Yealmpton Accountants / BG-Demo – Demo
Callcompleted
Yealmpton Accountants · 22 Jul 2024 15:00
Demo for the practice manager and systems administrator. Jenny Trethewey saw the screen she wanted. Zoe Hocking pressed on nightly refresh, access controls and who maintains it, and wants controls and connectors in writing before agreeing.
What was said
What this says
As at Fri 9 Oct 2026Demo for the practice manager and systems administrator. Jenny Trethewey saw the screen she wanted. Zoe Hocking pressed on nightly refresh, access controls and who maintains it, and wants controls and connectors in writing before agreeing.
What happened: Hannah Lowe ran the demo on data close to the practice's own. Jenny said the client page was exactly the screen she had described.
Customer view: Zoe's worry was deadline freshness and her own maintenance load. She was told the refresh is nightly, and she asked to see the actual controls rather than a label.
Commercial: Jenny asked for reports because Nicholas wants a trend, so the proposal should cover reporting. Jenny owns the client side and Zoe the systems side.
Watch: Zoe will not say yes until she has the connector list. Role-based access for client managers was not answered on the call and depends on the practice system mapping.
Themes
As at Fri 9 Oct 2026Theme
Demo and access concerns
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- Hannah Lowe to send the controls list, refresh timings and connector list.
- Priya Raman to send a summary and the invite for the next conversation with Nicholas.
- Hannah to add a short section on refresh and reports to the proposal notes.
Risks
As at Fri 9 Oct 2026- Zoe Hocking is worried about nightly refresh for deadline changes and about who maintains the system.
- Access for client managers depends on role mapping in the practice system and was not answered on the call.
- Zoe will not agree until she has the controls and connector lists.
Opportunities
As at Fri 9 Oct 2026- Jenny Trethewey said the client page was exactly the screen she described.
- Reporting trend over time suits Nicholas Pengelly, who likes to see a trend.
Transcript
Priya RamanHi both, good afternoon. Jenny, Zoe, this is Hannah from our team, she's going to run the demo.
Hannah LoweHello. Before I start, what do you most need to come away knowing?
Jenny TretheweyWhether it can show the deadlines and the fees together. That's the whole thing for us.
Zoe HockingAnd whether I'd be the one maintaining it. I need to know that before anything.- Hannah LoweBoth fair. I'll cover both, and I'll be precise about what's automatic and what isn't.
- Priya RamanBrilliant. Hannah, over to you.
- Hannah LoweThanks. This is the front page, running on data close to yours. You type a question in plain English and it answers from the connected sources. To be precise, it only answers from what it's been given access to, so permissions are the first thing we set up.
- Zoe HockingRight. And do the permissions come from the practice system?
- Hannah LoweThe short answer is yes, where the source supports it. The longer answer is that some don't, so I'll show you where we'd need a mapping.
- Jenny TretheweyGo on, show us a client.
- Hannah LoweTyping a client name now. There's the open queries, the deadlines and the fees, all on one page.
- Jenny TretheweyOh, that's exactly the screen I described. Thank you.
- Zoe HockingHow quickly does it pick up a changed deadline? That's the bit that worries me.
- Hannah LoweThe refresh runs nightly. So a change made today appears after the next refresh, not straight away. I'll put the timings in writing so you're not relying on my memory.
- Zoe HockingThanks. For deadlines that matters a lot.
- Hannah LoweAgreed, which is why I'm flagging it now rather than later.
- Priya RamanThat's really helpful. It keeps expectations honest.
- Hannah LoweNext, the search. It runs across the same sources, so you can ask something like which clients have a deadline this month. Zoe, want to try one?
- Zoe HockingOkay. Which farm clients have queries open?
- Hannah LoweThere we go. The list comes back with the source for each line, so you can check it against the original.
- Jenny TretheweyThat's the bit I'd want. I don't trust something I can't check.
- Hannah LoweExactly right. Showing the source matters more than the answer looking clean.
- Zoe HockingWhat about access for the client managers? Can each one only see their own clients?
- Hannah LoweThat depends on how the roles are mapped in your practice system. I don't want to guess, so I'll check it with our security side and send you the answer in writing.
- Zoe HockingThanks. Please just show me the controls, rather than a label.
- Hannah LoweFair. I won't use a label, I'll send you the actual controls.
- Priya RamanSorry, I'm getting a call from the office. Give me two minutes.
- Jenny TretheweyNo problem.
- Priya RamanSorry about that. Right, where were we?
- Hannah LoweZoe had the access question. I've got the controls list, and I'll send it today.
- Zoe HockingGood. My other question is about the admin side. How many steps does it take me to add someone?
- Hannah LoweA few. I'll show you the admin page quickly. Adding a person and setting their access is one screen.
- Zoe HockingThat's better than I thought. Our old system needed three different logins.
- Hannah LoweThat's the sort of thing we can take off your plate, though I'd want to check the detail of your setup first.
- Jenny TretheweyCan we look at the reports? Nicholas will want to know what we're getting.
- Hannah LoweYes. Reports show usage, questions asked, and which sources are current. The key one for you will be the trend over time, not a single week.
- Priya RamanThat's a great point. To keep momentum, let's make sure the proposal reflects the reporting too.
- Jenny TretheweyYes, Nicholas likes to see a trend.
- Hannah LoweThen I'll include a short section in the proposal notes on how the refresh and reports work. Shall I put that together?
- Priya RamanPlease do. I'll send a summary today with the next steps.
- Zoe HockingCould you send the connector list too? I need to know what we're connecting before I say yes to anything.
- Hannah LoweAgreed. I'll send the list with each source and who owns it on your side.
- Jenny TretheweyGood. Zoe, you'll own the systems side, I'll own the client side.
- Zoe HockingYes. Fine by me.
- Priya RamanRight, let's recap. Hannah sends the controls list, the refresh timings and the connector list. Zoe, you've got the access questions. Jenny, you'll speak to Nicholas. And we book the next conversation to keep momentum.
- Jenny TretheweyWorks for me. Nicholas is free the week after next, I think.
- Priya RamanBrilliant. I'll send the invite.
- Hannah LoweThanks everyone. I'll have the notes out today. Speak soon.
- Zoe HockingThanks Hannah, that was useful.
- Jenny TretheweyCheers all. Bye.
- Priya RamanBye both.
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