Getting a check-in in the diary
Email threadHollie Grieve asked for a check-in. Danielle Okonkwo agreed, said a liaison's prepared hospital meeting is what she bought the brain for, and wants an easy way to pull the referral trend herself.
What was said
What this says
As at Fri 9 Oct 2026Hollie Grieve asked for a check-in. Danielle Okonkwo agreed, said a liaison's prepared hospital meeting is what she bought the brain for, and wants an easy way to pull the referral trend herself.
Ask: Danielle wants the referral trend for the leadership team and the easiest way to get it from the brain without asking BG-Demo each time. She needs this by Friday of that week.
Customer view: The prepared hospital meeting, noticed by the referrer, is her stated reason for buying. She will bring two liaisons for an honest view.
Next: Hollie should prepare a self-serve route to the trend, such as a saved view or dashboard.
The thread
Updated 9 Oct 26Messages
Hollie Grieve 7 Aug 2026 09:24Hi Danielle, Hope the week is finishing well. It has been a little while since our last call, so I'd like to get a proper check-in in the diary. Usage across your team has picked up nicely since the spring and I'd love to hear what is driving it. I'd also like to know whether the liaisons are getting what they need from the per-referrer view, or whether there is something they keep working around. If anything has been annoying people, I would much rather hear it from you than guess. Could you spare half an hour next week? Tuesday or Wednesday morning, your time, would suit me best, but I can flex around you. If it is easier, bring one or two of the liaisons along. They will have a better feel for the day-to-day than I do. Kind regards, Hollie Grieve Customer Success Manager, BG-Demo
Danielle Okonkwo 7 Aug 2026 11:13Hi Hollie, Good timing. One of our liaisons walked into a hospital meeting last week already knowing the referrer's recent calls and open issues. The referrer noticed. That is exactly what I brought the brain in for. Let's do it. Wednesday at 10:00 Central works for me. Let's loop in two of the liaisons, they will give you the honest version. One thing for the agenda: I need to show the leadership team what's the referral trend, and I want to know the easiest way to get that out of the brain without asking you every time. I need this by Friday of that week if we can manage it. Thanks, Danielle