Finding a time for the check-in
Email thread Merriott Lyle Distribution · cs
Daniel Okafor and Deepa Chauhan fixed a check-in for 27 Feb 2026 at 11:00, the day the term ends. Deepa wants a clear picture of the next term for Malcolm and will not go ahead of him commercially.
What was said
What this says
As at Fri 9 Oct 2026Daniel Okafor and Deepa Chauhan fixed a check-in for 27 Feb 2026 at 11:00, the day the term ends. Deepa wants a clear picture of the next term for Malcolm and will not go ahead of him commercially.
Ask: Deepa wants a clear view of the next term to take to Malcolm, credit control in the room, and a short agenda beforehand.
Customer view: she is cooperative but defers on anything commercial until Malcolm has seen the summary.
Next: Daniel sends the invitation, brings a usage summary traceable to source, and returns notes by the end of Friday.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 20 Feb 2026 09:53Hello Deepa, I hope the week has been kind to you. I'd like to find an hour for our check-in before the end of the month. The current term runs to 27 Feb 2026, so it seems the right moment to look back at how the year has gone and to hear what you want from the next one. Would Friday 27 February 2026 suit you? I could do the late morning, say 11:00, but I'm happy to move around whatever your diary allows. If it helps, I'd suggest we cover three things: how the branch, key-account and credit-control teams are finding the brain, anything that has been getting in your way, and what you would like to see more of. Just to close the loop, please let me know if anyone else on your side should be there. Best wishes, Daniel
Deepa Chauhan 23 Feb 2026 13:00Hi Daniel, Thanks for this. Friday morning works for me, and 11:00 is fine. The one thing I need from the call is a clear picture of what the next term looks like, so I can take it to Malcolm. I don't want to go ahead of him on anything commercial, so he will see the summary before anything is agreed. I'd also like to get credit control in the room if we can, or at least have someone from that team hear the usage side first hand. Which account, which branch, who is actually asking the questions: that is the part they find most useful. Can you send a short agenda beforehand, with the three points you mentioned and anything else you'd like to cover? Thanks, Deepa- Daniel Okafor 24 Feb 2026 16:10Hello Deepa, That's all helpful, thank you. We're confirmed for Friday 27 February 2026 at 11:00. I'll send an invitation after this note. The agenda, as promised: - How the teams are using the brain and who is asking the questions - Anything that has slowed people down, including the recent tickets - What you would like from the next term, so you have something to take to Malcolm I'll bring a usage summary, kept to the figures you can trace back to their source. If credit control would like to join, please do pass the invitation on. The more of them there, the better the conversation will be. I'll come back to you by the end of Friday with notes. Best wishes, Daniel