Training session for the account managers

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Logistical 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.

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Logistical 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.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2025-02-17

Last message2025-02-17

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Callie Brennan 17 Feb 2025 11:48
to Tariq Hussain
Hi 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 13:18
to Callie Brennan
Callie, 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 14:52
to Tariq Hussain
Hi 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

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