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Check-in notes

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Grisedale Search & Selection: documents logo Grisedale Search & Selection: documents · cs

Marcus Bell's notes show a small group of consultants using the brain regularly, a touch down on the previous quarter, with 15 licensed users and some not in the habit of asking first. No reply from Lauren in the thread.

What was said

What this says

Current to 11 Oct 26

Marcus Bell's notes show a small group of consultants using the brain regularly, a touch down on the previous quarter, with 15 licensed users and some not in the habit of asking first. No reply from Lauren in the thread.

Customer view: Consultants like seeing a client's open roles and complaints before phoning, but not everyone asks the brain first.

Ask: Marcus proposes a usage summary, a how-to session and a word with quieter users, and suggests an autumn check-in.

Next: The contract runs to 30 Apr 2026. There is no customer response in the thread.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages1
First message2025-05-28
Last message2025-05-28

Messages

  1. Marcus Bell
    Marcus Bell 28 May 2025 12:57
    to Lauren Pilkington
    Hi Lauren, Thanks for your time on the check-in. Here are my notes so we both have them. Usage - A small group of consultants use the brain regularly, a touch down on the previous quarter. - You have 15 licensed users, so there is plenty of room if more of the team want to come on board. - One ticket came in over the last month and it has been dealt with. What I heard from you - The consultants like seeing a client's open roles and complaints before they pick up the phone. - Not everyone has got into the habit of asking the brain first. Next steps - I'll send you a short usage summary you can share with the consultants. - You'll have a word with the quieter users and tell me what they'd want to see. - Happy to run a short how-to session for the team if that helps. Our contract runs to 30 Apr 2026, so we have plenty of time. Shall we book the next check-in for the autumn? Thanks, Marcus

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