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Notes from our check-in call

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Calderbrook Housing Group logo Calderbrook Housing Group · cs

Daniel Okafor sent his notes from the 22 Aug 2025 call. Fewer people were logging in despite 40 licensed users, day-to-day questions came mostly from Helen's own team, and the term was about to end. No customer reply in the thread.

What was said

What this says

Current to 13 Oct 26

Daniel Okafor sent his notes from the 22 Aug 2025 call. Fewer people were logging in despite 40 licensed users, day-to-day questions came mostly from Helen's own team, and the term was about to end. No customer reply in the thread.

Customer view: Helen relies on the tenant, repairs and arrears views and wants every figure traceable to its source before the board sees it. Questions now come mostly from her own team, which concentrates use in a few people.

Next: Daniel will send the renewal documents and a usage summary by early next week, and confirm the paperwork with Tom Ashdown. The thread does not show Helen's reply.

AI · claude-sonnet-5-5 · 13 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages1
First message2025-08-22
Last message2025-08-22

Messages

  1. Daniel Okafor
    Daniel Okafor 22 Aug 2025 12:31
    to Helen Marsden
    Hello Helen, Thank you for your time this morning, and for being so open about where things stand. Just to close the loop, here are my notes from the call so you have them in writing. What we covered: - The board pack. You told me the tenant, repairs and arrears views are still the part your team relies on most, and that you want every figure traceable to its source before it goes in front of the board. I've noted that. - Usage. Fewer people have been logging in over the last quarter than before, even though you have 40 licensed users. You explained that the day-to-day questions now come mostly from your own team, and that is something we should plan around rather than ignore. - Support. You haven't needed to raise anything with us recently, which I take as a good sign, but please don't hesitate if that changes. - Timing. The current term ends on 1 Sep 2025, so we are close to the date. Your Growth subscription is £44,000 a year and I will confirm the renewal paperwork with Tom Ashdown on our side. What I will do: I'll come back to you by early next week with the renewal documents and a short summary of how your team is using the brain, so you have something to show colleagues if they ask. If I have missed or misunderstood anything, do tell me. How is the team finding it day to day? I would like to hear more about that when you have a moment. Best wishes, Daniel

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