What was said
What this says
Current to 11 Oct 26After the kickoff call, Laura Penhaligon recapped the plan. Bas Vermeulen agreed, but Snowflake access needs IT security sign-off and the call recorder licence owner is unconfirmed, so that source may come later.
Ask: Laura needs Snowflake access so the brain can be built inside the customer's account, and asked who approves it. She also asked Pieter van Dam for the shipper accounts for the first weekly review.
Customer view: Bas confirmed the recap and the CRM and helpdesk as first sources. He cannot promise how quick IT security will be and still needs to find who owns the call recorder licence.
Next: Bas raises the access request on Monday and names the approver; Pieter sends the shipper account list.
The thread
Updated 9 Oct 26Messages
- Laura Penhaligon 4 Apr 2025 16:01Hi Pieter, hi Bas, Thanks for your time on the kickoff call today. Good to have the account managers' view of what they want from the brain: shipper accounts, exception tickets and calls in one place. A short recap of what we agreed: - Bas will be the admin on your side and our main contact for the technical set-up. - We start with the CRM, the helpdesk and the call recorder, in that order, so the account managers see something useful early. - Pieter will confirm which shipper accounts the weekly review should cover first. The one thing I need from Bas is the access we discussed to your Snowflake account, so we can begin building the brain inside it. Could you let me know who needs to approve that on your side? Natalie is copied in as your customer success manager and will pick up once we are live. Best, Laura Implementation Consultant, BB-Demo
- Bas Vermeulen 4 Apr 2025 16:55Hi Laura, Thanks for the recap, that matches my notes. The Snowflake access needs sign-off from our IT security team. I will raise the request on Monday and tell you who approves it. I cannot promise how quick they will be, but I will chase. On the sources, the CRM and the helpdesk are fine to start with. I still need to check who owns the call recorder licence, so that one may come a little later. Pieter, please send Laura the list of shipper accounts for the first review when you have it. Kind regards, Bas