Scheduling a discovery call

Email thread

Logistical thread: Lewis Kerr books a discovery call with Bethany Cole. She accepts Wednesday at 10:00 and asks that James joins from the start. She plans to bring figures she struggles to get in one place.

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As at Fri 9 Oct 2026

Logistical thread: Lewis Kerr books a discovery call with Bethany Cole. She accepts Wednesday at 10:00 and asks that James joins from the start. She plans to bring figures she struggles to get in one place.

Ask: Lewis wanted a discovery call to confirm what Hartside is looking to buy and by when. Bethany replied within a day and agreed a slot.

Customer view: She wants nomination agreements, tickets and invoices for each university in one place ahead of a partner review. She will not go further without James.

Next: Lewis sends the invitation to Bethany and James, and asks for a short list of priority university partners and likely day-to-day users.

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

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Updated 9 Oct 26

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Messages3

First message2025-11-20

Last message2025-11-21

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Lewis Kerr 20 Nov 2025 16:43
to Bethany Cole
Hello Bethany, Thank you for your note earlier. To move this forward I would like to book a discovery call, so that I can confirm what you are looking to buy and by when. I have space on Tuesday or Wednesday next week, either morning. About an hour should be enough. If you would like James or anyone from resident services to join, just say and I will make sure the invitation reaches them. Kind regards, Lewis
Bethany Cole 21 Nov 2025 11:16
to Lewis Kerr
Hi Lewis, Thanks for this. Wednesday morning works well for me, ideally 10:00. We have a partner review coming up, so I would like to bring the numbers we currently struggle to get in one place: nomination agreements, tickets and invoices for each university. I would rather James joined from the start, as I never like to go further without him. I will ask him to keep the slot free. Best, Bethany
Lewis Kerr 21 Nov 2025 11:53
to Bethany Cole
Hello Bethany, Wednesday at 10:00 is fine, and I will send the invitation to you and James today. To make the hour useful, it would help to have a short list of the university partners you most want to see together, and a sense of who else would use this day to day. I will come with questions rather than a presentation. Kind regards, Lewis

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