Onboarding session for the admin setup

Email thread

Bas Kuijpers, the customer's admin, replied after two days, asked to start with the CRM and said IT access for other systems is still to be checked. Laura Penhaligon booked the session for 8 Dec 2025 at 14:00.

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Current to 11 Oct 26

Bas Kuijpers, the customer's admin, replied after two days, asked to start with the CRM and said IT access for other systems is still to be checked. Laura Penhaligon booked the session for 8 Dec 2025 at 14:00.

Ask: Laura wanted an onboarding hour with Bas on connectors, adding users within the 40 licensed users, and account manager permissions. Bas chose the CRM first because the account managers ask for it.

Customer view: Bas is willing but constrained, apologising for a late reply and waiting on IT for other systems.

Next: Laura uses the session to record which access is outstanding.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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Messages3

First message2025-12-03

Last message2025-12-08

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Laura Penhaligon 3 Dec 2025 08:01
to Bas Kuijpers
Hi Bas, I am Laura, the implementation consultant on the Brinkerhof account. Following the kickoff, I would like to book an onboarding session with you as admin. We would go through the connectors you want live first, how users are added within the 40 licensed users, and the permissions for the account managers. About an hour should do it. Would Friday or early next week suit you? Please let me know a time, and also which source you would like to start with, so I can prepare. Best regards, Laura
Bas Kuijpers 5 Dec 2025 15:15
to Laura Penhaligon
Hi Laura, Sorry for the late reply, it has been a busy week. Monday afternoon would suit me, any time after 13:00. I would like to start with the CRM, as the account managers ask for that first. I still need to check with our IT team about access for the other systems, so I may not have everything by then. Regards, Bas
Laura Penhaligon 8 Dec 2025 09:06
to Bas Kuijpers
Hi Bas, No problem at all. Let's do today at 14:00, I will send the invite now. We will start with the CRM connection, and I will leave time at the end to note which access you are still waiting for from your IT team. We can pick up the other sources once that is sorted. See you this afternoon, Laura

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