Onboarding sessions for Hartside
Email threadHamza Akhtar chased Sana Rahman for onboarding slots. On 22 May 2026 she agreed usage is thin, said people await their own data, and offered Thursday morning to start with the CRM connection.
What was said
What this says
As at Fri 9 Oct 2026Hamza Akhtar chased Sana Rahman for onboarding slots. On 22 May 2026 she agreed usage is thin, said people await their own data, and offered Thursday morning to start with the CRM connection.
Ask: Hamza proposed starting with the CRM and helpdesk connections, then how university partnerships and resident services use pages.
Customer view: Sana is stretched, on her own with most reporting, and thinks people are waiting until the brain has their own data. She was unsure resident services could join.
Next: Hamza to confirm Thursday and get connectors live so usage follows.
The thread
Updated 9 Oct 26Messages
Hamza Akhtar 20 May 2026 13:57Hi Sana, Following our call, I wanted to get the next onboarding sessions into the diary. We have not yet had a proper working session on connecting your sources, and I'm conscious that very few people at Hartside have logged in so far. Could you let me know two or three slots next week that would suit you? I'd like to cover the CRM connection and the helpdesk first, then look at how university partnerships and resident services will use the pages. If it's easier to bring someone from those teams in, say so and I'll adjust. Thanks, Hamza
Sana Rahman 22 May 2026 12:11Hi Hamza, Sorry for the slow reply, it has been a busy fortnight and I'm on my own with most of the reporting at the moment. You're right that usage is thin. I think people are waiting until it has their own data in it. Thursday morning looks free for me. I'm not sure yet whether anyone from resident services can join, I'll ask them today. Can we start with the CRM connection and see how far we get? Regards, Sana