Vantrell Software / BG-Demo – Kickoff
Callcompleted
Vantrell Software · 4 Jul 2024 14:15
Kickoff for Vantrell Software's Starter implementation. Callie Brennan set out a four-week plan and the access needed. Hugh Firth asked whether data would be accurate in week four. One bonus connector was confirmed, giving five instead of four.
What was said
What this says
As at Fri 9 Oct 2026Kickoff for Vantrell Software's Starter implementation. Callie Brennan set out a four-week plan and the access needed. Hugh Firth asked whether data would be accurate in week four. One bonus connector was confirmed, giving five instead of four.
What happened: Callie Brennan walked Hugh Firth and Jess Dobson through a four-week plan: connectors in week one, mappings in week two, a test refresh in week three, live use in week four. Jess agreed to arrange Zendesk admin access, product usage credentials and a Snowflake admin account by the end of the week.
Customer view: Hugh's one probing question was whether accurate data would be visible in week four. Callie said yes, with weekly calls through that week.
Commercial: The deal includes one bonus connector, so five instead of four. A sixth would be a billable add-on, which is a small upsell route once the first connectors are stable.
Watch: Everything depends on Jess supplying credentials on time. Daniel Okafor takes over after go-live with six-monthly check-ins on Starter.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Jess Dobson to send the credentials and confirm availability for the weekly calls.
- Callie Brennan to send the detailed checklist of what is needed from the customer.
- Daniel Okafor to take over adoption and usage check-ins after go-live.
Risks
As at Fri 9 Oct 2026- Go-live depends on Jess Dobson supplying Zendesk, usage system and Snowflake credentials by the end of the first week.
- Hugh Firth expects trustworthy data in week four, so any mapping problem would miss his expectation.
Opportunities
As at Fri 9 Oct 2026- A sixth connector would be a billable add-on once the first connectors are live and stable.
Transcript
Callie BrennanRight, good afternoon everyone. Thanks for joining. I'm Callie, I'm the Implementation Consultant. Daniel's here too, he'll be your Customer Success Manager once we go live. Today is our kickoff, so we're going to walk through the plan for the next four weeks.
Hugh FirthGreat. What do you need from us?- Callie BrennanSo what I need from your side is credentials and access. I need admin access to Zendesk so I can pull your support tickets. I need credentials to your product usage system. And I need a Snowflake admin account set up, because that's where the brain lives. Jess, I'm guessing you're the person who can organise that?
Jess DobsonYeah, that's me. I can get those sorted. When do you need them?- Callie BrennanBefore we switch on the refresh. Ideally by the end of this week. That gives me next week to set up the connectors. Week two I configure the mappings, week three we run a test refresh, and week four you've got access to the brain while I'm running live refreshes. You'll start using it in week four.
- Hugh FirthAnd we're expecting to see accurate data in week four?
- Callie BrennanSo weeks one to three, I'm checking the data, making sure the mappings are right, checking that ticket data lines up with usage data, that sort of thing. By week four, yes, you should be seeing data you can trust. I'll probably stay on a weekly call with you through week four just to make sure everything's running smoothly.
- Jess DobsonWho's the point of contact on your side if something goes wrong?
- Callie BrennanMe, while I'm implementing. If there's anything that needs escalating or if you hit an issue I can't solve, I'll sort it. Once we go live in week four, Daniel takes over the support side. Any questions on the plan, adoption, usage, you'd go to him.
Daniel OkaforJust to close the loop, I'll be doing regular check-ins once you're live. Six-monthly on Starter tier. We'll look at usage, adoption, and chat about what's working and what you might want to change or add.- Hugh FirthOkay. So what happens if we want to add another connector during the implementation?
- Callie BrennanWe've already got one bonus connector in the deal, so you've got five instead of four. If you want a sixth, that's an add-on we'd bill you for. But honestly, let's get the first four live and stable before we think about adding more.
- Jess DobsonThat makes sense. Anything else you need from us?
- Callie BrennanJust the credentials by end of this week and your availability for the weekly calls. Other than that, I've got it. I'll be sending you a detailed checklist of what I need from you. If there's anything on there you're not sure about, just ask.
- Hugh FirthAll right. We'll get moving on it.
- Callie BrennanPerfect. Thanks all. Let's talk next week.