Clayhithe Logistics / BG-Demo – Kickoff
Callcompleted
Clayhithe Logistics · 3 Nov 2025 10:00
Kickoff for the Starter subscription. Owners were split between Callum (connection) and Toby (content), finance is to join, and access will be set by role. One sync ticket is open with no fix date promised.
What was said
What this says
As at Fri 9 Oct 2026Kickoff for the Starter subscription. Owners were split between Callum (connection) and Toby (content), finance is to join, and access will be set by role. One sync ticket is open with no fix date promised.
What happened: Esther restated the contract terms: signed 24 Oct 2025, fifteen seats on Starter, renewal 24 Oct 2026, annual figure £20k. Toby agreed and said he had been the only one asking who owns what.
Customer view: Callum owns the dispatch connector technically and Toby signs off what good looks like. Accounting is finance's, so Toby will bring them to the next session. The helpdesk connector is left until last because it is messy.
Commercial: Toby wants role-based access so account managers cannot see margin on other clients. The first group will be a few named people. Renewal on 24 Oct 2026 is close to the as-of date, so early adoption evidence matters.
Watch: The dispatch export is not a live feed, so late exports leave the morning view stale. The open sync ticket has no promised date.
Themes
As at Fri 9 Oct 2026Theme
Kickoff, ownership and access
Importance
neutral
Sentiment
neutral
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Callum to send the connector list and export times by the end of the week.
- Toby to send the owners and the first-group names to Esther.
- Esther to send the call summary covering owners, access points and the open ticket.
Risks
As at Fri 9 Oct 2026- The dispatch export is not a live feed, so late exports could leave the morning view stale on Starter.
- One sync ticket is open and no fix date has been promised.
- Toby said he has been the only one asking so far, which points to thin ownership on the customer side.
Opportunities
As at Fri 9 Oct 2026- Finance joining the next session could bring the accounting connector and a wider user group in.
- Role-based access built properly now supports expansion beyond the first few named users.
Transcript
Esther QuayeMorning all, can you hear me? Right, I'll start with the open tickets so we're aligned. We've got one ticket open from last week, a sync question. I've logged it and I'll chase engineering today, but I'm not going to promise a date on it.
Toby WestwoodMorning Esther. Yep, that's the one Callum raised. Morning Laura.
Laura PenhaligonMorning both. Callum, are you on? I can hear someone breathing.
Callum RixSorry, I'm here. Morning. I was getting the laptop out.- Laura PenhaligonNo drama. Right. I'm Laura, I'll be doing the implementation side. Esther's the one who keeps the account on track, so anything about the contract goes through her.
- Esther QuayeJust so we're aligned: you signed on 24 Oct 2025, you've got fifteen seats on the Starter tier, and the contract runs to 23 Oct 2026. Renewal's 24 Oct 2026, and the annual figure is £19,500.
- Toby WestwoodYep, that's what we agreed. Honestly, I just want to know who owns what, because I've been the only one asking so far.
- Laura PenhaligonGood, that's the right place to start. Let's do owners first, then connectors, then access.
- Callum RixCan I say something on connectors? We have the dispatch export, the accounting system and the helpdesk. The helpdesk is messy, so I'd like to leave that one until last.
- Laura PenhaligonMakes sense. Let's list them and put a rough order on them.
- Laura PenhaligonSo, owners. Who owns the dispatch connector?
- Callum RixMe, on the technical side. But somebody on the ops team has to say what a good record looks like, because I can connect anything, I can't tell whether it's right.
- Toby WestwoodThat's me then, on the content. I'll sign off what good looks like.
- Laura PenhaligonLovely. That's the split you want: Callum owns the connection, Toby owns what the answers mean. Does anyone own the accounting side?
- Toby WestwoodFinance, really. I'll get them to sit in on the next session.
- Laura PenhaligonGood. I'd like finance in the room before we touch the invoice fields.
- Esther QuayeAgreed. I'll note that, and I'll send the owner list after the call so it's all in one place.
- Callum RixRight, the dispatch export. It's an export, not a live feed, so it'll be behind by a bit. Is that okay for the morning view?
- Laura PenhaligonYes, the refresh runs overnight. The export is the thing we need to check, because if it lands late the morning view goes stale.
- Callum RixOkay. So the exports need to land before the refresh runs.
- Laura PenhaligonExactly. Let's do a test run this week and check the timings.
- Esther QuayeJust to flag, I'm not promising a fix date on the ticket until we see what's causing it. I'll update you when I know.
- Toby WestwoodCan we talk about who sees what? Some of our account managers shouldn't see the margin on other clients.
- Laura PenhaligonThat's a good point. Access is by role, so we set that up with you before anyone logs in. I'd rather do it properly than retrofit it.
- Callum RixAgreed. The admin side has to be locked down before we go wider.
- Esther QuayeYes, and I'll write that down, because I know it'll come up again.
- Toby WestwoodHow many people do you think will log in? I've got to explain it to the team.
- Laura PenhaligonWe'll start small, a few named people, and see how it's used before we open it up. The usage will tell us what we need.
- Toby WestwoodFine. Makes sense.
- Callum RixGood. I'd rather know who's using it than guess.
- Esther QuayeBefore we finish, can I just check: is the one ticket still the sync question, and are we happy with how it's being handled?
- Callum RixYes, that's still the one. I'm happy it's being looked at.
- Esther QuayeLovely. I'll chase engineering today and log the update against it.
- Laura PenhaligonRight, next steps. Callum, can you send the list of connectors and the export times? Toby, the owners and the people who'll be in the first group.
- Callum RixYes, I'll have that by the end of the week.
- Toby WestwoodWill do. I'll get the names to Esther.
- Esther QuayeGreat. I'll send a summary of today with the owners, the access points and the open ticket. Just so we're aligned.
- Laura PenhaligonPerfect. Thanks everyone.
- Esther QuayeThanks all. Many thanks, and speak soon.
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