Setting up a discovery session
Email thread Hepscott Recruitment · sales
Logistical thread: Tom Ashdown asks Nichola Hogg for times for a half-hour discovery session. She replies that next week works and will check with a colleague who keeps the consultant records.
What was said
What this says
As at Fri 9 Oct 2026Logistical thread: Tom Ashdown asks Nichola Hogg for times for a half-hour discovery session. She replies that next week works and will check with a colleague who keeps the consultant records.
Ask: Tom wants a short discovery session with Nichola and whoever looks after the CRM day to day, to agree what B-Viz should answer first.
Customer view: Nichola is willing and apologises for the slow reply. She wants a short list of topics beforehand and will involve a colleague who keeps the consultant records.
Next: Tom to send the topic list. Nichola to confirm which slots fit.
The thread
Updated 9 Oct 26Messages
Tom Ashdown 14 Jul 2023 09:17Hi Nichola, Thanks for your time on the call. It was really helpful to hear how your consultants keep their notes and where the finance figures sit. Would it be worth getting a discovery session in the diary with you and whoever looks after your CRM day to day? Half an hour should do it, and we can go through what you'd want B-Viz to answer first. Could you send me a few times that suit next week? Best, Tom
Nichola Hogg 19 Jul 2023 08:07Hi Tom, Sorry for the slow reply, I've been catching up after a busy week. Next week works for us. I'll check with a colleague who keeps the consultant records and let you know which slots fit. It would help to have a short list of what you'd like to cover beforehand. Thanks, Nichola