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Scheduling the demo for your account managers

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Marlcliff Security Services logo Marlcliff Security Services · sales

Sharon Tilley agreed a Thursday demo after ten and will bring Lorraine from retail accounts. She is keen but said budget is not hers to commit alone, and credit control is not yet involved.

What was said

What this says

As at Fri 9 Oct 2026

Sharon Tilley agreed a Thursday demo after ten and will bring Lorraine from retail accounts. She is keen but said budget is not hers to commit alone, and credit control is not yet involved.

Ask: Lewis wants a demo on Marlcliff's own data, running from an incident to the invoice, with account managers and credit control present.

Customer view: Sharon is keen but wants the demo first. Credit control is stretched and may be added later.

Next: Lewis to invite Lorraine directly and send the preparation note Sharon asked for.

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

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2025-03-19
Last message2025-03-21

Messages

  1. Lewis Kerr
    Lewis Kerr 19 Mar 2025 16:22
    to Sharon Tilley
    Hello Sharon, Thanks for your time on the call earlier. To put a number on what I took away: you want your account managers, the control room and credit control looking at the same picture of each client, with sites, incidents, calls and invoices in one place, and you want to see it working before anyone talks about budget. The next step is a demo on your own data rather than a slide deck. Our solutions engineer would join me, and we would walk through a client the way one of your account managers would, starting from an incident and ending at the invoice. Could you let me know which days suit you next week? Mornings are easiest on our side, but I will work around your control room handover times. It would help if one or two account managers could be in the room, and I assume you will want someone from credit control too. Tell me who you would like and I will send the invitation to them directly. I'll send a short note today on what we need from your side to prepare, so nobody is surprised on the day. Kind regards, Lewis Lewis Kerr Account Executive, BG-Demo
  2. Sharon Tilley
    Sharon Tilley 21 Mar 2025 17:15
    to Lewis Kerr
    Lewis, Sorry for the delay, it has been a busy week. We had a site incident on Wednesday night and I was tied up with it until yesterday. Thursday morning next week works for me. Avoid first thing, that is when the night shift hands over. After ten is fine. I will bring Lorraine from the retail accounts, she has the most clients with multiple sites and she will tell you straight if it is useless. Credit control is stretched at the moment so let's see how the first half goes and add them if it looks worthwhile. Happy for you to send the invitation to Lorraine yourself. One thing to be clear on: I am keen, but budget is not mine to commit alone. Let's see the demo first and then talk about who else needs to be in the room. What do you need from us beforehand? Thanks, Sharon

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