Arranging the demo on your data

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Logistical thread: Lewis Kerr and Deepa Chauhan fixed the demo on the customer's own data for Thursday at 10:00. Credit control confirmed attendance, and Deepa will prepare an extract of accounts with open disputes.

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Current to 13 Oct 26

Logistical thread: Lewis Kerr and Deepa Chauhan fixed the demo on the customer's own data for Thursday at 10:00. Credit control confirmed attendance, and Deepa will prepare an extract of accounts with open disputes.

Ask: Lewis needed a small CRM and accounting extract for a handful of trade accounts. Deepa agreed to supply it by the end of the week.

Customer view: She is shaping the demo to show something people recognise, with credit control picking an account they know well.

Next: Lewis sends the preparation note. The key-account lead could not do Tuesday, which is why Thursday was chosen.

AI · claude-sonnet-5-5 · 13 Oct 2026

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Updated 9 Oct 26

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First message2024-12-11

Last message2024-12-12

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Lewis Kerr 11 Dec 2024 12:51
to Deepa Chauhan
Hello Deepa, I'd like to fix a time for the demonstration. As agreed, it will be run on your own data, so that credit control and the key-account team can see a real trade account rather than a sample one. Proposed slots: Tuesday or Thursday next week, in the morning, which I understand suits credit control. Would 10:00 on either day work? I would need a small extract from your CRM and the accounting system, covering a handful of trade accounts you are comfortable using, and I'll send you a short note on how to prepare it safely. I'll send that over today. Kind regards, Lewis
Deepa Chauhan 12 Dec 2024 09:32
to Lewis Kerr
Hi Lewis, Thursday at 10:00 is fine, and credit control have confirmed they can join. Tuesday is no good for the key-account lead. On the extract, I'll choose a few accounts that have an open dispute and a mix of branches, so the demo shows something people recognise. Let's get credit control in the room early and let them pick one account they know well. Please send the note and I'll get the data prepared by the end of the week. Thanks, Deepa

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