Onboarding plan

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Silverbeck Energy Services: documents · cs

Laura Penhaligon set out the onboarding plan, with work-order tracking as the priority connector live within two weeks. Kirsty Ingham said the timeline suits them and they are ready to go.

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Current to 11 Oct 26

Laura Penhaligon set out the onboarding plan, with work-order tracking as the priority connector live within two weeks. Kirsty Ingham said the timeline suits them and they are ready to go.

Ask: Laura outlined bringing key systems into the brain, starting with work-order tracking, which she said is Kirsty's priority. She committed to having it live within the first two weeks.

Customer view: Kirsty replied that the timeline suits them and they are ready to go.

Next: Laura owes a detailed project timeline early the following week. Amara Obi, the CSM, will follow up on adoption.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2025-12-09

Last message2025-12-09

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Laura Penhaligon 9 Dec 2025 13:35
to Kirsty Ingham
Kirsty, Thanks for the kickoff call. Here's what we've got lined up: We'll start by bringing your key systems into the brain, I know your work-order tracking is the priority. Our plan is to have that live within the first two weeks, then expand from there. I'll send you a detailed project timeline early next week. If anything comes up, just reach out. Amara is your CSM and will be in touch about adoption. Best, Laura
Kirsty Ingham 9 Dec 2025 14:57
to Laura Penhaligon
Laura, Sounds good. The timeline suits us fine. We're ready to go whenever you are. Cheers, Kirsty

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