Check-in follow-up and next steps
Email thread Grisedale Search & Selection · cs
Marcus Bell reported steady usage but few of 15 licensed users logging in regularly, and proposed a short consultant session. Managing Director Stuart Haworth asked what it gives and costs in time.
What was said
What this says
As at Fri 9 Oct 2026Marcus Bell reported steady usage but few of 15 licensed users logging in regularly, and proposed a short consultant session. Managing Director Stuart Haworth asked what it gives and costs in time.
Ask: Marcus proposed a session for consultants who have not started and asked Stuart whether it is worth the time. He found the complaints view barely used.
Customer view: Stuart is guarded and billable time is his concern. He left slot choice to Lauren if it is short.
Next: Marcus answered with 30 minutes, once, using Grisedale's own data, and asked Nadia for the names of consultants yet to log in.
The thread
Updated 9 Oct 26Messages
Marcus Bell 3 Sep 2024 08:00Hi all, Thanks for the time on the check-in. I've pulled the numbers and here's where we got to: - Usage is steady and has crept up on the previous quarter, but only a few of your 15 licensed users are logging in regularly. - The client accounts and open roles pages are the most used. The complaints view is barely touched. - One support ticket in the last month, now closed. My suggestion is a short session with the consultants who haven't started yet, so they can see a client's roles and complaints before they pick up the phone. Happy to run it. Stuart, could you let me know whether that's worth the time? Thanks, Marcus
Stuart Haworth 6 Sep 2024 12:17Marcus, OK. Give me the headline: what do the consultants get out of it, and what does it cost in their time? They bill by the hour, near enough, so I don't want half a day gone. Lauren can pick a slot if it's short. Stuart- Marcus Bell 9 Sep 2024 16:35Hi Stuart, all, Understood. It would be 30 minutes, once, on a screen share. I'd show each consultant how to find a client's open roles and any complaints in one place, using your own data. Lauren, shall we book it for a quiet slot this week or next? Nadia, if you can send me the names of the consultants who haven't logged in yet, I'll tailor it. Thanks, Marcus