Onboarding session: finding a time
Email thread Grisedale Search & Selection · cs
Mostly scheduling: Callie Brennan asked Nadia Bashir for an onboarding session. Nadia replied five days later, proposed Thursday morning and reported duplicated client names in the CRM data.
What was said
What this says
Current to 11 Oct 26Mostly scheduling: Callie Brennan asked Nadia Bashir for an onboarding session. Nadia replied five days later, proposed Thursday morning and reported duplicated client names in the CRM data.
Ask: Callie wanted an hour with Nadia and ideally Lauren to walk through what consultants will see and how to manage users.
Customer view: Nadia apologised for the slow reply and cited busy client starts. She did spot a data quality issue, which shows she is checking the output.
Next: Nadia lists the duplicate names before the Thursday session.
The thread
Updated 9 Oct 26Messages
Callie Brennan 10 May 2024 10:27Hi Nadia, Quick note to get the onboarding session in the diary. The first refresh has landed for the CRM, so the next step is an hour with you going through what the consultants will see and how to manage users. Could you do Tuesday or Wednesday next week, in the morning if possible? I would like Lauren there too if she can make it, but the session is mainly for you as admin. What I need from your side is a note of anything that looks wrong in the data before then, so we can fix it first. Thanks, Callie
Nadia Bashir 15 May 2024 11:44Hi Callie, Sorry for the slow reply, it has been a busy week with a couple of client starts. Tuesday and Wednesday have gone now, so could we do Thursday morning instead? Lauren is free then as well. I've had a look at the data and a few client names appear twice, with slightly different spellings. I'll list them for you before we meet. Nadia