Planning your next quarterly review

Dear Katrin, I hope you are well. Following our recent check-in, I would like to propose a date for the next quarterly review. The numbers give us something good to talk about. Active use has risen clearly over the last quarter, to around fourteen people on average out of forty licensed users, and that is the largest step up since you went live. There is still one ticket from the last month and nothing urgent, and all invoices are paid. To confirm, this is the agenda I suggest: - A review of who is asking questions in the brain, and which merchant teams have joined since the last review. - The merchant view: what account management and merchant risk now agree on, and where they still disagree. I would value your examples here, with the source for each. - Evidence you may want to show your auditor, which I will prepare with its sources. - A first look at the renewal in February, so that nothing is left to the last moment. As agreed, I will send written minutes and actions the same day. Could you suggest two or three slots next week, preferably Tuesday or Thursday? I will make sure that the invitation includes whoever you wish to bring from merchant risk. Kind regards, Elena