Kickoff call

Email thread

Logistical thread: Callie Brennan and Ida Mortensen agree a Thursday 10:00 kickoff call. Ida will bring Mads, who will manage the admin side. Callie still needs Salesforce credentials and a systems list.

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Current to 11 Oct 26

Logistical thread: Callie Brennan and Ida Mortensen agree a Thursday 10:00 kickoff call. Ida will bring Mads, who will manage the admin side. Callie still needs Salesforce credentials and a systems list.

Ask: Callie wants Salesforce credentials and a list of other systems to connect before switching on the refresh, and a two-hour slot to plan the four weeks.

Customer view: Ida confirmed readiness and picked Thursday at 10:00. She named Mads as the admin owner, which is a useful sign of internal ownership.

Next: the credentials and systems list were requested but not yet supplied in the thread.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

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Messages3

First message2025-01-30

Last message2025-01-31

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Callie Brennan 30 Jan 2025 15:02
to Ida Mortensen
Hi Ida, Thanks for confirming you're ready. I wanted to get something in the diary to walk through the setup and map out our plan for the next four weeks. Before we switch on the refresh, I need your Salesforce credentials and a list of any other systems you want to connect. I'll check it all maps cleanly on the call and confirm the timings. Could you find a two-hour slot next week? I'm flexible Tuesday to Thursday. Thanks, Callie
Ida Mortensen 31 Jan 2025 13:58
to Callie Brennan
Hi Callie, Thursday morning works best for us. How about 10:00? I'll have Mads on the call as well since he'll be managing the admin side. Thanks, Ida
Callie Brennan 31 Jan 2025 16:05
to Ida Mortensen
Perfect. Thursday at 10:00 it is. I'll send a calendar invite shortly. What I need from your side before the call is a summary of which systems you want connected, CRM, helpdesk, that sort of thing. Just a quick list so I can make sure we've got the right access sorted. See you Thursday. Thanks, Callie

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