Kickoff scheduling

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Becky Lawton, Head of Account Management, agreed a January kickoff on a Wednesday morning and asked to see data by client from the first refresh, needed before the next client review.

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Current to 11 Oct 26

Becky Lawton, Head of Account Management, agreed a January kickoff on a Wednesday morning and asked to see data by client from the first refresh, needed before the next client review.

Ask: Callie Brennan proposed a kickoff in the first week back in January and asked for CRM and helpdesk access and a named admin.

Customer view: Becky was enthusiastic and wants her team in the room. She asked whether the brain can show data by client from the first refresh, as her team needs it before the next client review.

Next: access depends on IT after the break, so the first refresh is a dependency.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2024-12-24

Last message2024-12-24

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Callie Brennan 24 Dec 2024 12:58
to Becky Lawton
Hi Becky, Happy Christmas, and thanks for your time on the call. I would like to get the kickoff into the diary before everyone disappears for the break. My suggestion is the first week back in January, Tuesday or Wednesday morning, whichever suits your team. It will take about an hour and the plan is simple: who needs access, which sources we connect first, and when your team sees its first refresh. What I need from your side is written access for the CRM and the helpdesk, and a named admin on your side, before we switch on the refresh. Thanks, Callie
Becky Lawton 24 Dec 2024 13:45
to Callie Brennan
Hi Callie, Love that, thank you. Wednesday morning works better for me, my team will be back and I want them in the room. I will get the access sorted with IT once we are back. Can we see it by client from the first refresh? My team needs this before the next client review. Have a lovely Christmas. Becky x

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