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Notes from our check-in

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Delancey Haig: documents logo Delancey Haig: documents · cs

Daniel Okafor sends Saskia Mendes his notes from a call. The single client view is working, but activity is a little lower than the quarter before against 40 licensed users. There is no customer response in the thread.

What was said

What this says

Current to 11 Oct 26

Daniel Okafor sends Saskia Mendes his notes from a call. The single client view is working, but activity is a little lower than the quarter before against 40 licensed users. There is no customer response in the thread.

Ask: Daniel wants Saskia to name the directors she most wants using the brain, and offers a short session built around their own clients.

Customer view: Saskia's only recorded position is Daniel's account of the call. She was clear the client single view is what the directors need. The thread holds no reply from her.

Next: Daniel will review usage by team and come back to her. The evidence does not show whether she answered.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
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Messages1
First message2026-01-27
Last message2026-01-27

Messages

  1. Daniel Okafor
    Daniel Okafor 27 Jan 2026 08:31
    to Saskia Mendes
    Hi Saskia, Thank you for your time on the call. I wanted to get my notes to you while they are fresh, just to close the loop on what we covered. The short version: the brain is doing what you bought it for. The client-account directors who use it are getting vacancies, placements, invoices and complaints for each client in one place, and you were clear that this is the part the directors need. Where I would like us to put some effort is the number of people logging in. Activity over the last few weeks is a little lower than the quarter before, and with 40 licensed users there is plenty of room for more of the directors and their teams to be in there on a regular basis. I don't want to over-read a dip, and I know the turn of the year is a quiet time for some of your people. But I would rather we looked at it together now than have it drift. Two things I suggest: - You tell me which directors you would most like to see using it before their next client reviews, and I will look at how they have been getting on. - I put together a short session for them, built around their own clients, so it is not a generic walkthrough. How is the team finding it day to day? If there is anything getting in the way that you did not want to say on the call, I would be glad to hear it. I'll come back to you once I have had a proper look at the usage by team. Best wishes, Daniel

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