Training session for your branch teams

Hi Karen, Following our call, I would like to get the training session for your North East branch teams into the diary. As we discussed, the idea is to walk people through finding a trade account's orders, deliveries, calls and credit position in one place, using your own accounts rather than examples, so it feels like their day job. I can do next Tuesday or next Thursday. Either a morning or an early afternoon would work for me, and I would suggest about two hours so there is time for questions. It can be run remotely, or if you would rather have people in a room together, tell me and I will look at what is possible. Two things would help me prepare: - which branches or teams you want to include - a couple of real situations your people struggle with at the moment, for example a builder ringing about a late delivery while their credit is on hold If you can let me know what suits, I will send the invitation straight away. Thanks, Hamza Hamza Akhtar Implementation Consultant, BG-Demo

Hi Hamza, Thanks for this, and sorry for the slow reply. It has been one of those days, with two branches short-staffed and a builder on the phone for most of the afternoon. Thursday morning works better for me. The branches are quieter first thing, so people can step away. Say 10:00 if that suits you. Remote is fine, most of my managers will dial in from their own branch office. I would like the branch managers and the trade counter leads from the North East in there. I am not sure yet how many that will be, so I will confirm names to you early next week. I would rather have too many than too few. As for real situations, the one that comes up most is finding out quickly whether a customer's account is on stop before we promise a delivery. I will gather a couple more from the team and send them over. Thanks again, Karen Karen Oxley Regional Branch Manager, North East Strensall Merchants On 11 Jun 2025, at 15:05, Hamza Akhtar wrote: > I can do next Tuesday or next Thursday. Either a morning or an early afternoon would work for me, and I would suggest about two hours so there is time for questions.