CS: Thanks for taking the time today. How has onboarding been?

Customer: The first week was fine. Week two we got stuck on SSO.

CS: Got it. Who owns identity on your side?

Customer: Priya in IT. She is out until Thursday.

CS: Action: we will send the SAML checklist today and book a 30-minute with Priya next week.

Customer: Also the trial dashboard is empty — we expected sample data.

CS: Risk: empty trial kills momentum. We will load the demo project before Friday.

Customer: Perfect. Let's talk expansion after that.
