What was said
What this says
Current to 11 Oct 26Onboarding call with Fairhallow Travel on the Growth tier. Three connectors are planned, access must be confirmed in writing, and Becky Lawton worried that her boss will ask what the money buys.
What happened: Callie Brennan set the first phase as three connectors: the CRM, the helpdesk and the booking exports. Leanne Moss owes a sample file, folder structure and an old-to-new client name spreadsheet by Wednesday.
Customer view: Becky wants everything visible by client for her account managers. She also raised a worry that Simon will ask what they have for the money.
Commercial: She called thirty-nine thousand six hundred not nothing for them. A first review pack by client is the answer, so early delivery protects the renewal.
Watch: Helpdesk permissions sit with a slow IT colleague, and written access is a hard rule. Users are held back until there is something to see.
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 sample file, folder structure and name spreadsheet by Wednesday.
- Leanne Moss and Becky Lawton to resolve the helpdesk permissions with IT.
- Callie Brennan to propose a training date once the first refresh is through.
Risks
Current to 9 Oct 26- Simon is likely to question the cost, and Becky Lawton needs a concrete first review pack to answer him.
- Helpdesk permissions depend on a slow IT colleague, which could delay the connectors.
- Client names have been renamed since, so the by-client mapping may be slow to get right.
Opportunities
Current to 9 Oct 26- A by-client review pack could make the value visible to Simon and support the renewal.
- The accounting system is planned as a later connector once the first refresh lands cleanly.