Quick check-in on how the team is getting on

Hi Joanna, Hope your week is going well. I've pulled the numbers for Mossbrook and wanted to share them with you. More of your consultants have been logging in and asking questions than when we started, which is good to see on a Starter plan. Happy to jump on a call to go through it. What I'd like to cover: - what your team is using B-Viz for with clients so far - anything that has been awkward or slow - who else at Mossbrook might want a login, within your fifteen licensed users Shall we book half an hour later this week or early next? Let me know what suits and I'll send an invite. Thanks, Marcus

Marcus, Thanks for this. Good timing, because we have new client work starting and I want to know who owns what on your side. Thursday morning is free for me, or Friday after lunch. I'd like Lauren on the call too, since she's the one using it day to day. Can you bring a view of which seats are actually in use? I'd rather give logins to the right people than hand them out to everyone. Also, what does the client need on day one when we set B-Viz up for them? Let's write that down on the call. Thanks, Joanna

Hi Joanna, Thursday morning is perfect, I'll send an invite for 10:00 now and include Lauren. I'll bring: - the seat usage by person, so you can see who is active - a short list of what clients typically need on day one, from other implementations - a couple of questions of my own about how you want to hand accounts over to us If anything urgent comes up before then, just reply here. Thanks, Marcus