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Scheduling the demo

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Pellegrin Hart Benefits logo Pellegrin Hart Benefits · sales

Logistical thread: Allison Pereira picked Wednesday at 14:00 Eastern for the demo and added Monica Starling and Jasmine Coleman. Jordan Pike confirmed the invite on 11 Mar 2026.

What was said

What this says

As at Fri 9 Oct 2026

Logistical thread: Allison Pereira picked Wednesday at 14:00 Eastern for the demo and added Monica Starling and Jasmine Coleman. Jordan Pike confirmed the invite on 11 Mar 2026.

Ask: Jordan offered three slots and asked who else should attend.

Customer view: Allison apologised for the slow reply because of a heavy week with renewals. She named Monica, who runs client service operations, and Jasmine, whom she called the best test of the by-client view.

Next: Jordan asked Monica for two or three hard-to-piece-together client examples to build the demo around.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages3
First message2026-03-05
Last message2026-03-11

Messages

  1. Jordan Pike
    Jordan Pike 5 Mar 2026 17:21
    to Allison Pereira
    Hi Allison, Here's where we are on the demo. I'd like to run it on your own data, so I need a slot when the right people can be there. Here are three options for next week: - Tuesday at 10:00 Eastern - Wednesday at 14:00 Eastern - Thursday at 11:00 Eastern It should take about an hour. Who else do you want on the invite? I'd suggest whoever runs your day-to-day client-service operations, plus an account manager who works with employers directly. Thanks, Jordan
  2. Allison Pereira
    Allison Pereira 10 Mar 2026 17:35
    to Jordan Pike
    Jordan, Sorry for the slow reply, it's been a heavy week with renewals. Wednesday at 14:00 works for me. I'd like Monica Starling, who runs our client service operations, and Jasmine Coleman, one of our senior account managers, on the call. Jasmine will be the best test of whether the by-client view is useful. Can you send the invite to all three of us? Best, Allison
  3. Jordan Pike
    Jordan Pike 11 Mar 2026 11:48
    to Allison Pereira
    Allison, Done. Wednesday at 14:00 Eastern, with Monica and Jasmine on the invite. I'll open with a one-line agenda and keep an eye on the clock so we finish on time. If Monica can share the two or three client examples that are hardest to piece together today, I'll build the demo around those. Thanks, Jordan

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