Quarterly check-in: finding a time
Email thread Ardenmore Pension Administration · cs
Logistical thread: Marcus Bell asks for a 30-minute check-in on the Starter account. Harjit Bains agrees, prefers a morning in the second half of next week, and asks for names of who has been using the brain.
What was said
What this says
Current to 14 Oct 26Logistical thread: Marcus Bell asks for a 30-minute check-in on the Starter account. Harjit Bains agrees, prefers a morning in the second half of next week, and asks for names of who has been using the brain.
Ask: Marcus proposes a 30-minute check-in covering usage, problems and what the team wants next. Harjit accepts and asks for a morning slot.
Customer view: Harjit wants to know which of the team have actually been using it, because she has a trustee meeting and wants the facts straight first.
Next: Marcus should bring named usage to the check-in.
The thread
Updated 9 Oct 26Messages
Marcus Bell 8 Jan 2024 10:06Hi Harjit, Happy new year. I'd like to book a check-in for your Starter account so we can look at how the team is getting on. I've pulled the numbers and I'd like to cover: - how the brain is being used day to day - anything that isn't working as you hoped - what the team wants from it over the next few months Shall we book 30 minutes in the next week or two? Happy to jump on a call whenever suits. Thanks, Marcus
Harjit Bains 10 Jan 2024 11:09Hi Marcus, Thanks for this, and happy new year to you too. Thirty minutes is fine. I have a trustee meeting coming up later this month, so the second half of next week would be best for me, ideally a morning. It would help if you could include which of the team have actually been using it, as I want to be sure the facts are straight before I speak to anyone. Kind regards, Harjit