Training session for the account managers

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Joost van der Linden agrees a Wednesday morning training for the account managers and will bring two installer accounts with recent delivery complaints as test cases. Laura confirms about an hour and a half from 09:30.

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Current to 11 Oct 26

Joost van der Linden agrees a Wednesday morning training for the account managers and will bring two installer accounts with recent delivery complaints as test cases. Laura confirms about an hour and a half from 09:30.

Ask: Laura wants a practical session on using the brain for installer accounts: orders, delivery complaints and credit queries without switching systems.

Customer view: Joost is cooperative and picks real accounts with recent delivery complaints, treating the session as a good test.

Next: Laura sends the invite and asks the team to bring a real question they would normally chase across systems.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2026-01-16

Last message2026-01-20

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Laura Penhaligon 16 Jan 2026 13:13
to Joost van der Linden
Hi Joost, Femke suggested I speak to you about training. We would like to run a practical session for the account managers on how to use the brain for installer accounts: looking up orders, delivery complaints and credit queries without switching between systems. Would next week suit you? I could do a morning slot, and it would help if you could tell me which installer accounts you would like us to use as examples. Best, Laura
Joost van der Linden 19 Jan 2026 09:11
to Laura Penhaligon
Hi Laura, Thanks. Wednesday morning is best for me, most of the team are in the office then. I can bring a couple of installers I deal with a lot, both have had delivery complaints recently, so that would be a good test. How long will it take? I need to tell the others. Joost
Laura Penhaligon 20 Jan 2026 15:27
to Joost van der Linden
Hi Joost, Wednesday it is. Please allow about an hour and a half, with time at the end for questions. I will send the invite this afternoon, starting at 09:30. Please ask everyone to bring a real question they would normally have to chase across systems. We will try those first. Best, Laura

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