What was said
What this says
Current to 13 Oct 26Daniel Okafor asked for a check-in on 18 Sep 2025. Deepa Chauhan replied on 22 Sep 2025 asking for a view of branch manager use against head office, usage by team beforehand and credit control present.
Ask: Deepa wants to see how account pages are used by branch managers as opposed to head office teams, because that is where she keeps getting questions. She offered Tuesday or Thursday afternoon after 14:00.
Customer view: She is engaged and wants evidence she can show others. She did not raise a complaint, price or rival.
Next: Daniel to send a usage summary by team, and by branch if possible. Deepa to confirm which day suits credit control.
The thread
Updated 9 Oct 26Messages
- Daniel Okafor 18 Sep 2025 11:48Hi Deepa, I hope the week has been kind to you. Just to close the loop on where we left things last time, I'd like to get a check-in in the diary for the next couple of weeks, so we can look at how the brain is being used across the branches and the key-account teams and hear what is working and what is not. It doesn't need to be long. I'd be happy with forty minutes or so, and I can work around your monthly account-data review if that is easier. If it helps, bring anyone from credit control or the regional side who would like to be there, and I'll make sure I have the usage picture ready for them. How is the team finding it at the moment? I'd rather hear that from you directly before I look at any numbers. Could you let me know a couple of times that suit? I'll come back to you by the end of the week with a confirmed slot. Best wishes, Daniel
- Deepa Chauhan 22 Sep 2025 10:22Daniel, The one thing I need from this call is a clear view of how the account pages are being used by the branch managers, as opposed to the head office teams. That is where I keep getting asked questions, and I would like to show people where the numbers come from. On timing: Tuesday or Thursday afternoon works for me, ideally after 14:00. Wednesday is taken up by the account-data review. I would like to get credit control in the room for this one, so give me a day or two to check their diaries and I will confirm which of the two suits them. One more thing. Could you send me a short summary of usage by team beforehand? Which team, which branch, if you can split it that way. If not, the team level is fine. Thanks, Deepa On 18 Sep 2025, at 11:48, Daniel Okafor wrote: > I'd like to get a check-in in the diary for the next couple of weeks, so we can look at how the brain is being used across the branches and the key-account teams