Scheduling your quarterly review

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Hollie Grieve scheduled the quarterly review with Caitlin Mercer for a Thursday at 15:00 UK time. Caitlin asked for usage by team, the signal on loaded distributors and a board dashboard.

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Current to 11 Oct 26

Hollie Grieve scheduled the quarterly review with Caitlin Mercer for a Thursday at 15:00 UK time. Caitlin asked for usage by team, the signal on loaded distributors and a board dashboard.

Ask: Hollie asked to book the next quarterly business review. Caitlin accepted a Thursday at 15:00 UK time and listed what she wants to see.

Customer view: she is engaged and wants to know who is really using the brain, and to put something in front of the board. That is a value question as much as a scheduling one.

Next: Hollie will bring the usage view by team, a note on distributor data and a short agenda beforehand.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2026-08-17

Last message2026-08-21

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Messages

Hollie Grieve 17 Aug 2026 11:30
to Caitlin Mercer
Hi Caitlin, It's time to book your next quarterly business review. As usual I'd like to cover usage, what your team has been asking the brain, and anything you want from us over the coming quarter. Could you do an hour next week? Tuesday or Thursday afternoon would suit me, and I'm happy to work around your time zone. If anyone else from your side should be there, let me know and I'll include them. Kind regards, Hollie
Caitlin Mercer 20 Aug 2026 11:36
to Hollie Grieve
Hi Hollie, Thanks for the nudge, and sorry for the delay, it's been a renewals-heavy week. Thursday works. Can we do 15:00 UK time? What I'd like to see: - usage by team, so I know who is really in there - what's the signal on the distributors we've loaded - anything we can put on a dashboard for the board Let's operationalise it. Best, Caitlin
Hollie Grieve 21 Aug 2026 09:13
to Caitlin Mercer
Hi Caitlin, Thursday at 15:00 UK time is booked and the invitation is on its way to you. I'll bring the usage view by team and a short note on the distributor data, and we can look at the dashboard idea together on the day. I'll send a brief agenda beforehand so you can add to it. See you then. Kind regards, Hollie

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