What was said
What this says
Current to 11 Oct 26Daniel Okafor asked Saskia Mendes for a check-in. She said directors who use the brain love it, more are joining, and she wants it simpler to see what a client said alongside what they were billed.
Ask: Saskia wants an easier route to client comments alongside billing, because directors will not go hunting at the start of a review.
Customer view: positive on adoption, though a couple of directors still treat it as optional. Daniel also raised whether the forty-user licence is about right.
Next: Saskia asked for a time on a Tuesday or Wednesday the week after next, and Daniel is to send one.
The thread
Updated 9 Oct 26Messages
- Daniel Okafor 27 Sep 2024 13:26Hi Saskia, I hope the week has been kind to you. Just to close the loop on the last few weeks: I would like to find a time for a proper check-in on how things are going at Delancey Haig. How is the team finding it? From what I can see, more of the client-account directors are logging in and asking questions than at the start, which is lovely to see, but I would rather hear it from you than read it off a chart. I have a few things I would like to go through with you: what is working for the directors, anything that has been awkward, and whether the licences you have, which cover forty users, are about right for the people who want access. Would half an hour sometime in the next week or two suit you? Tell me a couple of days that work and I will fit around you. Best wishes, Daniel
- Saskia Mendes 30 Sep 2024 16:18Daniel, Thanks for this, and sorry for the slow reply. Last week got away from me. Yes, let's do it. Short version of where we are: the directors who use it love it, and more of them are coming round each week. A couple are still treating it as optional, which is on me to push. The main thing I want to talk about is making it simpler. The directors need this at the start of a client review and they will not go hunting. Can we make it simpler to get to what the client actually said, alongside what they have been billed? I would like to see what you would suggest. This week is full. The week after next is better, ideally a Tuesday or Wednesday. Send me a time and I will hold it. Best, Saskia