Training session for the consultants
Email thread Hollins Tarrant: documents · cs
Callie Brennan offers Josh Penrose, a senior consultant, a practical training session. Josh accepts a Tuesday at 14:00 slot and says spotting clients who have gone quiet is exactly what he wants from the brain.
What was said
What this says
Current to 10 Oct 26Callie Brennan offers Josh Penrose, a senior consultant, a practical training session. Josh accepts a Tuesday at 14:00 slot and says spotting clients who have gone quiet is exactly what he wants from the brain.
Ask: Callie wants a short, practical session on client lookup, pipeline position and spotting accounts that have gone quiet. Jenna had suggested Josh as an early user.
Customer view: Josh is positive and specific. He wants the session kept to the gone-quiet use case.
Next: run the session at 14:00 on the Tuesday and focus on quiet-client detection.
The thread
Updated 9 Oct 26Messages
Callie Brennan 13 Feb 2024 16:25Hi Josh, Jenna suggested you as one of the first consultants to try the brain, so I'd like to book a short training session with you. It's practical: how to look up a client, see where a placement is in the pipeline, and spot accounts that have gone quiet. What I need from your side is a slot that won't clash with a client call. Would Thursday afternoon or Friday morning suit? Thanks, Callie
Josh Penrose 16 Feb 2024 11:57Hi Callie, Quick one, sorry for the slow reply, I've been chasing a placement all week. Next week is better. Tuesday at 14:00 would be great if you've got it. Seeing which clients have gone quiet is exactly what I want, so keep it to that and I'm happy. Cheers, Josh