What was said
What this says
Current to 11 Oct 26Callie Brennan trained Tariq Hussain and Leanne Moss on search, chat, pages, dashboards and admin. Tariq found a bookings and tickets pattern on his own client within minutes. Wider rollout across the account team was still to follow.
What happened: Callie ran the session on Fairhallow Travel's own data. Tariq built a client review page and spotted a dip in bookings that matched a rise in tickets.
Customer view: Tariq had not used the product before and was quickly convinced. Leanne called the session really useful.
Commercial: Forty licensed users on Growth and an unused dashboards builder leave clear headroom. Callie advised adding the rest of the account management team in small groups.
Watch: Only two people attended, so adoption depends on Tariq and Leanne carrying it to colleagues. Leanne was shown how to spot a flat connector and a late refresh.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Callie to send the Monday checklist and a recap after the call.
- Tariq to build two dashboard charts and share the hospitality client page with Becky.
- Callie to ask both attendees in a fortnight what has been useful.
Risks
Current to 9 Oct 26- Only two people attended, so wider adoption depends on them bringing the rest of the account team in.
Opportunities
Current to 9 Oct 26- Forty licensed users and an unused dashboards builder leave room to grow usage across the account management team.
- Tariq's own-client page gives a repeatable example for other account managers.