for. Let's start with the people who'll use it. Thanks, Fiona