Notes from our check-in

Hi Imogen, Thank you for your time earlier in the week. I wanted to close the loop with a few notes while it's fresh. - Usage is steady across the relationship managers, and the trustee call and member-query views are still the ones your team reaches for first. - You mentioned wanting more of the team to get into the brain rather than leaving questions to a small group. I'll put together a short walkthrough for the people who haven't tried it yet. - There was one ticket this month, which we've dealt with. Tell me if it still feels unresolved from your side. How is the team finding it day to day? I'd like to hear it in their words as well as yours. I'll come back to you shortly about timing for the next review. Best wishes, Daniel

Hi Daniel, Thanks for the notes, they match my memory of the conversation. On the walkthrough, yes please. The real question is whether the scheme managers who don't use it yet can see themselves in it, so anything built around their own trustee calls will land better than a general demo. I've seen this work when the examples are close to home. The ticket is fine from our side, we can leave it closed. Let's make it count when we next sit down. I'm happy to bring two or three people from the team. Best, Imogen