Arranging a check-in call

Email thread

Esther Quaye, who has taken over from Daniel Okafor, asks Helen Marsden for a check-in and says she has logged the repairs counts as the first topic. There is no customer response in the thread.

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What was said

What this says

Current to 13 Oct 26

Esther Quaye, who has taken over from Daniel Okafor, asks Helen Marsden for a check-in and says she has logged the repairs counts as the first topic. There is no customer response in the thread.

Ask: Esther wants a couple of times in the next week or two and offers to include Paul and send an agenda. She asks whether the repairs counts are still a worry for the board pack.

Customer view: none, as Helen has not replied in this thread.

Next: this is mainly a handover and scheduling message. Esther is relying on Daniel's notes and sees nothing open with support, which she says she would rather hear from Helen.

AI · claude-sonnet-5-5 · 13 Oct 2026

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The thread

Updated 9 Oct 26

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First message2025-11-18

Last message2025-11-18

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Messages

Esther Quaye 18 Nov 2025 13:02
to Helen Marsden
Dear Helen, I hope you are well. As you may know, I have taken over as your Customer Success Manager at BB-Demo, and I would like to arrange a check-in so we can get properly acquainted and make sure I understand where things stand for you and the team. Just so we're aligned, here is what I have in front of me from the notes Daniel left: - Calderbrook is on the Growth tier, with 40 licensed users. - The main use of the brain is the board-ready picture across tenant calls, repairs, complaints and rent arrears. - The repairs counts were a point of concern in the autumn, and you and Paul had shared job references with Daniel. I can see nothing currently open with our support team, but I would rather hear it from you than assume everything is settled. I've logged the repairs counts as something to go through first, so please tell me whether it is still a worry for the board pack, and whether anything has moved since. Could you suggest a couple of times in the next week or two that suit you? I am happy to work around your board reporting. If you would like Paul to join, I will include him. An hour should be plenty, and I will send a short agenda beforehand so nothing is a surprise. Many thanks, Esther

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