Kickoff follow-up and next steps

Email thread

Callie Brennan's note after kickoff sets the aim as one by-client view of bookings, tickets and reviews. Leanne Moss is day-to-day admin and Marcus Bell is adoption contact. No customer reply is in the thread.

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Current to 11 Oct 26

Callie Brennan's note after kickoff sets the aim as one by-client view of bookings, tickets and reviews. Leanne Moss is day-to-day admin and Marcus Bell is adoption contact. No customer reply is in the thread.

Ask: Callie needs written source access, a user list, and Becky Lawton's view on which client reviews matter first.

Customer view: there is no customer response in the thread, so agreement to the plan is not shown here.

Next: Marcus Bell takes over adoption once the first refresh has landed. Forty licensed users on Growth leave room for the whole account-management team.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2025-01-06

Last message2025-01-06

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Callie Brennan 6 Jan 2025 10:56
to Becky Lawton, Leanne Moss
Hi Becky, hi Leanne, Thank you both for your time at the kickoff. A short note so we all leave with the same plan. What we agreed: - The aim is one place where your account managers see client bookings, service tickets and account reviews together, by client. - Leanne is the day-to-day admin on your side, and I will work with her on the connections and the field mapping. - You have 40 licensed users on the Growth tier, so there is room to bring in the whole account-management team early. What I need from your side is: - written access details for each source, before we switch on the refresh. I will not connect anything without them. - the list of people to be set up as users. - a view from Becky on which client reviews matter most first, so I can map those fields before the rest. I will send a separate note to Leanne to book the hands-on sessions. Marcus is copied and will be your contact for adoption once the first refresh has landed. Shout if I have missed anything from the call. Thanks, Callie

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