Onboarding: plan for the first refresh and admin handover

Hi Holly, Thanks for the session this week. The mapping is in good shape and the duplicated clients are now sorted, thanks to your account director. Here's the plan for the next stretch, with a day against each step: - Friday: I'll check the invoice fields once the accounting access is in, and confirm to you in writing that it has landed - Monday: before we switch on the refresh, I'll send you a short note on what will be loaded and what won't - Tuesday: first overnight refresh, and I'll look at the results on Wednesday morning to confirm it is complete - later that week: a short handover session, so you can run the connectors and add users without me What I need from your side is a quick yes on the Monday note, and a list of who should be given access first. The licence covers forty users, so there's plenty of room, but I'd start with the client-account directors and build outwards. I'll also write up a setup note so you have everything in one place after the handover. Thanks, Callie