Brannock Medical Supplies / B-Brain – Onboarding
Callcompleted
Brannock Medical Supplies: documents · 2024-06-13 15:30
All four connectors are loading, the nightly refresh lands before seven on business days, and the delivery queries by trust dashboard is shared. Training is planned and a second admin is still unnamed.
What was said
What this says
Current to 11 Oct 26All four connectors are loading, the nightly refresh lands before seven on business days, and the delivery queries by trust dashboard is shared. Training is planned and a second admin is still unnamed.
What happened: Callie confirmed all four connectors are green with records indexed rising on each. She shared the delivery queries by trust dashboard, built on the Growth plan, to the NHS book group.
Customer view: Sunita found the trust pages much fuller and said onboarding was much less painful than she expected.
Commercial: Callie is handing the account to the customer success manager after training, so the renewal relationship starts there. Helen wants to show the dashboard to the account managers, which supports adoption.
Watch: the second admin has not been named, leaving Sunita as the only admin. Key-account managers are often out visiting trusts, so their training may be harder to land.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Sunita Bains to ask Helen for the second admin's name today.
- Callie Brennan to send training invitations that afternoon and a recording afterwards.
- Callie Brennan to send the final setup note once both training sessions are done.
Risks
Current to 9 Oct 26- No second admin has been named, so one person holds the admin role.
- Key-account managers are often out visiting trusts, so their training may slip.
Opportunities
Current to 9 Oct 26- The delivery queries by trust dashboard gives the account managers a concrete use to adopt.
- A clean handover to the customer success manager sets up the first renewal conversation.