Finding a time for a first conversation
Email thread Rookhaven Asset Management · sales
Logistical thread. Tom Ashdown proposed a first discovery conversation and Eleanor Whitlock accepted an hour, asked for early next week, and asked who from BG-Demo will join.
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As at Fri 9 Oct 2026Logistical thread. Tom Ashdown proposed a first discovery conversation and Eleanor Whitlock accepted an hour, asked for early next week, and asked who from BG-Demo will join.
Ask: Tom wants an hour to hear how client service and distribution see client data and what one view of each client should do for them.
Customer view: Eleanor agrees, prefers Tuesday morning after 09:30, will restate the evaluation criteria first and will bring a client-service colleague.
Next: Tom needs to confirm which BG-Demo people will attend.
The thread
Updated 9 Oct 26Typesales
Messages2
First message2026-06-03
Last message2026-06-04
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Tom Ashdown 3 Jun 2026 10:00Hi Eleanor, Thanks for getting back to us. I'd like to get something in the diary for a first discovery conversation, so we can hear how client service and distribution see their client data today and what you would want one view of each client to do for you. An hour should be plenty. Would later this week or early next week suit? I'm happy to work round your calendar, and if anyone else on your evaluation team should be there, bring them along. Cheers, Tom
Eleanor Whitlock 4 Jun 2026 16:20Dear Tom, Thank you for your note. An hour is fine for us. Early next week works better on our side. Tuesday morning would suit, anything after 09:30. I will keep the evaluation criteria to hand and would like to start by restating them, so that we are all working from the same list. I will include a colleague from the client-service side. Could you confirm which of your team will join you? Best regards, Eleanor
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