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Finding a time for the next review

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Lornefield Pensions Administration logo Lornefield Pensions Administration · cs

Mostly logistical: Daniel Okafor asked for a slot for the quarterly Growth review and Imogen Hartley chose Thursday mornings. She asked that the usage summary show where the team is not getting value.

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As at Fri 9 Oct 2026

Mostly logistical: Daniel Okafor asked for a slot for the quarterly Growth review and Imogen Hartley chose Thursday mornings. She asked that the usage summary show where the team is not getting value.

Ask: Daniel proposed an hour with a usage summary of the 40 licences. Imogen asked for a couple of times for the week after next and will bring two colleagues.

Customer view: she wants the usage summary to expose gaps, not only successes.

Next: Daniel to offer Thursday morning times and prepare a summary that covers under-used areas.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2025-07-22
Last message2025-07-23

Messages

  1. Daniel Okafor
    Daniel Okafor 22 Jul 2025 08:03
    to Imogen Hartley
    Hi Imogen, I hope the week is treating you well. Just to pick up where we left off: it's time to find a slot for the next quarterly review of the Growth subscription. I'd suggest about an hour, sometime in the next two weeks, with whoever you'd like in the room. Would a Tuesday or a Thursday morning suit you best? I'm flexible and can fit around your team's diaries. If it helps, I'll bring a short summary of how the 40 licences are being used, so we can spend the time on what matters to you rather than on the numbers. Best wishes, Daniel
  2. Imogen Hartley
    Imogen Hartley 23 Jul 2025 12:38
    to Daniel Okafor
    Hi Daniel, Thanks for the nudge. Thursday morning is better for me, as Tuesdays tend to fill up with trustee preparation. Could you suggest a couple of times for the week after next? I'll bring two colleagues and check their diaries. A usage summary would be welcome, though I'd rather see where we're not getting the value than only where we are. Best, Imogen

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