Onboarding sessions: scheduling the next two
Email threadHamza Akhtar offered two sessions, on the leasing system and on the service desk and invoices. Kofi Asamoah took Thursday afternoon for the first, deferred the second, and held off changing mappings until the master list is agreed.
What was said
What this says
Current to 13 Oct 26Hamza Akhtar offered two sessions, on the leasing system and on the service desk and invoices. Kofi Asamoah took Thursday afternoon for the first, deferred the second, and held off changing mappings until the master list is agreed.
Ask: Hamza wanted the leasing system session and the service desk and invoice session in the diary that week.
Customer view: Kofi accepted Thursday afternoon, declined Friday because of the month-end MI pack, and will not change mappings until the master list is agreed.
Next: Hamza will send the invite and propose slots for the second session. Kofi is to confirm with his team that the leasing system is the master.
The thread
Updated 9 Oct 26Messages
Hamza Akhtar 5 Jan 2026 08:56Hi Kofi, Happy new year, and I hope the break was a good one. I'd like to get the next two onboarding sessions in the diary this week. The first would cover wiring the leasing system into the brain so the client list matches what your corporate account managers see today. The second would be the driver service desk queries and the invoice source. I can do Thursday afternoon or Friday morning. Each session needs about an hour and a half, and it helps if you have admin access to the leasing system to hand so we can check the field names together. Which of those suits you better? If neither works, send me a couple of slots and I'll move things around. Thanks, Hamza
Kofi Asamoah 6 Jan 2026 14:42Hi Hamza, Happy new year to you too. Thursday afternoon works for the leasing system session. Friday morning is a no for me as I have the month-end MI pack to get out, so can we do the service desk and invoices part the week after instead? One thing before Thursday. The client list has a few duplicates where a customer was set up twice under slightly different names. Which source is that from, the leasing system or the old spreadsheet the account managers still keep? I'll check last night's load and see what came through, but I don't want to change any mapping until we've agreed what the master list should be. That's a mapping question, not a bug, so I'd rather settle it in the session than guess. I'll make sure remarketing are aware, as they'll want to know when their vehicle data lands. Cheers, Kofi- Hamza Akhtar 7 Jan 2026 16:40Hi Kofi, Thanks, that's helpful. Thursday afternoon it is for the leasing system session, and I'll send the invite shortly. On the duplicates: I think you're right to hold off on mappings. My understanding from the earlier call is that the leasing system should be the master and the spreadsheet is only a reference, but please confirm that with your team before Thursday so we're not deciding it on the day. I'll bring a short list of the fields we need for the client record so we can go through them one at a time. For the service desk and invoice session, I'll propose a couple of slots for the week after next and you can pick one. No rush on that. Speak Thursday. Best, Hamza