Onboarding session scheduling

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Logistical thread: Laura Penhaligon and Alan Rennie agreed a Friday morning session to choose which billing sources to connect first. Alan replied late because of month-end preparation.

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As at Fri 9 Oct 2026

Logistical thread: Laura Penhaligon and Alan Rennie agreed a Friday morning session to choose which billing sources to connect first. Alan replied late because of month-end preparation.

Ask: Laura wanted ninety minutes with Alan to go through the billing sources to connect first.

Customer view: Alan apologised for the slow reply and cited a busy month-end. He offered to bring someone from billing, but Laura kept it to the two of them for the first pass.

Next: Laura sends the invite for Friday morning next week.

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

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Updated 9 Oct 26

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Messages3

First message2025-10-06

Last message2025-10-08

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Laura Penhaligon 6 Oct 2025 10:21
to Alan Rennie
Hi Alan, Following our last call, I'd like to book the next onboarding working session so we can go through the billing sources you want connected first. It would be good to have you on it, since you know where the billing data actually lives. Could you let me know a couple of slots later this week or early next week that suit you? An hour and a half should be enough. Thanks, Laura
Alan Rennie 8 Oct 2025 08:43
to Laura Penhaligon
Hi Laura, Sorry for the slow reply, it's been a busy few days with month-end prep. Thursday afternoon or Friday morning next week would work best for me. I'd rather avoid Monday as the finance team are pulling their reports. Should I bring anyone else from the billing side, or is it just the two of us? Alan
Laura Penhaligon 8 Oct 2025 11:25
to Alan Rennie
Hi Alan, No problem at all. Let's go for Friday morning next week and I'll send the invite shortly. I think it's fine to keep it to the two of us for the first pass. If a colleague who looks after the billing exports can join, that would be useful, but don't worry if not. We can bring them in afterwards. Best, Laura

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