Garrow Lusk / BG-Demo – Onboarding
Callcompleted
Garrow Lusk · 17 Jul 2023 09:45
Onboarding call on 17 Jul 2023. Connectors are live and data looks clean, but Callie Brennan found a week-long gap in client invoice data. Kayleigh Roberts is to check the Xero sync before go-live and training.
What was said
What this says
As at Fri 9 Oct 2026Onboarding call on 17 Jul 2023. Connectors are live and data looks clean, but Callie Brennan found a week-long gap in client invoice data. Kayleigh Roberts is to check the Xero sync before go-live and training.
What happened: Callie Brennan reported Salesforce, Xero and Snowflake connectors live with nightly pulls, then flagged about a week where client invoices did not sync.
Customer view: Kayleigh Roberts suspected Snowflake maintenance around that time and agreed to investigate. Jade Kenwright asked about go-live and training dates, and said the team was pretty excited.
Commercial: Callie noted almost no active use so far, only BG-Demo testing and customer sign-off. She reminded Jade that fifteen users are included and BG-Demo wants them all using it.
Watch: go-live is gated on the sync check and a final validation pass. Daniel Okafor was not on this call.
Themes
As at Fri 9 Oct 2026Theme
Invoice sync gap, go-live
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Kayleigh Roberts to check the Xero sync this week.
- Callie Brennan to complete final validation and go live by the end of next week.
- Callie Brennan to send date options for the team training session next week.
Risks
As at Fri 9 Oct 2026- A week of client invoice data did not sync and the cause is not yet known, so historical data may need a separate pull.
- Go-live and training both wait on the sync check and final validation, so slippage would delay adoption.
Opportunities
As at Fri 9 Oct 2026- Fifteen users are included and almost none are active yet, so training is the lever for adoption.
- Jade is enthusiastic and will brief the team before training.
Transcript
Callie BrennanMorning, Kayleigh, Jade. Good to catch up. So we're a few weeks into implementation now, I wanted to talk through where we are and flag a couple of things that need attention. Kayleigh, you OK if I start with the technical side?
Kayleigh RobertsYeah, go ahead.- Callie BrennanSo the connectors are all live, Salesforce, Xero, Snowflake. The first full refresh ran a few weeks ago, and we've been doing nightly pulls since. The good news is the data looks clean, no obvious gaps or weird mappings. Before we switch on the refresh for your team, I want to do one more validation pass. Should take a day or two.
- Kayleigh RobertsOK. And everything's working on the Snowflake side? No performance issues?
- Callie BrennanNope, all looking good. The brain's lightweight, shouldn't add any load to your warehouse. The refresh is set to run at two in the morning, so no overlap with your daytime activity.
Jade KenwrightGreat. So when can we actually start using it? When do the team get access?- Callie BrennanThat's, I want to be careful here. Technically we could turn it on next week. But I want to do proper training first, so everyone understands how to use it. And there's one other thing I need to flag.
- Jade KenwrightOK, what?
- Callie BrennanSo, during the data pull, I noticed something. Your Salesforce is syncing fine, Xero is syncing fine. But there's a gap in the client invoice data. About a week where invoices didn't sync. I don't know if that's on your end, maybe a Xero sync broke, but it's worth checking.
- Kayleigh RobertsHmm. We did have some Snowflake maintenance around that time, I'll look into whether that broke the sync. Which week was it?
- Callie BrennanLate May, I can send you the exact date range in an email, but it's about seven days where records stopped coming through. If you can check whether the sync is working now, that'd be great. And if it's broken, we might need to pull historical data separately.
- Kayleigh RobertsYeah, I'll dig into that. Shouldn't be hard to fix.
- Jade KenwrightOK. And once that's sorted, we're good to go live?
- Callie BrennanPretty much, yeah. Once Kayleigh's checked the sync, I'll do the final validation and we'll flip the switch. Probably end of next week.
- Jade KenwrightBrilliant. And then the team training, when does that happen?
- Callie BrennanI'll do a session once the brain is live: walk your team through how to ask questions, build dashboards, all that. Probably take an hour, hour and a half. We can do it end of this week if you like, or next week?
- Jade KenwrightNext week is better, gives me time to send a note out to the team, get them ready.
- Callie BrennanPerfect. I'll send over a couple of date options. And just so you know, once you're live, you might see some edge cases. Like, someone asks a question and the answer looks a bit weird. Don't panic, just let me know and we'll debug it together.
- Kayleigh RobertsHow long does that kind of support usually take? Is it quick or can it be a long thing?
- Callie BrennanUsually pretty quick. Most of the time it's a data mapping issue or a nuance with the data that we just need to explain. Rarely takes more than a day or two to sort.
- Jade KenwrightOK. Is there anything else I need to know?
- Callie BrennanJust, one small thing. I noticed we've only got about half a user active on the system so far, it's been me testing and you lot signing off on data. Once you're live, that'll change. But before we go live, just make sure your team knows this is coming. You've got fifteen users included, and we want them all using it.
- Jade KenwrightYeah, I'll make sure everyone knows. We're pretty excited about it, honestly.
- Callie BrennanGood. So, quick recap. Kayleigh checks the Xero sync this week, I do final validation, we go live end of next week. Training session next week. And then you're off and running.
- Kayleigh RobertsYep, that all makes sense.
- Callie BrennanBrilliant. Thanks both. Really looking forward to seeing your team start using it.
- Jade KenwrightCheers, Callie. Talk soon.
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