Onboarding session for your team

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Logistical thread. Elena Novak asked Sanne Bakker for first users, accounting access approval, a time of day and connector authorisation. Sanne answered most points and asked for the invite, afternoon preferred.

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Current to 10 Oct 26

Logistical thread. Elena Novak asked Sanne Bakker for first users, accounting access approval, a time of day and connector authorisation. Sanne answered most points and asked for the invite, afternoon preferred.

Ask: Elena needed four confirmations before sending the onboarding invite. Sanne confirmed the first three and said she alone can approve access to the accounting system.

Customer view: Sanne is busy with the quarterly close and replied briefly but cooperatively. The HubSpot connector approval sits with a colleague in IT, and she said she would confirm the next day.

Next: Send the invite for an afternoon slot and chase the IT approval for HubSpot and Zendesk.

AI · claude-sonnet-5-5 · 10 Oct 2026

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Updated 9 Oct 26

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First message2026-01-20

Last message2026-01-20

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Elena Novak 20 Jan 2026 17:29
to Sanne Bakker
Dear Sanne, Thank you for the call today. To confirm, I would like to schedule the onboarding session for your team this week or early next week. Before I send the invite, I need the following from you: First, the names of the colleagues who will be the first users. They will sit within your licensed users. Second, confirmation of who can approve access to the accounting system, so that the connector can be completed. Third, a preferred time of day. I will make sure that the session does not clash with your morning check of the refresh at 07:00. Fourth, confirmation that the HubSpot and Zendesk connectors can be authorised by you or by a colleague in IT. I will make sure that you receive written actions after the session. Kind regards, Elena
Sanne Bakker 20 Jan 2026 18:00
to Elena Novak
Elena, Sorry, I am on the quarterly close, so short. First to third are fine. On the second, I am the only one who can approve access to the accounting system. That is not a problem. Fourth I need to ask a colleague in IT, because he approves HubSpot. I will tell you tomorrow. Send the invite. Afternoon is better than morning. Sanne

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