Quarterly check-in: finding a time
Email thread Ardenmore Pension Administration · cs
Logistical thread: Marcus Bell asks for a 30-minute check-in on the Starter account. Harjit Bains agrees, prefers a morning in the second half of next week, and asks for names of who has been using the brain.
What was said
What this says
As at Fri 9 Oct 2026Logistical thread: Marcus Bell asks for a 30-minute check-in on the Starter account. Harjit Bains agrees, prefers a morning in the second half of next week, and asks for names of who has been using the brain.
Ask: Marcus proposes a 30-minute check-in covering usage, problems and what the team wants next. Harjit accepts and asks for a morning slot.
Customer view: Harjit wants to know which of the team have actually been using it, because she has a trustee meeting and wants the facts straight first.
Next: Marcus should bring named usage to the check-in.
The thread
Updated 9 Oct 26Messages
Marcus Bell 8 Jan 2024 10:06Hi Harjit, Happy new year. I'd like to book a check-in for your Starter account so we can look at how the team is getting on. I've pulled the numbers and I'd like to cover: - how the brain is being used day to day - anything that isn't working as you hoped - what the team wants from it over the next few months Shall we book 30 minutes in the next week or two? Happy to jump on a call whenever suits. Thanks, Marcus
Harjit Bains 10 Jan 2024 11:09Hi Marcus, Thanks for this, and happy new year to you too. Thirty minutes is fine. I have a trustee meeting coming up later this month, so the second half of next week would be best for me, ideally a morning. It would help if you could include which of the team have actually been using it, as I want to be sure the facts are straight before I speak to anyone. Kind regards, Harjit