Kickoff follow-up and next steps
Email threadCallie Brennan recapped the kickoff for Donna Wragg: start with roles, placements and invoices, choose which of the 15 licensed users come in first, and Jodie as admin. Connectors wait on written access. No customer reply.
What was said
What this says
As at Fri 9 Oct 2026Callie Brennan recapped the kickoff for Donna Wragg: start with roles, placements and invoices, choose which of the 15 licensed users come in first, and Jodie as admin. Connectors wait on written access. No customer reply.
Ask: Callie needs written access to each source, with credentials sent securely rather than by email. She will map fields and check the mapping with the customer before the first refresh.
Customer view: Donna did not reply in this thread, so the evidence does not show agreement. Callie invited corrections.
Next: Callie will propose a date for the working session with Jodie. Daniel Okafor is introduced as Customer Success Manager.
The thread
Updated 9 Oct 26Messages
Callie Brennan 7 Aug 2023 08:11Hi Donna, Thanks for your time at the kickoff last week. A quick note so we all have the same picture. I've copied Daniel, who will be your Customer Success Manager once we're up and running. What we agreed: - we start with the sources your consultants lean on most: roles, placements and invoices - your licence covers 15 users, so we'll decide together who comes in first, starting with the consultants who complained loudest - Jodie will be the day to day admin, and I'll leave a full setup note so she can run things alone What I need from your side is written access to each source, with credentials sent securely rather than by email. Until I have those, I can't start the connectors. Once they're in, I'll map the fields and we'll check the mapping together before we switch on the first refresh. I'll come back to you this week with a date for the working session with Jodie. If anything above doesn't match your memory of the call, say so and I'll correct it. Thanks, Callie