Check-in notes
Email thread Grisedale Search & Selection: documents · cs
Marcus Bell sent notes after the check-in: usage up on last quarter, 40 licensed users with room to add more, two non-urgent tickets, and a promise to look into complaints beside open roles. No customer response in the thread.
What was said
What this says
Current to 11 Oct 26Marcus Bell sent notes after the check-in: usage up on last quarter, 40 licensed users with room to add more, two non-urgent tickets, and a promise to look into complaints beside open roles. No customer response in the thread.
Ask: Marcus offered a short session with a couple of consultants on the quickest way to search, and asked to book 30 minutes.
Customer view: Lauren did not reply in this thread, so her reaction to the notes is not shown.
Next: Marcus owes Lauren an answer on how the current setup handles complaints next to open roles. The licensed user headroom is a point to raise on the next conversation.
The thread
Updated 9 Oct 26Messages
Marcus Bell 14 May 2026 10:26Hi Lauren, Thanks for making time for the check-in. I've pulled the numbers and written up where we got to, so you have it to hand. - Usage is up well on last quarter. More of your consultants are in the brain each week, which is what we hoped for when you rolled it out. - You have 40 licensed users, so there is plenty of room if you want to bring more of the team on. - Two tickets in the last month, neither urgent, and nothing outstanding on the account. - You mentioned the consultants want to see client complaints next to open roles before they pick up the phone. I'll look at how your current setup handles that and come back to you. If it's useful, happy to jump on a call with a couple of the consultants and show them the quickest way to search. Shall we book 30 minutes? Thanks, Marcus