Setting up our next check-in
Email thread Marlcliff Security Services · cs
Sharon Tilley agrees a check-in on Thursday late morning, adds Lorraine as a heavy retail user, and sets a test: are account managers reaching incidents before clients ring. Daniel Okafor will pull the search data.
What was said
What this says
As at Fri 9 Oct 2026Sharon Tilley agrees a check-in on Thursday late morning, adds Lorraine as a heavy retail user, and sets a test: are account managers reaching incidents before clients ring. Daniel Okafor will pull the search data.
Ask: Daniel proposed an hour before the contract renewal on 4 Jun 2026. Sharon asked for late morning, away from shift handover, and wants to see which clients' incidents are searched most.
Customer view: She frames success as account managers getting ahead of clients. Daniel offered a shorter version for Nigel.
Next: Daniel sends the invitation with Lorraine and prepares the incident search view. Sharon decides whether Nigel sees it.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 11 May 2026 14:25Hello Sharon, Thank you for your time on the call earlier. It was good to hear how the account managers and the control room are using B-Viz day to day, and I'd like to keep that going rather than leave it until something needs fixing. Could we find an hour next week for a proper check-in? I'd like to look at how the team is finding it, which clients' sites people are asking about most, and what you'd want from us as the contract comes up for renewal on 4 Jun 2026. Lewis will pick up the commercial side separately, so this is just about how things are working for you. I know the control room has its own rhythm, so tell me what suits and I'll fit around it. Just to close the loop, I'll hold a slot once you've replied. Best wishes, Daniel
Sharon Tilley 11 May 2026 14:51Daniel, Thanks for this. Yes, let's do it. Tuesday or Thursday morning is best. Avoid anything near shift handover, the control room is chaotic then and I'll only be half there. Late morning is ideal. I'd like Lorraine to join if she can, as she's one of the heavier users on the retail side and she'll tell you what actually works. Honestly, she's more useful than me on that. One thing I want to look at: which clients' incidents are people searching for most? I'd like to see whether account managers are getting to the incident before the client rings us. That's the test for me. Thanks, Sharon- Daniel Okafor 11 May 2026 16:33Sharon, That's very helpful, thank you. Let's go for Thursday late morning, and I'll send the invitation across this afternoon with Lorraine on it. If anything kicks off and you need to move it, just say and we'll shift it without any fuss. I'll pull together a view of what people have been asking about, including the incident searches, so we can look at it together rather than guess. If it shows that account managers are getting ahead of clients, good. If it doesn't, we'll talk about why. As we get closer to the renewal, you may want Nigel to see the same picture. I'll leave that with you, and I'm happy to do a shorter version for him if that's easier. Best wishes, Daniel On 11 May 2026, at 14:51, Sharon Tilley wrote: > Tuesday or Thursday morning is best. Avoid anything near shift handover.