Yealmpton Accountants / BG-Demo – Kickoff
Callcompleted
Yealmpton Accountants · 25 Sep 2024 14:45
Kickoff for Yealmpton Accountants. Sources and credentials were checked and the first refresh ran. Jenny Trethewey said take-up has been slow, and the client managers want a timeline and training.
What was said
What this says
As at Fri 9 Oct 2026Kickoff for Yealmpton Accountants. Sources and credentials were checked and the first refresh ran. Jenny Trethewey said take-up has been slow, and the client managers want a timeline and training.
What happened: Callie Brennan confirmed the sources, credentials and field mapping, and the first refresh completed. Zoe Hocking was taken through adding users and access, and set client managers to read-only.
Customer view: Jenny said it had been slow to take off but the team are getting there. She added that they like the idea but are not sure where it fits in their day.
Commercial: Early adoption is the risk to the first renewal. Daniel Okafor owes a dated plan and training options by Friday. Training could point to an add-on, such as an on-site training day, but nothing was priced.
Watch: Zoe owns the email mailbox for now and is unsure it should be hers. She is worried about a leaver leaving nobody who knows the login, so the setup note must record owners.
Themes
As at Fri 9 Oct 2026Theme
Kickoff and early adoption
Importance
neutral
Sentiment
mixed
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Daniel Okafor to send Jenny a dated plan and training options by Friday.
- Callie Brennan to send the setup note with steps and owners, and the calendar invite for the first check.
- Jenny Trethewey to send the fee exceptions list by the end of the week.
Risks
As at Fri 9 Oct 2026- Slow early take-up: the team is unsure where B-Viz fits in their day.
- Single-person admin dependency, with Zoe unsure she should own the email mailbox.
- Fee field gaps for some older clients may show as empty until Jenny sends the list.
Opportunities
As at Fri 9 Oct 2026- Client manager training could be offered, for example an on-site training day add-on.
- A clear adoption plan could build usage before the first renewal.
Transcript
Daniel OkaforHello everyone, thanks for making time this afternoon. Let me just check who's joined. Jenny, Zoe, I can see you. Callie, are you with us?
Callie BrennanHi Daniel, I'm here. Let me give the plan for the next hour, then we'll go into it.- Callie BrennanWe'll confirm the sources, the credentials, the field mapping, and then switch on the first refresh. What I need from your side is the access, which I think Zoe has sent.
Zoe HockingI sent them on Monday, I think. Hang on, let me check my inbox.- Daniel OkaforNo rush. It's a good chance to check the team's first impressions too.
Jenny TretheweyHonestly, it's been slow to take off, but the team are getting there.- Daniel OkaforThat's useful to hear. How is the team finding it?
- Jenny TretheweyThey like the idea. They're not sure where it fits in their day yet.
- Daniel OkaforOkay. We'll come back to that. I'll come back to you by Friday with a short plan for the first few weeks.
- Zoe HockingFound them. Right, I've got the list.
- Callie BrennanPerfect. Before we switch on the refresh, I want to check each credential works. Can you read me the first source name?
- Zoe HockingThe practice system. The read-only login is in there.
- Callie BrennanThat maps cleanly to the source list we agreed. And the second?
- Zoe HockingThe document folder, then the client emails.
- Callie BrennanOkay. The email one needs a mailbox owner, so who's that?
- Zoe HockingThat's me, for now. I'm not sure it should be.
- Callie BrennanThat's a good question to park for later, but please write it in the setup note so it doesn't get lost.
- Jenny TretheweyZoe, I'm happy with you owning it for now, then we can revisit.
- Zoe HockingFine. But I want a note that says so, I've been caught out before.
- Daniel OkaforAgreed. I'll make sure that's in the setup note. Just to close the loop on that point.
- Callie BrennanThanks. Now the field mapping. I've mapped client name, deadline, fee and query type. Does that look right?
- Jenny TretheweyMostly. The fee field isn't always filled in. Is that a problem?
- Callie BrennanIt'll show as empty for those clients, which is correct. But I'd like you to tell me which clients those are, so we're not guessing.
- Jenny TretheweyRight. I'll send a list. Probably a few of the older ones.
- Callie BrennanLovely. That's the last mapping question. Shall we run the first refresh?
- Callie BrennanThe first refresh has run. Let's check it against the list you sent.
- Zoe HockingDid it finish? I couldn't see anything change on my side.
- Callie BrennanIt completed. The count's moving, so the sources are reading. Let's look at one client to be sure.
- Jenny TretheweyOh, that's the one I'd have picked. Yes, it's all there.
- Callie BrennanGood. That's the check I wanted. Now I want to hand over the admin side properly. Zoe, you should be able to add a user and change access without calling us.
- Zoe HockingThat's the thing I'm worried about, honestly. Last time, somebody left and nobody knew the login.
- Daniel OkaforThat's exactly why we're doing this properly. Callie, can you take Zoe through it now?
- Callie BrennanYes. Share your screen, Zoe, and we'll go through it step by step.
- Zoe HockingSorry, is it me or is the admin page slow today?
- Callie BrennanIt's probably the refresh finishing. Let's give it a minute.
- Zoe HockingOkay, there it goes. Right, adding a user.
- Callie BrennanGood. One step, then set their access. Don't give anyone more than they need.
- Zoe HockingRight. I'll make the client managers read-only for now.
- Callie BrennanYes, that's the safe starting point. We can widen it when you're comfortable.
- Daniel OkaforLovely. How's the team feeling about the admin side, Zoe?
- Zoe HockingLess scared than I was. I'd still like the write-up you promised.
- Callie BrennanIt'll be in the setup note, with the steps and the owners. I'll send it today.
- Daniel OkaforThanks Callie. Jenny, anything you want from us before we wrap the technical part?
- Jenny TretheweyJust a timeline for the client managers. They're asking when it'll be useful day to day.
- Daniel OkaforThat's fair. I'll come back to you by Friday with a dated plan, so you're not left guessing.
- Jenny TretheweyLovely. Yes, please.
- Daniel OkaforRight, let's do the last bits: owners, the next session, and anything the team needs before we close.
- Zoe HockingOwners. I'll confirm the list, and Jenny sends the fee exceptions.
- Jenny TretheweyYes. I'll send that list by the end of the week.
- Callie BrennanGreat. Then the next check is the first full week of refreshes. What I'll look for is that the counts keep moving.
- Daniel OkaforAnd I'll check in on how the team's using it, rather than the technical side, which Callie has covered.
- Jenny TretheweyThat works. Is there anything you need from our side?
- Callie BrennanJust the credentials note and the fee list. Everything else is in the setup note.
- Zoe HockingBrilliant. Thanks Callie, that's really clear.
- Callie BrennanThanks Zoe. Thanks all. Speak soon.
- Daniel OkaforBefore we go, Callie, is the first check in the diary?
- Callie BrennanIt's booked for next week. I'll send the calendar invite today.
- Jenny TretheweyLovely. One more thing from us: the client managers will ask for training. Is that something we can book?
- Daniel OkaforYes. I'll come back to you by Friday with options. I'd rather not guess the format now.
- Daniel OkaforThank you all. Take care.
- Zoe HockingBye.
- Jenny TretheweyBye all.
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