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Finding a time for the next quarterly review

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Elena Novak asked Pieter van Dam for a quarterly review slot and flagged lower usage. Pieter agreed usage is down, set a morning window and asked for a concrete list of actions with names and owners, not an overview.

What was said

What this says

Current to 11 Oct 26

Elena Novak asked Pieter van Dam for a quarterly review slot and flagged lower usage. Pieter agreed usage is down, set a morning window and asked for a concrete list of actions with names and owners, not an overview.

Ask: Elena proposed a review on 18 Aug 2026 covering account manager use, shipper accounts and exception tickets, and anything not working as expected. She noted activity was lower than she would like.

Customer view: Pieter replied on 20 Aug 2026 that usage is down and that summer holidays explain only part of it. He wants named owners and no general overview, and will bring Bas for the connectors.

Next: Elena needs a session plan built around actions that bring account managers back into the brain, with connector status ready.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2026-08-18
Last message2026-08-20

Messages

  1. Elena Novak
    Elena Novak 18 Aug 2026 09:46
    to Pieter van Dam
    Dear Pieter, I hope you are well. I am writing to arrange the next quarterly business review for Brakkevoort, and I would like to do it soon rather than leave it until the autumn. To confirm what I would like to cover: 1. How your account managers are using the brain day to day, and which teams are asking questions. 2. The shipper accounts and exception tickets you most want to see together. 3. Anything in the current set-up that is not working as you expected. I have looked at usage over the last weeks and activity is a little lower than I would like to see, so I would value your view on the reasons before we meet. Could you suggest two or three slots, ideally for an hour? I will make sure that the right people from our side are present. Kind regards, Elena
  2. Pieter van Dam
    Pieter van Dam 20 Aug 2026 08:37
    to Elena Novak
    Elena, Thanks. To be clear, I agree usage is down. Summer holidays explain part of it, not all of it. I can do Tuesday or Thursday next week, mornings, before 11:00. Friday is no good. What is the plan for the session? Let's make it concrete: I want to leave with a list of things that get the account managers back in the brain, with names and owners. No general overview please. I will bring Bas, since he knows the connectors best. Groet, Pieter

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