Ollie Pearson

Moycullen Recruitment / BB-Demo – Kickoff

Callcompleted

Moycullen Recruitment: documents logo Moycullen Recruitment: documents · 2026-06-30 12:45

Kickoff on 30 Jun 2026 for Moycullen Recruitment's Starter implementation. Ollie set a four-week plan to an end of July go-live across four connectors. Orla and Ciara raised no concerns. A quarterly review promise needs checking.

What was said

What this says

Current to 12 Oct 26

Kickoff on 30 Jun 2026 for Moycullen Recruitment's Starter implementation. Ollie set a four-week plan to an end of July go-live across four connectors. Orla and Ciara raised no concerns. A quarterly review promise needs checking.

What happened: Ollie Pearson led the 30 Jun 2026 kickoff with Orla Keane and Ciara Joyce. He set out a four-week plan to an end of July go-live, with Ciara as his technical contact.

Customer view: Orla and Ciara asked practical questions about scope, go-live and who to call, and raised no concerns. The evidence does not show any statement from them about value or price.

Commercial: Amara Obi told them quarterly business reviews are part of the Starter package, while the Starter tier is listed with a six-monthly check-in. The order form is not in the evidence, so what was contracted should be confirmed.

Watch: Four connectors is the Starter hard limit, so any further source would need the additional connectors add-on. Issues go to Amara by email, while Ollie stays focused on setup.

AI · claude-sonnet-5-5 · 12 Oct 2026

Themes

Current to 9 Oct 26
Theme
Starter implementation kickoff
Importance
neutral
Sentiment
neutral
Voice
unknown

Who was there

BB-Demo

Them

Follow-up

Next steps

Current to 9 Oct 26
  • Ollie Pearson to email the technical questionnaire to Ciara Joyce by the end of that week.
  • Amara Obi to send the calendar invite for the technical call the following week.
  • Ciara Joyce to provide credentials or a service account for the connectors.

Risks

Current to 9 Oct 26
  • Quarterly business reviews were promised as part of Starter, which is listed with a six-monthly check-in.
  • Four connectors is the Starter hard limit, leaving no room for another source without an add-on.

Opportunities

Current to 9 Oct 26
  • Fifteen licences with only five or six first users leaves headroom to roll out to more of the team.
  • Quarterly reviews are a route to showing value and discussing an upgrade or extra connectors.

Transcript

  1. Ollie Pearson
    Ollie Pearson None
    Hi, Orla and Ciara. Good to connect. I'm Ollie, I'll be leading your implementation over the next four weeks.
  2. Amara Obi
    Amara Obi None
    And I'm Amara, your customer success manager, I'll be with you long-term to make sure you're getting value from the brain.
  3. Orla Keane
    Orla Keane None
    Great. So what's the plan?
  4. Ollie Pearson
    Ollie Pearson None
    So here's the flow, I'll spend the next week mapping your current systems, understanding your data structure, and then designing the connectors. Ciara, you'll be my main technical contact, is that OK?
  5. Ciara Joyce
    Ciara Joyce None
    Yes, absolutely.
  6. Ollie Pearson
    Ollie Pearson None
    Perfect. I'll send you a technical questionnaire this week: systems you use, data volumes, how often they update. Then we'll schedule a call to review it and talk through the architecture.
  7. Orla Keane
    Orla Keane None
    What systems are you expecting to connect?
  8. Ollie Pearson
    Ollie Pearson None
    Based on discovery, you mentioned your CRM, is that Salesforce?
  9. Ciara Joyce
    Ciara Joyce None
    Yes, Salesforce.
  10. Ollie Pearson
    Ollie Pearson None
    Right. You've also got your recruitment platform and your email and invoicing system. Four connectors covers that nicely.
  11. Amara Obi
    Amara Obi None
    And Ollie will make sure you have admin access to the brain, you'll be able to add users as you need them within your fifteen-user limit.
  12. Ciara Joyce
    Ciara Joyce None
    Who do I contact if something goes wrong?
  13. Amara Obi
    Amara Obi None
    That's me. Any issues, just email me, I'll make sure they get sorted. Ollie's focused on the technical setup, I'm focused on you getting value day-to-day.
  14. Orla Keane
    Orla Keane None
    When do we go live?
  15. Ollie Pearson
    Ollie Pearson None
    Target is end of July, four weeks from today. I'll give you a week's notice before go-live so you can prepare your team. We'll do a final round of testing, then a go-live call to walk everyone through the basics.
  16. Amara Obi
    Amara Obi None
    And once you're live, we'll do a formal kickoff: get some of your team together, show them the dashboards, answer questions. That's the jump-start.
  17. Ciara Joyce
    Ciara Joyce None
    How many of us need to be involved?
  18. Amara Obi
    Amara Obi None
    You've got fifteen licenses. I'd suggest five or six people on the first call, people who'll use it most. Then we can bring others on gradually.
  19. Orla Keane
    Orla Keane None
    And after launch?
  20. Amara Obi
    Amara Obi None
    We'll schedule quarterly business reviews, that's part of your Starter package. We'll look at what you're asking the brain, what's working, what we might improve. And I'll be proactive, if I see something in the data that looks off, I'll flag it.
  21. Ollie Pearson
    Ollie Pearson None
    Right. So my last thing, I'll need admin access to your systems so I can set up the connectors. Ciara, can you provide credentials or set me up with a service account?
  22. Ciara Joyce
    Ciara Joyce None
    I can do that. Do I just email you?
  23. Ollie Pearson
    Ollie Pearson None
    Yes. I'll send you a form with everything I need. And we can use OAuth tokens for email, we'll hand out short-lived tokens so you maintain security.
  24. Orla Keane
    Orla Keane None
    Sounds good.
  25. Amara Obi
    Amara Obi None
    Perfect. So here's what happens next, Ollie sends the questionnaire this week, you fill it in, and we'll have a technical call with you and Ciara next week. I'll send a calendar invite. After that, Ollie builds the connectors and we aim to go live end of July.
  26. Orla Keane
    Orla Keane None
    Great.
  27. Ollie Pearson
    Ollie Pearson None
    Any questions from either of you before we wrap?
  28. Ciara Joyce
    Ciara Joyce None
    When will I hear from you next?
  29. Ollie Pearson
    Ollie Pearson None
    Questionnaire by end of this week, I'll email it over. Then next week we'll schedule the technical call.
  30. Amara Obi
    Amara Obi None
    And I'll reach out next week too just to check in, make sure you're set up. Best, Amara.

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