Discovery session

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Priya Raman asked Rebecca Oakes, Head of Practice Operations, for a discovery session after an intro call. Rebecca proposed Tuesday of the following week and Priya agreed. Logistical only.

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Current to 11 Oct 26

Priya Raman asked Rebecca Oakes, Head of Practice Operations, for a discovery session after an intro call. Rebecca proposed Tuesday of the following week and Priya agreed. Logistical only.

Ask: Priya wanted a discovery session on how the brain could work for the practice operations team, covering workflows, pain points and integration.

Customer view: Rebecca said the week was hectic but offered the Tuesday of the next week, so she is engaged. The thread shows no view on price, fit or rivals.

Next: Priya was to send a link and asked whether Rebecca preferred video or phone.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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Messages3

First message2025-02-04

Last message2025-02-04

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Messages

Priya Raman 4 Feb 2025 09:38
to Rebecca Oakes
Hi Rebecca, Great to connect on that intro call. To keep momentum, when would be best for you to dive into a discovery session around how the brain could work for your practice operations team? We can cover your current workflows, where the pain points are, and what integration looks like. It's usually a pretty informal chat. This week or next week better for you? Best, Priya
Rebecca Oakes 4 Feb 2025 10:39
to Priya Raman
Priya, This week is hectic, but I could do something Tuesday of next week? What's your availability? Rebecca
Priya Raman 4 Feb 2025 11:35
to Rebecca Oakes
Perfect, Tuesday next week works. I'll send a link over. Happy to make this easy: let me know if you'd rather a video call or a phone call. Best, Priya

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