Follow-up: kickoff call

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Laura Penhaligon recapped the kickoff call for the Growth set-up. Josh Pearce confirmed the summary, but the returns ticketing credentials sit with a part-time IT colleague and may take a day or two.

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Current to 14 Oct 26

Laura Penhaligon recapped the kickoff call for the Growth set-up. Josh Pearce confirmed the summary, but the returns ticketing credentials sit with a part-time IT colleague and may take a day or two.

Ask: Laura wanted Josh to confirm who owns the credentials for the order system and the returns ticketing tool by the end of the week.

Customer view: Josh agreed the summary matched his notes. He holds the order system credentials but the returns tool sits with a colleague in IT, who is part time.

Next: Kelly Swainston picks the pilot brands and Josh checks the access list for sign-off needs.

AI · claude-sonnet-5-5 · 14 Oct 2026

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Updated 9 Oct 26

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First message2025-04-14

Last message2025-04-14

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Laura Penhaligon 14 Apr 2025 17:45
to Kelly Swainston, Josh Pearce
Hi Kelly, Josh, Thanks for your time on the kickoff call today. Good to get everyone on the same page about what the Growth set-up is meant to do for the client managers: orders, returns tickets and service reviews in one place per brand. What we agreed: - Josh will be the admin on your side and my main contact for the connectors. - Kelly will pick the first couple of brands to use as the pilot, so the first service review we build around is a real one. - I will send over a short list of the access we need to the source systems, so Josh can check what is needed from your IT team. One ask: Josh, could you confirm by the end of the week who owns the credentials for the order system and the returns ticketing tool? That is usually what holds things up at this stage. Happy to answer anything in the meantime. Marcus is copied so he has the context. Kind regards, Laura Penhaligon Implementation Consultant, BB-Demo
Josh Pearce 14 Apr 2025 18:58
to Laura Penhaligon
Hi Laura, Thanks for the summary, that matches my notes. On the credentials: I think the order system is with me, but the returns ticketing tool sits with a colleague in IT. I will ask them tomorrow and come back to you once I know for sure. I may need a day or two as they are part time. I will also look at the access list when it arrives and flag anything that needs sign-off. Thanks, Josh

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