Following up on our QBR

Hi all, Thank you for your time on the review, and for making room for it in a busy week. Just to close the loop, here is where we landed. What is working: the client-account directors are using the brain to see vacancies, placements, invoices and complaints for each client in one place, and usage is up a good deal on the previous quarter. Saskia's point that the directors walk into reviews better prepared was the one that stuck with me. What we agreed to look at next: - Holly and I will go through the admin setup together and tidy anything that is slowing the directors down. - I'll send a one-page view of who is using what, kept simple, so Rupert can see it without a dashboard. - We'll book a lighter check-in after the new year to see how it is settling. Rupert, you asked what the team is actually using, so I have tried to answer that directly in the summary. For reference, the Growth plan covers forty licensed users and the contracted annual amount is £41,800. The current term runs to 2 Jul 2025, and I'll come back to you well ahead of that so there are no surprises. Holly, thank you for the walk-through of how you have things connected. It made the conversation much easier. Best wishes, Daniel

Daniel, Thanks for this, and for the straight answer on usage. Helpful. I'm encouraged by what Saskia's directors are saying, but I would like to see the one-pager before I form a view. Of the forty licensed users, how many are logging in regularly, and is that the number I should expect to see go up? Rupert On 5 Dec 2024, at 10:51, Daniel Okafor wrote: > I'll send a one-page view of who is using what, kept simple, so Rupert can see it without a dashboard.