Onboarding: admin walkthrough and first refresh
Email thread Brannock Medical Supplies · cs
Logistical onboarding thread. Callie Brennan proposes the first refresh review and admin walkthrough. Sunita Bains agrees and asks to bring a key-account manager. Callie offers 14:00 on 24 May 2024.
What was said
What this says
As at Fri 9 Oct 2026Logistical onboarding thread. Callie Brennan proposes the first refresh review and admin walkthrough. Sunita Bains agrees and asks to bring a key-account manager. Callie offers 14:00 on 24 May 2024.
Ask: Callie wanted a slot for the first refresh review, the walkthrough attendees and any CRM changes since the mapping session.
Customer view: Sunita replied a day late, citing quarter-end orders, and reported no CRM changes. She wants a key-account manager at the walkthrough because they will be the main users.
Next: Callie proposed the refresh review at 14:00 and will aim the walkthrough at what the manager will ask the brain.
The thread
Updated 9 Oct 26Messages
Callie Brennan 22 May 2024 14:50Hi Sunita, The mapping session went well, and everything we covered maps cleanly. The next step is the first refresh, followed by a walkthrough for you as admin so you can run things on your own. What I need from your side is: - a slot for the first refresh review, ideally within the next few days - confirmation of who else should attend the admin walkthrough - a note of anything in the CRM that changed since our session I'll write up a setup note after the walkthrough so you have it for reference. Which day suits you? Thanks, Callie
Sunita Bains 23 May 2024 12:56Hi Callie, Sorry for the slow reply, it's been a busy week with the quarter-end orders. I can do tomorrow afternoon for the refresh review, or Monday morning if that's easier for you. For the walkthrough I'd like to bring one of the key-account managers along, as they will be the main users. Nothing has changed in the CRM since we spoke, as far as I know. Sunita- Callie Brennan 24 May 2024 08:49Hi Sunita, No problem at all. Let's do the refresh review this afternoon at 14:00 if that still works, and I'll send an invite straight after this. Bringing a key-account manager is a good idea. I'll aim the walkthrough at what they will actually ask the brain on a Monday morning. If 14:00 doesn't work, tell me and we'll go for Monday. Thanks, Callie