Notes from our check-in
Email thread Lornefield Pensions Administration · cs
Daniel Okafor sent his notes from the call: steady usage inside the 15 licensed users, no tickets, nothing overdue. He proposed a walkthrough for lighter users and set out the renewal at £20k a year.
What was said
What this says
Current to 13 Oct 26Daniel Okafor sent his notes from the call: steady usage inside the 15 licensed users, no tickets, nothing overdue. He proposed a walkthrough for lighter users and set out the renewal at £20k a year.
Ask: Imogen wants more of the team to open the brain first. Daniel suggested a short walkthrough and promised a format by the end of the following week.
Customer view: there is no customer reply in the thread, so Imogen has not yet confirmed the notes.
Next: Daniel to send the renewal summary before the term ends on 2 Apr 2024.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 23 Feb 2024 10:01Hi Imogen, Thank you for your time on the call. Here are my notes, so we are both working from the same page. Usage: steady. Use sits well inside the 15 licensed users on the Starter plan, and the group asking questions is mostly the scheme-relationship managers looking across trustee calls, member-query tickets and fee invoices. There have been no tickets from your team in the last month, and nothing is overdue on the account. Your point: getting more of the team to open the brain first rather than last. I think a short walkthrough for the people who have not yet used it much is the simplest start. I will suggest a format and come back to you by the end of next week. Renewal: the current term ends on 2 Apr 2024, and the contracted figure is £19,500 a year. I will send a short renewal summary in good time so you have it before it needs a decision. Please correct anything I have got wrong or missed. Best wishes, Daniel