Pelton Grange Care / BB-Demo – Onboarding
Callcompleted
Pelton Grange Care · 2025-10-03 11:30
Onboarding call on 3 Oct 2025 with Lindsay Pallister and Stephanie Lowes. All four connectors are live, and a phased rollout to five or six power users was agreed ahead of forty licensed users.
What was said
What this says
Current to 13 Oct 26Onboarding call on 3 Oct 2025 with Lindsay Pallister and Stephanie Lowes. All four connectors are live, and a phased rollout to five or six power users was agreed ahead of forty licensed users.
What happened: Laura Penhaligon showed the admin panel and chat and search. She proposed starting with five or six power users from different homes and roles.
Customer view: Lindsay Pallister, Head of Care Operations, said they were ready to get started with the brain. Stephanie will be the main admin, and asked about permissions.
Commercial: The customer is on Growth with forty licensed users, so wider rollout is the adoption measure to watch. Granular permissions were deferred as a later conversation.
Watch: A single admin, Stephanie, is a key-person risk. The evidence does not show a named second admin.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura Penhaligon to send the one-pager for new users the next day.
- Daniel, the CSM, to check in the following week on adoption.
- Stephanie Lowes and Lindsay Pallister to choose five or six power users from different homes and roles.
Risks
Current to 9 Oct 26- Stephanie is the only named admin, so adoption depends on one person.
- Granular permissions were deferred, which may matter to a care provider with several homes.
Opportunities
Current to 9 Oct 26- Forty licensed users leave room to widen rollout beyond the first five or six power users.
Transcript
Laura Penhaligon NoneHi, can everyone hear me okay?
Stephanie Lowes NoneYes, hi Laura, coming through fine.
Lindsay Pallister NoneAll good here too.- Laura Penhaligon NoneBrilliant. Thanks for making the time. How's the week been?
- Lindsay Pallister NoneBusy as always, but we're ready to get started with the brain.
- Laura Penhaligon NoneGreat. So we've got your Snowflake account set up and all four connectors are live: your CRM, call recorder, email, and finance system. Today I want to walk you through the admin panel, show you how to add users, and talk about a sensible rollout plan for the forty licensed users you've got.
- Stephanie Lowes NoneThat sounds good. I'll be the main admin, yeah?
- Laura Penhaligon NoneExactly. So this is the admin page. You add people here, choose their role, read-only or editor, and they get access within a minute. The brain refreshes every night by seven in the morning, so they'll always have fresh data.
- Lindsay Pallister NoneAnd how do people actually use it? Is it just asking questions in a chat?
- Laura Penhaligon NoneExactly. Chat and search mostly. So someone asks, 'Who are the families at our Durham home with pending incidents?' and the brain pulls it from all three systems at once. No more emailing around.
- Stephanie Lowes NoneThat's going to save a lot of time. What about permissions? Can we limit what people see?
- Laura Penhaligon NoneThe role system handles most of that, read-only versus editor. For more granular stuff, that's a conversation for later. For now, I'd suggest rolling out to five or six power users first, people from different homes and roles, so you learn what the brain can do.
- Lindsay Pallister NoneHow long does adoption usually take?
- Laura Penhaligon NoneSix weeks is typical before you see good adoption. People learn what questions actually matter. Then you roll out wider.
- Stephanie Lowes NoneAnd if something breaks, we just contact support?
- Laura Penhaligon NoneRight. You're on Growth, so our support team will respond within an hour during business hours. Any issues, email or use the ticket system.
- Lindsay Pallister NonePerfect. So we pick five or six people, get them going, then expand?
- Laura Penhaligon NoneYes. I'll send you a one-pager for new users, just screenshots and the basics. Daniel, your CSM, will check in next week to see how it's going.
- Stephanie Lowes NoneSounds good.
- Laura Penhaligon NoneAny other questions before we wrap?
- Lindsay Pallister NoneI think we're good. Thanks for walking us through it.
- Laura Penhaligon NoneCheers. I'll get that guide to you tomorrow.