Check-in call: finding a time

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Brannock Medical Supplies: documents · cs

Logistical thread: Marcus Bell proposed a pre-year-end check-in. Helen Varley asked for the first week back in January because of trust renewals, and set an agenda on usage by trust, delivery queries and account manager requests.

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Current to 11 Oct 26

Logistical thread: Marcus Bell proposed a pre-year-end check-in. Helen Varley asked for the first week back in January because of trust renewals, and set an agenda on usage by trust, delivery queries and account manager requests.

Ask: Marcus wanted thirty minutes before year end, citing usage up on the previous quarter and asking what to look at before the spring renewal.

Customer view: Helen declined before Christmas and asked for usage by trust, what drives delivery query volume, and what the key-account managers have asked for.

Next: She will take dates to the account managers and confirm who joins. No January date is booked in this thread.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

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Messages2

First message2024-12-11

Last message2024-12-16

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Marcus Bell 11 Dec 2024 13:58
to Helen Varley
Hi Helen, Hope the week is going well. I'd like to book a check-in call before the year end, so we can look at how the brain is working for your key-account managers. I've pulled the numbers and usage is up on the previous quarter, so there is plenty to talk through. What I'd like to cover: - how the key-account managers are using it, by trust - what is working and what is still missing - anything you want us to look at before the spring renewal Shall we book thirty minutes? Happy to jump on a call whenever suits you best next week. Thanks, Marcus
Helen Varley 16 Dec 2024 12:10
to Marcus Bell
Hi Marcus, Thanks for this, and sorry for the slow reply. This week is full with the trust renewals, so I'd rather not squeeze it in before Christmas. Could we do the first week back in January instead? Three things I'd like on the agenda: - usage by trust, please - delivery queries: what's driving the volume? - what the key-account managers have asked for I'll take the dates to the account managers and confirm who will join. Thanks, Helen

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