Training session for the account managers

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Callie proposed an hour's training for the pharmaceutical account managers. Wes Jago agreed to a Tuesday morning slot and will bring two client examples, but cannot promise his colleagues will attend.

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As at Fri 9 Oct 2026

Callie proposed an hour's training for the pharmaceutical account managers. Wes Jago agreed to a Tuesday morning slot and will bring two client examples, but cannot promise his colleagues will attend.

Ask: Callie Brennan wanted a training session on the customer's own data, with real client examples.

Customer view: Wes Jago is willing and has a concrete use case, excursion tickets next to orders. He would not commit his colleagues.

Next: Callie to confirm the Tuesday slot and push for wider attendance.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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First message2024-02-09

Last message2024-02-09

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Callie Brennan 9 Feb 2024 08:33
to Wes Jago
Hi Wes, Dan has the setup in good shape, so it's time to get you and the other account managers using it. I'd like to run a training session, around an hour, focused on how you'd use the brain for your pharmaceutical clients: temperature-excursion tickets, orders and contract reviews in one place. What I need from your side is a couple of real client examples you'd like to look at, so we work on your own data rather than mine. Would early next week suit? Tuesday or Wednesday morning would be ideal. Thanks, Callie
Wes Jago 9 Feb 2024 10:18
to Callie Brennan
Hi Callie, Thanks, that's useful. Tuesday morning is best for me, anything from 09:30 onwards. I'll bring two clients. One has had a run of excursion tickets and I'd like to see it next to their orders. I'll check whether my colleagues can join, but I can't promise everyone. Wes

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