Onboarding sessions: getting dates in the diary
Email thread Harrowden Foods: documents · cs
Gemma Holt confirms Wednesday at 14:00 for the connection session with an IT colleague and wants a group walkthrough for account managers soon. She asks again to get customer service on. No reply from BB-Demo in the thread.
What was said
What this says
Current to 11 Oct 26Gemma Holt confirms Wednesday at 14:00 for the connection session with an IT colleague and wants a group walkthrough for account managers soon. She asks again to get customer service on. No reply from BB-Demo in the thread.
Ask: Gemma wants the account manager walkthrough later that week or early the week after, and customer service brought on so they can see complaints next to orders.
Customer view: the account managers are keen after the demo, though Gemma says her week "got away" from her, so response was slightly slow.
Next: Hamza has no reply in this thread to the walkthrough timing or the customer service request.
The thread
Updated 9 Oct 26Messages
Hamza Akhtar 22 Jan 2026 15:07Hi Gemma, Thanks for your time on the call earlier. As promised, here is what I would like to get booked so we keep the onboarding moving. First, a working session to connect your first data sources and check the records are landing in the brain properly. That is about an hour and I would want you and whoever looks after your CRM admin on the call. Second, a walkthrough for the account managers on how to ask questions of the brain, using their own retailer accounts so it feels relevant to them rather than a generic demo. For next week I have Tuesday at 10:00 or Wednesday at 14:00 free for the first session. If neither suits, tell me what does and I will work around you. One ask: could you let me know who from Harrowden should be on each session, so I can send the right invites? Kind regards, Hamza Akhtar Implementation Consultant, BB-Demo
Gemma Holt 27 Jan 2026 17:58Hi Hamza, Sorry, this week got away from me. Tuesday has gone now but Wednesday at 14:00 works for the connection session. I will be on it, plus one of our IT people who knows the systems. For the account manager walkthrough I would like to do it as a group, they are keen. The account managers love it already from the demo, so I would rather not make them wait. Can you do that later in the week or early the week after? Also, can we get customer service on? I think they will get a lot out of seeing complaints next to orders. Happy to talk it through on Wednesday. Cheers, Gemma On 22 Jan 2026, at 15:07, Hamza Akhtar wrote: > For next week I have Tuesday at 10:00 or Wednesday at 14:00 free for the first session.