Plum Grove Staffing / BG-Demo – Kickoff
Callcompleted
Plum Grove Staffing · 27 Jul 2026 16:45
Kickoff with Plum Grove Staffing's operations manager and systems coordinator. They want client, orders and invoices in one place. The timesheet export is unreliable, only two people log in, and schedulers are needed in week one.
What was said
What this says
As at Fri 9 Oct 2026Kickoff with Plum Grove Staffing's operations manager and systems coordinator. They want client, orders and invoices in one place. The timesheet export is unreliable, only two people log in, and schedulers are needed in week one.
What happened: Marcus showed early usage and the client accounts page. Hamza took the connector list and agreed to own the timesheet export.
Customer view: Monique wants schedulers to stop ringing her about invoices. Brianna is worried about the timesheet export, which she says has worked on and off since before signing.
Commercial: Adoption is the risk, as only Monique and Brianna log in today. Getting schedulers on pages and search, with finance later, sets up value for the first renewal.
Watch: Hamza would not promise a fix date for the export. A connector owner has left, and billing sources need a second sign-off on the customer side.
Themes
As at Fri 9 Oct 2026Theme
Kickoff, adoption, timesheet export
Importance
neutral
Sentiment
mixed
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Hamza to send the connector plan the next day with the timesheet export first.
- Brianna to send the login list and confirm schedulers have their emails.
- Marcus to hold a short check-in in a couple of weeks on whether schedulers are asking questions.
Risks
As at Fri 9 Oct 2026- Only two people log in, so adoption could stall without the schedulers.
- The timesheet export has been unreliable since before signing and has no promised fix date.
- A connector owner has left, so some feeds have no named owner.
Opportunities
As at Fri 9 Oct 2026- Schedulers getting invoice answers in one question could make the value visible quickly.
- Finance logins are planned after operations, which would widen use.
Transcript
Hamza AkhtarHi, can you both hear me? Hello, there we go. Hi Monique, hi Brianna.
Monique JeffersonHi Hamza, yes we can hear you. Brianna's still finding her headset.
Brianna HollisI'm here. Sorry, I had the wrong tab open. Hi Marcus, hi Hamza.
Marcus BellNo bother. Marcus here from BG-Demo, I'm on the customer success side. Hamza, do you want to take it, or shall I show the usage first?- Hamza AkhtarYou go first, Marcus, then I'll walk through the setup. Keeps it sensible.
- Marcus BellFine. So I've pulled what the usage looks like so far, and to be honest it's early days. Sharing now. Can you see the client accounts page?
- Monique JeffersonYes, got it. Is that the open orders sitting underneath?
- Marcus BellThat's it. The idea is you see the client, the open orders and the invoices in one place, rather than three tabs.
- Monique JeffersonYeah, that's exactly what we were after. Our schedulers keep ringing me to ask where a client's invoice has got to, and I'm sick of being the middleman.
- Brianna HollisAnd I'm the one they ring about the connectors when something's stopped. Can I say that now or should I wait?
- Hamza AkhtarSay it now, that's really useful. That's basically what the connectors are for, so let's get the list out of the way first.
- Brianna HollisOkay. The one I'm worried about is the timesheet export. It's been working on and off since before we signed, I think.
- Hamza AkhtarRight. To be precise, I can't tell you it's fixed until I've checked the source settings with you. When did it last load properly?
- Brianna HollisHonestly, I'm not sure. Two weeks? Maybe less. I'd have to look.
- Marcus BellThat's fine, we'll find out. I don't want us promising a date for it today. Hamza, can you own that one?
- Hamza AkhtarYes, I'll own it. I'll look at the feed this week and tell you what I find, not what I hope I'll find.
- Monique JeffersonGood. Can we talk about who's actually going to log in? Because right now it's me and Brianna and that's the problem.
- Marcus BellYeah, I've got that as a number on the screen, and it's low. Usually it's the schedulers who matter, not the managers.
- Monique JeffersonRight, so I need the schedulers in the first week. Can you help me get them through the door without it being a big announcement?
- Hamza AkhtarYes. The short answer is we set them up with their own logins and a short walkthrough. The longer answer is that they need to see one thing that saves them time before they bother.
- Brianna HollisSuch as? Give me an example, because I'll get asked.
- Hamza AkhtarSay a scheduler asks where a client's last invoice went. If they get the answer in one question, rather than a phone call, that's the one that sticks.
- Brianna HollisOkay, that I can sell. Who else needs logins? Finance?
- Monique JeffersonFinance, yes, but not yet. Let's get operations going first. I don't want finance asking questions we can't answer.
- Marcus BellSensible. I've pulled the list of people who've been invited, so I'll drop it in the chat after this call so you can cross them off.
- Hamza AkhtarBrianna, when you're in the admin area, can you check the owner field for each connector? If someone's left, we need a name against it.
- Brianna HollisSomeone's definitely left. I'll have to check who was on the old one. Give me a bit.
- Hamza AkhtarNo rush. I'd rather have the right name than a quick guess. Monique, who on your side decides when a new source goes live?
- Monique JeffersonMe, really, though I'd have to check with the operations director if it touches billing. I'm not going to pretend I know everything about that side.
- Hamza AkhtarThat's fine, it's useful to know. We'll note that billing sources need a second sign-off on your side.
- Marcus BellHamza, shall we cover the first pages? I think Monique wants to know what she can show the team on day one.
- Hamza AkhtarYes. Honestly, pages and search will do most of the work this month. Don't try to build anything fancy yet.
- Monique JeffersonGood, because I don't have time for fancy. I've got a warehouse calling about a late order right now.
- Brianna HollisHa, that's the most honest thing said on this call so far.
- Marcus BellRight, let's look at the next few weeks. Hamza, can you send the connector plan through to Brianna and me by the end of the week?
- Hamza AkhtarYes, I'll send it tomorrow, with the timesheet export at the top. I'd rather you saw the problem written down than found it later.
- Marcus BellGood. I'd like a short check-in in a couple of weeks to see whether the schedulers have actually started asking questions.
- Monique JeffersonFine by me. Brianna, can you pull the login list for that call?
- Brianna HollisAlready on it. I'll send it to Hamza and Marcus, and I'll ask the schedulers to confirm they've got their emails.
- Hamza AkhtarPerfect. Anything else from anyone before we wrap up? Otherwise I'll let you go.
- Monique JeffersonNo, I think that's everything. Thanks, all. Speak soon.
- Marcus BellCheers everyone. I'll get the notes out this afternoon.
- Brianna HollisThanks, bye.
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