Yealmpton Accountants / BG-Demo – Onboarding
Callcompleted
Yealmpton Accountants · 17 Oct 2024 15:00
Second onboarding call on 17 Oct 2024. Sample view well received, one duplicate client found, an earlier login ticket explained. Go-live agreed for the week after next, pending sign-off and a corrected client list.
What was said
What this says
As at Fri 9 Oct 2026Second onboarding call on 17 Oct 2024. Sample view well received, one duplicate client found, an earlier login ticket explained. Go-live agreed for the week after next, pending sign-off and a corrected client list.
What happened: Callie Brennan showed the fee-free sample view to Jenny Trethewey and Zoe Hocking. Zoe spotted a client appearing twice, likely a folder duplicate.
Customer view: Jenny said "It's clearer than what we had before, honestly." She pressed to set the go-live date because the tax team keep asking.
Commercial: Early value is landing and the first team is eager. No price or renewal talk, but a good start supports later adoption and renewal.
Watch: The earlier login ticket came from credentials reset on the customer side that the connector had not picked up. Zoe also apologised for needing patience, so her capacity is worth watching.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Zoe to check the duplicate and send Callie the corrected client list by the end of the week.
- Jenny to sign off the sample view.
- Callie to send the note and confirm the live date for the week after next.
Risks
As at Fri 9 Oct 2026- A duplicate client in search results must be fixed before sign-off.
- Customer-side credential resets can break the connector again.
- Zoe's limited capacity could delay the corrected list.
Opportunities
As at Fri 9 Oct 2026- The tax team is eager, which supports strong early adoption.
- A clean first month could justify widening to other teams.
Transcript
Callie BrennanHello both, good afternoon. Right, the plan for today is a quick look at the sample view, then the export, then we pick a date for the first live refresh. Shall we start with the sample?
Jenny TretheweyYes please. Hang on, I've got three emails open. There we go.
Zoe HockingI'm here too. I sent the client list over this morning, did you get it?- Callie BrennanI did, thank you. It's cleaner than the folders, so that maps cleanly. I'll come back to the names in a minute.
- Jenny TretheweyCan we see the sample? The tax team keep asking me when they can have a look.
- Callie BrennanOf course. Zoe, can you share, or shall I? I'll share.
- Zoe HockingGo on, it's your screen.
- Callie BrennanSo this is the view without fees, the way we agreed. Deadlines on the left, billing status on the right. Jenny, is that what they need?
- Jenny TretheweyYes, that's it. It's clearer than what we had before, honestly.
- Zoe HockingI noticed one of the search results had a client twice. That'll be the duplicate from the folders, won't it?
- Callie BrennanYes, I think so. Good catch. Let's check it against the export before we sign anything off.
- Zoe HockingI'll look at it this afternoon. I've also been meaning to ask about the ticket from last month.
- Callie BrennanAh, the login one. That's closed now. The credentials had been reset on your side and the connector hadn't picked up the new ones. It's fine, but let's keep an eye on it.
- Zoe HockingRight. That makes sense. I wondered why it happened.
- Jenny TretheweyCan we set the go-live now? I'd like the team to start properly.
- Callie BrennanLet's agree the sample is signed off first, then the first live refresh, then a week of checking. How does the week after next sound?
- Jenny TretheweyThat works. Yes, the week after next is good.
- Callie BrennanBrilliant. Zoe, could you check the duplicate and send me the corrected list by the end of the week?
- Zoe HockingYes. I'll do it. Thanks for being patient with me.
- Callie BrennanRight, that's everything from me. Sign-off on the sample, the corrected list, and the live date. I'll send the note today. Thanks, Callie.