Yusuf Demir

Veldmaat Payments / BB-Demo – Onboarding

Callcompleted

Veldmaat Payments: documents logo Veldmaat Payments: documents · 2026-02-02 10:00

Onboarding call. HubSpot and Zendesk load nightly, one late refresh was logged as a note, and Exact Online is blocked on finance access. Joost is holding back wider user rollout until the data is good.

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What was said

What this says

Current to 11 Oct 26

Onboarding call. HubSpot and Zendesk load nightly, one late refresh was logged as a note, and Exact Online is blocked on finance access. Joost is holding back wider user rollout until the data is good.

What happened: Yusuf confirmed HubSpot and Zendesk are live and loading nightly with healthy row counts. Exact Online has not started because finance access is outstanding.

Customer view: Joost treats one late refresh as a note and two as a problem, and he records it. He wants the merchant risk team to wait until the data is good.

Commercial: The brain answered a cross-source merchant question that Joost said would take a person an hour. That is early evidence of value.

Watch: The delay sits on the customer side, with finance. A second late refresh would turn Joost's note into a problem.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Themes

Current to 9 Oct 26
Theme
Onboarding progress and refresh reliability
Importance
neutral
Sentiment
neutral
Voice
decision-maker
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Who was there

BB-Demo

CRMmade from

Them

CRMmade from

Follow-up

Next steps

Current to 9 Oct 26
  • Yusuf sends Sanne the read-only permission list today.
  • Joost chases finance for Exact Online access this week.
  • Yusuf writes up the retry and the pre-07:00 alert in the ticket thread.
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Risks

Current to 9 Oct 26
  • A second late nightly refresh would breach the 07:00 expectation Joost has said he will record as a problem.
  • Exact Online cannot start until finance grants access, which delays the finance side of the brain.
  • Only three people have accounts, and wider rollout is held back until the data is good.
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Opportunities

Current to 9 Oct 26
  • Bringing the merchant risk team in on HubSpot and Zendesk first could widen use before finance data lands.
  • The cross-source merchant question shows value that can anchor a later value case.
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Transcript

  1. Yusuf Demir
    Yusuf Demir None
    Morning both. HubSpot connector, last good load completed before 07:00 today. Zendesk, same.
  2. Joost Verbeek
    Joost Verbeek None
    Good morning Yusuf. Good morning Sanne. Were the actions from last time done?
  3. Sanne Bakker
    Sanne Bakker None
    Mine yes. Export sample sent. Access for the finance system, not yet. Waiting for finance.
  4. Joost Verbeek
    Joost Verbeek None
    I will speak to them today. Please write down for me who exactly you wrote to.
  5. Sanne Bakker
    Sanne Bakker None
    Will do. One person in finance, one in IT.
  6. Yusuf Demir
    Yusuf Demir None
    Right. Where we are. HubSpot is live and loading nightly. Zendesk is live and loading nightly. Exact Online is not started on my side, because I'm waiting for access. The row count is healthy on the first two, nothing odd.
  7. Joost Verbeek
    Joost Verbeek None
    Healthy means what? Is it all of the records? Or some?
  8. Yusuf Demir
    Yusuf Demir None
    Everything the source returned. For HubSpot that's the companies, contacts and deals. For Zendesk, tickets and their organisations. If something's missing, it's missing at the source. I'd say so if I thought it was.
  9. Sanne Bakker
    Sanne Bakker None
    There is one thing. Ticket from last week. Refresh not complete at 07:00, one morning. I wrote it down. Then it was complete at about half past seven.
  10. Yusuf Demir
    Yusuf Demir None
    Yes. I saw it. The source returned slowly that night, and the load finished late. I've re-run it and told Elena. Since then, it's been clean each morning.
  11. Joost Verbeek
    Joost Verbeek None
    Once. Okay. But what was agreed is complete by 07:00 on business days. One time is a note, not a problem. If it is twice, it is a problem. I record it.
  12. Yusuf Demir
    Yusuf Demir None
    Fair. I'd rather you record it. It helps me argue for a fix if it happens again.
  13. Sanne Bakker
    Sanne Bakker None
    Fix is what? What do you do so it does not happen again?
  14. Yusuf Demir
    Yusuf Demir None
    Two things. A retry if the source is slow, so it doesn't just give up. And an alert to me before 07:00, not after, so I'm looking at it when it's still fixable. Both are in place from this week.
  15. Sanne Bakker
    Sanne Bakker None
    Good. I want the alert in writing also. What it is. Who gets it.
  16. Yusuf Demir
    Yusuf Demir None
    I'll put it in the ticket thread. Alert goes to me and to Elena. You get the closing note.
  17. Joost Verbeek
    Joost Verbeek None
    Now the question that interests me. Exact Online. What is the date? What was agreed at kickoff?
  18. Yusuf Demir
    Yusuf Demir None
    Same date we agreed at kickoff. I don't set the date, Elena does, but nothing I see today moves it. The one dependency is access. Without it, I can't start the mapping.
  19. Joost Verbeek
    Joost Verbeek None
    So the risk is on our side. Finance. I understand. I will make sure it is done this week.
  20. Sanne Bakker
    Sanne Bakker None
    I can also sit with the finance person. Show what I need. Then they do not have to guess.
  21. Yusuf Demir
    Yusuf Demir None
    That would help. I'll send you the exact permission list, read-only. Nothing that writes back.
  22. Joost Verbeek
    Joost Verbeek None
    Read only is important. Please write that clearly, so finance is not afraid.
  23. Yusuf Demir
    Yusuf Demir None
    Will do. It goes at the top.
  24. Sanne Bakker
    Sanne Bakker None
    Users. Who has an account in the brain now? Only me and two others. Joost, the merchant risk person is not in yet.
  25. Joost Verbeek
    Joost Verbeek None
    Correct. I want to wait until the data is good, then bring them. If they try it and it is wrong, they do not come back.
  26. Yusuf Demir
    Yusuf Demir None
    Sensible. With HubSpot and Zendesk it should already answer most merchant questions. The finance side comes later. Might be worth bringing them in for the first two sources and saying finance follows.
  27. Joost Verbeek
    Joost Verbeek None
    Maybe. I will think. Let me see the questions it answers first. Can you show me one?
  28. Yusuf Demir
    Yusuf Demir None
    Sure. I'll share. Ask it which merchants have an open Zendesk ticket and a deal in the renewal stage. Right, here. That's the answer. Row count is the same as what you'd get in HubSpot.
  29. Joost Verbeek
    Joost Verbeek None
    Okay. That is useful. That is a question a person would take an hour to answer. Fine.
  30. Sanne Bakker
    Sanne Bakker None
    I checked it against HubSpot. Same list. One merchant has a different spelling. I will send.
  31. Yusuf Demir
    Yusuf Demir None
    Send it. Spelling is the source, I expect, but I'd want to see it before I say so.
  32. Joost Verbeek
    Joost Verbeek None
    Next steps. Please say them, so we all have the same.
  33. Yusuf Demir
    Yusuf Demir None
    One, Sanne gets the permission list from me today. Two, Joost chases finance this week. Three, I write up the alert and the retry in the ticket. Four, Sanne sends the spelling example. Elena will send the summary.
  34. Joost Verbeek
    Joost Verbeek None
    Good. That is clear. Thank you. Met vriendelijke groet.
  35. Sanne Bakker
    Sanne Bakker None
    Sanne.
  36. Yusuf Demir
    Yusuf Demir None
    Thanks, Yusuf.
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