Invitation: BB-Demo webinar on Thursday
Email thread Kelvinhaugh Pension Services: documents · event
Sofia Marchetti invited Ailsa Dunlop to the 16 Jan 2025 webinar and said user numbers had slipped before the term ends on 8 Feb 2025. There is no customer response in the thread.
What was said
What this says
Current to 11 Oct 26Sofia Marchetti invited Ailsa Dunlop to the 16 Jan 2025 webinar and said user numbers had slipped before the term ends on 8 Feb 2025. There is no customer response in the thread.
Ask: Sofia asked Ailsa what has got in the way of use, and offered a short call with her and Daniel if the webinar is not useful. She said fewer scheme-relationship managers seem to be logging in.
Customer view: there is no customer response in the thread.
Next: a call is offered before the term ends on 8 Feb 2025.
The thread
Updated 9 Oct 26Typeevent
Messages1
First message2025-01-11
Last message2025-01-11
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Messages
Sofia Marchetti 11 Jan 2025 11:08Dear Ailsa, I hope you are well. I am writing on a Saturday, so please do not feel any pressure to reply quickly. We are running an online BB-Demo webinar on Thursday 16 January 2025, and I would like to invite you and your colleagues. It is a practical session on getting more day-to-day use out of the brain, which is why I thought of Kelvinhaugh. I will be straight with you: when I looked at the account recently, the number of people using it had slipped, and fewer of your scheme-relationship managers seem to be logging in than when you started. You have 15 licences, so there is plenty of room. I would rather hear from you what has got in the way than guess. If the tool is not fitting how your teams work, let's be clear about that and see what we can change before your term ends on 8 Feb 2025. If the webinar is useful, wonderful. If not, a short call with me and Daniel would do just as well. Best regards, Sofia Marchetti Head of Customer Success, BB-Demo
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