Onboarding sessions: next steps

Email thread

Logistical onboarding thread. Hamza Akhtar asks for two working sessions on incident, family contact and fee invoice sources. Josh Fairburn proposes Tuesday and Thursday mornings and will prepare a list of home codes.

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Current to 11 Oct 26

Logistical onboarding thread. Hamza Akhtar asks for two working sessions on incident, family contact and fee invoice sources. Josh Fairburn proposes Tuesday and Thursday mornings and will prepare a list of home codes.

Ask: Hamza wants two one-hour sessions, one on incident and family contact sources and one on fee invoice data per home. He notes the first set of homes is loading cleanly.

Customer view: Josh agrees readily and proposes incident sources on Tuesday and invoice data on Thursday. He will prepare a list of home codes beforehand and asks what else to have ready.

Next: Hamza to confirm the slots and answer Josh's question about preparation.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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Messages2

First message2026-06-09

Last message2026-06-09

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Hamza Akhtar 9 Jun 2026 14:26
to Josh Fairburn
Hi Josh, Thanks for your time on the call earlier. Good to hear the first set of homes is loading cleanly on your side. For the next stage I'd like to book two working sessions with you: one to walk through the incident and family contact sources, and one for the fee invoice data per home. Each should take about an hour, and I'd rather do them while the details from today are still fresh. Could you let me know which days suit you next week? Mornings are easiest for me, but I can flex. Cheers, Hamza Implementation Consultant, BB-Demo
Josh Fairburn 9 Jun 2026 16:48
to Hamza Akhtar
Hi Hamza, Thanks, that works well. Tuesday or Thursday morning next week would be best for me. I'm in meetings with the finance team on Monday and Wednesday, so those are a bit tight. If we do the incident sources first on Tuesday and the invoice data on Thursday, I can pull together a list of the home codes beforehand so we're not hunting for them during the session. Is there anything else you'd like me to have ready? Thanks, Josh

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