Setting up a discovery call
Email thread Dunholm Precision: documents · sales
Tom Ashdown and Ruth Ackroyd agreed an hour-long discovery call on a Thursday at 09:30. Ruth is bringing a quality lead and wants a short agenda. Mostly logistical.
What was said
What this says
Current to 11 Oct 26Tom Ashdown and Ruth Ackroyd agreed an hour-long discovery call on a Thursday at 09:30. Ruth is bringing a quality lead and wants a short agenda. Mostly logistical.
Ask: Tom wanted an hour to understand how orders, quality tickets and engineer calls fit together. Ruth accepted and asked for a short agenda beforehand.
Customer view: Ruth said that 'Which customer, which part?' is a question the team struggles to answer quickly. She wants her quality lead to hear the pitch.
Next: Tom sent a three-point agenda and promised the invite.
The thread
Updated 9 Oct 26Typesales
Messages3
First message2024-06-19
Last message2024-06-25
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Messages
Tom Ashdown 19 Jun 2024 11:10Hi Ruth, Thanks for getting back to us. I'd like to get a discovery call in the diary so I can understand how orders, quality tickets and your sales engineers' calls fit together at Dunholm today. It'd be about an hour. Would Tuesday or Thursday next week suit? Mornings are best on my side but I'll work round you. No prep needed, I'll mostly be asking questions. Best, Tom Tom Ashdown Account Executive, BB-Demo
Ruth Ackroyd 21 Jun 2024 08:45Tom, Thursday works. 09:30 please. An hour is fine. I'll have one of our quality leads dial in as well. Which customer, which part? That's the kind of question we struggle to answer quickly, so I'd like them to hear it. Send me a short agenda beforehand. Ruth- Tom Ashdown 25 Jun 2024 14:16Hi Ruth, That's booked in for Thursday at 09:30. Invite will land with you shortly. Agenda, nice and simple: - how orders, quality tickets and calls are handled now - where people lose time - what you'd want to be able to ask in one go Good to have your quality lead along. Leave the rest with me. Cheers, Tom
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