Onboarding: next steps after the walkthrough
Email thread Carrowkeel Software: documents · cs
Hamza Akhtar asks Niamh Fogarty which team members should be in the first access group, given 40 licensed users. Niamh proposes customer success managers and two support leads, with the list to follow.
What was said
What this says
Current to 11 Oct 26Hamza Akhtar asks Niamh Fogarty which team members should be in the first access group, given 40 licensed users. Niamh proposes customer success managers and two support leads, with the list to follow.
Ask: Hamza wants a session on day-to-day use by customer success and agreement on who gets access first, rather than switching everyone on at once.
Customer view: Niamh likes staging the rollout. She will start with customer success managers and two support leads, then widen out, after checking names with her manager.
Next: Niamh sends the list and accepts the Friday morning invite.
The thread
Updated 9 Oct 26Messages
Hamza Akhtar 10 Sep 2025 18:00Hi Niamh, Thanks for your time on the last call. As a next step I would like to run a shorter session on how your customer success team will actually use the brain day to day, and who needs access first. You have 40 licensed users, so it is worth agreeing the order in which we bring people in rather than switching everyone on at once. Could you let me know which of your team should be in the first group? A rough list is fine and we can adjust later. If Thursday or Friday works for a call, I will send an invite. Thanks, Hamza
Niamh Fogarty 11 Sep 2025 17:38Hi Hamza, Good idea to stage it. I think I would start with the customer success managers and two of the support leads, then widen out once they have had a go. I need to check one or two names with my manager, so I will send the list tomorrow. Friday morning works for the call. Please send the invite and I will accept. Thanks, Niamh