What was said
What this says
Current to 13 Oct 26Daniel Okafor asked Deepa Chauhan for a check-in before the term ends on 27 Feb 2026. Deepa agreed for the first full week back and asked for Tariq and credit control to join.
Ask: Daniel wanted to review branch usage well before any renewal conversation. He suggested including Tariq and possibly credit control.
Customer view: Deepa was receptive and wants credit control in the room so the account view can be looked at alongside invoices and disputes.
Next: Daniel owes Deepa a couple of date options. The thread does not show the meeting being booked.
The thread
Updated 9 Oct 26Typecs
Messages2
First message2025-12-19
Last message2025-12-24
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Messages
- Daniel Okafor 19 Dec 2025 17:53Hello Deepa, Thank you again for your time on our last call. Just to close the loop, I promised to find us a slot for a proper check-in once the new year gets going, so I wanted to get something into your diary before everyone disappears for Christmas. The main reason for doing it sooner rather than later is that your term runs to 27 Feb 2026, and I would like us to look at how the brain has been used across the branches, what is working well and what is not, well before any renewal conversation. I'd rather that was a relaxed discussion than a rushed one. Could you let me know which days suit you in the first couple of weeks back? It would be good to have Tariq with us, and perhaps someone from credit control if you think that would help. How is the team finding it over the quieter weeks? I'll come back to you with a couple of options once I hear from you. Best wishes, Daniel
- Deepa Chauhan 24 Dec 2025 12:46Hi Daniel, Thanks for this, and for being so organised before the break. The first full week back would work best for me. Before then it will be a mix of branch closures and people on leave, so I wouldn't want to promise anything earlier. Yes to Tariq. I'll also ask credit control to join, because I'd like us to look at the account view alongside the invoices and disputes, not in a separate conversation. Let's get credit control in the room, and then we can see which account, which branch, is actually being looked at. Send me a couple of options when you're ready and I'll confirm with them. Thanks, Deepa On 19 Dec 2025, at 17:53, Daniel Okafor wrote: > Could you let me know which days suit you in the first couple of weeks back? > It would be good to have Tariq with us, and perhaps someone from credit control > if you think that would help.
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