Wrenfield Property Management / BB-Demo – Onboarding
Callcompleted
Wrenfield Property Management: documents · 2026-03-31 10:15
Kickoff call on 2026-03-31 for Wrenfield Property Management. Laura Penhaligon set out a six-week plan to connect four systems. Hugh Fenton and Toby Cowell agreed to the plan and to involve five to ten users in training.
What was said
What this says
Current to 11 Oct 26Kickoff call on 2026-03-31 for Wrenfield Property Management. Laura Penhaligon set out a six-week plan to connect four systems. Hugh Fenton and Toby Cowell agreed to the plan and to involve five to ten users in training.
What happened: Laura walked Hugh Fenton and Toby Cowell through the six-week plan, from system access to connector build, soft launch, training in week five and go-live in week six. Four systems are to be connected: tickets, invoicing, call recorder and CRM.
Customer view: Hugh was positive and agreed to supply five to ten users for training. Toby accepted the task of completing the questionnaire on system and table names.
Commercial: The call touches the implementation and the connectors, with handover to the CSM at go-live. The transcript does not mention price, a rival or the renewal.
Watch: Toby is the only named source of schema detail, so a late questionnaire would delay the connector build. The training group was left loose at five or ten people.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura Penhaligon to send the questionnaire and calendar invites, with weekly updates.
- Toby Cowell to complete the questionnaire on system and table names.
Risks
Current to 9 Oct 26- Connector build depends on Toby returning the questionnaire with system and table names.
- The number of trainees is undecided at five or ten.
Opportunities
Current to 9 Oct 26- A smooth go-live with four connected systems builds the base for adoption and a later user or connector upgrade.
Transcript
Laura Penhaligon NoneHi, Hugh, Toby. This is the kickoff. We're going to go through the implementation plan for the next six weeks.
Hugh Fenton NoneGreat. What does that look like?- Laura Penhaligon NoneWeek one, we get access to your systems, I learn the schemas. Week two, three, we build and test the connectors. Week four, soft launch. Your team starts using it, we refine any issues. Week five, training. Week six, you're live and we hand over to your CSM.
Toby Cowell NoneWe're connecting four systems?- Laura Penhaligon NoneRight. Your ticket system, your invoicing, your call recorder, and your CRM. Once they're all feeding in, you can search across everything.
- Hugh Fenton NoneAnd training happens in week five?
- Laura Penhaligon NoneYes. Week five. I'll walk your team through search, chat, and how to build pages.
- Laura Penhaligon NoneI'll need some information from you: your system names, table names, that kind of thing. Toby, you'll probably know most of that. I can send a questionnaire today.
- Toby Cowell NoneSure, I'll fill that in.
- Laura Penhaligon NoneAnd your team should be involved in training. Probably your account managers and whoever's handling complaints.
- Hugh Fenton NoneHow many people?
- Laura Penhaligon NoneWhoever's going to use it. Could be five, could be ten. Does that work for you?
- Hugh Fenton NoneYeah, we can do that.
- Laura Penhaligon NoneGreat. I'll send the questionnaire and calendar invites. We'll be in touch every week with updates.
- Hugh Fenton NoneLooking forward to it. Thanks, Laura.