Discovery call

Email thread

Scheduling thread. Harvey Doyle asked Cramond's chief executive and Head of Trustee Operations for a discovery call. Niall Sutherland agreed, and the security questionnaire was completed before the Wednesday 10:00 call.

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What was said

What this says

As at Fri 9 Oct 2026

Scheduling thread. Harvey Doyle asked Cramond's chief executive and Head of Trustee Operations for a discovery call. Niall Sutherland agreed, and the security questionnaire was completed before the Wednesday 10:00 call.

Ask: Harvey Doyle proposed a deeper discovery call and offered Eilidh Rutherford a security questionnaire to complete beforehand. The thread is logistical: it fixes a time and confirms the questionnaire is done.

Customer view: Niall Sutherland replied within a day, said "let's go deeper" and confirmed both sides were ready. Eilidh's questionnaire was returned before the call.

Next: the discovery call is the next step. The thread does not show the scope, tier or any price discussed.

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

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The thread

Updated 9 Oct 26

Typesales

Messages4

First message2026-09-09

Last message2026-09-14

Emailmade from

Messages

Harvey Doyle 9 Sep 2026 14:14
to Eilidh Rutherford, Niall Sutherland
Hi Eilidh and Niall, Really glad we got to speak yesterday. I think the brain could make a real difference to how you manage client relationships and scheme operations. I'd like to move to a proper discovery, would you both be free for a call next week? Best, Harvey
Niall Sutherland 10 Sep 2026 10:08
to Harvey Doyle
Harvey, Yes, let's go deeper. Next week suits us. Wednesday morning would work. Niall
Harvey Doyle 11 Sep 2026 09:57
to Eilidh Rutherford, Niall Sutherland
Perfect. I've scheduled us for Wednesday morning at 10:00. Eilidh, I'll send you a security questionnaire before the call if you're happy to take that on. Best, Harvey
Niall Sutherland 14 Sep 2026 11:10
to Harvey Doyle
Harvey, Eilidh's been through the questionnaire and we're ready to dive in on Wednesday. See you then. Niall

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