Marlstone Legal / BB-Demo – Training
Callcompleted
Marlstone Legal: documents · 2025-06-03 12:45
Training call with Marlstone Legal on Growth. Emma Jagger and Mark Ellwood covered dashboards, refresh timing, users and support. They are live and report no problems. Questions on user and connector limits point to possible expansion.
What was said
What this says
Current to 11 Oct 26Training call with Marlstone Legal on Growth. Emma Jagger and Mark Ellwood covered dashboards, refresh timing, users and support. They are live and report no problems. Questions on user and connector limits point to possible expansion.
What happened: Laura Penhaligon walked Emma Jagger and Mark Ellwood through dashboards, queries, user management and support. Emma said "No drama. It's all just working."
Customer view: Mark asked about data freshness, adding a new connector and page-level permissions. Emma said permissions matter for the firm.
Commercial: Laura confirmed forty user seats and eight connectors on Growth, and said more user packs can be added. Emma asked what happens above forty users.
Watch: Laura said go-live was Tuesday 1 April 2025. The evidence does not show current seat use, so headroom is unconfirmed.
Themes
Current to 9 Oct 26Theme
Dashboards training and limits
Importance
neutral
Sentiment
positive
Voice
user
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Laura Penhaligon to send the connector checklist.
- Laura Penhaligon to send the admin setup document and common queries list.
- Hold the three-month check-in, then a full QBR.
Risks
Current to 9 Oct 26- Salesforce or Xero changes on the customer side can break connectors if BB-Demo is not told.
- The evidence does not show who will own standard pages after the admin sets them up.
Opportunities
Current to 9 Oct 26- Emma asked about going above forty users, which could lead to additional user packs.
- Mark asked about adding connectors later, which could lead to additional connectors beyond eight.
Transcript
Laura Penhaligon NoneHi Mark, Emma, thanks for joining. Today we're going to walk through the dashboards you can build, how to run queries, and how to manage users. Before we start, how are you finding the brain so far? Have you had a chance to play with it?
Emma Jagger NoneYeah, we've had a quick look. Pretty impressive that it's all stitched together. I'm still getting my head around the architecture, but it's living in our Snowflake like you said, so that's good.
Mark Ellwood NoneI've tried a few searches. One thing though, how often does it refresh? Is the data current?- Laura Penhaligon NoneGreat question. Every night we refresh: so by seven in the morning your time, the brain has the latest data from Salesforce, your call recorder and your billing system. You're never looking at anything older than a day.
- Emma Jagger NoneOkay, that makes sense. So what can we actually build?
- Laura Penhaligon NoneLet me share my screen. You see this Pages tab? That's where you build dashboards. It's drag and drop, no code. You can add a widget for client matters, one for recent calls with a particular client, billing summary, whatever makes sense for your team.
- Mark Ellwood NoneAnd people don't need coding knowledge to do this?
- Laura Penhaligon NoneThat maps cleanly. You just drag a widget into a page, point it at a query, I'll show you how, and it updates every night with the fresh data.
- Emma Jagger NoneHow many people on our side can do this?
- Laura Penhaligon NoneAll forty of your licensed users can create pages. But Emma, as the admin, you'll probably want to set up a few standard ones that everyone uses, then let folks customise from there.
- Mark Ellwood NoneRight. And if someone leaves the firm, how do we manage that?
- Laura Penhaligon NoneEmma deactivates them in the admin panel. They lose access straight away. You've got forty user seats on Growth, so you can add folks as you need them.
- Emma Jagger NoneWhat if we need more than forty?
- Laura Penhaligon NoneThen you'd add more user packs. Let me show you the admin console, that's where you manage all this stuff. Users, permissions, refresh schedules.
- Mark Ellwood NoneSo I can: sorry, can I just ask, how long does it take to get competent at this?
- Laura Penhaligon NoneMost people pick up queries and page-building in a day or two. The smartest stuff, bringing in custom data sources, that's a bit more involved. But honestly, for what you're trying to solve, the basics are enough.
- Emma Jagger NoneOkay. What about if something breaks? What's our process?
- Laura Penhaligon NoneYou've got quarterly check-ins with your CSM. If something urgent comes up, Growth tier gets a response within an hour. Nine times out of ten it's a connector issue, something in Salesforce or Xero changed on their side. We'd work with you to fix it.
- Mark Ellwood NoneAnd if we want to add a new connector later, can we do that?
- Laura Penhaligon NoneYeah. You've got eight connectors included in Growth. If you want more, we'd add them. Let me just walk you through some example dashboards real quick and then we can do any questions you've got.
- Laura Penhaligon NoneSo this is what we'd typically build: client matters by partner, open items by status, billing by client. Each one updates every night. A partner can look at this and immediately know where they stand with a client.
- Emma Jagger NoneYeah, that's exactly what they need.
- Mark Ellwood NoneHow easy is it to share dashboards? Do people see what they're allowed to see, or does everyone see everything?
- Laura Penhaligon NoneGood question. You set permissions at the page level. So you could have a page only partners see, one only the BD team see. Each person sees their own universe.
- Emma Jagger NoneThat's important for us. Cheers. Are there any gotchas we should know about?
- Laura Penhaligon NoneBefore we switch on the refresh, make sure all your connectors are working. I'll send you a checklist. And if your Salesforce admins change something in your system, add a new field, change a mapping, just give us a heads-up so we can update our side.
- Mark Ellwood NoneRight, will do. So when did we go live?
- Laura Penhaligon NoneYou're live now, go-live was Tuesday 1 April 2025. You've been running for a couple of weeks. How's it feeling?
- Emma Jagger NoneNo drama. It's all just working.
- Laura Penhaligon NoneBrilliant. So from here, you're in for the year. We'll do a check-in at three months, that's just a touchpoint. Then a full QBR. But in the meantime, if you hit anything, just reach out. I'll send you the admin setup doc and a list of common queries to get folks started. Any final questions?
- Mark Ellwood NoneNo, that's been really helpful. Thanks, Laura.
- Emma Jagger NoneCheers.
- Laura Penhaligon NoneGreat. Thanks both. Speak soon.
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