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Ollie Pearson

Moycullen Recruitment / BB-Demo – Onboarding

Callcompleted

Moycullen Recruitment: documents logo Moycullen Recruitment: documents · 2026-07-29 10:00

Final-week handover on 29 Jul 2026. Orla Keane and Ciara Joyce report clean answers from the brain and agree to a six-month check-in with Amara. Usage is still a couple of users, so adoption is untested.

What was said

What this says

Current to 11 Oct 26

Final-week handover on 29 Jul 2026. Orla Keane and Ciara Joyce report clean answers from the brain and agree to a six-month check-in with Amara. Usage is still a couple of users, so adoption is untested.

What happened: Ollie Pearson ran the handover on 29 Jul 2026 and promised a final data refresh that evening. Support then passes to Amara, with a six-month check-in to be set up.

Customer view: Orla and Ciara tried two questions, placements under life sciences and invoices outstanding by client, and both came back clean. Ciara said it was much faster than doing it manually.

Commercial: The customer is on a fifteen-user allowance and Ollie said they are still on just a couple of users. The customer asked about rolling out to the rest of the team and was told to wait until ready.

Watch: Ollie described the brain as self-service. Nothing in the call shows a plan to widen use, so early adoption depends on Amara's first contact.

AI · claude-sonnet-5-5 · 11 Oct 2026

Themes

Current to 9 Oct 26
Theme
Onboarding handover to support
Importance
neutral
Sentiment
positive
Voice
champion

Who was there

BB-Demo

Them

Follow-up

Next steps

Current to 9 Oct 26
  • Ollie Pearson completes the final data refresh on the evening of the call.
  • Amara contacts Orla Keane to set up the six-month check-in and discuss adding users.

Risks

Current to 9 Oct 26
  • Only a couple of users are active and no rollout plan to the wider team was agreed.
  • The handover is to a self-service model with a six-month check-in, so early drift could go unnoticed.

Opportunities

Current to 9 Oct 26
  • Orla asked about rolling out to the rest of the team, which could lead to more users within the fifteen-user allowance.

Transcript

  1. Ollie Pearson
    Ollie Pearson None
    Morning, both. Final week, this is our handover call. How have you got on with the brain this week?
  2. Ciara Joyce
    Ciara Joyce None
    Hi, Ollie. Yeah, we've been testing it. It's working well. We asked a couple of questions and got the answers we were looking for.
  3. Ollie Pearson
    Ollie Pearson None
    Brilliant. What kind of questions did you try?
  4. Orla Keane
    Orla Keane None
    We did the placements under life sciences, and we also asked about invoices outstanding by client. Both came back clean.
  5. Ollie Pearson
    Ollie Pearson None
    That's exactly right. So you're already seeing the value: instead of jumping between Salesforce and the accounting system, you're getting one answer. That's the win.
  6. Ciara Joyce
    Ciara Joyce None
    Yeah, it's pretty quick too. Much faster than doing it manually.
  7. Ollie Pearson
    Ollie Pearson None
    Okay, so here's what I want to do this week. I'll do a final refresh of all your data this evening to make sure everything's up to date. Then tomorrow, you're live. From that point on, everything's in your hands. Amara will be your contact for any support questions, anything you need help with.
  8. Orla Keane
    Orla Keane None
    Do we need to do anything special to be live, or does it just happen?
  9. Ollie Pearson
    Ollie Pearson None
    It just happens. You're already live, technically: you've got logins, you can ask questions, the brain's responding. Friday is just when I hand it over and you're no longer in the implementation phase. Amara will reach out to you to set up a six-month check-in, but otherwise, you're good to go.
  10. Ciara Joyce
    Ciara Joyce None
    And if something goes wrong?
  11. Ollie Pearson
    Ollie Pearson None
    Email Amara or hit the helpdesk. I'm still here if there's something during the transition, but going forward, it's the support team. You'll have six-monthly check-ins where Amara will review how you're using the brain, whether you want to add connectors or users, that kind of thing.
  12. Orla Keane
    Orla Keane None
    Sounds good. Anything we should be thinking about for rolling out to the rest of the team?
  13. Ollie Pearson
    Ollie Pearson None
    Not right now. You're still on just a couple of users. When you're ready, you can add more from your fifteen-user allowance. Amara can help you think through that. For now, just keep using it, keep asking questions, and let us know if there's anything you need.
  14. Ciara Joyce
    Ciara Joyce None
    Will you be around after go-live if we have questions?
  15. Ollie Pearson
    Ollie Pearson None
    I'll be in the background, but Amara's the point of contact. If there's a really technical issue, she'll loop me in. But honestly, once you're live, you shouldn't need much, the brain's designed to be self-service.
  16. Orla Keane
    Orla Keane None
    Great. Thanks for walking us through this, Ollie.
  17. Ollie Pearson
    Ollie Pearson None
    Cheers, both. I'll do the data refresh this evening. You're live Friday. Speak soon.

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