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Onboarding session: finding a time

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Logistical thread: Laura asks for a half-day to go through priority connectors and admin access. Monica offers Thursday morning next week, will bring a team lead and will send admin names beforehand.

What was said

What this says

As at Fri 9 Oct 2026

Logistical thread: Laura asks for a half-day to go through priority connectors and admin access. Monica offers Thursday morning next week, will bring a team lead and will send admin names beforehand.

Ask: Laura wants to agree which connectors go live first and who needs admin access.

Customer view: Monica was responsive within the hour, offered Thursday morning with Friday afternoon as a fallback, and flagged month-end pressure.

Next: Monica sends the admin names before the session.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2026-07-21
Last message2026-07-21

Messages

  1. Laura Penhaligon
    Laura Penhaligon 21 Jul 2026 08:20
    to Monica Starling
    Hi Monica, Thanks for the time on the last onboarding call. As discussed, I'd like to book the next working session so we can go through the connectors your client-service team wants live first, and check who needs admin access. Could you let me know which half-day this week or next suits you best? It would help if one of your team leads could join, as they'll know how your employer clients' tickets and renewals are organised. Thanks, Laura Implementation Consultant, BG-Demo
  2. Monica Starling
    Monica Starling 21 Jul 2026 09:17
    to Laura Penhaligon
    Hi Laura, Thanks for this. Thursday morning next week would work best for me, and I can bring one of the team leads along. Friday afternoon is a fallback, but we tend to be stretched with month-end queries by then. I'll check who should have admin access and send names over before the session. Let me know if you need anything else from us beforehand. Kind regards, Monica

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