Kickoff scheduling
Email threadLaura Penhaligon asked Allison Pereira for kickoff slots for the Growth set-up. Allison offered three slots and asked for the by-client view to work first, before open enrollment.
What was said
What this says
As at Fri 9 Oct 2026Laura Penhaligon asked Allison Pereira for kickoff slots for the Growth set-up. Allison offered three slots and asked for the by-client view to work first, before open enrollment.
Ask: Laura wanted a one-hour kickoff covering which systems connect first, who gets access among 40 licensed users, and what the customer wants working soonest.
Customer view: Allison, VP Client Service, is positive and engaged. Her priority is a by-client view before open enrollment, and she will bring her ticketing lead and a client-service manager.
Next: Laura to confirm a slot and plan the by-client view as the first deliverable.
The thread
Updated 9 Oct 26Messages
Laura Penhaligon 26 May 2026 10:22Hi Allison, Welcome aboard. I'm the implementation consultant for your Growth set-up and I'd like to get the kickoff session in the diary this week or early next. It would be good to have you, whoever will administer the brain day to day, and someone who knows how your client-service team tracks each employer client. About an hour should do it. Could you send me a couple of slots that suit? Morning or afternoon is fine for us. We will cover which systems connect first, who gets access among your 40 licensed users, and what you would like to see working soonest. Kind regards, Laura
Allison Pereira 27 May 2026 16:30Hi Laura, Thanks, great to be moving. Slots that work on my side: - Thursday at 10:00 - Thursday at 14:30 - Friday at 11:00 A few notes: - I'll bring our ticketing lead and one of our client-service managers. - Before open enrollment, please, we need the by-client view working first. Can we see that by client early on? - Gary is not needed on the call, but I will keep him posted. Best, Allison