Discovery call: Calderbrook and BG-Demo
Email thread Calderbrook Housing Group · sales
Tom Ashdown set up a discovery call with Helen Marsden. She named the problem: repairs and arrears in the board pack do not reconcile to the housing management system. Call confirmed for Thursday at 10:00. Logistical thread.
What was said
What this says
As at Fri 9 Oct 2026Tom Ashdown set up a discovery call with Helen Marsden. She named the problem: repairs and arrears in the board pack do not reconcile to the housing management system. Call confirmed for Thursday at 10:00. Logistical thread.
Ask: Helen wants a discovery call and says the board will ask where the figures come from. She will bring an analyst who knows the data better.
Customer view: the pain is manual work to show the source of board-pack figures. Tom promised to be straight rather than oversell.
Next: Tom confirmed the call for Thursday at 10:00 and asked Helen to identify the most painful board-pack sections.
The thread
Updated 9 Oct 26Messages
Tom Ashdown 19 Jun 2024 12:39Hi Helen, Tom here from BG-Demo. Thanks for getting back to us after the intro. Hope your week's going alright. I'd like to get a discovery call in the diary so we can hear properly what you're trying to pull together for the board: tenant calls, repairs tickets, complaints, arrears and how they sit together at the moment. No slides, just a conversation, and it'd be about an hour. Do you have any slots next week that suit? If anyone else in your team should be on it, bring them along. The more of the picture we hear, the better. Best, Tom
Helen Marsden 19 Jun 2024 13:04Hello Tom, Thanks for this. Yes, I'd like to get that booked. To set expectations: the main thing I'm chasing is that the repairs and arrears sections of the board pack don't reconcile to the housing management system. The board will ask where the figures come from, and at the moment I can't always show the source without a lot of manual work. That is what I'd like to cover. Thursday morning next week would suit me best, ideally from 10:00. Wednesday afternoon is a possibility if that doesn't work for you. I'll ask one of my analysts to join, as they know the data better than I do. Kind regards, Helen- Tom Ashdown 24 Jun 2024 11:25Hi Helen, Just confirming Thursday at 10:00 for the discovery call. I've sent the invite to you, so shout if it hasn't landed. Leave that with me, and no need to prepare anything formal. It would help if you could think about which sections of the board pack cause you the most grief, and where the housing management system figures differ from what you report. We'll start there and work out what the brain could and couldn't do about it. I'd rather be straight with you than oversell. If Thursday slips for any reason, just let me know and we'll find another time. No drama. Best, Tom