Scheduling your quarterly review
Email thread Brannock Medical Supplies: documents · cs
Helen Varley agreed to a quarterly review but said she is concerned that fewer account managers are logging in. She wants usage broken down by trust.
What was said
What this says
Current to 11 Oct 26Helen Varley agreed to a quarterly review but said she is concerned that fewer account managers are logging in. She wants usage broken down by trust.
Ask: Helen offered a Tuesday or Thursday morning for the review. She asked Marcus Bell to bring usage by trust, not just the overall picture.
Customer view: she is worried about falling logins and asks whether the set-up is wrong or whether it is habit. She plans to take the figures to the account managers.
Next: Marcus needs a usage-by-trust breakdown and a diagnosis of the cause before the review.
The thread
Updated 9 Oct 26Typecs
Messages2
First message2025-09-10
Last message2025-09-12
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Marcus Bell 10 Sep 2025 15:34Hi Helen, I'd like to get our quarterly review in the diary. Happy to jump on a call, or do it on a video call if that's easier for you. I've pulled the numbers and I'd like to cover: - how your key-account managers are using the brain day to day - what's changed in the last quarter - what you'd like it to do better for the trust renewals Shall we book 30 minutes? Anything next week would work for me, so just tell me what suits you. Thanks, Marcus
Helen Varley 12 Sep 2025 08:08Marcus, Thanks. Tuesday or Thursday next week would work for me, mornings ideally. To be honest, I'm a bit concerned. Fewer of the account managers seem to be logging in than when we started, and I'd like to know what's driving that. Is it something we've set up wrongly, or is it just habit? Please bring the usage by trust, not just the overall picture. I'll take it to the account managers once I've seen it. Thanks, Helen
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