Check-in notes and next steps

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Amara Obi's notes from a check-in with Kelly Swainston: usage up on the previous quarter, no open tickets, 40 licensed users with room to grow. No customer reply in the thread.

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Current to 14 Oct 26

Amara Obi's notes from a check-in with Kelly Swainston: usage up on the previous quarter, no open tickets, 40 licensed users with room to grow. No customer reply in the thread.

Ask: Kelly wants more client managers asking questions about returns rather than going back to spreadsheets. Amara offers a usage summary by team and ideas to engage quieter users.

Customer view: the notes record Kelly's wishes, but there is no customer response in the thread, so agreement is not confirmed.

Next: Amara to send a usage summary by team, suggest ways to start quieter users and send QBR dates.

AI · claude-sonnet-5-5 · 14 Oct 2026

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Updated 9 Oct 26

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Last message2025-11-24

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Amara Obi 24 Nov 2025 11:31
to Kelly Swainston
Hi Kelly, Thanks for your time last week. Here are my notes from our check-in so we both have the same picture: - Usage is up on the previous quarter and no tickets are open, so nothing is blocking your team right now. - You'd like more of the client managers asking questions about returns, rather than going back to spreadsheets. - You have 40 licensed users, and there's plenty of room for people who aren't yet using the brain. Next steps from me: I'll put together a short usage summary by team for you to take to your service reviews, and I'll suggest a few ways to get the quieter users started. Let's get the next QBR in the diary too. I'll send a few dates this week. Best, Amara

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