Brightcombe Veterinary / BG-Demo – Onboarding

First onboarding call since the 30 Sep 2026 session flagged a farm invoice total lower than the accounts, two admins not logged in and an open wrong-farm ticket. Bryony Vosper is the only customer attendee and the main user, so data trust here shapes early adoption.

Context: Brightcombe Veterinary is a new Starter customer on an executed order form at £22k a year, signed 7 Sep 2026. Usage rests on Bryony: one active user in Sep 2026 and 78% of questions in the last 90 days.

Approach: Lead with data trust. Bring the finding on the lower farm invoice total and the ticket cause, because Bryony will not rely on a figure until invoices match their own system.

Then agree dates for the invoices and queries connectors, settle the unrecognised visits feeds, and plan how the two admins start before the 29 Oct 2026 onboarding and the 2 Nov 2026 training.

Watch for: The records do not show whether the invoice check or the ticket finding is complete. Keep finance light: Rachel Dunmore owns the PO for the open subscription invoice due on the call date.

Edward Cleave, who signs, feared a year-long lock-in for one team, so adoption is the renewal case. Bryony asked that adoption measures not become a league table.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026