Check-in call
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Marcus Bell asked Lauren Pilkington for a 30-minute check-in. Lauren agreed to Thursday afternoon and said a consultant wants a client's open roles and complaints on one page. Mostly scheduling.
What was said
What this says
Current to 11 Oct 26Marcus Bell asked Lauren Pilkington for a 30-minute check-in. Lauren agreed to Thursday afternoon and said a consultant wants a client's open roles and complaints on one page. Mostly scheduling.
Ask: Marcus proposed a 30-minute check-in covering day-to-day use, anything fiddly and what the team wants next.
Customer view: Lauren was willing and quick to reply. She raised a consultant's request to see a client's open roles and complaints together, which she said would save hours.
Next: Hold the call on Thursday afternoon and be ready to show how the brain can bring complaints and open roles onto one page.
The thread
Updated 9 Oct 26Messages
Marcus Bell 19 Nov 2024 08:40Hi Lauren, Hope you are well. I'd like to book a check-in so we can look at how the team is getting on with the brain. I've pulled the numbers and there are a few things worth going through: - how the consultants are using it day to day - anything that has been fiddly or confusing - what you would like to see next Happy to jump on a call. Shall we book 30 minutes later this week? Let me know what suits. Thanks, Marcus
Lauren Pilkington 20 Nov 2024 13:01Hi Marcus, Quick one: yes, happy to do that. Thursday afternoon would work best for me, anything after lunch. One of the consultants has asked whether she can see a client's open roles and complaints on the same page, so I'll bring that along. That'd save us hours. Ta, Lauren