Scheduling the onboarding sessions
Email thread Merriott Lyle Distribution · cs
Logistical thread agreeing three onboarding sessions with Tariq Saleem: CRM mapping, branch system matching and an admin handover. Tariq has not yet spoken to Deepa Chauhan about her diary.
What was said
What this says
Current to 13 Oct 26Logistical thread agreeing three onboarding sessions with Tariq Saleem: CRM mapping, branch system matching and an admin handover. Tariq has not yet spoken to Deepa Chauhan about her diary.
Ask: Callie Brennan proposed splitting onboarding into a CRM mapping session, a branch system session with Deepa joining for the last part, and an admin handover.
Customer view: Tariq accepted the split and protected Tuesday and Thursday mornings. He wants to check the load log before the branch system session and asked that Deepa not be held to anything yet.
Next: Callie fixed the CRM session for Tuesday morning and the branch session for Thursday, with the handover to follow.
The thread
Updated 9 Oct 26Messages
Callie Brennan 12 Mar 2025 13:38Hi Tariq, Following the kickoff, I'd like to book the onboarding sessions so we're not doing it piecemeal. Here is how I'd split them: - A working session on the CRM mapping, about an hour, with you and me. - A second session on the branch system matching, with Deepa joining for the last part so she sees the decisions as they're made. - A short admin handover at the end, so you can run the nightly refresh and read the load log without us. Could you tell me which mornings are best for you next week? I'd rather do the mapping session before we switch on the refresh, and it needs the written access we talked about. Thanks, Callie
Tariq Saleem 12 Mar 2025 15:21Callie, That split works for me. Mornings are better, and Tuesday or Thursday next week are the ones I can protect. Mondays are taken up with the open tickets on our side. I can do the CRM session on either of those days. For the branch system I'd want to check the load log from our end first, and I can't promise that before Thursday. Can the second session go after that? I haven't spoken to Deepa about her diary yet, so please don't hold her to anything until I have. Cheers, Tariq- Callie Brennan 12 Mar 2025 17:24Hi Tariq, Perfect. Let's do this: - CRM mapping session: Tuesday morning next week, about an hour. - Branch system session: Thursday morning, once you've checked the load log. If you'd rather leave it until the week after, tell me and we'll move it. - Admin handover: I'll put it after both, and we'll fix the day once the mapping is done. I'll send the invites tonight. Please let me know once you've spoken to Deepa and I'll add her to the second one. Thanks, Callie