Following up on our discovery call
Email thread Veldmaat Payments: documents · sales
Following discovery, Joost Verbeek confirmed Tom Ashdown's summary and insisted the demo use real HubSpot and Zendesk data. He also wants the order form to state what is delivered and by when.
What was said
What this says
Current to 10 Oct 26Following discovery, Joost Verbeek confirmed Tom Ashdown's summary and insisted the demo use real HubSpot and Zendesk data. He also wants the order form to state what is delivered and by when.
Ask: Joost wants one trusted merchant view across HubSpot, Zendesk and accounting, and says trust in the data matters more than dashboards.
Customer view: he held Tom to the agreement to use real data, not a sample, and put a delivery commitment on the record for the order form.
Next: Hannah sends the read-only access list, Tom returns with date options early next week, and Growth numbers follow the demo.
The thread
Updated 9 Oct 26Messages
Tom Ashdown 26 Sep 2025 14:38Hi Joost, Thanks for your time today, really useful. Here's how I heard it, shout if I've got anything wrong. You want one view of each merchant across HubSpot, Zendesk and your accounting system, so the account managers and the merchant risk team are working from the same picture. Right now people reconcile by hand and nobody fully trusts the result. Next step from my side is a demo on your own data, so you can see it properly rather than slides. Could you let me know who from your team should be there? Best, Tom
Joost Verbeek 26 Sep 2025 15:14Tom, Your summary is correct. One addition: the merchant risk team must be able to trust the data. To be honest, this matters more than the dashboards. For the demo, what was agreed was that you use our real data from HubSpot and Zendesk, not a sample. Please send me what access you need, so my engineer can prepare it. So what is the plan for dates? Met vriendelijke groet, Joost- Tom Ashdown 26 Sep 2025 17:54Hi Joost, No drama, real data it is. Our solutions engineer, Hannah, will send you the access list in the next day or so. It's read-only, nothing gets changed in your systems. On dates, let me look at diaries and come back to you early next week with a couple of options. On the commercials, we talked about the Growth tier. I'll confirm the numbers in writing once you've seen the demo rather than quote from memory. Cheers, Tom
- Joost Verbeek 26 Sep 2025 18:59Tom, Understood. Early next week for the dates, please. I will wait for the access list from Hannah. One thing for the record: we need the order form to state what is delivered and by when. We can discuss this after the demo. Met vriendelijke groet, Joost