Setting up a check-in

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Lauren Pacheco welcomed a check-in, said reps are really using the brain, asked for a view by shipper of what is being asked, and asked about time to value for adding another team.

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Current to 11 Oct 26

Lauren Pacheco welcomed a check-in, said reps are really using the brain, asked for a view by shipper of what is being asked, and asked about time to value for adding another team.

Ask: Hollie Grieve proposed a half-hour check-in citing rising usage; Lauren asked for a view by shipper of what is being asked to see where the value is.

Customer view: positive on adoption, naming Jasmine's team, and keen to discuss time to value for another team.

Next: Hollie to prepare the shipper view and an answer on onboarding another team for Thursday at 10:00 Central.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2026-09-04

Last message2026-09-07

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Hollie Grieve 4 Sep 2026 15:47
to Lauren Pacheco
Hi Lauren, I hope you're well. It's been a few months since you went live, so I'd like to book a check-in to hear how the rollout is going with your account reps. I've been looking at usage and it's encouraging: more of your people are using the brain than at the start of the summer. I'd love to hear what's working, what isn't, and what you'd like to see next, including any other teams you might want to bring on. Could you do half an hour sometime in the next couple of weeks? Let me know what suits you and I'll send an invite. Best, Hollie Customer Success Manager, BB-Demo
Lauren Pacheco 7 Sep 2026 11:52
to Hollie Grieve
Hi Hollie, Love this, thanks for reaching out! The reps are really using it now. Jasmine's team especially. How about Thursday at 10:00 Central? I have a hard stop at 10:30, so we'd need to keep it tight. Can you bring a view by shipper of what's being asked? That would help me see where the value is. Also, what's the time to value on adding another team? Want to talk that through. Thanks! Lauren

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