Whitlingham Wealth / BG-Demo – Kickoff
Callcompleted
Whitlingham Wealth · 29 Nov 2024 15:00
On 29 Nov 2024 Callie Brennan opened the eight-week implementation for Whitlingham Wealth, after the customer had signed. Daisy Howes will be the admin, and on-site training is a possible extra.
What was said
What this says
As at Fri 9 Oct 2026On 29 Nov 2024 Callie Brennan opened the eight-week implementation for Whitlingham Wealth, after the customer had signed. Daisy Howes will be the admin, and on-site training is a possible extra.
What happened: Callie set out the eight-week plan: credentials and connector tests first, then the first refresh and field mapping, then testing, then go-live. Salesforce and Gong credentials were due by Monday and Xero by midweek.
Customer view: Daisy Howes was keen to start and agreed to loop in her IT contact. Felicity Gurney asked about timing, IT involvement and post-go-live support.
Commercial: Daniel Okafor confirmed Growth support: one-hour priority response, nightly refresh by 07:00 and quarterly reviews from early 2025. On-site training would be separate from the standard handover.
Watch: Daisy is the only named admin, so one departure would leave nobody running user access.
Themes
As at Fri 9 Oct 2026Theme
Implementation kickoff and handover
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Daisy Howes sends Salesforce and Gong credentials by Monday and Xero by midweek through the secure portal.
- Daisy loops in her IT contact this week.
- Callie Brennan sends the setup checklist today and a connector summary once testing is done.
Risks
As at Fri 9 Oct 2026- Daisy Howes is the only named admin, so adoption depends on one person.
- Go-live depends on credentials arriving on time and on IT approving the connectors if needed.
- The connector list now names Microsoft 365, where the proposal call said email, so scope should be confirmed.
Opportunities
As at Fri 9 Oct 2026- On-site training day as an add-on, which Felicity said she would confirm internally.
- The first quarterly review in early 2025 can cover extra users or connectors.
Transcript
Callie BrennanRight, welcome to Whitlingham Wealth to BG-Demo. Congratulations on signing. So this kickoff is about mapping out the next eight weeks and getting all the access and info we need from your side. Daniel's going to be your point person for outcomes and adoption. I'm going to get you live. Sound good?
Daisy HowesSounds good. Excited to get started.
Daniel OkaforThanks, Daisy. Callie and I worked through the discovery together, so we've got a good sense of your team's priorities. Callie's going to walk through the plan and I'll close the loop on what adoption looks like after launch.- Callie BrennanRight. So the roadmap is: weeks one and two, we get your access credentials and test each connector, Salesforce, Gong, Microsoft 365 and Xero. Week three through five, we run the first data refresh and start mapping fields. Week six and seven, you test everything, we handle any fixes. Week eight, we go live. The nightly refresh kicks off and your team starts using the brain.
Felicity GurneyAnd we're live when?- Callie BrennanAround eight weeks from now if we stay on track. To be precise, we need Salesforce and Gong credentials by Monday of next week. Xero access by midweek. Once I have those, I can start testing.
- Daisy HowesI can get those to you. Do I email them directly or...?
- Callie BrennanEmail me, but use our secure portal, I'll send you the link today. Never put credentials in plain email. Once I've tested each connector, I'll send you a summary of what's configured and what we're pulling in. That's your checkpoint to flag any issues before we move to the refresh.
- Felicity GurneyWhat about our IT team? Do they need to be involved?
- Callie BrennanPotentially. If you have IP whitelisting or if Gong is behind a corporate network, they might need to open a port or approve our connectors. Daisy, can you loop in your IT contact?
- Daisy HowesYeah, I'll do that this week.
- Daniel OkaforAnd Daisy, you're going to be the admin on the brain. So you'll be the person who manages user access, resets passwords, that sort of thing. We'll do a handover session later in week seven so you're comfortable running things independently.
- Daisy HowesGood to know. Are there training sessions?
- Callie BrennanThe standard implementation includes a one-hour handover walkthrough. You mentioned possibly wanting on-site training, that would be separate. We can slot that in week seven or after go-live depending on what works.
- Felicity GurneyWe'll confirm that internally and let you know. What about support after we go live?
- Daniel OkaforYou're on Growth, so you've got email support with a one-hour response time for priority issues. Data refreshes nightly by 07:00 each business day. And we'll do quarterly business reviews, first one in early 2025 once you've had a few weeks live. We'll look at adoption, usage, whether you want to add users or connectors, anything else.
- Felicity GurneyPerfect. Anything else we need to do?
- Callie BrennanNot right now. I'll send you a setup checklist today, that's everything laid out in order. Once I get those credentials, I'll let you know we're on track. Any blockers on your end and you let me know immediately.
- Daniel OkaforAnd just to close the loop, Felicity, I'll be checking in with you informally, but the formal QBRs are on the calendar. If anything comes up: questions from your team, a connector acting odd, you reach out to support or to me. We're here to make this successful.
- Daisy HowesThanks, Callie. Thanks, Daniel.
- Callie BrennanThanks, Felicity. Thanks, Daisy. Speak soon.
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