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Finding a time for our check-in

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Danielle Okonkwo accepted Hollie Grieve's check-in request, reported a liaison winning a physician group meeting with the brain, and made a referral trend view for leadership by month end her main ask.

What was said

What this says

Current to 11 Oct 26

Danielle Okonkwo accepted Hollie Grieve's check-in request, reported a liaison winning a physician group meeting with the brain, and made a referral trend view for leadership by month end her main ask.

Ask: Danielle wants a referral trend view for leadership by the end of the month and asked for a Thursday morning call with at least two liaisons. Hollie confirmed 10:00 her time and asked which referrers leadership cares about most.

Customer view: Danielle called the liaison story the win she wanted, a clear value statement from the customer side.

Next: Hollie to send the invite and prepare a view from what the brain already holds.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2026-07-03
Last message2026-07-08

Messages

  1. Hollie Grieve
    Hollie Grieve 3 Jul 2026 13:57
    to Danielle Okonkwo
    Hi Danielle, Hope the week has been a good one. I'd like to get a check-in on the diary for the next couple of weeks, now that your team has been on the brain for a little over two months. Usage has picked up well since go-live, and I'd love to hear how the liaisons are finding it in the field, what they ask most and where it still gets in their way. I can also show you a few things other Growth customers have found useful once the first wave of users settles in. Would forty minutes work for you early next week or the week after? Happy to fit around your liaisons' schedules, and glad to have anyone you want to bring along. Best, Hollie Hollie Grieve Customer Success Manager, BB-Demo
  2. Danielle Okonkwo
    Danielle Okonkwo 7 Jul 2026 11:06
    to Hollie Grieve
    Hollie, Thanks for this. Good timing. One of our liaisons walked into a hospital meeting last week already knowing the whole history with that referrer. The physician group was impressed. That's the win I wanted. Yes, let's meet. Thursday works best for me, mornings Central time. I'd like to loop in the liaisons, at least two of them, so they can say what they need directly. I need a view of the referral trend for leadership by the end of the month, so that's my main ask for the call. Can you send an invite? Thanks, Danielle
  3. Hollie Grieve
    Hollie Grieve 8 Jul 2026 10:47
    to Danielle Okonkwo
    Hi Danielle, That's a great story to hear, thank you. Thursday morning is fine for me. I'll send the invite today for 10:00 your time, and please forward it to the liaisons you'd like to join. For the referral trend, it would help if you could tell me which referrers leadership cares about most. I'll pull together a view using what is already in the brain so we can look at it together and decide what's missing, rather than starting from a blank page. See you Thursday. Best, Hollie

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