Wrenfield Property Management / BB-Demo – Onboarding
Callcompleted
Wrenfield Property Management: documents · 2026-03-26 15:15
Laura Penhaligon and Toby Cowell confirmed tickets, invoices and calls are signed off. They reviewed the CRM fields, agreed to add service-level, and set out the testing phase ahead of go-live.
What was said
What this says
Current to 11 Oct 26Laura Penhaligon and Toby Cowell confirmed tickets, invoices and calls are signed off. They reviewed the CRM fields, agreed to add service-level, and set out the testing phase ahead of go-live.
What happened: On 26 Mar 2026 Toby confirmed the call recorder sample looked sensible. Laura then moved to the CRM, the last connector, and walked through the fields to pull.
Customer view: Toby called the listed fields the core and said service-level might be added if tracked in the CRM. Laura agreed to add it.
Commercial: Testing is expected to take three or four days, with Toby checking query results against what he knows. Laura gave a go-live at the beginning of June if on track.
Watch: Toby was the only customer participant on this call and carries the validation work. Go-live accuracy rests on his review.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura sends the CRM sample to Toby that evening for review over the weekend.
- Laura and Toby meet the following Monday to sign off the CRM connector, then start live testing.
Risks
Current to 9 Oct 26- Go-live depends on Toby validating query results, and he was the only customer participant on this call.
- The go-live date is conditional on staying on track, so any slip in sign-off moves it.
Opportunities
Current to 9 Oct 26- Adding service-level to the CRM pull shows the customer tracking service data in the brain.
Transcript
Laura Penhaligon NoneToby, how's it going? Did you get through the call recorder data sample?
Toby Cowell NoneYeah, had a look. All looks sensible. I flagged a couple of calls from the old system, different field structure, but you'll probably spot that.- Laura Penhaligon NoneI'll check those. Thanks for flagging. So we've now got tickets, invoices and calls signed off. The last connector is your CRM. I pulled a sample of customer records and I want to walk through the fields with you.
- Toby Cowell NoneWhich fields are we bringing over?
- Laura Penhaligon NoneAccount name, key contact, phone, email, and, let me see, company type, contract start date. I want to make sure that's what you want. Are there other fields you'd pull regularly?
- Toby Cowell NoneNah, that's the core. We might add service-level to that if we track it in the CRM, but that's it.
- Laura Penhaligon NoneI'll add service-level to the pull. Once that's signed off we're on to the live testing phase. That's when we'll run queries, check that search and chat both work, make sure nightly refresh is complete by seven.
- Toby Cowell NoneHow long is the testing phase?
- Laura Penhaligon NoneProbably three or four days. We'll run queries: simple ones like 'show all residents with overdue invoices', then harder ones like 'residents who called twice in the last month and didn't have a ticket opened'. That sort of thing.
- Toby Cowell NoneAnd you want me to check those results?
- Laura Penhaligon NoneYeah, exactly. You know your data: if the brain says thirty residents have overdue invoices and you know it's fifteen, something's wrong and we fix it. Once you're confident the data is clean, we go live.
- Toby Cowell NoneAlright. When's the go-live?
- Laura Penhaligon NoneBeginning of June if we're on track. I'll send you the CRM sample tonight. Review over the weekend if you get time, and let's meet next Monday to sign it off. Then we'll get straight into testing.
- Toby Cowell NoneSounds good. I'll be ready.