What was said
What this says
As at Fri 9 Oct 2026Deepa Chauhan wants the next check-in to show how each regional director's branches use the account view, with Bernadette Lowry and Tariq Saleem present, and asked for the source of any usage numbers beforehand.
Ask: Deepa wants a clear view by regional director of which account and which branch use the account view, and where the gaps are.
Customer view: she wants everyone to hear the same thing together and wants to see where usage numbers come from before discussing them.
Next: Daniel needs to send the source for the usage figures and set the session for most mornings next week except Monday.
The thread
Updated 9 Oct 26Typecs
Messages2
First message2025-07-01
Last message2025-07-01
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Messages
- Daniel Okafor 1 Jul 2025 15:43Hello Deepa, Thank you for your time on our last call. I wanted to follow up on it and just to close the loop, I'd like to put a proper check-in in the diary so we are not leaving it to chance. As I understand it, you were keen to look at how the branch managers and the key-account team are finding the account view, and whether there is anything holding them back. I'd also like to hear how the team is finding it more generally, and whether there is anything you would like us to prepare in advance. Could you let me know which days next week suit you best? I'll work around your calendar. If it helps to have anyone else on the call, such as colleagues from credit control, tell me and I'll make sure the session is set up so they can follow it properly. I'll come back to you by the end of the week with an invitation once I have your thoughts. Best wishes, Daniel
- Deepa Chauhan 1 Jul 2025 17:03Hi Daniel, Thanks for this. The one thing I need from the check-in is a clear view of how each regional director's branches are using the account view, which account, which branch, and where the gaps are. On timing, I can do most mornings next week except Monday. Let's get credit control in the room as well, so please include Bernadette Lowry and Tariq Saleem. I'd rather we all heard the same thing at the same time than pass it around afterwards. I'd also like to see where the usage numbers come from before we talk about them, so if you could send the source for whatever you plan to show, that would help. Thanks, Deepa
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