Booking a check-in before the renewal

Email thread

Logistical thread: Daniel Okafor and Donna Wragg agree a half-hour check-in on a Tuesday morning before the term ends on 30 Jul 2024, with Jodie joining. Renewal paperwork is to be handled separately with Terry.

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As at Fri 9 Oct 2026

Logistical thread: Daniel Okafor and Donna Wragg agree a half-hour check-in on a Tuesday morning before the term ends on 30 Jul 2024, with Jodie joining. Renewal paperwork is to be handled separately with Terry.

Ask: Daniel wanted half an hour to hear how consultants are getting on and discuss the next year. Donna chose Tuesday morning and asked him to keep it short.

Customer view: Donna is busy and defers to Jodie Burkinshaw on the setup, which suggests Jodie is the practical owner of the connectors.

Next: Daniel sends the invitation and keeps the commercial conversation with Terry Hinchcliffe separate.

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

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The thread

Updated 9 Oct 26

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Messages3

First message2024-07-10

Last message2024-07-12

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Messages

Daniel Okafor 10 Jul 2024 15:51
to Donna Wragg
Hello Donna, I hope the week is treating you well. With your term ending on 30 Jul 2024, I'd like to find half an hour for a check-in before then, to hear how the consultants are getting on and to talk through what the next year might look like. Would Monday or Tuesday next week suit you? Morning or afternoon, whichever is quieter for you. If it's easier, Jodie is welcome to join too. I'll come back to you by the end of the week with an invitation once you've picked a time. Best wishes, Daniel
Donna Wragg 11 Jul 2024 12:54
to Daniel Okafor
Hi Daniel, Tuesday morning is better. Monday is chaos, the consultants are all chasing last week's placements. Jodie can come along. She knows the setup better than me anyway. Keep it short if you can, I've got a lot on. Ta, Donna
Daniel Okafor 12 Jul 2024 15:30
to Donna Wragg
Hello Donna, That's very helpful, thank you. Tuesday morning it is. I'll send the invitation across this afternoon and include Jodie. I'll keep it to half an hour and focus on what's working for the consultants and anything that's getting in their way. Just to close the loop: I'll also have the renewal paperwork conversation with Terry separately, so you don't need to worry about that on Tuesday. See you then. Best wishes, Daniel

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