Onboarding: admin walkthrough and first refresh
Email thread Brannock Medical Supplies: documents · cs
Logistical onboarding thread. Callie Brennan proposes the first refresh review and admin walkthrough. Sunita Bains agrees and asks to bring a key-account manager. Callie offers 14:00 on 24 May 2024.
What was said
What this says
Current to 11 Oct 26Logistical onboarding thread. Callie Brennan proposes the first refresh review and admin walkthrough. Sunita Bains agrees and asks to bring a key-account manager. Callie offers 14:00 on 24 May 2024.
Ask: Callie wanted a slot for the first refresh review, the walkthrough attendees and any CRM changes since the mapping session.
Customer view: Sunita replied a day late, citing quarter-end orders, and reported no CRM changes. She wants a key-account manager at the walkthrough because they will be the main users.
Next: Callie proposed the refresh review at 14:00 and will aim the walkthrough at what the manager will ask the brain.
The thread
Updated 9 Oct 26Messages
Callie Brennan 22 May 2024 14:50Hi Sunita, The mapping session went well, and everything we covered maps cleanly. The next step is the first refresh, followed by a walkthrough for you as admin so you can run things on your own. What I need from your side is: - a slot for the first refresh review, ideally within the next few days - confirmation of who else should attend the admin walkthrough - a note of anything in the CRM that changed since our session I'll write up a setup note after the walkthrough so you have it for reference. Which day suits you? Thanks, Callie
Sunita Bains 23 May 2024 12:56Hi Callie, Sorry for the slow reply, it's been a busy week with the quarter-end orders. I can do tomorrow afternoon for the refresh review, or Monday morning if that's easier for you. For the walkthrough I'd like to bring one of the key-account managers along, as they will be the main users. Nothing has changed in the CRM since we spoke, as far as I know. Sunita- Callie Brennan 24 May 2024 08:49Hi Sunita, No problem at all. Let's do the refresh review this afternoon at 14:00 if that still works, and I'll send an invite straight after this. Bringing a key-account manager is a good idea. I'll aim the walkthrough at what they will actually ask the brain on a Monday morning. If 14:00 doesn't work, tell me and we'll go for Monday. Thanks, Callie