What was said
What this says
Current to 11 Oct 26Logistical thread: Callie Brennan proposed a training session for account managers after the first clean refresh. Tariq Hussain asked for the following Tuesday morning and a recording. Callie agreed 10:00 and will record it.
Ask: Callie wants the account managers asking the brain their own questions rather than waiting on an admin, and needs a date plus real client questions.
Customer view: Tariq pushed to next week because of client reviews and asked for a recording as some staff will be out. He will collect questions from colleagues.
Next: Tariq sends client questions by the end of the week. Callie sends the invite and the recording with a setup note.
The thread
Updated 9 Oct 26Messages
- Callie Brennan 17 Feb 2025 11:48Hi Tariq, Now that the first refresh has landed cleanly, the next step is a training session for the account managers, so you can all ask the brain your own questions rather than waiting on an admin. My plan for the hour is: a quick tour, then asking questions about your own clients, then how to save what you find. What I need from your side is a date that suits most of the team and a couple of real client questions you'd like answered. Do you have a preference for later this week or next week? Thanks, Callie
- Tariq Hussain 17 Feb 2025 13:18Callie, Next week is better, we have client reviews on most of this week. Tuesday morning would probably work best, the team is usually in the office then. I'll collect a few questions from the others. Will the session be recorded? Some of the team will be out that day. Tariq
- Callie Brennan 17 Feb 2025 14:52Hi Tariq, Tuesday morning is fine, I'll aim for 10:00 and send the invite shortly. I'll record it so anyone who is out can catch up afterwards, and I'll send a short setup note with the recording so it's all in one place. Please send me the client questions by the end of this week if you can, so I can check they map cleanly before the session. Thanks, Callie