Notes from our check-in
Email threadDaniel Okafor sent Saskia Mendes written notes from a check-in. The directors drive rising usage and value the joined-up client view. She asked for a simpler invoice view and more director walkthroughs. No customer reply in the thread.
What was said
What this says
Current to 11 Oct 26Daniel Okafor sent Saskia Mendes written notes from a check-in. The directors drive rising usage and value the joined-up client view. She asked for a simpler invoice view and more director walkthroughs. No customer reply in the thread.
Ask: Saskia wants a simpler invoice view so a director can see where a contractor-invoice dispute sits. She also wants more directors comfortable asking the brain questions themselves.
Customer view: The directors value seeing vacancies, placements, invoices and complaints together before a review. Saskia said little about the new pages on the call, and there is no customer response in the thread.
Next: Daniel is to come back on the invoice view and offer walkthrough slots. Forty licensed users leaves room for more directors.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 11 Nov 2024 08:49Hi Saskia, Thank you again for your time on Friday, and please pass my thanks to the two directors who joined. It was really useful to hear from them first-hand. Here are my notes, so you have them in writing and can correct anything I've got wrong. How it is going - Usage across the group has picked up a great deal since the summer, and the directors are the ones driving it. - There have been no support tickets recently and nothing outstanding on the invoicing side, so from where I sit the account is in good shape. - The part the directors value most is seeing a client's vacancies, placements, invoices and complaints together before a review. Their words, not mine. What you asked for - A simpler invoice view, so a director can see at a glance where a contractor-invoice dispute is sitting. I'll talk to our product team and come back to you by the end of the week with what is realistic. - More of the directors comfortable asking the brain questions themselves. You currently have forty licensed users, so there is plenty of room, and I'm happy to run a short walkthrough for any directors who haven't had one yet. What I'll do - Come back to you on the invoice view, as above. - Offer a couple of walkthrough slots, which you can share with the directors as you see fit. How is the team finding the new pages since we last spoke? You didn't say much about those on the call and I'd like to know whether they are helping or just getting in the way. Best wishes, Daniel