Discovery call: finding a time
Email thread Kelvinhaugh Pension Services: documents · sales
Logistical thread from 13 Oct 2023: Tom Ashdown and Fiona Drummond agreed a Tuesday 10:00 discovery call. Fiona will bring two relationship managers, and IT is not needed yet.
What was said
What this says
Current to 11 Oct 26Logistical thread from 13 Oct 2023: Tom Ashdown and Fiona Drummond agreed a Tuesday 10:00 discovery call. Fiona will bring two relationship managers, and IT is not needed yet.
Ask: Tom Ashdown wanted an hour to understand how scheme-relationship managers work and where their information is scattered.
Customer view: Fiona Drummond, Head of Scheme Relationships, accepted Tuesday at 10:00 and named chasing across systems before client meetings as the pain.
Next: Tom sends the invite. The thread does not show the call itself or any commercial terms.
The thread
Updated 9 Oct 26Messages
Tom Ashdown 13 Oct 2023 12:58Hi Fiona, Good to speak earlier, thanks for your time. As promised, let's get something in the diary for a proper discovery call. I'd like to understand how your scheme-relationship managers work day to day, and where the information they need is scattered. Would next Tuesday at 10:00 or Wednesday afternoon suit? An hour should do it. If anyone else from your team ought to be there, bring them along. Best, Tom
Fiona Drummond 13 Oct 2023 14:55Hi Tom, Thanks for this. Tuesday at 10:00 works for me. I'll bring two of the relationship managers, as they're the ones who feel the pain of having to chase across systems before a client meeting. One question: do you need anyone from our IT side at this stage, or is that for later? Thanks, Fiona- Tom Ashdown 13 Oct 2023 17:34Hi Fiona, Tuesday at 10:00 it is, I'll send an invite tonight. No need for IT yet, that's for later once we know what you'd want the brain to look at. Just the relationship managers is perfect. Cheers, Tom