Onboarding session - finding a time

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Logistical thread. Callie Brennan asks Rob Ellery for a half-hour onboarding session to show what the brain holds on client accounts and pipeline. Rob replies the next day and picks Tuesday morning at 09:30.

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Current to 10 Oct 26

Logistical thread. Callie Brennan asks Rob Ellery for a half-hour onboarding session to show what the brain holds on client accounts and pipeline. Rob replies the next day and picks Tuesday morning at 09:30.

Ask: Callie wants a short session so Rob can see what the brain holds about client accounts and pipeline before the consultants start using it.

Customer view: Rob answers within a day and sets a firm time. He also sets a hard stop because of a client call, so he wants it kept short.

Next: the session goes ahead on the Tuesday at 09:30. The thread shows no objection or concern.

AI · claude-sonnet-5-5 · 10 Oct 2026

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The thread

Updated 9 Oct 26

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First message2024-01-24

Last message2024-01-25

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Callie Brennan 24 Jan 2024 14:01
to Rob Ellery
Hi Rob, I'd like to book the next onboarding session with you. It's a short one: I'll show you what the brain now holds about your client accounts and pipeline, so you can see what you're getting before the consultants start using it. It takes about half an hour. Would early next week suit you, perhaps Monday or Tuesday morning? If another time is easier, just say. Thanks, Callie
Rob Ellery 25 Jan 2024 12:11
to Callie Brennan
Callie, Tuesday morning is better for me. Say 09:30. I've got a client call after so I can't run over. Rob

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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