Kickoff follow-up
Email thread Pelton Grange Care · cs
After kickoff, Laura Penhaligon asked for CRM and call recorder credentials and said the brain could be live within a week. Stephanie Lowes agreed to send them and asked what the call recorder side needs.
What was said
What this says
Current to 13 Oct 26After kickoff, Laura Penhaligon asked for CRM and call recorder credentials and said the brain could be live within a week. Stephanie Lowes agreed to send them and asked what the call recorder side needs.
Ask: Laura needs service credentials for the CRM and the call recorder before she can set up the connectors. She said the brain should then be live within a week.
Customer view: Stephanie said the setup makes sense and promised the credentials the next morning. Her question about preparing the call recorder is not answered in the thread.
Next: The go-live timeline depends on the credentials arriving.
The thread
Updated 9 Oct 26Messages
Laura Penhaligon 19 Sep 2025 09:37Hi Lindsay and Stephanie, Many thanks for your time at the kickoff. We covered a lot of ground and I'm pleased with the clarity on your data sources and the key use cases your team has in mind. As we discussed, the next step is for me to set up the connectors to your systems. I'll need the service credentials you mentioned for the CRM and the call recorder. Once I have those, we should be live within a week. I'll come back to you by Friday morning with more detail on the timeline. Best regards, Laura Penhaligon Implementation Consultant, BB-Demo
Stephanie Lowes 22 Sep 2025 13:08Hi Laura, Thanks for sending that on. We've had a look at the setup and it all makes sense. I'll get you the credentials tomorrow morning. One quick question: do we need to set anything up on the call recorder end before you connect? Cheers, Stephanie