Booking a check-in
Email thread Brannock Medical Supplies: documents · cs
Marcus Bell asked Helen Varley for a check-in. Helen accepted a Thursday 14:00 slot and set three agenda points: usage by trust, what drives delivery queries, and what she can take back to the account managers.
What was said
What this says
Current to 11 Oct 26Marcus Bell asked Helen Varley for a check-in. Helen accepted a Thursday 14:00 slot and set three agenda points: usage by trust, what drives delivery queries, and what she can take back to the account managers.
Ask: Marcus offered to walk through usage numbers and asked about blockers. Helen replied the next day with her own agenda and asked for the usage figures beforehand.
Customer view: she wants usage by trust and an explanation of delivery query volume, and she needs something to show her account managers. The thread is mostly scheduling and carries no complaint.
Next: send the usage figures before the call, cut by trust.
The thread
Updated 9 Oct 26Messages
Marcus Bell 15 Jun 2026 17:10Hi Helen, It's been a little while since we last caught up, so I'd like to book a check-in. I've pulled the numbers on how your team are using the brain and I'd like to walk you through them. What I'd like to cover: - how your key-account managers are using it day to day - anything that's been getting in the way - what you'd like to see more of before the year turns over Shall we book half an hour later this week? Happy to jump on a call whenever suits you. Thanks, Marcus
Helen Varley 16 Jun 2026 15:15Hi Marcus, Thanks for this. Thursday afternoon works for me, say 14:00. Agenda in three points from my side: - usage by trust, please - delivery queries: what's driving the volume? - what I can take back to the account managers If you can send the usage figures over beforehand, that would help. Thanks, Helen