Kickoff scheduling

Hi Craig, Thanks for the call earlier. Here is the plan for getting your kickoff in the diary, so we can switch things on in good order. What I'd like to propose: a kickoff session of about an hour, next week, either Tuesday or Wednesday morning. I'd like your project, commercial and credit-control leads in the room, as the whole point is that they see each client together. What I need from your side is: - a named person who can grant access to your CRM, the call recorder and the accounting system - credentials or admin access in writing before the kickoff, not after - one person who will be your day-to-day admin once I hand over Before we switch on the refresh I won't start any connector without that written access, so the sooner it arrives the sooner your first data lands. Once I have the list I'll map the fields and send you a short setup note with a date against every step. Could you let me know which morning suits and who will attend? Thanks, Callie

Callie, Tuesday is better. Morning, before the site visits start. I'll be there, plus our head of projects and Debbie from credit control. Our finance team will sort the accounting system access. IT will do the CRM and the call recorder. I'll chase them today and you'll have it in writing. One thing: I want variations visible from the first refresh. If a variation isn't recorded, it's not there as far as the client is concerned. Can we make that the priority? Craig