Kickoff scheduling for the Growth onboarding

Email thread

Callie Brennan asked Cerys Llewellyn for kickoff slots, a credentials owner and first systems. Cerys replied the same day with availability, Ffion as admin and the helpdesk and CRM first. Mostly logistical.

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As at Fri 9 Oct 2026

Callie Brennan asked Cerys Llewellyn for kickoff slots, a credentials owner and first systems. Cerys replied the same day with availability, Ffion as admin and the helpdesk and CRM first. Mostly logistical.

Ask: Callie needed kickoff slots, the person owning connector credentials and the first systems to read.

Customer view: Cerys was keen to move quickly, noting her team asked when they would see something. She named Ffion as day-to-day admin and Owain as the person sending credentials in writing.

Next: Callie books the kickoff for Wednesday or Thursday afternoon once credentials arrive.

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

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Updated 9 Oct 26

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First message2024-07-29

Last message2024-07-29

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Callie Brennan 29 Jul 2024 16:02
to Cerys Llewellyn
Hi Cerys, Welcome aboard. Now that the Growth order form is in place from 25 Jul 2024, I would like to get the kickoff call booked so we can plan the first few weeks. What I need from your side is: - a couple of slots this week or early next week, about an hour - the person who will own the connector credentials (Owain, I assume, but tell me if not) - a short list of the systems you want the brain to read first: tickets, renewals and usage Before we switch on the refresh I will not start any connector without written access, so credentials arriving ahead of the kickoff will save us a week. Thanks, Callie
Cerys Llewellyn 29 Jul 2024 18:48
to Callie Brennan
Hi Callie, Thanks, good to be underway. My team asked me today when they would actually see something, so a quick start suits me. I can do Wednesday or Thursday afternoon. Let's start with the team who'll use it, so I will bring Ffion along as she will be the day-to-day admin. Owain looks after access on our side and I will ask him to send the credentials in writing before the call. First systems: the helpdesk and the CRM, then usage per leisure operator. We can talk about the rest at the kickoff. Diolch, Cerys

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