Marsden Vale Recruitment / BG-Demo – Onboarding
Callcompleted
Marsden Vale Recruitment · 8 Oct 2024 10:30
Onboarding call on 2024-10-08. Accounting credentials are still outstanding because finance is stretched. Callie will map CRM and email first and review them with the customer on Thursday.
What was said
What this says
As at Fri 9 Oct 2026Onboarding call on 2024-10-08. Accounting credentials are still outstanding because finance is stretched. Callie will map CRM and email first and review them with the customer on Thursday.
What happened: Callie Brennan checked progress with Shannon Lockwood and Charlotte Haigh. Most of the template is filled in, but the accounting system is pending.
Customer view: Shannon said finance is stretched and agreed to chase for API credentials or a service account. Charlotte asked who runs the refresh and was satisfied with the answer.
Commercial: This is early implementation, so the signal is delivery speed. The first full refresh cannot happen until finance credentials arrive, which puts time to first value at risk.
Watch: Shannon becomes the day-to-day operator after the first refresh. Issues are to be flagged to Marcus, who is named only by first name and whose role the evidence does not show.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Shannon Lockwood to chase finance for the API credentials or service account early the following week.
- Callie Brennan to send a half-hour invite and walk through the CRM and email mappings on Thursday morning.
Risks
As at Fri 9 Oct 2026- Finance credentials for the accounting system are still outstanding, which blocks the first full refresh.
Opportunities
As at Fri 9 Oct 2026- A smooth first refresh and a self-sufficient operator in Shannon would build early confidence in the brain.
Transcript
Callie BrennanMorning. Good to see you. How are things?
Shannon LockwoodGood, thanks. Yeah, we got your template.- Callie BrennanBrilliant. Did you manage to fill it in?
- Shannon LockwoodMost of it, yeah. The accounting system is still pending, finance team are a bit stretched at the moment.
- Callie BrennanNo rush. Can you chase them early next week? It's just API credentials or a service account, nothing too complicated.
- Shannon LockwoodYeah, I can do that.
- Callie BrennanCheers. Meantime, I can get moving on your CRM and email. I'll pull some sample data, run it through the brain and check the mappings look right. Your clients, roles, that sort of thing. Before we switch on the refresh, I want to make sure everything's lined up.
Charlotte HaighWhen would you have that ready?- Callie BrennanBy Thursday. I can do a quick call with you both Thursday morning to walk through what I'm seeing, make sure you're happy before we go live. Does that work?
- Shannon LockwoodYeah, Thursday morning's good.
- Callie BrennanExcellent. I'll send a calendar invite for half an hour. So we'll go through the field mappings, check the sample data looks right, and then I'll be ready to do the first full refresh once we have the finance credentials.
- Charlotte HaighAnd who's actually running the refresh?
- Callie BrennanI'll do the first one to make sure it lands cleanly. After that, Shannon can run it herself if needed. It's normally on a nightly schedule, so the data refreshes automatically, but if you ever want to do an on-demand refresh during the day, Shannon just clicks a button and it runs in the background.
- Shannon LockwoodHow long does that take?
- Callie BrennanMaybe fifteen minutes, depending on volume. You'll see a progress indicator. If anything goes wrong, which is rare, you'll get a warning. Just flag it to Marcus and he'll sort it.
- Charlotte HaighOK, sounds straightforward. Thursday morning then.
- Callie BrennanPerfect. I'll get that invite over to you today. Cheers, both.