Check-in call: finding a time
Email thread Grisedale Search & Selection: documents · cs
Marcus Bell asked Lauren Pilkington for a check-in call, citing higher active use. She agreed to Thursday mornings and asked whether consultants can see client complaints beside open roles on one page.
What was said
What this says
Current to 11 Oct 26Marcus Bell asked Lauren Pilkington for a check-in call, citing higher active use. She agreed to Thursday mornings and asked whether consultants can see client complaints beside open roles on one page.
Ask: Lauren wants to know if a client's complaints can sit next to their open roles on the same page, because a consultant asked her and it would save hours.
Customer view: Positive and practical. She accepted the call and raised a concrete need rather than a concern.
Next: Marcus should answer the complaints-and-roles question on the call and tie it to the Growth dashboards builder and further connected sources.
The thread
Updated 9 Oct 26Messages
Marcus Bell 8 May 2026 14:17Hi Lauren, Now that Grisedale is settled on Growth, I'd like to book a check-in. I've pulled the numbers and active use is up on the last quarter, which is good to see. What I'd like to cover: - how the consultants are finding it day to day - anything that's been awkward or confusing - which sources you'd like connected next - what you'd want from the quarterly reviews now you're on Growth Shall we book 30 minutes next week? Happy to jump on a call whenever suits you. Tuesday or Thursday are best for me. Thanks, Marcus
Lauren Pilkington 11 May 2026 15:52Hi Marcus, Thursday works, mornings are better for me, before the consultants start asking me things. Quick one for the call: can the consultants see a client's complaints next to their open roles on the same page? One of them asked me last week and I didn't want to guess. That'd save us hours if so. Ta, Lauren