Check-in next month

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After a call on 23 Oct 2025, Jenny Trethewey said her team likes the deadlines view and the fee side is used more. She agreed to a check-in the following month and will consult Nicholas.

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What this says

As at Fri 9 Oct 2026

After a call on 23 Oct 2025, Jenny Trethewey said her team likes the deadlines view and the fee side is used more. She agreed to a check-in the following month and will consult Nicholas.

Ask: Daniel Okafor wanted a short check-in on how the deadlines view is working for the client managers. He asked how the team is finding it.

Customer view: Jenny reported that the team likes the deadlines view and that the fee side is getting used more. That is early adoption evidence, not a value case in figures.

Next: Daniel to send Jenny a couple of date options, which she will check with Nicholas.

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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First message2025-10-23

Last message2025-10-23

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Daniel Okafor 23 Oct 2025 13:16
to Jenny Trethewey
Hi Jenny, Thanks for your time on the call today. Just to close the loop on what we covered, I'll set up a short check-in for next month so we can look at how the deadlines view is working for your client managers. How is the team finding it? Best wishes, Daniel
Jenny Trethewey 23 Oct 2025 14:27
to Daniel Okafor
Hi Daniel, Thanks, it was good to talk. The team likes the deadlines view and the fee side is getting used more. Next month works. Send me a couple of options and I'll check with Nicholas. Jenny

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