Check-in call: finding a time
Email threadSaskia Mendes accepted a Thursday afternoon call and said adoption is not where she wants it: some directors have gone back to spreadsheets. She asked for something simpler, including a director walk-through.
What was said
What this says
Current to 11 Oct 26Saskia Mendes accepted a Thursday afternoon call and said adoption is not where she wants it: some directors have gone back to spreadsheets. She asked for something simpler, including a director walk-through.
Ask: Saskia wants a short walk-through for the directors on pulling a client together before a review, plus a look at the support questions Daniel raised.
Customer view: she is candid that directors drifted back to old spreadsheets, but says "The directors need this". The tone is concerned rather than hostile.
Next: Daniel to prepare the walk-through and the support ticket review for Thursday.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 11 Aug 2025 16:10Hello Saskia, I hope you had a good weekend. I wanted to get a check-in into the diary before the end of the month, so I am writing to see what works for you. I have looked through the activity on your account in preparation, and I would value a conversation about how the team is finding it at the moment. A few more questions have been going to our support desk lately, and I would like to understand whether those are people finding their feet or something in how it is set up that we could make easier for them. Would later this week or early next week suit you? A call of around half an hour would be plenty, and I am happy to fit around your calendar. If there is anything you would like me to look at beforehand, just tell me and I will bring it along. Best wishes, Daniel
Saskia Mendes 13 Aug 2025 10:56Daniel, Sorry for the slow reply, it has been a scramble this week. Thursday afternoon works for me, so please send the invitation. Early next week is no good as I am out. To be straight with you, adoption is not where I want it. A few of the directors have drifted back to their old spreadsheets before reviews, and August has not helped. I would rather say so now than have you hear it from the numbers. The directors need this, so I want to work out why they are not reaching for it. Can we make it simpler? That is what I would like to get out of the call. Maybe a short walk-through for the directors on how to pull a client together before a review, and a look at the support questions you mentioned. I will bring two of the directors if I can get them to commit. Best, Saskia