Training session for the client relationship team

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Callie Brennan proposes an hour's training for the client relationship team. Matthew Grice offers two slots but says it may be just two or three people, as most of the team have not logged in yet.

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Current to 14 Oct 26

Callie Brennan proposes an hour's training for the client relationship team. Matthew Grice offers two slots but says it may be just two or three people, as most of the team have not logged in yet.

Ask: Callie wants a date before the end of the month for a one-hour session on searching, chat and pages, using Ardenmore's own scheme data.

Customer view: Matthew is cooperative but busy, and admits most of the team have not logged in. He proposes recording the session for those who miss it.

Next: Callie to confirm a slot, Thursday afternoon or Friday morning of the following week.

AI · claude-sonnet-5-5 · 14 Oct 2026

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Updated 9 Oct 26

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Messages2

First message2023-10-16

Last message2023-10-18

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Callie Brennan 16 Oct 2023 12:20
to Matthew Grice
Hi Matthew, Thanks for your time on the call. As promised, here is the plan for getting your team comfortable with the brain. What I need from your side is a date for a short training session, about an hour, with whoever in the client relationship team will be asking questions day to day. I'd suggest we do it before the end of this month so the first refresh is still fresh in everyone's mind. It maps cleanly onto what Harjit set up, so I'll walk through searching, chat and the pages your team already has, using your own scheme data. If you can send me two or three slots that suit, I'll confirm one the same day. Thanks, Callie
Matthew Grice 18 Oct 2023 15:45
to Callie Brennan
Hi Callie, Sorry for the slow reply, it's been a busy week with a couple of scheme valuations going out. Thursday afternoon or Friday morning next week would work for me. I'll check who else can make it, but at the moment it may be just two or three of us, as most of the team haven't logged in yet. Is it fine if we keep it to an hour and I record it for those who miss it? Let me know which slot suits you. Kind regards, Matthew Grice Client Relationship Manager, Ardenmore Pension Administration

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