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Booking your quarterly business review

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Hollie Grieve proposed the first Growth quarterly business review. Bethany Cole accepted, wants partner-agreement numbers and asked for Zainab and Russell to attend. Logistical scheduling thread with a clear customer agenda.

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Current to 14 Oct 26

Hollie Grieve proposed the first Growth quarterly business review. Bethany Cole accepted, wants partner-agreement numbers and asked for Zainab and Russell to attend. Logistical scheduling thread with a clear customer agenda.

Ask: Hollie wanted the first quarterly business review in the diary. Bethany agreed and asked for any day next week except Monday.

Customer view: Bethany wants to use the review to look at the nomination agreements being reviewed this term, asking "What will the university ask?" She named Zainab for resident services and Russell for invoices.

Next: Hollie will send an invite for Wednesday next week and prepare a short usage summary beforehand.

AI · claude-sonnet-5-5 · 14 Oct 2026

The thread

Updated 9 Oct 26
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Messages3
First message2026-09-09
Last message2026-09-09

Messages

  1. Hollie Grieve
    Hollie Grieve 9 Sep 2026 12:32
    to Bethany Cole
    Hi Bethany, Thanks for the catch-up earlier. As promised, I'd like to get your first quarterly business review in the diary. Growth includes these, and it's a good moment to look at how the team is using the brain and what you want from the next quarter. I'd suggest we cover usage across the partnerships team, the tickets and invoices view per university, and anything you'd like to see built next. Do you have a preference for the week, and who from your side should be there? Best, Hollie
  2. Bethany Cole
    Bethany Cole 9 Sep 2026 13:25
    to Hollie Grieve
    Hi Hollie, Perfect, thank you. Partners first, so I'd like to bring the numbers on the nomination agreements we are reviewing this term. What will the university ask? That is the lens I'd like to use. I'd want Zainab there for the resident services side, and probably Russell for the invoices. Any day next week works for me except Monday. Best, Bethany
  3. Hollie Grieve
    Hollie Grieve 9 Sep 2026 15:44
    to Bethany Cole
    Hi Bethany, Great, that gives me what I need. I'll send a calendar invite for Wednesday next week and include Zainab and Russell. If the day doesn't suit them, I'll come back with an alternative. I'll also pull together a short usage summary beforehand so we can spend the time on the partner questions rather than the basics. Speak soon, Hollie

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