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Time for our next check-in?

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Delancey Haig logo Delancey Haig · cs

Daniel Okafor books a check-in ahead of the 2 Jul 2025 anniversary. Saskia Mendes accepts, wants a longer session on what directors use and ignore, and may bring finance for renewal paperwork.

What was said

What this says

Current to 13 Oct 26

Daniel Okafor books a check-in ahead of the 2 Jul 2025 anniversary. Saskia Mendes accepts, wants a longer session on what directors use and ignore, and may bring finance for renewal paperwork.

Ask: Daniel wanted a check-in before the contract anniversary on 2 Jul 2025 to review the year and what the next one should hold. Saskia chose Thursday at 14:00 and asked for more time.

Customer view: Saskia said "The directors need this to be simpler" and wants honesty about what is used and ignored. Directors' engagement is the underlying concern.

Next: Daniel will review usage and bring ideas for simpler pages. Saskia may bring Desmond Oyelaran for the renewal paperwork.

AI · claude-sonnet-5-5 · 13 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2025-06-13
Last message2025-06-16

Messages

  1. Daniel Okafor
    Daniel Okafor 13 Jun 2025 15:37
    to Saskia Mendes
    Hi Saskia, I hope the week has been kind to you. Thank you again for your time at our last conversation, I always come away with a better feel for how the directors are using the brain day to day. I'd like to book our next check-in before the contract anniversary on 2 Jul 2025 comes round, so we have room to talk about how the year has gone and what you would like from the next one. There is no big agenda. I'd like to hear how the team is finding it, what the client-account directors are asking for, and whether anything has changed in the systems feeding the brain. Could you let me know if either of these suits you? - Tuesday at 11:30 - Thursday at 14:00 If neither works, send me a couple of slots that do and I'll fit around you. Best wishes, Daniel
  2. Saskia Mendes
    Saskia Mendes 16 Jun 2025 16:30
    to Daniel Okafor
    Hi Daniel, Sorry for the slow reply, the weekend swallowed your note and today has been all client reviews. Thursday at 14:00 works for me. Can we make it a bit longer than usual? I'd like to go through what the directors actually use before reviews, and what they ignore. The directors need this to be simpler, and I'd rather be honest about where we are than dress it up. I may bring Desmond for the last part if finance has questions about the renewal paperwork. I'll confirm that on the day. Best, Saskia
  3. Daniel Okafor
    Daniel Okafor 16 Jun 2025 17:28
    to Saskia Mendes
    Hi Saskia, No need to apologise, thank you for coming back to me so quickly. Thursday at 14:00 is booked, and I'll block out extra time so we're not watching the clock. Honest is exactly what I'm after. Bring Desmond by all means, it will be good to have finance in the room for the renewal side of things. To make the time count, I'll look over the usage picture beforehand and bring a few thoughts on how to make the pages simpler for the directors. If there is a particular client review you would like us to walk through, just let me know. Just to close the loop, the invite will follow shortly. Best wishes, Daniel

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