Scheduling a check-in

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Marcus Bell offered times for a Starter check-in. Lauren Pilkington chose Thursday at 11:30 and asked to bring a consultant with questions about client complaints. Marcus agreed. Logistical thread.

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What was said

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Current to 11 Oct 26

Marcus Bell offered times for a Starter check-in. Lauren Pilkington chose Thursday at 11:30 and asked to bring a consultant with questions about client complaints. Marcus agreed. Logistical thread.

Ask: Marcus wanted half an hour to walk through consultant usage and hear what is working.

Customer view: Lauren apologised for a slow reply, accepted Thursday at 11:30 and wanted a consultant to join with questions on client complaints.

Next: Marcus sends the invite and starts with usage.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

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First message2025-05-20

Last message2025-05-23

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Marcus Bell 20 May 2025 12:28
to Lauren Pilkington
Hi Lauren, Hope you're well. It's time for our regular Starter check-in. I've pulled the numbers and I'd like to walk you through how the consultants are using the brain, and hear what's working and what isn't. Shall we book half an hour? A few options for next week: - Tuesday at 10:00 - Wednesday at 14:00 - Thursday at 11:30 Happy to jump on a call whichever suits. Thanks, Marcus
Lauren Pilkington 22 May 2025 10:59
to Marcus Bell
Hi Marcus, Sorry for the slow reply, it's been a mad week. Quick one: Thursday at 11:30 works for me. Is it okay if I bring one of the consultants along? She's got a few questions about client complaints. Ta, Lauren
Marcus Bell 23 May 2025 11:39
to Lauren Pilkington
Hi Lauren, No problem at all, and yes please do bring her along. The more questions the better. I've put Thursday at 11:30 in the diary and I'll send the invite shortly. I'll share my screen and start with usage, then we can go through her questions. Thanks, Marcus

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