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Check-in call this week

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Delancey Haig: documents logo Delancey Haig: documents · cs

Saskia Mendes accepted a Friday check-in, reported a director running a review with vacancies, placements and complaints on one page, and asked for a simpler invoice view as her main ask.

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What this says

Current to 11 Oct 26

Saskia Mendes accepted a Friday check-in, reported a director running a review with vacancies, placements and complaints on one page, and asked for a simpler invoice view as her main ask.

Ask: Saskia's main request is a simpler invoice view. She also wants to bring two directors so they can say what they want next.

Customer view: positive, with a concrete value story of a director no longer needing to ring three people.

Next: Daniel Okafor will send the invite and come back before the call with a first idea on the invoice view.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
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Messages3
First message2024-11-06
Last message2024-11-06

Messages

  1. Daniel Okafor
    Daniel Okafor 6 Nov 2024 14:21
    to Saskia Mendes
    Hi Saskia, I hope the week is treating you well. I'd like to get a check-in on the diary for the Delancey Haig account, mostly to hear how the team is finding the brain now that it has been in daily use for a few months. Would Friday morning suit you? Half an hour should be plenty. I'll bring a short look at how usage has been moving and we can leave the rest of the time for whatever you want to cover, including anything the client-account directors have asked for. If Friday is awkward, I'm happy to look at early next week instead. Best wishes, Daniel
  2. Saskia Mendes
    Saskia Mendes 6 Nov 2024 15:41
    to Daniel Okafor
    Hi Daniel, Friday morning works. Good timing, actually, because I have a story for you. One of the directors went into a client review this week with the vacancies, placements and open complaints all on one page and said it was the first time she hadn't had to ring three people beforehand. The directors need this, so I'm glad you're asking. Can I bring two of the directors along? I'd rather they tell you directly what they want next than have me relay it. Also, can we make the invoice view simpler? That's my main ask. I'll explain properly on the call. Best, Saskia
  3. Daniel Okafor
    Daniel Okafor 6 Nov 2024 17:44
    to Saskia Mendes
    Hi Saskia, That is lovely to hear, thank you for passing it on. Please do bring the two directors, I'd much prefer to hear it from them. I'll send the invite for Friday morning this evening. If you can let me know their names when you have a moment, I'll add them so it lands in their diaries too. On the invoice view, I'll come back to you before the call with a first idea of what is possible, so we're not starting from nothing. Just to close the loop: nothing else needed from you before Friday. Best wishes, Daniel

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