Linthorpe Trade Supplies / BG-Demo – Kickoff
Callcompleted
Linthorpe Trade Supplies · 22 Aug 2024 09:15
Kickoff call on 22 Aug 2024. Callie Brennan set out a four-week plan; Darren Blakey agreed the timeline, said IT is across it and promised the connector credentials by the next morning.
What was said
What this says
As at Fri 9 Oct 2026Kickoff call on 22 Aug 2024. Callie Brennan set out a four-week plan; Darren Blakey agreed the timeline, said IT is across it and promised the connector credentials by the next morning.
What happened: Callie Brennan walked Darren Blakey and Marcus Bell through the four-week plan. Week one connects Salesforce and the accounting system with read-only access.
Customer view: Darren said the plan was clear and that IT is all across it. He closed by saying they appreciate the clarity on the timeline.
Commercial: Nothing on price, tier or renewal was raised. The evidence does not show which tier Linthorpe Trade Supplies bought.
Watch: Darren is the only customer voice on the call. Early delivery depends on the credentials arriving as promised and on the mapping sheet being confirmed.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Darren Blakey to send the connector credentials to Callie Brennan by the next morning.
- Callie Brennan to send the setup note and the mapping sheet by Monday lunchtime.
- Marcus Bell to check in with Darren Blakey the following week.
Risks
As at Fri 9 Oct 2026- Go-live depends on the customer's IT team supplying read-only access and credentials on time.
- Only one customer contact spoke, so wider buy-in is not shown by this call.
Opportunities
As at Fri 9 Oct 2026- A smooth first refresh would give the team a quick early win in search and chat.
Transcript
Callie BrennanGood morning, everyone. I'm Callie from the implementation team. Thanks for joining. How are you both?
Marcus BellMorning, Callie. All good this end. Darren's got his coffee.
Darren BlakeyHa, yeah. Looking forward to getting started, to be honest.- Callie BrennanBrilliant. Right, so what I want to walk through today is the four-week plan from where you are now to when your team starts using the brain. We go live on the 19th, so we've got just under a month. Does that timeline still work for you?
- Darren BlakeyYeah, perfect. Our IT team is all across it.
- Callie BrennanExcellent. So week one, that's this week and next, we get your Salesforce and your accounting system connected to the brain. What I need from your side is read-only access to both. Your IT team should have that sorted pretty quickly.
- Marcus BellAnd they've done this before, so it's usually straightforward.
- Callie BrennanYes. Once those connectors are live, before we switch on the refresh, I'll send you a mapping sheet. That's just a checklist of all the fields we're pulling in from Salesforce and the accounts system: trade accounts, delivery complaints, credit queries. You just need to confirm it makes sense and that we're not missing anything.
- Darren BlakeyOK so the mapping is us checking that the brain's pulling the right data?
- Callie BrennanExactly that. You know your systems best, so you're confirming that what we're picking up matches how you actually use Salesforce and the accounting system. Then week three, we run the first full refresh.
- Marcus BellAnd that's when all your live data lands in the brain for the first time.
- Callie BrennanRight. The refresh usually takes a few hours, and you'll get an email when it's done. After that, your team gets admin access, and you can start having a play: searching across your data, asking questions in the chat, that sort of thing.
- Darren BlakeyAnd Marcus will be on hand if we hit any issues?
- Marcus BellAlways. And Callie will be here for the technical side if anything's not mapping right or the refresh gets stuck.
- Callie BrennanSo what I need from you right now is those connector credentials by end of day tomorrow. Email them over, and I'll get them set up. Then I'll send you the mapping sheet by Monday lunchtime, and we'll touch base next week to make sure everything's talking.
- Darren BlakeyThat's really clear. We can get the credentials over by tomorrow morning, no problem.
- Callie BrennanPerfect. I'll send you a setup note with all the details: exactly what format we need, any security bits, the lot. Any questions before we wrap up?
- Marcus BellI think that's everything from our side.
- Darren BlakeyNo, we're all set. Really appreciate the clarity on the timeline.
- Callie BrennanGreat. Speak soon.