Setting up the quarterly review
Email threadDaniel Okafor asks Saskia Mendes for an hour's quarterly review before the 2 Jul 2025 renewal. He flags use of about ten people against forty licensed users. There is no customer response in the thread.
What was said
What this says
Current to 11 Oct 26Daniel Okafor asks Saskia Mendes for an hour's quarterly review before the 2 Jul 2025 renewal. He flags use of about ten people against forty licensed users. There is no customer response in the thread.
Ask: Daniel wants the review in the diary so the renewal can be discussed without rush. He offers to bring the most-used client pages and to talk about how to widen use beyond the directors.
Customer view: There is no customer response in the thread, so Saskia's position is not shown.
Next: Saskia is to say which days suit later that week or early the following week.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 2 Jun 2025 08:26Hi Saskia, I hope the week has started well. I would like to get your quarterly review in the diary, as the renewal date of 2 Jul 2025 is getting closer and I want us to have time to talk it through properly rather than in a rush. A quick picture of where things stand, so you are not surprised: about ten or so people are active in a typical month against the forty licensed users, which is a little lower than last quarter. There were no support tickets in the last month and no invoices outstanding. The directors who use it are using it well, but the group is smaller than it could be. I would like to spend some of the hour on that, and on what would make it simpler for the others to pick up. I would suggest an hour, with whoever from your team you would like to bring. If it would help, I can look at which client pages get the most use and bring that along. Could you let me know which days later this week or early next week would suit? I will fit around you. Best wishes, Daniel