Onboarding session scheduling
Email thread Thackwray Logistics · cs
Logistical thread: Laura Penhaligon books the next onboarding session with Josh Pearce to cover remaining connectors. Josh agrees to Tuesday morning and wants the admin rights question left to the end.
What was said
What this says
Current to 14 Oct 26Logistical thread: Laura Penhaligon books the next onboarding session with Josh Pearce to cover remaining connectors. Josh agrees to Tuesday morning and wants the admin rights question left to the end.
Ask: Laura wants an hour to go through the remaining connectors and confirm who needs admin access before widening to the client managers.
Customer view: Josh is willing but unsure which client managers need admin rights and wants to check with Kelly first.
Next: Laura sends a calendar invite and takes connectors first, admin question last.
The thread
Updated 9 Oct 26Messages
Laura Penhaligon 14 May 2025 10:11Hi Josh, Following on from our last call, I'd like to get the next onboarding session in the diary. The aim is to go through the remaining connectors and check who on your side needs admin access before we widen things out to the client managers. Do you have an hour free sometime next week? Mornings tend to work best for me, but I can fit around you. Thanks, Laura
Josh Pearce 16 May 2025 13:55Hi Laura, Sorry for the slow reply, it has been a busy week with month-end reporting. Tuesday morning would be fine for me. Anything after 10:00 works. One thing to flag: I'm not sure yet which of the client managers will need admin rights, and I want to check with Kelly before we decide. Is it OK if we cover that at the end rather than the start? Josh- Laura Penhaligon 20 May 2025 10:27Hi Josh, No problem at all. Let's do the connectors first and leave the admin question to the last part of the session, so you have time to speak to Kelly beforehand. I'll send a calendar invite shortly. If anything changes on your side, just let me know and we can move it. Thanks, Laura