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Booking in your next QBR

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Hollie Grieve asked to book the next QBR. Danielle Okonkwo replied warmly, shared a liaison story about the brain, asked for the referral trend and a draft agenda she can put in front of Greg.

What was said

What this says

Current to 11 Oct 26

Hollie Grieve asked to book the next QBR. Danielle Okonkwo replied warmly, shared a liaison story about the brain, asked for the referral trend and a draft agenda she can put in front of Greg.

Ask: Hollie proposed an hour-long QBR with Danielle and Trent, citing a monthly active-user count well up on the previous quarter.

Customer view: Danielle said a liaison walked into a hospital meeting already knowing the referrer's history, which is what she wanted from the brain. She needs the referral trend to show her leadership team.

Next: Hollie confirmed Thursday afternoon next week and a one-page draft agenda by Friday. Danielle is to send the names of the liaisons to add.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2026-09-14
Last message2026-09-15

Messages

  1. Hollie Grieve
    Hollie Grieve 14 Sep 2026 15:56
    to Danielle Okonkwo
    Hi Danielle, Hope the week has started well. I'd like to get your next quarterly business review in the diary. It would be good to do it while the numbers are looking this healthy: the number of people active in the brain each month is well up on the previous quarter, and I'd like to walk you through who is asking what. I'm thinking about an hour, with you and, if he can make it, Trent, since he knows the connectors best. I would also like Greg to see the headline summary, even if he doesn't join the whole session. Could you let me know which days later this month suit you? I'm flexible on mornings or afternoons, and I'll work around your time zone. One question for you to think about beforehand: what would you most like to be able to say to your leadership team about the liaisons' use of the brain? I'll shape the session around that. Kind regards, Hollie Hollie Grieve Customer Success Manager, BB-Demo
  2. Danielle Okonkwo
    Danielle Okonkwo 15 Sep 2026 12:06
    to Hollie Grieve
    Hi Hollie, Great timing. One of our liaisons told me last week she walked into a hospital meeting already knowing the referrer's history. That's exactly what I wanted from this. What's the referral trend? That's what I need to be able to show the leadership team, so let's build the session around it. Trent should definitely be there. Let's loop in the liaisons too, at least a couple of them. They'll have better stories than I do. Thursday or Friday of next week works for me, afternoon Central time. I need this by Friday of this week if you can send me a draft agenda, so I can get it in front of Greg. Thanks, Danielle
  3. Hollie Grieve
    Hollie Grieve 15 Sep 2026 13:22
    to Danielle Okonkwo
    Hi Danielle, That's a lovely story, and exactly the sort of thing I'd like to put at the front of the session. Thursday afternoon next week it is, then. I'll send a calendar invite shortly and include Trent and the two liaisons you mention once you tell me who they are. Just reply with their names and I'll add them. I'll get a draft agenda to you by Friday, built around the referral trend, who is asking questions and where the liaisons are getting the most from the brain. I'll keep it to one page so it's easy to pass on to Greg. Speak soon, Hollie

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