Kadewerk Software / BG-Demo – Onboarding
Callcompleted
Kadewerk Software · 19 Aug 2025 13:30
Laura Penhaligon reported HubSpot validation under way, with Google Workspace due live early the following week. Snowflake, the fourth connector, was deferred. Training was pencilled in for early September.
What was said
What this says
As at Fri 9 Oct 2026Laura Penhaligon reported HubSpot validation under way, with Google Workspace due live early the following week. Snowflake, the fourth connector, was deferred. Training was pencilled in for early September.
What happened: Laura confirmed she was pulling about five hundred accounts from HubSpot and validating usage metrics and contract dates. Google Workspace was due live early the following week, with joins across Zendesk, HubSpot and usage data validated before queries begin.
Customer view: Sanne de Wit asked how much longer until the team could start asking questions. Yara El Idrissi had sent the HubSpot credentials the day before and agreed to the training plan.
Commercial: Snowflake was deferred until the other three connectors are solid, so the fourth connector is not yet live. Laura asked Yara to make sure access holds, as credentials can go stale if unused.
Watch: Time to first question is the customer's main concern, so slippage on Google Workspace would be felt quickly.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Laura Penhaligon to finish HubSpot validation this week and bring Google Workspace live early the following week.
- Laura Penhaligon to run a training session of about an hour in early September once connectors are validated.
Risks
As at Fri 9 Oct 2026- Snowflake, the fourth connector, is deferred and has no date.
- Stale HubSpot credentials could delay validation and the first queries.
Opportunities
As at Fri 9 Oct 2026- The tickets and usage question fits what is already configured and could show early value.
Transcript
Laura PenhaligonHi both. How are things? Have you got the HubSpot credentials ready?
Yara El IdrissiYeah, I sent those over yesterday actually. Did you get them?- Laura PenhaligonI did, thanks. Been testing it this morning and I'm pulling customer records. I'm seeing about five hundred accounts. Is that about right?
Sanne de WitYeah, that's roughly what we've got in the system.- Laura PenhaligonGood. So I'm validating the data: making sure we're getting usage metrics, contract dates, that kind of thing. Early signs look solid. The one thing I need to check with you, is your product usage data in HubSpot or is that somewhere separate?
- Yara El IdrissiIt's in a different system. We've got Google Workspace but we also sync a daily report to HubSpot. It should be in a custom field.
- Laura PenhaligonOkay, so we'll get the HubSpot field and also once we connect Google Workspace properly we'll be pulling the raw data as well. That'll give you options.
- Sanne de WitHow much longer until we can start asking questions?
- Laura PenhaligonAnother week or so. I want to get Google Workspace live as well so you've got the full picture. Once those three are feeding the brain and I've validated the joins: so that we're correctly matching customers across Zendesk, HubSpot and your usage data, you can start experimenting with queries.
- Yara El IdrissiAnd Snowflake? That was the fourth connector?
- Laura PenhaligonYeah, but let's get the other three solid first. Snowflake can come later, it's usually more for deeper analysis anyway. Right now you want to answer the question Sanne mentioned about tickets and usage. That'll work really well with what we've got configured.
- Sanne de WitFair enough. When should we plan for a training session?
- Laura PenhaligonOnce those connectors are live and validated, I'll walk you through how to use the chat interface and build a simple search. I'd say, early September? Probably an hour or so.
- Yara El IdrissiThat works for us.
- Laura PenhaligonRight. So on my end, I'm finishing off the HubSpot validation this week, I'll get Google Workspace live early next week. Yara, just make sure the access holds, sometimes credentials go stale if they've not been used. But otherwise we're on track. Anything else?
- Sanne de WitNo, sounds good. Thanks, Laura.