Dunholm Precision / BB-Demo – Kickoff
Callcompleted
Dunholm Precision: documents · 2024-12-09 14:15
Kickoff on 9 Dec 2024 with Ruth Ackroyd and Nathan Booth. Ruth is interested but sceptical and wants proof it answers which customer and which part, right first time. Renewal on 1 Dec 2025 was stated.
What was said
What this says
Current to 11 Oct 26Kickoff on 9 Dec 2024 with Ruth Ackroyd and Nathan Booth. Ruth is interested but sceptical and wants proof it answers which customer and which part, right first time. Renewal on 1 Dec 2025 was stated.
What happened: Callie Brennan set the build order: order system, then helpdesk tickets, then call recorder. Ruth agreed to send three or four real questions from the last month as the test of good.
Customer view: Ruth said she is interested but sceptical, and wants evidence at each step, not a summary. Her bar is a right answer on customer and part.
Commercial: Daniel Okafor confirmed the term runs to 30 Nov 2025, renewal 1 Dec 2025, on Growth with forty users. Stuart, above Ruth, wants to see it used but not through dashboards.
Watch: Nathan flagged part numbers written several ways from older drawings, and an IT sign-off for a service account is still needed. Both could delay the first proof.
Themes
Current to 9 Oct 26Theme
Kickoff and proof of value
Importance
neutral
Sentiment
mixed
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Nathan Booth to chase the service account approval and export an order system sample.
- Ruth Ackroyd to send three or four real questions to Callie Brennan and Nathan.
- Daniel Okafor to send the invitation list and a short note to Stuart when there is something worth saying.
Risks
Current to 9 Oct 26- Ruth is sceptical and will judge the brain on right-first-time answers about customer and part.
- Older part numbers are written several ways and a mapping has not been promised.
- The order system service account still needs IT sign-off, which could slow the first source.
Opportunities
Current to 9 Oct 26- Ruth's real questions give a clear test to show value before the renewal on 1 Dec 2025.
- Staged invitations from customer operations, then quality, then sales engineers could widen use within the forty Growth users.
Transcript
Daniel Okafor NoneHello, hello. Thank you all for making the time, I know it's a busy week. Let me just check who's joined. Callie, I can see you. Ruth, Nathan, lovely.
Ruth Ackroyd NoneAfternoon. What's changed since the last time we spoke? Everything's signed, so I assume we're properly starting now.- Daniel Okafor NoneThat's right, Ruth. You're a customer as of 1 Dec 2024, and today's the kickoff. How is the team finding it so far, the idea of it all?
- Ruth Ackroyd NoneInterested. Sceptical in places, if I'm honest. Show me it working, then I'll believe it.
- Daniel Okafor NoneFair enough, and that's the right way round. Callie's going to take us through the plan, and I'll step in on how we'll check it's paying off. Callie, over to you.
Callie Brennan NoneThanks, Daniel. So, the plan for the next hour. First, who owns what on your side. Second, the sources we'll connect and in which order. Third, what I need from your side and by when. And last, how we'll know the first refresh has landed properly. Does that suit?- Ruth Ackroyd NoneFine. Nathan, you'll be doing most of the hands-on.
Nathan Booth NoneYeah, I'm the admin. I look after most of the systems here anyway, so it makes sense. Ruth's the business owner, and I'm the one who'll do the access and the mapping.- Callie Brennan NoneThat maps cleanly, then. Ruth as business owner, Nathan as admin, Daniel on adoption, me on the build. Is there anyone else who'd need to approve access, say in IT or in quality?
- Nathan Booth NoneA colleague in IT will need to sign off a service account for the order system. I can ask. The helpdesk, I own.
- Callie Brennan NoneGood. I won't start any connector without written access, so even a short email from them is enough. What I need from your side is a named person and a yes in writing.
- Nathan Booth NoneUnderstood. I'll chase it this week.
- Ruth Ackroyd NoneWhich sources are first? Be specific.
- Callie Brennan NoneThree to begin with, in this order. The order system, so we have customers, orders and delivery dates. Then the quality tickets in the helpdesk. Then the call recorder, for the sales-engineer calls. We bring them in one at a time so we can check each before the next.
- Ruth Ackroyd NoneWhy that order?
- Callie Brennan NoneBecause the order system gives us the spine. Customer and part are what everything else hangs off. If those are right, the tickets and calls join up to them. If they're wrong, everything else is wrong in a confusing way.
- Ruth Ackroyd NoneRight first time, then. That's what matters to me. Which customer, which part? If it can't answer that, I don't want it.
- Callie Brennan NoneThat's the test I'd suggest we use. In fact, Ruth, could you send me three or four real questions you'd want to ask on the first day? Then we know what good looks like.
- Ruth Ackroyd NoneI can. I'll send them to you and to Nathan. Real ones, from the last month.
- Daniel Okafor NoneJust to close the loop, that's lovely, Ruth. It gives me something to check against at the first review as well.
- Nathan Booth NoneCan I ask about the part numbers? We've got a few ways of writing the same part, from older drawings. I'm not sure how that'll behave.
- Callie Brennan NoneGood one to raise now. I won't promise anything on a mapping until I've looked at it. Can you pull me a sample from the order system, a few hundred lines, including some of the older ones? Then I'll see how the part references line up and tell you honestly.
- Nathan Booth NoneYes, I can do an export tomorrow.
- Callie Brennan NoneBrilliant. That goes in the setup note as well, so there's a record of what we agreed and why.
- Ruth Ackroyd NoneSetup note. Good. I'll want to read it.
- Daniel Okafor NoneWe'll make sure you do, Ruth. Can I touch on users for a moment? You're licensed for forty users on Growth, and I'd like us to think about who gets an invitation first, rather than switching on everyone at once.
- Ruth Ackroyd NoneNot everyone at once, no. My own team in customer operations, then quality. The sales engineers after, once I've seen it behave.
- Daniel Okafor NoneThat sounds sensible. And Stuart? I know he leaves the day to day with you, but he'll want to see it used.
- Ruth Ackroyd NoneHe'll ask me if it's working. I'll tell him. Don't send him dashboards he won't read.
- Daniel Okafor NoneNoted, no dashboards for Stuart. A short note from me, when there's something worth saying.
- Nathan Booth NoneWhat about when the data changes in the order system? Say someone corrects a delivery date. Does the brain pick that up?
- Callie Brennan NoneYes, on the nightly refresh. It's meant to complete early on business days, ahead of the working day, so what people see in the morning reflects the day before. Before we switch on the refresh I'll walk you through how to see that it ran, and what to do if it didn't.
- Nathan Booth NoneGood. I'd rather know than guess.
- Callie Brennan NoneThat's the habit I'd like you to have. A quick look each morning for the first couple of weeks, and then it becomes boring, which is the aim.
- Ruth Ackroyd NoneHow long until I can ask it a real question?
- Callie Brennan NoneI won't give you a date I can't stand behind. What I can say is we'll run these calls weekly, and by the end of the next one I'll tell you exactly where we are on the first source and what the next step is, with a date against it.
- Ruth Ackroyd NoneThat's fine. Send me the evidence at each step, not a summary.
- Callie Brennan NoneEvidence, yes. Screenshots of the counts, and a list of what was mapped.
- Daniel Okafor NoneAnd for completeness, the contract term runs to 30 Nov 2025, with the renewal on 1 Dec 2025. We're a long way from that, but I like everyone to know where the edges are. Our aim is that long before then, Stuart has seen it save you time.
- Ruth Ackroyd NoneRight. That's the bit he'll ask about.
- Callie Brennan NoneSo to pull the actions together. Nathan, the service account request and the order system export. Ruth, the real questions. Me, the sample review and the setup note. Daniel, the invitation order. Anything I've missed?
- Nathan Booth NoneI don't think so. When's the next call?
- Callie Brennan NoneNext Monday, same time, if that works. I'll send the invite after this.
- Ruth Ackroyd NoneFine.
- Daniel Okafor NoneThank you, everyone. I'll come back to you by the end of the week with the invitation list. Best wishes.
- Callie Brennan NoneThanks, all. Speak next week.
Callsmade from