Onboarding session: scheduling
Email thread Brakkevoort Logistics: documents · cs
Logistical thread: Laura Penhaligon asks Bas Vermeulen for an onboarding session on connector set-up. Bas picks early next week, will have the CRM credentials ready and agrees that Pieter joins the last part.
What was said
What this says
Current to 11 Oct 26Logistical thread: Laura Penhaligon asks Bas Vermeulen for an onboarding session on connector set-up. Bas picks early next week, will have the CRM credentials ready and agrees that Pieter joins the last part.
Ask: Laura wants a session to go through connector set-up and check the first records are landing in the brain. She asks for the CRM credentials so the connection can be tested live.
Customer view: Bas replies within a day and offers Monday afternoon or Tuesday morning, as this week is full with a release. He welcomes Pieter joining because Pieter will want to see what his account managers get.
Next: Laura confirms a slot and sends the invitation including Pieter for the last part.
The thread
Updated 9 Oct 26Messages
Laura Penhaligon 22 Apr 2025 15:41Hi Bas, Following our call today, I would like to book the next onboarding session to go through the connector set-up and check the first records are landing in the brain. Would later this week or early next week suit you? Afternoons work best for me, but I can move around your calendar. It would help if you could have the CRM credentials to hand, so we can test the connection live rather than send them back and forth. If Pieter wants to join for the last part, where we look at how the account managers will use it, just say and I will include him. Thanks, Laura
Bas Vermeulen 23 Apr 2025 10:12Hi Laura, Early next week is better for me, this week is full with a release on our side. Monday afternoon or Tuesday morning would both work. I will have the CRM credentials ready. Please do invite Pieter for the last part, he will want to see what his account managers get. Groet, Bas