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Onboarding: picking up from Callie, next session

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Merriott Lyle Distribution logo Merriott Lyle Distribution · cs

Laura Penhaligon introduced herself on 26 Mar 2025 and asked for a slot. Tariq Saleem replied on 27 Mar 2025 preferring Thursday morning and asked to start with the CRM connector, leaving the branch system for a second session.

What was said

What this says

Current to 13 Oct 26

Laura Penhaligon introduced herself on 26 Mar 2025 and asked for a slot. Tariq Saleem replied on 27 Mar 2025 preferring Thursday morning and asked to start with the CRM connector, leaving the branch system for a second session.

Ask: Laura wants a next working session to agree the connector order and who attends each one.

Customer view: Tariq is engaged and replied the next day. He wants the CRM first because he knows it best, and the branch system later with a branch colleague present.

Next: Laura to confirm Thursday morning and send an agenda the day before. Tariq to check who from the branches is free.

AI · claude-sonnet-5-5 · 13 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2025-03-26
Last message2025-03-27

Messages

  1. Laura Penhaligon
    Laura Penhaligon 26 Mar 2025 16:52
    to Tariq Saleem
    Hello Tariq, I'm Laura, one of the implementation consultants at BB-Demo. I am working alongside Callie on the Merriott Lyle onboarding and will be helping with the next sessions, so you will probably see my name on a few invites. I have read through the notes from your recent call and I would like to find a slot for the next working session. The aim is to go through the connector list in the order you want them live, and to agree who from your side needs to be there for each one. Could you let me know which half days next week are free for you? Mornings are easiest for me, but I can flex. If there is anyone in your team who should join, such as the person who knows the branch system best, please say and I will include them. If it helps, I can send a short agenda the day before. Kind regards, Laura Penhaligon Implementation Consultant, BB-Demo
  2. Tariq Saleem
    Tariq Saleem 27 Mar 2025 11:27
    to Laura Penhaligon
    Hi Laura, Thanks for the introduction, good to have you on this. Next week is mixed. I'm tied up on Monday and Wednesday morning with a CRM release, so Tuesday and Thursday work best for me. Thursday morning would be my preference, as I'll have had a chance to go through the load log from the first connectors by then. One question before we fix it: which connector do you want to start with? I would rather begin with the CRM, since that's the one I know best, and leave the branch system for a second session. That's a mapping question and I'd like the person from the branches on that call, so I'll need to check who is free. An agenda the day before would be useful, thanks. Cheers, Tariq

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