Setting up your quarterly business review

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Hollie Grieve asked Meredith Sullivan to book the Enterprise quarterly business review. Meredith agreed, wants leadership to see usage growth, offered slots and asked for a view by sponsor.

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As at Fri 9 Oct 2026

Hollie Grieve asked Meredith Sullivan to book the Enterprise quarterly business review. Meredith agreed, wants leadership to see usage growth, offered slots and asked for a view by sponsor.

Ask: Meredith wants a view by sponsor, to see which sponsors Quabbin Clinical Research is covering best. She will bring study management but would not promise Derek's time.

Customer view: She says usage has grown a lot and wants the leadership team to see it: "One portfolio, one story." This is a value case she intends to use internally.

Next: Hollie should confirm a Tuesday or Wednesday slot and prepare the sponsor view. The evidence does not show whether a slot was fixed or whether Derek will attend.

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

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Updated 9 Oct 26

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First message2026-09-11

Last message2026-09-14

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Hollie Grieve 11 Sep 2026 08:47
to Meredith Sullivan
Hi Meredith, It's time to book your next quarterly business review. As an Enterprise customer you get these as part of your plan, and I'd like to use this one to look at how usage has grown across the sponsor relationship, study management and finance teams, and to talk about what you want from the next few months. Could you suggest a couple of slots in the next two weeks? An hour should be plenty. If Derek or someone from study management would like to join, please bring them along. Best, Hollie
Meredith Sullivan 14 Sep 2026 17:43
to Hollie Grieve
Hi Hollie, Yes, let's do it. Usage has grown a lot and I'd like the leadership team to see it. One portfolio, one story. I can do Tuesday or Wednesday of next week, either morning my time. I'll ask study management to join. I'll check with Derek, but I'd rather not promise his time until I've spoken to him. One ask: could you include a view by sponsor, so I can see which sponsors we're covering best? I won't share anything outside the team. Thanks, Meredith

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