Training session: finding a time

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Kelvinhaugh Pension Services: documents · cs

Scheduling thread. Kirsteen Boyd, a scheme relationship manager, offers Thursday morning for training and asks for a recording for colleagues out at client meetings. Callie Brennan agrees.

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Current to 11 Oct 26

Scheduling thread. Kirsteen Boyd, a scheme relationship manager, offers Thursday morning for training and asks for a recording for colleagues out at client meetings. Callie Brennan agrees.

Ask: Callie wants to train Kirsteen and the other relationship managers for an hour on their own scheme data.

Customer view: Kirsteen is willing but unsure about the others, as some are at client meetings, and asks if they can watch a recording.

Next: Callie will record the session, send the invite and share a short setup note beforehand.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

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Messages3

First message2024-03-12

Last message2024-03-14

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Callie Brennan 12 Mar 2024 14:49
to Kirsteen Boyd
Hi Kirsteen, Ailsa tells me you'll be one of the main users, so I'd like to arrange a training session for you and the other scheme relationship managers. It runs about an hour and I'll start with the plan for the hour, then use your own scheme data so it feels real. What I need from your side is two or three times that suit you next week. Thanks, Callie
Kirsteen Boyd 12 Mar 2024 16:44
to Callie Brennan
Hi Callie, Thanks. Tuesday afternoon or Thursday morning next week would work for me. Not sure about the others yet, a couple of them are out at client meetings. Is it all right if some of them watch a recording afterwards? Kirsteen
Callie Brennan 14 Mar 2024 11:09
to Kirsteen Boyd
Hi Kirsteen, Yes, that's fine, I'll record it. Let's go for Thursday morning and I'll send the invite today. I'll also send a short setup note beforehand so you can see what you'll be asking the brain on the day. Thanks, Callie

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