Training session for the account teams

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Jasmine Ortega agreed to a training session for around half a dozen of her team and asked for a view of what has been said to a shipper across support and Salesforce.

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Jasmine Ortega agreed to a training session for around half a dozen of her team and asked for a view of what has been said to a shipper across support and Salesforce.

Ask: Laura Penhaligon proposed an hour-long training session; Jasmine asked for mornings and for coverage of what has been said to a shipper across support and Salesforce.

Customer view: engaged and specific about her team's main question, with a couple more possible attendees.

Next: Laura to build the demo around a shipper view and send morning options.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2026-07-21

Last message2026-07-22

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Laura Penhaligon 21 Jul 2026 12:38
to Jasmine Ortega
Hi Jasmine, Thanks for your time on the call earlier. As discussed, I'd like to set up a training session for your customer success team so they can get comfortable asking the brain about a shipper before a call. I'd suggest an hour, with a short demo first and then time for your team to try questions on their own accounts. Do you have a preference between a morning and an afternoon, and roughly how many people should I plan for? Best, Laura
Jasmine Ortega 21 Jul 2026 14:49
to Laura Penhaligon
Hi Laura, Thanks for following up. Mornings are better for us, as the afternoons tend to fill up with shipper calls. I'd say around half a dozen of us to start with, although a couple more might want to join if they're free. One thing I'd like to cover is how to find what's been said to a shipper across support and Salesforce, because that is what my team asks about most. Is that something you can show? Jasmine
Laura Penhaligon 22 Jul 2026 09:27
to Jasmine Ortega
Hi Jasmine, Yes, that fits well. I'll build the demo around a shipper view that pulls together support history and Salesforce activity, and leave plenty of time for your team's own questions. I'll send a couple of morning options shortly so you can pick one that works for everyone. Best, Laura

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