Finding a time to talk about the renewal
Email thread Calderbrook Housing Group · sales
Daniel Okafor asked Helen Marsden for a renewal conversation on the Growth subscription. Helen said the renewal is part of an internal review of the reporting platform and agreed a one-to-one call, kept to the two of them for now.
What was said
What this says
As at Fri 9 Oct 2026Daniel Okafor asked Helen Marsden for a renewal conversation on the Growth subscription. Helen said the renewal is part of an internal review of the reporting platform and agreed a one-to-one call, kept to the two of them for now.
Ask: Daniel wanted a short call before the renewal due on 1 Sep 2025. Helen replied that the company is weighing what to do with its reporting platform and the renewal is part of that.
Customer view: Helen was open but guarded. She chose to keep the call to the two of them because she has not shared the detail more widely.
Next: Daniel offered a Wednesday afternoon invitation for 14:30 with no preparation needed. The evidence does not show the outcome of the call.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 18 Jul 2025 11:39Dear Helen, I hope the week has been kind to you. I wanted to get something in the diary about the renewal, which falls due on 1 Sep 2025. Your Growth subscription has been running since September last year, and I'd like us to look at it together properly rather than leave it to a form. How is the team finding it at the moment? I can see the usage has crept up a little over the last quarter, which is good to see, but I'd much rather hear it from you and your team than read it off a chart. Could we find a slot early next week? Tuesday or Wednesday afternoon would suit me, and it would only need a short call. If it helps to have Paul on the line from your side, or anyone else who works with the board-pack figures, do bring them along. I'll come back to you by the end of the week with a calendar invitation once I know what works. Best wishes, Daniel
Helen Marsden 22 Jul 2025 13:36Hello Daniel, Thank you for your note, and apologies for the slow reply. It has been a busy few days with the board-pack deadline. I should be straightforward with you. We have been looking at what we want to do with our reporting platform over the coming year, and the renewal is part of that conversation internally. I would rather talk it through than have you hear it second hand. Wednesday afternoon works better for me than Tuesday. Anything after 14:00 is fine. I will keep it to the two of us for now, as I have not yet shared the detail more widely. Kind regards, Helen- Daniel Okafor 23 Jul 2025 11:12Dear Helen, Thank you for being so open about it, I appreciate that. It makes the conversation much easier to have. Let's take Wednesday afternoon then. I will send an invitation for 14:30 and keep it to the two of us, as you suggest. There is no need to prepare anything. I would simply like to understand where you are heading and what the brain has and has not done for your team, so that we can sort the renewal out sensibly whichever way it goes. Just to close the loop, if the time does not suit once you see the invitation, tell me and I will move it. Best wishes, Daniel