Finding a time for a check-in

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Brannock Medical Supplies: documents · cs

Marcus Bell asked Helen Varley for a check-in before the renewal. Helen accepted Tuesday at 10:00 and set an agenda: renewals view by trust, delivery queries, and extra logins. Largely logistical, with a hint of seat growth.

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Current to 11 Oct 26

Marcus Bell asked Helen Varley for a check-in before the renewal. Helen accepted Tuesday at 10:00 and set an agenda: renewals view by trust, delivery queries, and extra logins. Largely logistical, with a hint of seat growth.

Ask: Marcus proposed half an hour to review saved views and see whether the account managers need anything else before the renewal goes through.

Customer view: Helen replied within the hour and accepted Tuesday at 10:00. Her agenda covers the renewals view by trust, what is driving delivery queries, and who else in the team should have a login.

Next: Marcus sends the invite. The login question points to possible extra users under the Growth tier.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2026-04-16

Last message2026-04-16

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Marcus Bell 16 Apr 2026 09:14
to Helen Varley
Hi Helen, I'd like to book a short check-in before the renewal goes through, mainly to run through the saved views and see whether the account managers need anything else. Shall we book half an hour next week? I could do Tuesday at 10:00 or Wednesday at 14:00, whichever suits you. Thanks, Marcus
Helen Varley 16 Apr 2026 09:53
to Marcus Bell
Marcus, Tuesday at 10:00 works. Agenda from my side: - Renewals view by trust - Delivery queries, what's driving that - Who else in the team should have a login Send the invite over and I'll accept. Thanks, Helen

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