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Next onboarding session and what to have ready

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Logistical onboarding note from Hamza Akhtar to Kofi Asamoah on 14 Jan 2026. The leasing system connector is loading, duplicate clients await Kofi's master list, and two sources are proposed next. No customer response in the thread.

What was said

What this says

As at Fri 9 Oct 2026

Logistical onboarding note from Hamza Akhtar to Kofi Asamoah on 14 Jan 2026. The leasing system connector is loading, duplicate clients await Kofi's master list, and two sources are proposed next. No customer response in the thread.

Status: The leasing system connector is loading and clients arrive as one record each. Duplicates are the open point, and Hamza will not remap anything until Kofi confirms the master list.

Ask: Hamza offers Monday morning or Wednesday afternoon for the driver service desk and invoices sources, and asks Kofi to have export fields and sample invoice data ready.

Customer view: There is no customer response in the thread, so Kofi's choice of slot is not shown. Bringing users on is deferred until the data looks right.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages1
First message2026-01-14
Last message2026-01-14

Messages

  1. Hamza Akhtar
    Hamza Akhtar 14 Jan 2026 15:17
    to Kofi Asamoah
    Hi Kofi, Thanks for your time on the call earlier. A quick note so we both have the same picture of where we've got to and what comes next. Where we are: the leasing system connector is loading and the client list is now coming through as one record per client. The duplicates you flagged are the open point, and you've said you'll agree the master list with your team before anything is remapped. That's the right order, and I won't touch anything on our side until you tell me. Next session: I'd like to do the driver service desk source and the invoices source together, as we discussed. I can offer Monday morning or Wednesday afternoon next week, about an hour and a half either way. Please have the service desk export fields and a sample of invoice data to hand if you can, so we can check how they line up with the client record. We're set up for 40 users on the Growth plan, so once the sources are in we'll talk about when to bring the account managers and the desk team on. That can wait until the data is looking right. Let me know which slot suits and I'll send the invite. Cheers, Hamza

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