Pelton Grange Care / BB-Demo – Training
Callcompleted
Pelton Grange Care · 2025-10-29 16:00
Training call on 29 Oct 2025. Lindsay Pallister says more people are asking questions and the team is ready to go deeper. No dashboards are built yet, and Laura Penhaligon showed her the builder.
What was said
What this says
Current to 13 Oct 26Training call on 29 Oct 2025. Lindsay Pallister says more people are asking questions and the team is ready to go deeper. No dashboards are built yet, and Laura Penhaligon showed her the builder.
What happened: Training call on 29 Oct 2025 between Laura Penhaligon and Lindsay Pallister. Laura covered query patterns and then walked through the dashboard builder.
Customer view: Lindsay said more people are asking questions and finding things they did not expect. She closed by saying the team is ready to go deeper.
Commercial: No dashboards are built yet, so the customer has not started investing there. The evidence does not show which tier the customer holds.
Watch: Lindsay asked what training to point people to and was told to use the help guide and learn by doing. Adoption now rests on Lindsay and Stephanie Lowes building the first dashboard.
Themes
Current to 9 Oct 26Theme
Query training, dashboard adoption
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Lindsay Pallister to build a first dashboard for home managers.
- Laura Penhaligon to stay available for questions during the deeper rollout.
Risks
Current to 9 Oct 26- No dashboards are built yet, so the customer has built nothing durable on the brain.
- Rollout depends on a few people teaching others from a help guide.
Opportunities
Current to 9 Oct 26- Questions are growing and the team is ready to go deeper, which supports wider rollout.
- Home managers could take a daily dashboard snapshot once the first one is built.
Transcript
Laura Penhaligon NoneHi Lindsay, thanks for carving out the time. How's the team getting on?
Lindsay Pallister NoneReally well. We've got more people asking questions now, and they're finding things they didn't expect.- Laura Penhaligon NoneThat's perfect. That's usually when people start seeing the value. So today I want to walk you through some of the more useful query patterns and how to teach others to ask better questions.
- Lindsay Pallister NoneGreat. What kind of patterns do you mean?
- Laura Penhaligon NoneRight, so there's simple factual stuff...'Who are the residents at home X?', that everyone can do. But there's also comparative queries, date ranges, and filtering by status. People learn these pretty quickly once they see an example.
- Lindsay Pallister NoneCan you show me what that looks like?
- Laura Penhaligon NoneYeah, absolutely. So if someone wants 'Show me families with outstanding invoices from the last three months', the brain understands that because it knows dates and statuses. Here's how you phrase it to get consistent answers.
- Lindsay Pallister NoneMm-hmm.
- Laura Penhaligon NoneAnd the key thing is, your teams don't need to know SQL or anything fancy. They just ask it the way they'd ask a colleague. The brain gets it. What we see is that once a team member asks one good question and gets a good answer, they start asking more.
- Lindsay Pallister NoneSo it's about giving them confidence?
- Laura Penhaligon NoneExactly. And once one person in a home gets confident, they teach the others. That's when adoption really takes off. Now, the other thing, dashboards. You mentioned you hadn't built any yet?
- Lindsay Pallister NoneNo, not yet. What are they useful for?
- Laura Penhaligon NoneThey're for the stuff you want to check regularly without asking every time. So a home manager might want a daily snapshot of which residents have outstanding incidents, or which families haven't been contacted this month. Once you build a dashboard, it's just there, refreshes every night, and they see it without asking.
- Lindsay Pallister NoneThat makes sense. Who builds them?
- Laura Penhaligon NoneAnyone with editor permissions. It's drag and drop, not code. Stephanie could definitely do it, or you can. Let me show you how.
- Lindsay Pallister NoneOkay.
- Laura Penhaligon NoneSo this is the builder. You pick your data source: say, incidents, and then you tell it which columns to show and how to sort. That's it. Takes five minutes. You'd build one and put it in front of your home managers, and they'd see it every morning.
- Lindsay Pallister NoneRight. And we can change it if it's not showing what we need?
- Laura Penhaligon NoneAnytime. You're not locked in. Try it, see if it helps, adjust. That's the idea.
- Lindsay Pallister NoneBrilliant. Is there a training I can point people to, or should I just show them how to build one?
- Laura Penhaligon NoneThere's a help guide, but honestly, once you've built one, you can walk others through it. They learn by doing. And if people get stuck, they know to email support.
- Lindsay Pallister NonePerfect. One more thing: can people search across historical data, or just current stuff?
- Laura Penhaligon NoneHistorical too. So if you ask 'Show me all families that have been residents at this home', it'll give you current and past. Really handy for care planning where you need to see the full picture.
- Lindsay Pallister NoneThat's going to be useful. I think the team's ready to go deeper now.
- Laura Penhaligon NoneGreat. Just keep pushing them to ask questions. That's where the value happens. And reach out if you hit anything unexpected.
- Lindsay Pallister NoneWill do. Thanks for this.
- Laura Penhaligon NoneCheers, Lindsay. Speak soon.
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