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Booking the QBR

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Delancey Haig logo Delancey Haig · cs

Daniel Okafor flags fewer logins and asks to book the QBR. Saskia Mendes confirms usage has dipped, agrees to the QBR and warns that Rupert will want to know what he is getting for the money.

What was said

What this says

As at Fri 9 Oct 2026

Daniel Okafor flags fewer logins and asks to book the QBR. Saskia Mendes confirms usage has dipped, agrees to the QBR and warns that Rupert will want to know what he is getting for the money.

Ask: Daniel asked for a QBR within a fortnight, with Rupert and Holly, who have a view on cost and connectors.

Customer view: Saskia accepted the dip, citing absent directors and a return to old spreadsheets, and wants a simple agenda on what is used and what would change that.

Next: Daniel to send an agenda and Saskia to ask Holly and Rupert. A value case for Rupert is needed.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2025-09-02
Last message2025-09-02

Messages

  1. Daniel Okafor
    Daniel Okafor 2 Sep 2025 12:17
    to Saskia Mendes
    Hi Saskia, I'd like to get the quarterly business review booked. Looking at the account this week, I can see fewer people logging in than over the summer, and I'd rather we looked at that together than have you read it in a slide. I'm not worried about the set-up, which is all running as it should. It's more that I want to understand where the directors are getting value and where they've drifted away. You'll know far better than I do what the client reviews have been like lately. Could you suggest a date in the next fortnight? I'd like Rupert and Holly there too if they can make it, since they will have a view on cost and on the connectors. I'll come back to you by Friday with an agenda either way. Best wishes, Daniel
  2. Saskia Mendes
    Saskia Mendes 2 Sep 2025 12:53
    to Daniel Okafor
    Daniel, Thanks for being straight about it. You're right, usage has dipped and I won't pretend otherwise. Two of the directors have been out of the office a lot and a couple of others went back to their old spreadsheets when things got busy. Yes to the QBR. Later this week is too tight, so any day the week after next is fine for me. I'll ask Holly and Rupert, though Rupert will want to know what he's getting for the money, so have that ready. Can we make the agenda simple? What are people using, what aren't they, and what would change that. Best, Saskia

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