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Discovery call: finding a time

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Lornefield Pensions Administration logo Lornefield Pensions Administration · sales

Tom Ashdown asked Douglas Baird for a discovery call. Douglas welcomed it, offered Thursday afternoon or Friday morning, may bring a scheme-relationship manager, and asked that it be an exchange of views only.

What was said

What this says

Current to 13 Oct 26

Tom Ashdown asked Douglas Baird for a discovery call. Douglas welcomed it, offered Thursday afternoon or Friday morning, may bring a scheme-relationship manager, and asked that it be an exchange of views only.

Ask: Tom wants about forty minutes on member queries, trustee calls and what has changed at Lornefield. Douglas replied within two days and proposed times.

Customer view: he welcomes the conversation but asks that nothing be treated as settled. He says the group's position is something he will need to take forward in due course.

Next: Douglas will confirm whether a scheme-relationship manager joins.

AI · claude-sonnet-5-5 · 13 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2026-09-28
Last message2026-09-30

Messages

  1. Tom Ashdown
    Tom Ashdown 28 Sep 2026 17:56
    to Douglas Baird
    Hello Douglas, Tom Ashdown here, account executive at BB-Demo. Daniel asked me to get in touch following your note to him. I'd like to book a discovery call so we can hear what you're looking for, especially around member queries and trustee calls, and talk through what has changed at your end since we last worked together. No drama, and no slides. About forty minutes should do it. Could you let me know a couple of times that suit you later this week or early next week? Happy to work round your diary. If you'd rather someone else from your team joined, that's fine too. Best, Tom Tom Ashdown Account Executive, BB-Demo
  2. Douglas Baird
    Douglas Baird 30 Sep 2026 08:28
    to Tom Ashdown
    Dear Tom, Thank you for your message, and for getting in touch so promptly. I'd welcome a conversation. Thursday afternoon would suit me, should that be convenient for you. If not, Friday morning would be my second choice. I may ask one of our scheme-relationship managers to join us, as she is closest to the member query work, and I will confirm that with you beforehand. In fairness, I would ask that we treat this first call as an exchange of views only. The group's position is a matter I shall need to take forward in due course, and I would not want to give the impression that anything is settled. Kind regards, Douglas Baird

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