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Onboarding: follow-up sessions and who attends

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Logistical onboarding thread: Gemma Holt agrees split sessions, questions first, then a live retailer example, and asks for times. She names Kelly as the customer service contact.

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Current to 11 Oct 26

Logistical onboarding thread: Gemma Holt agrees split sessions, questions first, then a live retailer example, and asks for times. She names Kelly as the customer service contact.

Ask: Hamza Akhtar proposed a session on asking good questions, then one on priority retailer accounts, and noted the licence covers forty users.

Customer view: Gemma agreed, will bring the account managers for the biggest supermarkets, and wants the service-level complaints example. She replied a day later, apologising for a busy week.

Next: Hamza to send Monday or Wednesday times; Gemma to pass on customer service names.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2026-02-19
Last message2026-02-20

Messages

  1. Hamza Akhtar
    Hamza Akhtar 19 Feb 2026 17:34
    to Gemma Holt
    Hi Gemma, A quick note following our catch-up earlier this week. Things are moving along nicely on the setup side, and I think we are ready to book the next round of onboarding sessions. What I'd suggest is a short session on asking good questions of the brain, aimed at the people who will use it every day, followed by a slot where we look together at the retailer accounts you most want ready for the next review. Bringing a real example along would make that far more useful than anything generic from me. Could you tell me who you would like to attend and which part of next week works? I'm flexible on days, though I would prefer not to run both on the same afternoon, as people tend to flag by the end. On the access side, your licence covers forty users, so there is plenty of room to add people as they come on board. Let me know if you want anyone set up ahead of time. Kind regards, Hamza Implementation Consultant, BB-Demo
  2. Gemma Holt
    Gemma Holt 20 Feb 2026 14:39
    to Hamza Akhtar
    Hi Hamza, Sorry, only just got to this one, it has been a busy week. Split sessions are fine, I agree about not doing both in one afternoon. Let's do the questions session first. I'll bring the account managers who cover the biggest supermarkets, and for the second one I'll bring a live example from a retailer account. Honestly the one with the service-level complaints would be best. Monday or Wednesday would suit. Can you send me a couple of times and I'll lock them in with the team? If we do get the customer service team on soon, I'll let you know their names so you can set up access. Kelly is the one to talk to. Cheers, Gemma

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