Onboarding session: scheduling and user access
Email thread Brakkevoort Logistics: documents · cs
Laura Penhaligon asks Bas Vermeulen for the first account managers to invite and a training date. Bas says Pieter wants to start with the biggest shippers; names and a day are still to come.
What was said
What this says
Current to 11 Oct 26Laura Penhaligon asks Bas Vermeulen for the first account managers to invite and a training date. Bas says Pieter wants to start with the biggest shippers; names and a day are still to come.
Ask: Laura proposes inviting the account managers and running a short session on asking the brain about a shipper. She notes that the plan covers 40 licensed users and only a handful are logging in.
Customer view: Bas apologises for the slow reply. Rollout is phased, with the biggest shippers first and the others after the first review meeting.
Next: Bas sends the names and Pieter confirms the day; Laura then issues invitations and an agenda.
The thread
Updated 9 Oct 26Messages
Laura Penhaligon 15 May 2025 12:16Hi Bas, Thanks for the shipper name list, it made today's session much quicker. The matching rules are in place and I will let you know once the exception tickets have been re-linked. Two things for the next step. First, we should start inviting the account managers. Your plan covers 40 licensed users, and at the moment only a handful are logging in, so there is plenty of room. Could you send me the names you want invited first? Second, I would like a short session with the account managers to show them how to ask the brain about a shipper. Can you suggest a date that works for them? Thanks, Laura
Bas Vermeulen 20 May 2025 08:36Hi Laura, Sorry for the slow reply, it was a busy few days here. I checked with Pieter. He wants to start with the account managers who run the biggest shippers and add the others after the first review meeting. I will send the list of names today or tomorrow. For the session, the best slot is directly before the weekly shipper review, because everyone is in the office then. Pieter will confirm the exact day. Groet, Bas- Laura Penhaligon 21 May 2025 08:44Hi Bas, No problem at all, and that plan sounds sensible. Starting with the biggest shippers gives us the clearest examples for the training. Send the names when you can and I will set up the invitations the same day. Once Pieter confirms the day for the session, I will put it in the diary and send an agenda. Thanks, Laura