Introduction and a check-in call
Email thread Calderbrook Housing Group: documents · cs
Amara Obi, newly in post as Customer Success Manager, writes to Helen Marsden on 31 Oct 2025 asking for a short check-in call. Logistical introduction; there is no customer response in the thread.
What was said
What this says
Current to 11 Oct 26Amara Obi, newly in post as Customer Success Manager, writes to Helen Marsden on 31 Oct 2025 asking for a short check-in call. Logistical introduction; there is no customer response in the thread.
Ask: Amara introduces herself as the new owner of the account and asks Helen for a call of half an hour at most. She raises the next board pack and who else should have access.
Customer view: there is no customer response in the thread, so Helen's view is not shown.
Next: Helen is asked for a couple of times the following week. The 40 licensed users are framed as headroom to put to better use.
The thread
Updated 9 Oct 26Messages
Amara Obi 31 Oct 2025 13:36Hi Helen, I'm Amara, and I've recently joined BB-Demo as a Customer Success Manager. I'm now looking after Calderbrook, and I wanted you to hear from me before you had to ask. I'll be honest that I'm still getting to know the account, so I've spent some time in the numbers and the notes from your recent reviews. Here's what the numbers say: usage is up on the previous quarter, there are no open tickets, and your invoices are all up to date. That's a good place to start from. I'd love to set up a short check-in call, half an hour at most, so I can introduce myself properly and hear what good looks like for your team over the coming months. Two questions I'd like to explore: - What would make the next board pack easier for you to produce? - Who else should have access? You have 40 licensed users, and I'd like to see them put to good use. Could you suggest a couple of times next week? Let's get it in the diary. Best, Amara