Check-in call: finding a time

Email thread

Amara Obi introduced herself as new CSM and asked for a check-in. Kelly Swainston agreed and said some of the team still use spreadsheets for returns and she wants other client managers in more regularly.

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What was said

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Current to 14 Oct 26

Amara Obi introduced herself as new CSM and asked for a check-in. Kelly Swainston agreed and said some of the team still use spreadsheets for returns and she wants other client managers in more regularly.

Ask: Amara asked for 30 minutes on what good looks like and who else should have access.

Customer view: Kelly is receptive but flags that some of the team go back to spreadsheets for the returns side. She wants facts for the next review.

Next: Amara to book Wednesday afternoon or Thursday morning.

AI · claude-sonnet-5-5 · 14 Oct 2026

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The thread

Updated 9 Oct 26

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Messages2

First message2025-11-13

Last message2025-11-17

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Messages

Amara Obi 13 Nov 2025 16:25
to Kelly Swainston
Hi Kelly, I'm Amara, and I've recently taken over as your customer success manager at BB-Demo. I wanted to introduce myself properly and get a check-in in the diary. Here's what the numbers say so far: usage across Thackwray has grown over the last quarter, and your tickets are very quiet. I'd love to hear what good looks like for you and your client managers this quarter, and who else should have access. Could you do 30 minutes sometime next week? Any day that suits is fine and I'll work around you. Best, Amara
Kelly Swainston 17 Nov 2025 13:03
to Amara Obi
Hi Amara, Nice to hear from you, and thanks for the intro. Wednesday afternoon would work for me, or Thursday morning if that's easier. It would be good to talk about getting the other client managers in more regularly. Some of the team still go back to spreadsheets for the returns side, so I'd like to take the facts to the next review and see what we can do about that. Thanks, Kelly

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