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Training session for the account managers

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Carnmoor Fleet Leasing logo Carnmoor Fleet Leasing · cs

Hamza Akhtar proposed training for the account managers on 27 Jan 2026. Priti Varma replied on 30 Jan 2026 with Tuesday or Thursday mornings, by video, and a clear pain point: chasing invoice queries and fleet status across systems.

What was said

What this says

As at Fri 9 Oct 2026

Hamza Akhtar proposed training for the account managers on 27 Jan 2026. Priti Varma replied on 30 Jan 2026 with Tuesday or Thursday mornings, by video, and a clear pain point: chasing invoice queries and fleet status across systems.

Ask: Hamza wants days, format and two or three real questions to build the session around. Priti gave mornings on Tuesday or Thursday and agreed to a video call.

Customer view: Priti is engaged and names the value: no more ringing round before a renewal meeting. She expects only a handful of people to start with and will confirm numbers on Monday.

Next: Priti to confirm attendance, then Hamza to schedule and tailor the session.

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

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2026-01-27
Last message2026-01-30

Messages

  1. Hamza Akhtar
    Hamza Akhtar 27 Jan 2026 16:16
    to Priti Varma
    Hi Priti, Kofi tells me you'll be one of the first corporate account managers using the brain day to day, so I'd like to arrange a short training session for you and your colleagues in the team. The idea is to keep it practical and based on your own clients: how to find a client's fleet, open queries and invoices in one place, and how to ask the brain a question in plain English rather than going through three systems. About an hour is plenty, with time for questions at the end. Could you let me know: - which days next week suit you and the others on your team - whether you'd prefer a video call or to be in the room with Kofi - two or three real questions you'd normally have to chase across systems, so I can build the session around them No need for anything formal. A quick reply with some times is fine. Kind regards, Hamza Akhtar Implementation Consultant, BG-Demo
  2. Priti Varma
    Priti Varma 30 Jan 2026 14:30
    to Hamza Akhtar
    Hi Hamza, Sorry for the slow reply, it's been a busy week with a couple of client reviews. Tuesday or Thursday next week would suit most of the team, mornings better than afternoons. A video call is fine. A couple of us work from home on Thursdays, so that may be easier. The sort of thing I'm forever chasing is whether a client's invoice query has already been raised with the driver service desk, and what state their fleet is in before a renewal meeting. If the brain can answer that without me ringing round, it would save me real time. I'll check with the others and confirm numbers on Monday, but I expect it to be a handful of us to start with. Thanks, Priti

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