Next steps after discovery
Email thread Commondale Care · sales
After the discovery call, Lynne Featherstone of Commondale Care asked for a sample of the demo data, saying Trevor will want to see the fee side first. Tom Ashdown agreed to build a demo on their own data.
What was said
What this says
As at Fri 9 Oct 2026After the discovery call, Lynne Featherstone of Commondale Care asked for a sample of the demo data, saying Trevor will want to see the fee side first. Tom Ashdown agreed to build a demo on their own data.
Ask: Lynne wants a sample of what the demo would use. She says the call was useful.
Customer view: Interest is positive but gated by Trevor, who will look at fee invoices first. Tom offered a demo on a sample of their data and proposed a slot the following week.
Next: Tom to prepare the sample and book the demo.
The thread
Updated 9 Oct 26Typesales
Messages3
First message2023-10-27
Last message2023-11-01
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Messages
Tom Ashdown 27 Oct 2023 14:47Hi Lynne, Thanks for making time for the discovery call. As promised, here is what we would like to look at next: how fee invoices and incidents sit alongside each home's contact details. No drama if you need to pull in a colleague. Let me know what works. Best, Tom
Lynne Featherstone 30 Oct 2023 13:08Hi Tom, Thanks, the call was useful. Could you send a sample of what the demo would use? Trevor will want to see the fee side before anything else. Lynne- Tom Ashdown 1 Nov 2023 14:31Hi Lynne, Leave that with me. I'll put together a demo on a sample of your own data. Let's get something in the diary for next week. Best, Tom
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