Booking the next check-in

Hi Rebecca, Hope the week is going well. I wanted to get our next check-in in the diary before it slips. Since the QBR I've been through the user list with Tariq, and I have a few things to show you, including what the team leads said when I spoke to them. I'd suggest 30 minutes, on a video call. I can do Thursday or Friday this week, or any morning next week. If it's easier to include Tariq, I'm happy with that too, though it doesn't need to be a big group. I'll share my screen and walk through it, nothing long. Thanks, Marcus

Hello Marcus, Thanks for this. Good to hear the team leads were willing to talk to you. I had a member story this week that made me think about it again: one of our relationship managers went into a church's renewal meeting without having looked at the claims history, and we had to ask the member to tell us twice. That's exactly what we brought B-Viz in to stop, so I'd like to get to the bottom of why it isn't happening. Friday morning would suit me better than Thursday. Could we say Friday at 10:00? Please include Tariq, as he will know if anything you show me doesn't match how the systems are set up. Is that the whole picture, or is there more from the team leads you'd rather tell me live? Kind regards, Rebecca