Quarterly review - finding a time
Email thread Hollins Tarrant · cs
Scheduling thread. Marcus Bell offered a usage walkthrough and a light renewal chat. Jenna Price replied that usage is up and the consultants like seeing accounts and tickets together, and offered Thursday morning.
What was said
What this says
As at Fri 9 Oct 2026Scheduling thread. Marcus Bell offered a usage walkthrough and a light renewal chat. Jenna Price replied that usage is up and the consultants like seeing accounts and tickets together, and offered Thursday morning.
Ask: Marcus asked for half an hour to walk through usage numbers, and mentioned the renewal in the new year as a light second topic.
Customer view: Jenna was positive. She said the consultants like seeing client accounts and tickets in one place, though the team is stretched.
Next: Jenna proposed Thursday before eleven, or Friday afternoon. She did not comment on the renewal.
The thread
Updated 9 Oct 26Messages
Marcus Bell 30 Oct 2025 09:27Hi Jenna, Hope the week's going well. I've pulled the numbers for Hollins Tarrant ahead of our next quarterly review and there's a nice story in them - more of your team are logging in and asking questions than last quarter. I'd like to walk you through it on a call, sharing my screen so you can see it for yourself. Shall we book half an hour? Any day next week works for me, mornings are best. It would also be a good moment to talk about the renewal in the new year, but nothing heavy, just where you'd like the brain to go next. Thanks, Marcus
Jenna Price 4 Nov 2025 15:04Hi Marcus, Sorry for the slow reply, the team's stretched at the moment. Good to hear usage is up, the consultants do seem to like being able to see client accounts and tickets in one place. Thursday morning would suit me, ideally before eleven. If that's no good I can do Friday afternoon. Thanks, Jenna