Whitlingham Wealth / BG-Demo – Onboarding
Callcompleted
Whitlingham Wealth · 27 Dec 2024 15:00
Callie Brennan set out the onboarding steps for Whitlingham Wealth: credentials for Salesforce and the portfolio system, a test sync, then a nightly refresh live before the New Year. Customer engagement was positive but passive.
What was said
What this says
As at Fri 9 Oct 2026Callie Brennan set out the onboarding steps for Whitlingham Wealth: credentials for Salesforce and the portfolio system, a test sync, then a nightly refresh live before the New Year. Customer engagement was positive but passive.
What happened: Callie walked Felicity Gurney and Daisy Howes through the plan. Credentials by the following Monday, test and dry run by Wednesday, go live on Thursday.
Customer view: Felicity said the plan sounded right. Daisy asked practical questions about refresh timing, monitoring and what happens when something breaks, and accepted that she would fix credential issues herself.
Commercial: Nothing was said about price, value or a rival. The nightly refresh at seven in the morning local time matches the standard service level.
Watch: Go-live depends on Daisy supplying credentials over the holiday period. Training in early January is still to be scheduled, and Daisy looks likely to carry the admin load alone.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Daisy Howes to send Salesforce and portfolio system credentials to Callie Brennan by the following Monday.
- Callie Brennan to send the setup note and schedule early January training.
Risks
As at Fri 9 Oct 2026- Go-live depends on credentials arriving over the holiday period.
- Daisy Howes is expected to fix connector issues herself, so the customer relies on one administrator.
Opportunities
As at Fri 9 Oct 2026- A January training session can build adoption among the wider client service team.
Transcript
Callie BrennanHi both, thanks for joining. I know it's a mad time of year with the holiday, so I really appreciate you making time. Today's about getting the connectors live and making sure you're set up to run this independently.
Felicity GurneyPerfect. What do you need from our side?- Callie BrennanGreat question. So what I need from your side is the credentials for Salesforce and the portfolio system, the account details and any API keys if you've got them. Those can come from Daisy here, yeah?
Daisy HowesYeah, I can sort that. Do you need them today?- Callie BrennanBefore we switch on the refresh, yes. So ideally by early next week. Once I've got those, I'll test the connections and we'll do a dry run of the first data pull.
- Daisy HowesHow long does that take?
- Callie BrennanThe test sync? Usually a couple of days to confirm the mapping is clean. Then we'll go live on the full refresh, which runs nightly.
- Felicity GurneyWhat time does the refresh happen?
- Callie BrennanSeven in the morning, your local time, on business days. So you'll wake up to fresh data every morning.
- Daisy HowesThat's good. Is there a dashboard or something I monitor to see if it's working?
- Callie BrennanYeah, you'll have an admin panel in the brain itself. You can see the status of each connector, when the last refresh ran, and how many records got pulled in. That maps cleanly to what you'll see in Snowflake as well.
- Daisy HowesCool. And if something breaks?
- Callie BrennanYou'll get an alert. Usually it's a credential refresh or Salesforce has had a schema change. I'm here to help troubleshoot, but a lot of the time Daisy, you'll be able to fix it from your end.
- Daisy HowesOkay, I can live with that.
- Callie BrennanBrilliant. So here's the plan. You give me credentials by next Monday, I'll test and dry run by Wednesday, go live on Thursday. That's before the New Year, which means you'll have data in the system and your team can start exploring in January when everyone's back.
- Felicity GurneyThat sounds right to me. What do people do with it once it's live?
- Callie BrennanYou've got a search box, you've got chat if you want to ask more conversational questions, and we'll have a training session in early January so everyone knows how to use it. Daisy and I will do another call closer to go-live just to check in on the technical side.
- Daisy HowesSounds good.
- Callie BrennanGreat. So I'll send you a setup note after this: it'll have the checklist, the credentials template, all the key dates. Just to close the loop: you're going to send me Salesforce and portfolio credentials by next Monday. I test and go live by end of week. And we'll schedule that training for early January.
- Felicity GurneyPerfect.
- Callie BrennanThanks, both. Cheers.