Finding a time for a check-in
Email threadMarcus Bell and Nicola Brearley booked a Thursday 09:30 check-in before renewal paperwork finishes. Nicola asked for complaint history beside the collections view and a search walkthrough for newer starters.
What was said
What this says
As at Fri 9 Oct 2026Marcus Bell and Nicola Brearley booked a Thursday 09:30 check-in before renewal paperwork finishes. Nicola asked for complaint history beside the collections view and a search walkthrough for newer starters.
Ask: Nicola wants complaint history sitting alongside collections rather than a click away. She also wants a short search walkthrough for newer starters.
Customer view: She is engaged and cooperative, but will not commit budget without Andrew. Marcus has not promised a layout change before checking with the product team.
Next: Marcus is to bring options on the complaint history. Nicola is to send names for the walkthrough.
The thread
Updated 9 Oct 26Messages
Marcus Bell 16 Mar 2026 08:42Hi Nicola, Happy to jump on a call whenever suits. I'd like to book a check-in with you before the renewal paperwork finishes, so we can look at how the account managers are getting on with the brain. I've pulled the numbers and there are a few things I'd like to show you: - who is using it day to day, and which teams are not yet - how the missed-collection tickets are showing up next to the invoices - anything you'd like us to connect or change before the next quarter Shall we book half an hour? I can do Wednesday or Thursday this week, any time in the morning. Thanks, Marcus
Nicola Brearley 16 Mar 2026 10:44Hi Marcus, Thanks for this. Thursday works better for me. Wednesday I'm out at the depths of a depot review and won't be at a desk. Could we do 09:30? If that's taken, anything before 11:00 is fine. Two things I'd like to cover, since you asked: - the account managers still want the complaint history sitting alongside the collections view, rather than a click away - a couple of the newer starters haven't been shown how to use the search, so a short walkthrough would help I'll bring Andrew in if we get onto anything that needs budget. I'm not going to commit anything without him. Thanks, Nicola- Marcus Bell 16 Mar 2026 11:49Hi Nicola, Thursday at 09:30 is booked. I'll send the invite shortly with a link. On your two points: - I'll look at how the complaint history is laid out and bring a couple of options on the day. I can't promise a change before I've checked with the product team, but I'll tell you plainly what's possible. - Happy to do a short search walkthrough for the newer starters. If you send me names, I'll fit it in either at the end of our call or as a separate session. See you Thursday. Thanks, Marcus