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Finding a time for our next check-in

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Merriott Lyle Distribution logo Merriott Lyle Distribution · cs

Daniel Okafor proposed a check-in; Deepa Chauhan agreed to a Tuesday or Wednesday morning and set three agenda items, including two open tickets. Mostly scheduling, with a clear customer agenda.

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Current to 13 Oct 26

Daniel Okafor proposed a check-in; Deepa Chauhan agreed to a Tuesday or Wednesday morning and set three agenda items, including two open tickets. Mostly scheduling, with a clear customer agenda.

Ask: Deepa wants to cover branch manager use of the account view, the open tickets and a plan for the second half of the year. She asked who is picking up each of the two open tickets.

Customer view: she wants credit control in the room because the recurring question is which account, which branch. She also wants Tariq Saleem there for the connectors.

Next: Daniel sends an invitation for a Tuesday or Wednesday morning.

AI · claude-sonnet-5-5 · 13 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2026-06-18
Last message2026-06-18

Messages

  1. Daniel Okafor
    Daniel Okafor 18 Jun 2026 11:20
    to Deepa Chauhan
    Hi Deepa, I hope you are well and that the month has been kind to you. I wanted to get our next check-in into both diaries before the summer fills up. I would suggest about an hour sometime next week, whichever day suits you best. It would be good to hear how the team is finding the brain across the branches, and whether credit control and the key-account managers are getting what they need from the account view. I would also like to hear what you would want from us over the rest of the year, with the term running to 27 Feb 2027, so that nothing comes as a surprise to either of us later on. If you would like anyone else in the room, such as Tariq or Bernadette, just say and I will make sure it works for them too. Just to close the loop on timing: I will come back to you by the end of this week with an invitation once you have told me which days are good. Best wishes, Daniel
  2. Deepa Chauhan
    Deepa Chauhan 18 Jun 2026 13:56
    to Daniel Okafor
    Hi Daniel, Thanks for this. Yes, next week works. Tuesday or Wednesday morning would suit me best, and I would rather keep Friday free. There are three things I would like us to cover: how the account view is being used by the branch managers, where we are with the open tickets, and what a sensible plan looks like for the second half of the year. Two tickets are still open, and I want us to be clear on who is picking each of them up. I would like to bring Bernadette in as you suggest. Let's get credit control in the room, because the questions I keep hearing are "which account, which branch?" and she is the person who can answer them from the ledger. Tariq should come too, as he knows the connectors better than I do. Please send the invitation for whichever of those mornings is free on your side and I will make sure the others are there. Thanks, Deepa

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