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Setting up the demo

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Hallam Ferrier logo Hallam Ferrier · sales

Logistical thread: Sophie Ling introduced herself to Fiona Drummond and asked for client scenarios, attendees and a Tuesday or Wednesday slot. There is no customer response in the thread.

What was said

What this says

As at Fri 9 Oct 2026

Logistical thread: Sophie Ling introduced herself to Fiona Drummond and asked for client scenarios, attendees and a Tuesday or Wednesday slot. There is no customer response in the thread.

Ask: Sophie proposed building the demo around a couple of real client scenarios and asked who from practice systems should attend.

Customer view: there is no customer response in the thread, so Fiona's availability is not shown.

Next: Sophie is waiting on a day, a duration and the scenarios. The handover from Matteo is implied by Sophie picking up the demo.

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

The thread

Updated 9 Oct 26
Typesales
Messages1
First message2026-08-06
Last message2026-08-06

Messages

  1. Sophie Ling
    Sophie Ling 6 Aug 2026 15:34
    to Fiona Drummond
    Hi Fiona, I'm Sophie, one of the account executives at BG-Demo, and I'm picking up the demo for Hallam Ferrier with you. I understand you'd like the partners and client managers to see how a client's work, queries and billing sit together, so I'd like to build the session around a couple of your real client scenarios rather than a generic walkthrough. It would be useful to know which client situations you'd most like us to use, and who from the practice systems side should be there. Could you let me know whether Tuesday or Wednesday next week suits, and roughly how long you can give us? Happy to work around the partners' diaries. Thanks, Sophie

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