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Following up on our check-in

Email thread

Sprotbrough Recruitment logo Sprotbrough Recruitment · cs

Daniel Okafor's written recap of a check-in call, sent 18 Jun 2024. He reports a steady core group on Starter, one ticket resolved and room for more seats. There is no customer response in the thread.

What was said

What this says

As at Fri 9 Oct 2026

Daniel Okafor's written recap of a check-in call, sent 18 Jun 2024. He reports a steady core group on Starter, one ticket resolved and room for more seats. There is no customer response in the thread.

Ask: Daniel offers to look at more consultant seats within the 15 licensed users and to send Jodie Burkinshaw a note on the nightly refresh. He also says he will return on renewal ahead of the 30 Jul 2024 term end, with Nell Ashcombe copied.

Customer view: relayed second-hand only. Donna Wragg wants it kept simple for consultants, and Terry Hinchcliffe is expected to raise cost.

Next: no one has replied, so the recap is unconfirmed by the customer.

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

The thread

Updated 9 Oct 26
Typecs
Messages1
First message2024-06-18
Last message2024-06-18

Messages

  1. Daniel Okafor
    Daniel Okafor 18 Jun 2024 09:15
    to Donna Wragg, Terry Hinchcliffe, Jodie Burkinshaw
    Hello all, Thank you for your time on the call. Just to close the loop on what we covered, and so you have it in writing. Where things stand: around four of you are using B-Viz in a typical month, which is a good core group for a Starter plan with 15 licensed users. Donna, you mentioned the consultants like having each client's roles, placements and invoices together, and that the main thing is keeping it simple for them. I've noted that. Jodie, thank you for the walk-through of how you look after the connectors day to day. Nothing was raised that needs urgent attention, and the one ticket this month has been dealt with. A few things I'll take away: - I'll look at whether there are more consultants who would benefit from a seat, given you have room within the 15. - I'll send Jodie a short note on the nightly refresh so she knows what to expect each morning. - Terry, I know you'll want to talk about cost nearer the time. Your current term runs to 30 Jul 2024, so I'll come back to you about renewal shortly, with Nell copied in. If I've missed anything, just reply here. How is the team finding it generally? I'm always happy to hear the small things as well as the big ones. Best wishes, Daniel

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