Leiekant Accountants / BB-Demo – Onboarding
Callcompleted
Leiekant Accountants · 2026-03-31 15:15
Laura Penhaligon confirmed Salesforce and email connectors running with no log errors, a data quality check the next day and go-live by the end of the week. Els and Jens had no open concerns.
What was said
What this says
Current to 14 Oct 26Laura Penhaligon confirmed Salesforce and email connectors running with no log errors, a data quality check the next day and go-live by the end of the week. Els and Jens had no open concerns.
What happened: Laura walked Jens Maes and Els Van Damme through connector status before go-live. Jens said Salesforce was pulling about four hundred client records and the email connector showed no errors.
Customer view: Els asked whether users would know how to use it and whether there was anything to do before go-live. She closed with "I think we're good."
Watch: Els was unsure how many emails had loaded, and Salesforce volume was still growing. Adoption rests on a walkthrough video and tips sent by email, with a check-in promised at the end of the week.
Commercial: No price, renewal or upgrade topic was raised. The value case starts once users are asking questions.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura runs the final data quality check the next day and flips the brain live by the end of the week.
- Laura sends the walkthrough video and tips on go-live morning, then checks in at the end of the week.
Risks
Current to 9 Oct 26- Els asked whether users will know how to use the brain, and training so far rests on a walkthrough video and tips by email.
- Els could not say how many emails had loaded, so the volume indexed is unconfirmed.
Opportunities
Current to 9 Oct 26- Once users are live, early questions asked can build the value case for Starter and a later move to Growth.
Transcript
Laura Penhaligon NoneRight, Jens, Els, thanks for joining. I wanted to walk through where we are on connectors and make sure everything's lined up before we bring the rest of your team in.
Jens Maes NoneYeah, we're ready. We tested the Salesforce connector on our end and it's pulling data through.- Laura Penhaligon NonePerfect. How many client records are coming in?
- Jens Maes NoneAbout four hundred so far. We're still bringing more live in Salesforce, so that might grow.
- Laura Penhaligon NoneThat's great. The more data, the more value you'll get. And the email connector?
Els Van Damme NoneWe connected our email archive yesterday. I'm not sure how many emails, but it's years of history.- Laura Penhaligon NoneExcellent. That's the power of the brain, suddenly all your client interactions are in one place. You can search by client, by date, by topic. Jens, technically we're in good shape?
- Jens Maes NoneYeah, connectors are both running. I'm not seeing any errors in the logs.
- Laura Penhaligon NoneBrilliant. Here's what happens next: we do a final data quality check tomorrow, just me making sure everything indexed correctly and there are no gaps. If all looks good, we flip you live by end of the week and your users get access.
- Els Van Damme NoneAnd they'll know how to use it?
- Laura Penhaligon NoneI'll send a walkthrough video and tips by email on the morning you go live, so they have something to read before they log in. And Jens, any technical questions, you know how to reach me.
- Jens Maes NoneHow do I check what's in the brain? Can I query it myself?
- Laura Penhaligon NoneYou can search it just like your users, but as admin you also get a dashboard view of what's indexed. I'll show you that after we're live.
- Els Van Damme NoneIs there anything we need to do in the next couple of days?
- Laura Penhaligon NoneNot really. Just make sure Salesforce and email are stable, and no changes to those systems this week. Once we're live, you can update them normally and the brain refreshes overnight.
- Jens Maes NoneEvery night?
- Laura Penhaligon NoneEvery night. Your team gets fresh data every morning.
- Els Van Damme NonePerfect. I think we're good.
- Laura Penhaligon NoneBrilliant. I'll send you both a summary of this call and next steps. And I'll check in by end of the week once you're live to make sure the first few users are finding it okay.
- Jens Maes NoneGreat. Thanks, Laura.
- Laura Penhaligon NoneCheers, both. Speak soon.