CDB Consulting August invoice and Zoom training links — 2026-09-04

Chad Burnham of CDB Consulting emailed Derek at 2:57 PM ET with his August hours and expenses for the Zoom Phone Cutover Project, copying JT and addressing a second section directly to him. JT replied at 3:58 PM.

Summary

• Chad sent August hours and expenses for the Zoom Phone Cutover Project to Derek, with three attachments: invoice INV#1196, a UPS shipping receipt, and an Amazon receipt for phone A/C adapters.
• The engagement is live and continuing — Chad signed off "see you on Tuesday," which is 2026-09-08 after the holiday weekend.
• Addressed to JT specifically: two optional Zoom training sessions, one User and one Admin, offered as self-paced attendance.
• The item that carries a request: a Zoom end-user guide "we will want to distribute to everyone (Could do today?)". Chad's parenthetical is the ask — same-day distribution to all staff.
• JT replied "Thanks Chad!" and did not commit to the distribution timing.

Decisions

• Nothing decided.

They asked me for

• Chad Burnham: distribute the Zoom end-user guide to everyone, ideally the same day.
• Chad Burnham: optionally attend the Zoom User and Admin training sessions on his own time.

I asked them for

• Nothing raised.

Concerns and frustrations raised

• Nothing raised.

What they are focused on

• Chad Burnham: closing out August billing and moving the cutover toward end-user readiness — training and the user guide, not just configuration.

Doable / not doable / needs a decision

• Distributing the end-user guide → doable; it is a link to Zoom's own support article, so the question is timing and who sends it firm-wide, not effort. Chad asked for the same day and JT did not answer that.

Action items

Mine

• Distribute the Zoom end-user guide to all staff — target 2026-09-08 — (Notion: not pushed)
• Decide whether to attend the optional Zoom User and Admin training sessions — (Notion: not pushed)

Theirs

• Continue the Zoom Phone Cutover Project on site — Chad Burnham — 2026-09-08

Suggestions for me

• The "Could do today?" went unanswered in the reply and the holiday weekend follows. Either send the guide before Tuesday or tell Chad it goes out Tuesday, so the cutover's user-readiness step is not sitting on an ambiguous acknowledgement.
• The invoice went to Derek, not JT; JT is copied. Approval and payment are Derek's, so JT's part is the distribution and training only.

Notable quotes

"Here is the End user guide we will want to distribute to everyone (Could do today?)" — Chad Burnham

"Have a good holiday weekend, see you on Tuesday!" — Chad Burnham