Fairhallow Travel / B-Brain – Onboarding
Callcompleted
Fairhallow Travel: documents · 2025-01-09 11:45
Early onboarding call with Fairhallow Travel. Helpdesk and booking system are connected, the CRM waits on access, and some bookings lack a client name. Leanne Moss owes a company code field and CRM access by the end of the week.
What was said
What this says
Current to 11 Oct 26Early onboarding call with Fairhallow Travel. Helpdesk and booking system are connected, the CRM waits on access, and some bookings lack a client name. Leanne Moss owes a company code field and CRM access by the end of the week.
What happened: Callie Brennan showed the first refresh, with the helpdesk and booking system loaded and the CRM still waiting on access. Some bookings arrive with no client name, because portal bookings go in under the traveller.
Customer view: Becky Lawton liked the client page and wants real reviews used for the first questions. She said she is not the technical one, so Leanne Moss carries the admin work.
Commercial: Value rests on usage not staying empty. Becky said the aim is that the usage page is not empty in a month, so adoption is the early renewal risk.
Watch: Leanne's company code field and CRM access are the blockers, due by the end of the week. The CRM owner was away, which has already delayed access once.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Leanne Moss to send the company code field name, an example and CRM access by the end of the week.
- Callie Brennan to add the mapping, re-run the load and send the setup note.
- Becky Lawton to choose the first group of users to invite.
Risks
Current to 9 Oct 26- Portal bookings have no client name, so the by-client view stays incomplete until the company code mapping is added.
- CRM access is still outstanding, which delays the third connector.
- Usage is nearly empty, so adoption must grow within the first month.
Opportunities
Current to 9 Oct 26- Becky Lawton wants account managers to use the brain on real client reviews, which could build early value.