Marsden Vale Recruitment / BB-Demo – Onboarding
Callcompleted
Marsden Vale Recruitment · 2024-10-28 11:45
Onboarding call on 28 Oct 2024: the API key had arrived from finance, a full refresh was due that afternoon, training was set for Tuesday and the team rollout followed. Support passes to Marcus, with six-monthly check-ins.
What was said
What this says
Current to 13 Oct 26Onboarding call on 28 Oct 2024: the API key had arrived from finance, a full refresh was due that afternoon, training was set for Tuesday and the team rollout followed. Support passes to Marcus, with six-monthly check-ins.
What happened: Callie Brennan took Charlotte Haigh and Shannon Lockwood through the go-live sequence. Refresh that afternoon, live data next morning, Marcus training on Tuesday, then rollout to the team.
Customer view: Shannon said the finance team had finally sent the API key, which suggests the credential was slow to arrive. Charlotte checked the timeline and neither customer had further questions.
Commercial: Callie said the plan includes 15 users and a six-monthly check-in, which reads like Starter. The call does not show the order form or tier.
Watch: after the first week or two, Marcus owns the account day to day. The call does not say how many people would be given access.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Shannon to send the API key to Callie after the call so the full refresh can run.
- Marcus to run the training session on Tuesday afternoon.
- Marcus to check in with the customer every six months after go-live.
Risks
Current to 9 Oct 26- Day-to-day support moves to Marcus after the first week or two, so ownership sits with one person.
- Go-live depended on a credential that the customer's finance team was slow to send.
Opportunities
Current to 9 Oct 26- Charlotte asked about rolling out to the wider team, which could use the 15 included users.
Transcript
Callie Brennan NoneHi, Shannon. How are you?
Shannon Lockwood NoneGood. We finally got the finance team to send the API key.- Callie Brennan NoneBrilliant. Can you send it over to me?
- Shannon Lockwood NoneYeah, I'll do that after this call.
- Callie Brennan NonePerfect. So once I have that, I can run the full refresh. That'll take a bit, and then by tomorrow morning you should have everything live.
Charlotte Haigh NoneGreat. And then we're ready to roll out to the team?- Callie Brennan NoneAlmost. Marcus is running a training session with you before we go wide. That's scheduled for next week, yeah?
- Shannon Lockwood NoneYeah, Tuesday afternoon. Marcus sent the calendar invite.
- Callie Brennan NoneGood. So Tuesday he'll walk you through search, dashboards, how to run connectors, all the day-to-day stuff. Then you're free to roll it out to the team.
- Charlotte Haigh NoneHow many people are we expecting on the training?
- Callie Brennan NoneMarcus will probably keep it to a core group: you, Shannon, maybe one or two others who'll be heavy users. Then you can cascade it internally if you want. You've got 15 users included in your plan, so you've got plenty of headroom.
- Shannon Lockwood NoneWhat happens after we go live? Do we get support?
- Callie Brennan NoneMarcus is your day-to-day contact. Anything goes wrong, you flag it to him. I'll be around for the first week or two if you hit any snags, but after that, Marcus owns it. He'll check in with you every six months, and you get a full review once a year.
- Charlotte Haigh NoneSounds good. So the timeline is: refresh this afternoon, training Tuesday, then we're live?
- Callie Brennan NoneExactly. Refresh this afternoon, you'll have live data by tomorrow morning, training Tuesday, and then you can roll out to the team whenever you're ready. Any other questions?
- Shannon Lockwood NoneNo, I think we're good.
- Callie Brennan NoneGreat. I'll get that credential from you and run the refresh. Marcus will be in touch about Tuesday. Cheers, both.