Next steps, working session
Email thread Whitlingham Wealth · sales
Priya Raman proposed a working session on the customer's own systems on 2 Sep 2024. Managing Director Hugo Bacon replied on 5 Sep 2024 that it sounds interesting and delegated scheduling to Felicity Gurney.
What was said
What this says
As at Fri 9 Oct 2026Priya Raman proposed a working session on the customer's own systems on 2 Sep 2024. Managing Director Hugo Bacon replied on 5 Sep 2024 that it sounds interesting and delegated scheduling to Felicity Gurney.
Ask: Priya sets out the pain as client information spread across several systems and asks for a working session on their actual systems.
Customer view: Hugo is mildly positive but brief, and will be briefed afterwards rather than attend. Felicity is left to arrange the time.
Next: the thread does not show a date for the session.
The thread
Updated 9 Oct 26Messages
Priya Raman 2 Sep 2024 11:38Felicity, Hugo, Really enjoyed the discovery call. The story here is that you're managing client information across several different systems, CRM, email, helpdesk, and your team is spending a lot of time each month pulling it all together. I'd like to show you how the brain could help you query all of that in one place, and give your client-service team back the time they're spending on admin. Can we schedule a working session for next week? I'll come in and show you on your actual systems what this could look like. Best, Priya
Hugo Bacon 5 Sep 2024 16:11Priya, Sounds interesting. Felicity will sort a time with you. She can brief me after. Hugo