Quennell Harte / BG-Demo – Onboarding
Callcompleted
Quennell Harte · 7 Aug 2026 12:00
Kickoff for a four-week Starter implementation: four connectors (the full limit), 15 users, nightly refresh by 07:00. Training booked for the following week. Customer questions were practical, with no concerns raised.
What was said
What this says
As at Fri 9 Oct 2026Kickoff for a four-week Starter implementation: four connectors (the full limit), 15 users, nightly refresh by 07:00. Training booked for the following week. Customer questions were practical, with no concerns raised.
What happened: Laura Penhaligon opened the four-week Starter implementation with Ellie Rowcliffe and Ben Tozer. The four connectors are CRM, call recordings, emails and accounting software.
Customer view: Ellie asked when the team could start using it and how many users were licensed. Ben asked about refresh timing and what Salesforce access was needed.
Commercial: The four connectors use the whole Starter connector limit, so any further source means an upgrade to Growth. Amara becomes CSM after implementation with a six-monthly check-in.
Watch: Ben owes review of the connector spec and any flags by Friday. The call does not show who at the customer owns the budget or the renewal.
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 send Ben Tozer the connector spec and the training invite.
- Ben Tozer to review the spec and flag anything by Friday.
Risks
As at Fri 9 Oct 2026- All four Starter connectors are used from day one, leaving no room for another source without an upgrade.
Opportunities
As at Fri 9 Oct 2026- A later need for more connectors or users could lead to a Growth upgrade.
Transcript
Laura PenhaligonHi everyone, thanks for joining. Can you both hear me okay?
Ben TozerYeah, coming through fine.
Ellie RowcliffeAll good here.- Laura PenhaligonBrilliant. So this is our kickoff call. We're looking at a four-week implementation for Starter. Ben, I'll send you the connector spec by end of this week.
- Ben TozerRight, what's involved?
- Laura PenhaligonWe're connecting your CRM, call recordings, emails and accounting software, that's four connectors, the full limit on Starter. Gives you good breadth across your data.
- Ellie RowcliffeOnce those are live, can the team start using it?
- Laura PenhaligonAlmost. After Ben gets them connected, we do a training call next week, then you're ready to go.
- Ben TozerHow often does the data refresh?
- Laura PenhaligonNightly, by seven in the morning your time on business days.
- Ellie RowcliffeAnd how many users are we licensed for?
- Laura PenhaligonFifteen.
- Ben TozerWhat do you need from the Salesforce side?
- Laura PenhaligonJust read-only access to the core objects: accounts, contacts, opportunities. Nothing sensitive. I'll detail it all in the spec.
- Ellie RowcliffeAnd after the four weeks?
- Laura PenhaligonAmara becomes your CSM. She'll check in every six months, make sure it's delivering value, discuss any upgrades.
- Ben TozerSo I get the spec, review it, flag anything by Friday?
- Laura PenhaligonPerfect. And I'll calendar the training for next week. Tuesday at eleven if that works?
- Ellie RowcliffeWorks for us.
- Laura PenhaligonBrilliant. I'll send the spec within an hour and the calendar invite today.
- Ben TozerCheers.
- Laura PenhaligonSpeak soon.