Onboarding session: when suits you

Email thread

Logistical thread: Callie Brennan and Sukhvinder Dhillon agree a two-hour onboarding session on Tuesday at 14:00. Sukhvinder notes he is the only person who will run this day to day.

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Current to 14 Oct 26

Logistical thread: Callie Brennan and Sukhvinder Dhillon agree a two-hour onboarding session on Tuesday at 14:00. Sukhvinder notes he is the only person who will run this day to day.

Ask: Callie wanted a working session on the field mapping and how the customer will run things afterwards.

Customer view: Sukhvinder asked for thorough notes because he is the only person who will look after this day to day.

Next: Callie promised a setup note covering every mapping and connector, plus a guide to checking the refresh.

AI · claude-sonnet-5-5 · 14 Oct 2026

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The thread

Updated 9 Oct 26

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Messages3

First message2023-09-05

Last message2023-09-11

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Messages

Callie Brennan 5 Sep 2023 09:27
to Sukhvinder Dhillon
Hi Sukhvinder, Now that the kickoff is done, I would like to book the onboarding session with you. It is the working session where we go through the field mapping together and agree how you will run things once I step back. I need around two hours. Would Friday morning or early next week suit? What I need from your side is a rough idea of when you will have a clear stretch, as I would rather not rush the mapping. Thanks, Callie
Sukhvinder Dhillon 6 Sep 2023 08:49
to Callie Brennan
Hi Callie, Friday is difficult as I have scheduled maintenance on our own systems. Early next week is better. Monday morning is free until lunch, or Tuesday after 14:00. I should say that I am the only person here who will look after this day to day, so please keep the notes thorough. Regards, Sukhvinder
Callie Brennan 11 Sep 2023 08:40
to Sukhvinder Dhillon
Hi Sukhvinder, Thanks for the reply, and apologies for the gap. Let us do Tuesday at 14:00, and I will send the invite this morning. On the notes: yes, absolutely. I never hand over without a setup note, so you will have a written record of every mapping and connector, and a short guide to checking that the refresh has landed. That way you can run it alone. See you Tuesday. Thanks, Callie

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