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Setting up your quarterly review

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Sharon Tilley reports more account managers logging in and wants a real incident walked through end to end. She will book the review but cannot commit to renewal without Nigel.

What was said

What this says

As at Fri 9 Oct 2026

Sharon Tilley reports more account managers logging in and wants a real incident walked through end to end. She will book the review but cannot commit to renewal without Nigel.

Ask: Daniel Okafor proposed an hour-long quarterly review ahead of the contract end on 4 Jun 2026. Sharon agreed, asked for Tuesday or Wednesday morning, and asked for Jade to be included.

Customer view: She is positive, noting account managers now open B-Viz before client calls. She says that if it helps on one real incident, the rest is easy to justify.

Next: Nigel will handle the renewal separately and Sharon cannot commit without him. Daniel is to send an invitation.

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

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2026-04-24
Last message2026-04-24

Messages

  1. Daniel Okafor
    Daniel Okafor 24 Apr 2026 17:01
    to Sharon Tilley
    Hello Sharon, I hope the week has ended quietly on the control room side. Just to close the loop on our last chat, I'd like to get your quarterly review into the diary. Your contract runs to 4 Jun 2026, so it makes sense to hold it in the next week or so, while there is still plenty of time to talk about what comes next. I'd suggest an hour, with you, Jade if she can join, and me. I'll bring the picture of how the account managers and the control room have been using B-Viz, and I'd love to hear how the team is finding it day to day. If there is a particular client, site or incident you want to walk through, tell me and I'll make sure we have it on screen. Could you let me know which days suit you best early next week? I'll come back to you by Monday with a calendar invitation once I have your preference. Best wishes, Daniel
  2. Sharon Tilley
    Sharon Tilley 24 Apr 2026 18:26
    to Daniel Okafor
    Daniel, Good timing. More of the account managers are logging in than a few months ago, and a couple of them have started opening it before client calls, which is what I wanted. Let's get it booked. Early next week is fine, Tuesday or Wednesday morning is best. Afternoons the control room is stretched. Please do include Jade. She is still learning the system and will want to ask plenty. I'd like to go through one real incident end to end. Which site, which shift, what the client heard from us, and how quickly the account manager could see it. If B-Viz helps there, the rest is easy to justify. Nigel will want to talk about the renewal separately. I'll let you two sort that out. I can't commit anything without him. Thanks, Sharon

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