Discovery call: finding a time

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Purely logistical thread: Tom Ashdown asks for a discovery call slot and Kerensa Trelease agrees to Friday morning, bringing an account manager. No commercial position is stated.

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Purely logistical thread: Tom Ashdown asks for a discovery call slot and Kerensa Trelease agrees to Friday morning, bringing an account manager. No commercial position is stated.

Ask: Tom proposed Thursday or Friday morning on 8 Aug 2023 for a one-hour discovery call on how account managers pull together excursion tickets, orders and contract reviews.

Customer view: Kerensa accepted Friday, not before ten, and will bring an account manager so Tom hears it from someone working in the tickets. She says she will open with last week's excursion.

Next: Hold the discovery call and listen for where the reconciling hurts.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2023-08-08

Last message2023-08-09

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Tom Ashdown 8 Aug 2023 17:30
to Kerensa Trelease
Hi Kerensa, Thanks for taking the time to chat earlier. As promised, let's get something in the diary for a proper discovery call. I'd like to hear how your account managers pull together excursion tickets, orders and contract reviews today, and where it hurts. Would later this week suit? Thursday or Friday morning would be best for me, and an hour should be plenty. If it's easier to bring anyone else from the team along, no drama, just let me know who. Cheers, Tom
Kerensa Trelease 9 Aug 2023 08:42
to Tom Ashdown
Tom, Friday morning works. Not before ten, I have the early depot handover first. I'll bring one of the account managers so you hear it from someone who lives in the tickets. Fair warning, I'll start with last week's excursion, because that's what's going on in my head. Cheers, Kerensa

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