Haddon Rook Logistics / BG-Demo – Onboarding
Callcompleted
Haddon Rook Logistics · 6 Feb 2026 11:00
Onboarding call on 6 Feb 2026. Tyler Brookes set up users and saved credentials for the call recorder, accounting system and email. Laura Penhaligon confirmed all four connectors live. No commercial concerns raised.
What was said
What this says
As at Fri 9 Oct 2026Onboarding call on 6 Feb 2026. Tyler Brookes set up users and saved credentials for the call recorder, accounting system and email. Laura Penhaligon confirmed all four connectors live. No commercial concerns raised.
What happened: Laura walked Tyler through admin setup, the 15 licensed users and four connectors. Salesforce was already configured, and Tyler tested and saved the call recorder and accounting system, then authorised email through OAuth.
Customer view: Tyler was cooperative and asked only practical questions. He raised no concern about value, price or a rival.
Commercial: This is the first step to adoption under a Starter-sized licence of 15 users and four connectors. A quick, clean onboarding supports the first renewal.
Watch: Only Tyler and Spencer are admins, so a departure of either would leave one admin. The call shows Spencer trained that morning, but the other users were still to be invited over the next couple of weeks.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Tyler Brookes to invite the remaining users over the next couple of weeks.
- Laura Penhaligon to email the video guide to Tyler.
Risks
As at Fri 9 Oct 2026- Only two admins, Tyler and Spencer, so one departure leaves a single admin.
- Wider user adoption was still to happen over the next couple of weeks after the call.
Opportunities
As at Fri 9 Oct 2026- Strong first-week adoption of all four connectors builds the case for the first renewal.
Transcript
Laura PenhaligonHi Tyler, good morning. Shall we get you set up as admin?
Tyler BrookesYeah, let's do it. I've got my login details here.- Laura PenhaligonPerfect. So you should see a settings option in the top menu. Can you see that?
- Tyler BrookesYeah, I'm in there.
- Laura PenhaligonRight. Under 'Users', you can add the 15 users you've licensed. Just type their email addresses and select their role, user or admin. Spencer's the other admin, yeah?
- Tyler BrookesYeah, Spencer and me. Everyone else is just regular users.
- Laura PenhaligonRight, so add Spencer as admin, and the rest as users. Once you send the invites, they'll get an email, they just log in and they're away.
- Tyler BrookesOkay. And how long does that take to process?
- Laura PenhaligonInstant. The moment they accept the invite, they've got access. Now, your connectors, have you got time to run through those?
- Tyler BrookesYeah, go on.
- Laura PenhaligonYou've got four connectors. Salesforce is already configured, I set that up. Your call recorder, the accounting system, and email. Salesforce is live and syncing, so you're getting new data every night. For the call recorder, I'll need you to confirm the credentials, which system are you using?
- Tyler BrookesWe use the cloud version. I've got the login here, do I put it in now?
- Laura PenhaligonCan you go to Connectors in settings? There should be a 'configure' button next to the call recorder.
- Tyler BrookesGot it. So I paste the credentials in here?
- Laura PenhaligonExactly. Test the connection first: hit 'test': and if it's green, you're good to save.
- Tyler BrookesIt's green. Saving now.
- Laura PenhaligonPerfect. That'll start pulling in your call data tonight. Accounting system next. Same process, credentials, test, save.
- Tyler BrookesI might need to get the password from our finance person for that one. Do it now or later?
- Laura PenhaligonNow's good if you can. Saves you coming back.
- Tyler BrookesOkay, I'll grab it. Give me two minutes.
- Tyler BrookesRight, I've got it. Putting it in now. Testing. That's green too.
- Laura PenhaligonExcellent. Email is the last one. It's Microsoft 365, yeah?
- Tyler BrookesYeah, that's right.
- Laura PenhaligonWe don't need individual passwords for that, we'll use OAuth so it's more secure. There should be an 'authorize' button. Click that and it'll open a login window.
- Tyler BrookesDone. I'm logged in.
- Laura PenhaligonPerfect. You should see a permissions screen, just click accept and we're done.
- Tyler BrookesAccepted. Is that it?
- Laura PenhaligonThat's it. All four connectors are live. Your data starts flowing in tonight and you'll have a full refresh by seven tomorrow morning. Any issues, let me know.
- Tyler BrookesGreat. So what happens next?
- Laura PenhaligonSpencer had a training session this morning, he knows how to search and build pages. Get your users on over the next couple of weeks. If anyone gets stuck, send them to the video guide I'll email you, or reach out to me.
- Tyler BrookesSounds good. Thanks, Laura.
- Laura PenhaligonNo problem, Tyler. Cheers.