Kickoff scheduling for the Delancey Haig brain
Email thread Delancey Haig · cs
Callie Brennan asked Saskia Mendes to schedule the kickoff. Saskia proposed Thursday at 10:00, will bring a client-account director and someone from finance, and asked to start with the CRM and accounting system.
What was said
What this says
As at Fri 9 Oct 2026Callie Brennan asked Saskia Mendes to schedule the kickoff. Saskia proposed Thursday at 10:00, will bring a client-account director and someone from finance, and asked to start with the CRM and accounting system.
Ask: Callie needs a kickoff date and written access for each source before any connector is switched on.
Customer view: Saskia is keen to move because the directors need this. She apologised for the slow reply, asked for a simpler agenda, and expects the helpdesk to take longer.
Next: Callie to confirm the date, send a simpler agenda and agree starting with the CRM and accounting system.
The thread
Updated 9 Oct 26Messages
Callie Brennan 3 Jul 2024 11:53Hi Saskia, Welcome aboard, and thanks for the call earlier. I'd like to get the kickoff in the diary so we can plan the first stretch properly. What I'd suggest for the session, which should take about an hour: - walk through the plan and who owns each step - confirm which sources go in first, so the client-account directors see vacancies, placements and invoices together early - agree who on your side holds admin access to each system What I need from your side is written access for each source before we switch on the refresh. I won't start a connector without it, so the sooner your IT colleague can send credentials, the sooner that maps cleanly. Could you let me know a day and time next week that suits you and whoever else should be in the room? I'm flexible on mornings. Thanks, Callie
Saskia Mendes 8 Jul 2024 16:18Hi Callie, Sorry for the slow reply, it's been a busy week with a client review that went sideways. The directors need this, so I'm keen to get moving. Thursday at 10:00 works for me. I'll bring one of the client-account directors and someone from finance, so you hear what they actually want to see rather than my version of it. On access, I've asked our IT colleague to put the credentials together. I think the CRM and the accounting system will be ready first, the helpdesk may take a bit longer. Is it all right to start with those two? Can we make the kickoff agenda simpler if possible? Happy to be sent it ahead of time. Best, Saskia On 3 Jul 2024, at 11:53, Callie Brennan wrote: > Could you let me know a day and time next week that suits you and whoever else should be in the room?