Quennell Harte / BB-Demo – Onboarding
Callcompleted
Quennell Harte: documents · 2026-08-07 12:00
Kickoff for a four-week Starter implementation: four connectors (the full limit), 15 users, nightly refresh by 07:00. Training booked for the following week. Customer questions were practical, with no concerns raised.
What was said
What this says
Current to 11 Oct 26Kickoff for a four-week Starter implementation: four connectors (the full limit), 15 users, nightly refresh by 07:00. Training booked for the following week. Customer questions were practical, with no concerns raised.
What happened: Laura Penhaligon opened the four-week Starter implementation with Ellie Rowcliffe and Ben Tozer. The four connectors are CRM, call recordings, emails and accounting software.
Customer view: Ellie asked when the team could start using it and how many users were licensed. Ben asked about refresh timing and what Salesforce access was needed.
Commercial: The four connectors use the whole Starter connector limit, so any further source means an upgrade to Growth. Amara becomes CSM after implementation with a six-monthly check-in.
Watch: Ben owes review of the connector spec and any flags by Friday. The call does not show who at the customer owns the budget or the renewal.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura Penhaligon to send Ben Tozer the connector spec and the training invite.
- Ben Tozer to review the spec and flag anything by Friday.
Risks
Current to 9 Oct 26- All four Starter connectors are used from day one, leaving no room for another source without an upgrade.
Opportunities
Current to 9 Oct 26- A later need for more connectors or users could lead to a Growth upgrade.
Transcript
Laura Penhaligon NoneHi everyone, thanks for joining. Can you both hear me okay?
Ben Tozer NoneYeah, coming through fine.
Ellie Rowcliffe NoneAll good here.- Laura Penhaligon NoneBrilliant. So this is our kickoff call. We're looking at a four-week implementation for Starter. Ben, I'll send you the connector spec by end of this week.
- Ben Tozer NoneRight, what's involved?
- Laura Penhaligon NoneWe're connecting your CRM, call recordings, emails and accounting software, that's four connectors, the full limit on Starter. Gives you good breadth across your data.
- Ellie Rowcliffe NoneOnce those are live, can the team start using it?
- Laura Penhaligon NoneAlmost. After Ben gets them connected, we do a training call next week, then you're ready to go.
- Ben Tozer NoneHow often does the data refresh?
- Laura Penhaligon NoneNightly, by seven in the morning your time on business days.
- Ellie Rowcliffe NoneAnd how many users are we licensed for?
- Laura Penhaligon NoneFifteen.
- Ben Tozer NoneWhat do you need from the Salesforce side?
- Laura Penhaligon NoneJust read-only access to the core objects: accounts, contacts, opportunities. Nothing sensitive. I'll detail it all in the spec.
- Ellie Rowcliffe NoneAnd after the four weeks?
- Laura Penhaligon NoneAmara becomes your CSM. She'll check in every six months, make sure it's delivering value, discuss any upgrades.
- Ben Tozer NoneSo I get the spec, review it, flag anything by Friday?
- Laura Penhaligon NonePerfect. And I'll calendar the training for next week. Tuesday at eleven if that works?
- Ellie Rowcliffe NoneWorks for us.
- Laura Penhaligon NoneBrilliant. I'll send the spec within an hour and the calendar invite today.
- Ben Tozer NoneCheers.
- Laura Penhaligon NoneSpeak soon.