Discovery call
Email thread Clashmore Recruitment · sales
Lewis Kerr proposed a half-hour discovery call; Deirdre Barry accepted Wednesday morning and said consultants must see a client's roles, placements and invoices before calling. Mostly scheduling, with one requirement.
What was said
What this says
As at Fri 9 Oct 2026Lewis Kerr proposed a half-hour discovery call; Deirdre Barry accepted Wednesday morning and said consultants must see a client's roles, placements and invoices before calling. Mostly scheduling, with one requirement.
Ask: Deirdre confirmed Wednesday morning and will bring the colleague who looks after their systems.
Customer view: the main need is for consultants to see roles, placements and invoices per client before they pick up the phone. She asked Lewis to make sure that is covered.
Next: hold the discovery call and confirm the single-view requirement can be met.
The thread
Updated 9 Oct 26Messages
Lewis Kerr 3 Jul 2025 12:19Dear Deirdre, Thank you for getting in touch about B-Glass. To put a number on what we need, I'd suggest a discovery call of about half an hour, so I can understand how your consultants work today and what you would like to be able to see in one place. Would next Tuesday or Wednesday morning suit you? If there is a colleague who looks after your recruitment systems, it would be useful to have them on the call as well. Kind regards, Lewis Account Executive, BG-Demo
Deirdre Barry 4 Jul 2025 08:30Hi Lewis, Quick one, Wednesday morning is grand. I'll bring one of the team who looks after our systems, she knows the ins and outs better than I do. The main thing for us is the consultants seeing a client's roles, placements and invoices before they pick up the phone. Can we make sure that's covered? Thanks a million, Deirdre