Setting up a check-in with Daniel

Hello Deepa, I hope the week has been kind to you. I'd like to find time for a proper check-in on how the team is finding the brain now that you've been live for a few months. Usage has climbed well since the spring, and I'd like to hear what is behind that from your side rather than guess. I would suggest forty minutes or so, and I'd like to cover three things: what the branch managers and key-account managers are asking it, what has been frustrating, and what you would like us to look at next. Would early next week or the week after suit you better? And is there anyone else you would like to bring in, from credit control or the regions? I'm very happy to have them there. I'll come back to you by the end of next week with an invite once I know what works. Best wishes, Daniel

Hi Daniel, Thanks for this, and apologies for the slow reply. Monday was a bit of a scramble. The week after next is better for me. Wednesday afternoon would be ideal, ahead of the account-data review so I can take anything useful into the room. On who should attend: I'd like someone from credit control to join, because the questions they ask are quite different from the sales side. Let's get credit control in the room, and then we can talk about which account, which branch, rather than the system in general. For the agenda, I would add three things to yours: how new people are being onboarded, where the answers still feel thin, and what we should say to the regional directors about what is coming. Thanks, Deepa

Hello Deepa, No apologies needed at all. Wednesday afternoon works for me, so let's say 14:00 unless you tell me otherwise. I'll send the invite today and include your colleague from credit control once you let me have a name. I have added your three points to the agenda, so we'll cover onboarding, the thin answers and what to tell the regional directors. If you can bring a couple of examples of answers that felt thin, even just a rough note of the account and the branch, that would help us make it concrete. > On 3 Jun 2025, at 13:45, Deepa Chauhan wrote: > Let's get credit control in the room, and then we can talk about which account, which branch, rather than the system in general. Agreed, and just to close the loop: I'll keep the session focused on specific accounts and leave the general talk until the end. Best wishes, Daniel