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Quarterly review: scheduling

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Elena Novak proposed a quarterly review including renewal preparation. Dana Whitaker asked for the usage picture beforehand, suspecting it has dipped since the summer, and wants a colleague to join.

What was said

What this says

Current to 11 Oct 26

Elena Novak proposed a quarterly review including renewal preparation. Dana Whitaker asked for the usage picture beforehand, suspecting it has dipped since the summer, and wants a colleague to join.

Ask: Dana wants the usage picture before the call and to bring someone closer to the daily tickets.

Customer view: she suspects usage has dipped a little since the summer and wants to understand why rather than guess. This is engaged but flags a possible decline.

Next: Elena to confirm a Wednesday or Thursday morning slot in the week after next and send the usage summary ahead of the call.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2026-09-15
Last message2026-09-18

Messages

  1. Elena Novak
    Elena Novak 15 Sep 2026 15:50
    to Dana Whitaker
    Hi Dana, It is time to book your next quarterly business review, which is part of the Growth tier, and I would like to find a slot with you in the next couple of weeks. To confirm what I plan to cover: - usage across your teams over the last quarter, including who is asking questions and who is not - the one support ticket and how it was handled, and any other friction you have felt - the connectors you have live and anything you would like added - preparation for your renewal, so that nothing about the contract is a surprise in the new year I will make sure that you receive a short written summary two days before the call, so you can tell me what is missing. Would a morning in your time zone, early next week or the week after, be possible? I can work around you. Kind regards, Elena
  2. Dana Whitaker
    Dana Whitaker 18 Sep 2026 12:54
    to Elena Novak
    Elena, Thanks for this. The agenda looks right to me. Early next week is difficult, so the week after would be better, ideally Wednesday or Thursday morning. I would like to bring someone from my team who is closer to the daily tickets. Is that all right? I would also like to see the usage picture before the call, because I suspect it has dipped a little since the summer and I would rather understand why than guess. Let me know what works your end. Dana

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