Fairhallow Travel / BG-Demo – Demo
Callcompleted
Fairhallow Travel · 28 Oct 2024 10:30
Demo for Fairhallow Travel. Becky Lawton is keen on a per-client dashboard for account reviews. Leanne Moss would administer it and worries about who builds dashboards. Simon signs and still has to be brought in. Proposal due this week.
What was said
What this says
As at Fri 9 Oct 2026Demo for Fairhallow Travel. Becky Lawton is keen on a per-client dashboard for account reviews. Leanne Moss would administer it and worries about who builds dashboards. Simon signs and still has to be brought in. Proposal due this week.
What happened: Hannah Lowe showed the admin view, the dashboards builder and the connectors to Becky Lawton and Leanne Moss. Becky wants a per-client view her account managers can take into reviews.
Customer view: Becky loved the client filter. Leanne, the likely admin, asked who builds the dashboards and said the review notes are saved all over the place.
Commercial: The four connectors named sit within the Growth limit of eight, and the dashboards builder is a Growth feature. Tom Ashdown owes a proposal this week, and Becky says Simon signs everything and will want to know who will use it.
Watch: Leanne's workload and the scattered review notes could slow adoption. She promised a list of where notes live by Friday, and the evidence does not show whether it arrived.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Tom Ashdown sends the proposal this week and sets a short call to go through it.
- Leanne Moss lists where review notes actually live by Friday so Hannah Lowe can plan the connectors.
- Hannah Lowe sends the diagram and the note on permissions.
Risks
As at Fri 9 Oct 2026- Leanne Moss would carry the dashboard build and admin work and has said that would be a different conversation.
- Review notes are saved in scattered places, so the shared drive connector needs mapping before it is useful.
- Simon, who signs everything, has not been on a call and will ask who will use it.
Opportunities
As at Fri 9 Oct 2026- A per-client dashboard for account reviews fits the Growth tier and the dashboards builder.
- Four connectors named leave headroom within the Growth limit of eight.
Transcript
Hannah LoweHello, can you hear me? I think Tom is a minute or two behind.
Becky LawtonWe can hear you fine. Leanne's here too. Honestly, I've spent the weekend telling everyone about the client page thing.
Leanne MossShe has. Several times.
Tom AshdownMorning, sorry, sorry, the train had other ideas. Have I missed anything?- Hannah LoweOnly the pleasantries. Today I want to cover three things: the dashboards builder, the admin side for Leanne, and the connectors. Is there anything more pressing?
- Leanne MossAdmin first, if that's alright. I've got a list of questions from our IT team.
- Hannah LoweOf course. Let me share. This is the admin view. Users are invited here, and each person gets a role. You can decide who can see which sources.
- Leanne MossSo if someone in finance shouldn't see account review notes, they don't.
- Hannah LoweCorrect. The short answer is yes, the longer answer is that it's controlled by the permissions on the source and the role. I'll put the detail in writing, with a diagram.
- Leanne MossAnd if a connector breaks? Who finds out?
- Hannah LoweYou'd see it on the connector page here, the last load and whether it worked. And we watch it too. If the helpdesk changes how it exports, for example, that's usually what causes it.
- Tom AshdownWhich is why we like the admin to be someone who knows the systems, Leanne. You'd be the first to spot a change.
- Leanne MossI'm usually the one who makes it, to be fair.
- Becky LawtonShe is. Can we do dashboards now? My team needs this before the review.
- Hannah LoweYes. Right, this is the dashboards builder. I've started one for a client review: bookings across the year, tickets by month, and the open actions from the last review.
- Becky LawtonLove that. Can we see it by client? Can I pick the client at the top and the whole thing changes?
- Hannah LoweYes, there's a filter. Let me add one. Give me a moment, I'll drag that across.
- Becky LawtonThat's it. That's what my account managers would print out and take into the room.
- Tom AshdownAnd that's something your team builds themselves. It's not a job for us each time.
- Leanne MossWho builds them, though? Because if it falls on me, that's a different conversation.
- Hannah LoweAnyone with the right role. I'd suggest you build the first template, then the account managers copy it. To be precise, it's drag and drop, not code.
- Becky LawtonLeanne, that's you, sorry. But I'll help.
- Leanne MossMm. I'll hold you to that.
- Hannah LoweNow the connectors. For what you've described, I'd expect the booking system, the helpdesk, your CRM, and the shared drive where the review notes sit. That's four, and there's headroom on the plan Tom's described.
- Leanne MossThe review notes are a bit of a mess, I should say. People save them wherever.
- Hannah LoweThat's useful to know and it's very normal. We'd map the folders you tell us about, and I'd rather agree that list with you than guess.
- Tom AshdownCan I make a suggestion? Leanne, could you jot down where the notes actually live? Even a rough list. Hannah can use that for the plan.
- Leanne MossI can do that by Friday.
- Becky LawtonCan I ask something that's a bit different? How long from saying yes to having this in front of my team?
- Tom AshdownI'll confirm the exact timeline in the proposal so I'm not quoting from memory, but it's weeks, not months. Hannah?
- Hannah LoweMost of it depends on how quickly we get access to the sources. The first refresh is quick once we have it. I'll put a plan in writing.
- Tom AshdownRight, so next step is a proposal. Becky, I'll send it this week, and we'll do a short call to go through it.
- Becky LawtonPerfect. I'll need to get Simon on it eventually. He signs everything and he'll want to know who's going to use it.
- Tom AshdownThat's fair, no drama. We'll make sure the proposal answers that.
- Hannah LoweThanks, everyone. I'll send the diagram and the note on permissions.
- Becky LawtonThanks all. Bye for now.