Onboarding: still need access before we can go further

Email thread

Callie Brennan wrote to Holly Tranter on 26 Jul 2024 that she is concerned about the pace: CRM mapping is done but there is no written accounting access, so the refresh is off and the brain is quiet. No customer response in the thread.

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Current to 11 Oct 26

Callie Brennan wrote to Holly Tranter on 26 Jul 2024 that she is concerned about the pace: CRM mapping is done but there is no written accounting access, so the refresh is off and the brain is quiet. No customer response in the thread.

Ask: Callie asked for accounting credentials or a finance contact by Monday, and offered a short note explaining the access needed.

Customer view: the thread has no reply, so Delancey Haig's position is not shown here. With 40 licensed users and only a couple logged in, adoption has not started.

Next: unless access arrives, the directors would see an empty brain when they are given access.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2024-07-26

Last message2024-07-26

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Callie Brennan 26 Jul 2024 13:04
to Holly Tranter
Hi Holly, Thanks for the catch-up earlier this week. I wanted to put where we are in writing, because I am a little concerned about the pace. Where things stand: - the field mapping for the CRM is done and that maps cleanly - I still have no written access for the accounting system, so I have not started that connector - the refresh is not switched on yet, which is why the brain is still very quiet Looking at activity, only a couple of people have logged in so far, and that is what I would expect before the data lands. You have 40 licensed users, so I would like the directors to see something real in the first week they are given access, not an empty page. What I need from your side is the accounting credentials, or a name in your finance team I can ask directly. If it helps, I can send a short note that explains exactly what access is needed and what it is used for, which you can pass on as it is. Could you let me know by Monday whether that is possible? If something else is holding it up, tell me and we can work around it. I would rather know now than find out after we have missed the slot. Thanks, Callie

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