Marlstone Legal / BB-Demo – Kickoff
Callcompleted
Marlstone Legal: documents · 2025-04-07 15:15
Kickoff on 7 Apr 2025 for the Growth implementation, with eight connectors over eight weeks. Laura Penhaligon set out the plan, security review and three hours of training. Elliot Kirkby asked who signs off the mapping and who should attend training.
What was said
What this says
Current to 11 Oct 26Kickoff on 7 Apr 2025 for the Growth implementation, with eight connectors over eight weeks. Laura Penhaligon set out the plan, security review and three hours of training. Elliot Kirkby asked who signs off the mapping and who should attend training.
What happened: Laura Penhaligon walked Elliot through the eight weeks: schema pull, mapping document, pipeline build, security review in week six, then testing and training.
Customer view: Elliot asked who signs off the mapping, what IT must provide and who should be trained. He ended with "Brilliant."
Commercial: Daniel Okafor said he will be Elliot's point of contact after launch for adoption and value questions. That makes him the owner of the first value conversation.
Watch: Sign-off on the mapping was left open as whoever knows the data best, and the IT questionnaire will need Elliot's time. Either could slow the plan.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura Penhaligon to send the mapping document in week two and agree a named sign-off owner with Elliot Kirkby.
- Daniel Okafor to agree the training attendee list with Elliot Kirkby.
Risks
Current to 9 Oct 26- Mapping sign-off has no named owner at the customer, which could delay week two.
- The IT questionnaire and security review in week six depend on Marlstone's IT team, which was not on the call.
Opportunities
Current to 9 Oct 26- Training for key users from business development, operations and finance can build early adoption and a value case.
- Daniel Okafor's post-launch role sets up an early adoption review.
Transcript
Laura Penhaligon NoneElliot, thanks for the time. This is Laura, she's going to run your implementation. Daniel's here to give you a sense of the journey ahead.
Elliot Kirkby NoneGood to meet you both.- Laura Penhaligon NoneSo we signed recently, you're on Growth, and we've got eight connectors. Let me walk through the eight weeks. Week one, this week, I'll pull the schemas from your CRM, call recorder, billing system, and any others. Week two, I'll send you a mapping document. Your fields mapped to the brain structure.
- Elliot Kirkby NoneWho signs off on the mapping?
- Laura Penhaligon NoneWhoever knows your data best. CRM owner, finance team lead, that sort of person. Just needs to check it looks right, no fields are missing.
Daniel Okafor NoneWe'll pull a few people together for that step.- Laura Penhaligon NoneWeeks three, four, five, I build the refresh pipeline, set up the connectors, test everything. Week six is security review. Your IT team and ours, just making sure everything's locked down.
- Elliot Kirkby NoneWhat do you need from IT?
- Laura Penhaligon NoneI'll send over an IT questionnaire. Security questions, network topology, that sort of thing. Nothing too onerous.
- Daniel Okafor NoneAnd Elliot, you'll likely be involved in some of that.
- Laura Penhaligon NoneWeeks seven and eight, we do final testing, training on the dashboards and search, make sure the team is confident.
- Elliot Kirkby NoneHow much training?
- Laura Penhaligon NoneThree hours total for your team. Enough to get you confident.
- Elliot Kirkby NoneAnd who should be in that?
- Laura Penhaligon NoneKey users. Your BD folks, someone from operations, maybe finance. People who'll actually use it day one.
- Daniel Okafor NoneAnd then I'm your point of contact post-launch for adoption and value questions.
- Elliot Kirkby NoneBrilliant.