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Scheduling a check-in

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Strensall Merchants logo Strensall Merchants · cs

Logistical thread: Daniel Okafor asked Neil Craven for a check-in, and Neil agreed to Tuesday afternoon with Ashok Patel present. Neil wants to cover what the builders are seeing, not just numbers.

What was said

What this says

As at Fri 9 Oct 2026

Logistical thread: Daniel Okafor asked Neil Craven for a check-in, and Neil agreed to Tuesday afternoon with Ashok Patel present. Neil wants to cover what the builders are seeing, not just numbers.

Ask: Daniel wanted half an hour to hear which trade accounts matter and whether branch and credit teams see the same picture. Neil replied within about ninety minutes.

Customer view: Neil wants Ashok in the room because he knows the data better. He wants to discuss what the builders are seeing.

Next: Daniel to send the invitation and offer Thursday morning if there is a clash.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2026-09-25
Last message2026-09-25

Messages

  1. Daniel Okafor
    Daniel Okafor 25 Sep 2026 15:57
    to Neil Craven
    Hello Neil, I hope the week has been kind to you. I would like to get a check-in in the diary with you, just to close the loop on how the team is finding B-Viz across the branches and to hear what is on your mind for the months ahead. Nothing heavy. I would like to hear which trade accounts you are looking at most, whether the branch and credit teams are seeing the same picture, and whether there is anything you would like us to do differently. I can also bring a short view of how Strensall has been using it lately, so we have something concrete to talk through. Would half an hour sometime next week suit? Tell me which days are easiest and I will work around you. If it is better to include Ashok, I am very happy to do that too. Best wishes, Daniel Daniel Okafor Customer Success Manager, BG-Demo
  2. Neil Craven
    Neil Craven 25 Sep 2026 17:29
    to Daniel Okafor
    Daniel, Thanks for this. Next week is tight, I'm out visiting branches most of it. Tuesday afternoon or Thursday morning would work, either is fine. Let's keep it to the three of us, you, me and Ashok. He knows what's going on with the data better than I do and I'd rather he was in the room. I'll want to talk about what the builders are actually seeing, not just the numbers. Cheers, Neil
  3. Daniel Okafor
    Daniel Okafor 25 Sep 2026 17:39
    to Neil Craven
    Hello Neil, That is helpful, thank you. Let's go for Tuesday afternoon. I will send an invitation to you and Ashok this evening, and if the diary clashes for either of you I will come back to you by Monday with another slot on Thursday morning. I will keep the agenda short and built around what the builders are seeing, as you say. If anything comes up on your visits that you would like me to look at beforehand, just send me a line. Best wishes, Daniel

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