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Brazos Point Physical Therapy logo Brazos Point Physical Therapy · sales

Vanessa Guerrero agreed to a close date of 20 Nov 2026 and an early October demo with her team on call data and CRM. Jordan Pike and Theo Gallagher are to send agenda and times.

What was said

What this says

Current to 14 Oct 26

Vanessa Guerrero agreed to a close date of 20 Nov 2026 and an early October demo with her team on call data and CRM. Jordan Pike and Theo Gallagher are to send agenda and times.

Ask: Jordan proposed a focused demo on the customer's call data and CRM and a close by 20 Nov 2026.

Customer view: Vanessa replied that the timeline works and suggested early October for the demo. The reply is positive and cooperative.

Next: Jordan and Theo said they would send a demo agenda and times the following week. The thread does not show whether this happened.

AI · claude-sonnet-5-5 · 14 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages3
First message2026-09-16
Last message2026-09-17

Messages

  1. Jordan Pike
    Jordan Pike 16 Sep 2026 16:27
    to Vanessa Guerrero
    Hi Vanessa, Thanks for the time today. We'd like to run a focused demo with your team so you can see how the brain works with your call data and CRM. Looking to close by 20 Nov 2026, does that timeline work? Thanks, Jordan
  2. Vanessa Guerrero
    Vanessa Guerrero 16 Sep 2026 19:23
    to Jordan Pike
    Hi Jordan, Yes, that timeline works for us. Let's aim for early October. Thanks, Vanessa
  3. Jordan Pike
    Jordan Pike 17 Sep 2026 14:07
    to Vanessa Guerrero
    Perfect. Theo and I will put together a demo agenda and send times over next week. Thanks, Jordan

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