Kickoff call: finding a time

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Logistical thread: Callie Brennan asked for a kickoff slot and Kerensa Trelease proposed Thursday morning of the first week back, asking for a 10:00 invite. She will bring IT and data colleagues.

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Logistical thread: Callie Brennan asked for a kickoff slot and Kerensa Trelease proposed Thursday morning of the first week back, asking for a 10:00 invite. She will bring IT and data colleagues.

Ask: Callie wants about an hour with Kerensa, the people who look after systems and account managers who will use the brain daily.

Customer view: Kerensa is engaged and wants the account managers to hear the facts first, then the features. She will bring Matt from IT and Dan.

Next: Callie to send the Thursday 10:00 invite.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2023-12-27

Last message2023-12-28

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Callie Brennan 27 Dec 2023 10:32
to Kerensa Trelease
Hi Kerensa, Thanks for the chat earlier. Before we switch on the refresh, I'd like to get the kickoff in the diary so we can agree the plan with everyone who needs to be there. What I need from your side is a slot of about an hour with you, plus whoever looks after your systems and anyone from the account management team who will use the brain day to day. I'll open with the plan for the hour and finish with a list of who owes what, with a date against each item. Could you let me know which days suit you in the first week back after the new year? Mornings are easiest for me, but I can flex. Thanks, Callie
Kerensa Trelease 28 Dec 2023 09:09
to Callie Brennan
Hi Callie, Good to have it moving. Tuesday or Thursday morning of the first week back both work. Not Monday, the depots will be catching up on the holiday backlog and I want to be on the floor. I'll bring Matt from IT and Dan, who looks after our data. The account managers can join for the last part so they see what they're getting. Tell them the facts first, then the features. If you send an invite for Thursday at 10:00 I'll accept it. Cheers, Kerensa

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