Quarterly business review: finding a date

Dear Aoife, I hope you are well. To confirm, I would like to arrange your first quarterly business review since Carrowkeel joined on the Growth tier on 15 Aug 2025. I propose to hold it remotely, in the first or second week of January, after the holiday period. As agreed on our last call, I suggest the following agenda. First, a look at how usage has grown across your 40 licensed users, including who is asking the most questions. Second, a short review of the two tickets raised recently, including the one marked high priority. Third, the features your team would like to adopt next, and what you would want from the brain before your renewal in August. Could you tell me which days suit you? I will make sure the written actions reach you the same day. Kind regards, Elena

Hi Elena, Grand, let's do it. The agenda looks right to me. I'm really pleased with how the team has taken to it since the autumn, so I'm happy to talk about that. The second week of January is better for me. Tuesday or Wednesday morning would be ideal. Could you also bring the usage by agency group? Show me the usage and I'll know where to focus. Thanks a million, Aoife

Dear Aoife, Thank you for your reply. To confirm, we will hold the review on the Tuesday of the second week of January at 10:00, online. I will send the invitation after the holiday, with the agenda as agreed and the usage broken down by agency group. I will make sure the ticket summary is included as well, so that we can go through it together. I wish you and your team a pleasant holiday. Kind regards, Elena