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Training session for the North East branches

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Strensall Merchants logo Strensall Merchants · cs

Hamza Akhtar arranged online training for North East branch managers. Karen Oxley asked for a two-hour cap and a recording. Hamza pencilled in Thursday at 10:00 and has not yet confirmed recording.

What was said

What this says

As at Fri 9 Oct 2026

Hamza Akhtar arranged online training for North East branch managers. Karen Oxley asked for a two-hour cap and a recording. Hamza pencilled in Thursday at 10:00 and has not yet confirmed recording.

Ask: Karen wanted a session of a couple of hours at most, online, and asked whether it could be recorded for those who cannot attend.

Customer view: she was slow to reply because the branches were busy, and she has not yet confirmed numbers. She worries about losing people if it runs long.

Next: Hamza will check on recording and asked for names and two or three accounts to walk through.

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

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2025-06-04
Last message2025-06-12

Messages

  1. Hamza Akhtar
    Hamza Akhtar 4 Jun 2025 08:43
    to Karen Oxley
    Hi Karen, I'm Hamza, the implementation consultant working with Strensall Merchants. Now that your accounts are live, I'd like to set up a training session for the North East branch managers and whoever else in your region will be using B-Viz day to day. I'm thinking of a session of around two hours, run online, covering how to find a trade account, read its orders, deliveries and calls together, and ask questions in chat. If your team would rather see it with a couple of their own accounts, tell me which ones and I'll prepare them beforehand. Could you let me know which days next week suit you and your branch managers, mornings or afternoons? Early in the week is easiest for me, but I can work around you. Thanks, Hamza
  2. Karen Oxley
    Karen Oxley 9 Jun 2025 12:18
    to Hamza Akhtar
    Hi Hamza, Thanks for this, and sorry for the slow reply. It's been a busy few days across the branches. Tuesday and Wednesday this week are no good, I'm afraid, as most of my managers are out at customer sites. Thursday morning looks better, though I haven't heard back from everyone yet. Friday is a definite no because of stock counts. Online is fine, but I'd like to keep it to a couple of hours at most, otherwise I'll lose people. Would it be possible to record it for anyone who can't make it? I'm not sure how that works on your side. I'll confirm numbers once I've spoken to the team. Karen
  3. Hamza Akhtar
    Hamza Akhtar 12 Jun 2025 12:33
    to Karen Oxley
    Hi Karen, No problem at all, thanks for coming back to me. Thursday morning next week works for me, so let's pencil it in for 10:00 and finish by midday. A short break in the middle will keep people fresh. On recording: I'll check what's possible and confirm before the session, so please don't promise it to the team yet. Either way, I'll send a short written summary afterwards for anyone who misses it. When you've heard from your managers, could you send me the names and the two or three accounts you'd most like to walk through? I'll send the joining details once I have the numbers. Thanks, Hamza

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