Brightcombe Veterinary / BG-Demo – Onboarding
Callcompleted
Brightcombe Veterinary · 30 Sep 2026 09:30
Onboarding with Rosalind Pidgeon and Bryony Vosper. Visits is live, invoices nearly there. A farm invoice total looked lower than the accounts, and two admins have not logged in.
What was said
What this says
As at Fri 9 Oct 2026Onboarding with Rosalind Pidgeon and Bryony Vosper. Visits is live, invoices nearly there. A farm invoice total looked lower than the accounts, and two admins have not logged in.
What happened: Hamza Akhtar reported the visits connector live, invoices nearly there and queries waiting on access. Bryony has finance sign-off on the invoice side but does not recognise two old visits feeds.
Customer view: Bryony asked that the owner sheet say who answers when a feed stops loading. Rosalind wants alerts to go to a person, not a shared inbox.
Watch: Bryony said two admins have not logged in at all. Rosalind also said one farm's invoice total looks different from paper, and Bryony said it looks lower than the accounts and may be timing.
Commercial: No price or renewal talk. The adoption push is one real farm test on Monday, if access is through.
Themes
As at Fri 9 Oct 2026Theme
Onboarding progress and data checks
Importance
neutral
Sentiment
neutral
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Bryony Vosper to send the feed names and invoice references to Hamza Akhtar.
- Rosalind Pidgeon to send the farm-client lead's name today.
- Hamza Akhtar to check the invoice total and send the owner sheet today.
Risks
As at Fri 9 Oct 2026- An invoice total that looks lower than the accounts could erode trust in the data if not explained.
- Two admins have not logged in, so early adoption is thin.
- Two unrecognised visits feeds could break or mislead the connector if connected by accident.
Opportunities
As at Fri 9 Oct 2026- A named-person alert owner for each connector builds the reliability the customer asked for.
Transcript
Hamza AkhtarMorning both. Can you hear me okay? Good. Right, this is onboarding, so I want to walk through what's live and what's still sitting in the queue.
Bryony VosperMorning. Hear you fine. Rosalind's dialled in from the car, so if she drops out, that's why.
Rosalind PidgeonI'm here, I'm at a level crossing so I may cut out. Go on Hamza.- Hamza AkhtarNo problem. The visits connector is live, the invoices one is nearly there, and the queries one is waiting on the access you're sorting, Bryony.
- Bryony VosperYes. I've sorted the invoice side with finance, they've signed it off. The visits one I'm still not sure about, there are two old feeds I don't recognise.
- Hamza AkhtarLet's look at those. Can you send me the names of the feeds? I'd rather switch off the old ones than connect them by accident.
- Bryony VosperI'll send them after the call. I think one of them is a test feed from before my time.
- Hamza AkhtarTest feeds are the usual culprit. Don't worry, we'll find out. Let's do the owners next.
- Rosalind PidgeonSorry, the car's back in signal. Owners, yes. One of the farm-client leads will take the queries. I'll send you her name today.
- Hamza AkhtarBrilliant. Send me the name and I'll add it to the owner sheet.
- Bryony VosperI'd like the owner sheet to say who answers when a feed stops loading. That happens after someone changes a system.
- Hamza AkhtarExactly the right thing to ask. So each connector gets a named owner on our side and yours, and a line saying who gets the alert.
- Rosalind PidgeonAnd the alert goes to a person, not a shared inbox. Shared inboxes don't get read.
- Hamza AkhtarAgreed. A person, not an inbox.
- Bryony VosperSorry, I'm back. I've had the practice manager on about the rota.
- Hamza AkhtarNo problem. Quick check on what the team's seen so far. Are people logging in?
- Bryony VosperA few. The farm-client team's been in twice, and two admins haven't logged in at all.
- Rosalind PidgeonLet's not worry, they've been busy. But I'd like them to try it on a real farm before the end of the month.
- Hamza AkhtarGood plan. I'd suggest we pick one farm, one real question, and a few people testing it together.
- Bryony VosperI can do that. One farm, Monday, if the access is through.
- Hamza AkhtarMonday's fine. And if the access isn't through by then, we move it. We don't cut corners.
- Rosalind PidgeonSorry, one thing about the data. The invoices look different from what we see on paper. Can you check?
- Hamza AkhtarGood catch. Give me an example, the farm, the month, and roughly what's different, and I'll compare it against the source.
- Bryony VosperThe total for one farm last month looks lower than the figure in the accounts. It might be a timing thing.
- Hamza AkhtarIt could be timing, invoices raised but not yet synced, or a credit note that's come through. I'll check both. Don't change anything on your side until we know.
- Rosalind PidgeonSure. I'd rather know than assume.
- Bryony VosperI'll pull the invoice references and send them over.
- Hamza AkhtarRight, let's tidy up. Action list: send the feed names, send the lead's name, confirm the Monday farm, and check the invoice total. Anyone want to add something?
- Rosalind PidgeonJust that I'd like a copy of the owner sheet before Monday.
- Hamza AkhtarDone. I'll send it today.
- Bryony VosperThanks. Sorry, the clinic bell's going, I'm going to have to go in a minute.
- Hamza AkhtarGo on. Thanks both. Speak soon.
- Rosalind PidgeonThanks Hamza. Bye Bryony.
- Bryony VosperBye.
- Hamza AkhtarI'll send the notes now. Bye.
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