Onboarding sessions: getting dates in the diary

Email thread

Callie Brennan asks Ryan Heslop for written source confirmation, credentials, a named approver for field mapping and half-day slots. Logistical onboarding thread; no customer response in the thread.

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As at Fri 9 Oct 2026

Callie Brennan asks Ryan Heslop for written source confirmation, credentials, a named approver for field mapping and half-day slots. Logistical onboarding thread; no customer response in the thread.

Ask: Callie wants written confirmation of the first sources, credentials before the refresh is switched on, a named person to approve the field mapping, and two or three half-day working sessions.

Customer view: there is no customer response in the thread, so Ryan's position is not shown.

Next: Callie asked for preferred slots by the end of the following week. The aim is for the customer's admin to run the refresh alone by the end of onboarding.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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The thread

Updated 9 Oct 26

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First message2025-02-14

Last message2025-02-14

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Callie Brennan 14 Feb 2025 08:46
to Ryan Heslop
Hi Ryan, Thanks for the time on the call earlier this week. Here is the plan for the next stretch of onboarding, so we can get dates in the diary. What I need from your side is: - written confirmation of which sources you want connected first, with credentials sent over before we switch on the refresh - a named person on your side who can approve the field mapping - two or three half-day slots over the next couple of weeks for the working sessions Once I have the access in writing I will connect the first source and check that it maps cleanly before moving on to the next. I would like your admin to be able to run the refresh alone by the end of onboarding, so I will leave a short setup note after each session. Could you let me have your preferred slots by the end of next week? Happy to work around your team's reporting deadlines. Thanks, Callie

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