Kickoff follow-up and next steps

Email thread

Callie Brennan sent Victoria Spence and Lily Harker the actions agreed at kickoff: admin access, a second named admin, joint field mapping review and a first refresh only after mapping is checked. No customer reply in the thread.

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As at Fri 9 Oct 2026

Callie Brennan sent Victoria Spence and Lily Harker the actions agreed at kickoff: admin access, a second named admin, joint field mapping review and a first refresh only after mapping is checked. No customer reply in the thread.

Ask: Callie listed four agreed actions, including Lily confirming admin access and the team naming a second admin so two people can run things alone.

Customer view: there is no customer response in the thread, so agreement to the list is not confirmed in writing here.

Next: Daniel Okafor, the Customer Success Manager, was copied to pick up the next stage.

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

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The thread

Updated 9 Oct 26

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First message2024-04-03

Last message2024-04-03

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Callie Brennan 3 Apr 2024 17:25
to Victoria Spence, Lily Harker
Hi Victoria and Lily, Thanks again for making time for the kickoff. Here's what we agreed, so we're all working from the same list: - Lily to confirm the admin access for the team - a second admin named, so the team has two people who can run things alone - field mapping reviewed together before the first refresh - the first refresh switched on only once the mapping is checked Daniel is copied so he has the picture for the next stage. Shout if anything above looks off. Thanks, Callie

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