Kickoff call: finding a time

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Caitlin Mercer, VP Customer Success, replied keen to start, agreed a Wednesday afternoon kickoff, named Priscilla as admin and asked what signal to watch first and whether it can be on an early dashboard.

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Current to 11 Oct 26

Ask: Hamza proposed a one-hour kickoff to cover which systems to connect first and who will use the brain. Caitlin accepted Wednesday afternoon and asked for an early dashboard of the first signal to watch.

Customer view: positive and eager. Her priority is seeing each distributor's tickets, usage and renewal calls in one view, and Ray is to be kept informed on anything commercial.

Next: Hamza to prepare an answer on the first signal and an early dashboard.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2026-04-08

Last message2026-04-09

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Hamza Akhtar 8 Apr 2026 10:48
to Caitlin Mercer
Hi Caitlin, Now that the paperwork is done, I'd like to get the kickoff call into the diary. It should take about an hour with you and whoever you want in the room. We'll cover which systems to connect first and who will be using the brain day to day. Could you suggest a couple of slots next week? Tuesday or Wednesday afternoon UK time suit me best, but I can flex around your team in Boston. Best, Hamza Implementation Consultant, BB-Demo
Caitlin Mercer 9 Apr 2026 17:33
to Hamza Akhtar
Hamza, Thanks for this, really keen to get going. Wednesday afternoon works for us. A few notes ahead of the call: - I'll bring Priscilla, who will be the admin on our side - I'll keep Ray posted on progress and loop him in on anything commercial - Our priority is seeing each distributor's tickets, usage and renewal calls in one view One question: what's the signal we should watch first once data starts flowing? Can we get that on a dashboard early on? Let's operationalise it as soon as we can. Best, Caitlin

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