Rodenkirchen Assekuranzmakler / BG-Demo – Onboarding
Callcompleted
Rodenkirchen Assekuranzmakler · 2 Apr 2026 14:30
Onboarding call on 2 Apr 2026. Nadine Schröder confirmed forty Growth users and the systems in scope, but could not name the call-link field owner or the pilot group. Her team is already asking when they can log in.
What was said
What this says
As at Fri 9 Oct 2026Onboarding call on 2 Apr 2026. Nadine Schröder confirmed forty Growth users and the systems in scope, but could not name the call-link field owner or the pilot group. Her team is already asking when they can log in.
What happened: Laura Penhaligon and Nadine Schröder went through connector scope. The CRM, call recorder and shared drive are on the plan, and the policy admin system still needs confirming with Nadine's IT colleague.
Customer view: Nadine said her team keeps asking when they can log in. One manager has already asked whether she can ask questions about her clients.
Commercial: This is the Growth tier at forty users. Elena takes over check-ins once live, so there will be a second contact besides Matteo.
Watch: Half the calls are not linked to the client, and the owner of the link field is unnamed. Nadine also has not named the pilot group, and both items are blocking go-live.
Themes
As at Fri 9 Oct 2026Theme
Onboarding connector scope
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Nadine to send Laura the name of the IT owner for the call link field.
- Laura to send a note on what is needed from each system, copying Matteo, and propose times for the next session.
- Nadine to send the names of the managers for the pilot so Laura can set up access.
Risks
As at Fri 9 Oct 2026- Half of the recorded calls are not linked to the client, and nobody is yet named as owner of the link field.
- The policy admin system is not yet confirmed as a connector, pending Nadine's IT colleague.
- The pilot group is unnamed, which could delay first logins for an eager team.
Opportunities
As at Fri 9 Oct 2026- Managers are asking to query their clients before they have access, which shows early appetite.
- Starting with the shared drive and a small pilot can show value on the Growth tier quickly.
Transcript
Laura PenhaligonHi Nadine, can you hear me okay? My camera's being temperamental today.
Nadine SchröderYes, perfectly. Oh, there you are. Hello.- Laura PenhaligonHello! Thanks for making the time. I know it's a busy afternoon for you.
- Nadine SchröderIt's always busy. Did you have a decent week?
- Laura PenhaligonNot bad. Quite a lot of connector work on my side, which I actually enjoy. How about you?
- Nadine SchröderChaotic. Everybody wants everything yesterday. But I'm glad we're doing this, because my team keeps asking when they can actually log in.
- Laura PenhaligonThat's exactly what I want to get to. Did you get a chance to look at the agenda?
- Nadine SchröderI did, mostly. The bit about connectors and owners is the one I need.
- Laura PenhaligonGood. So today I'd like to confirm which systems are in scope, who owns each one on your side, and agree a date for the first team to get in properly.
- Nadine SchröderSounds right. Matteo said we're on forty licences, is that still correct?
- Laura PenhaligonYes, forty users on Growth. And Elena takes over the check-ins once we're live, so you'll have her as well as Matteo.
- Nadine SchröderGood, because I didn't want to be the only person asking about everything.
- Laura PenhaligonYou won't be. Right, connectors. Walk me through what your account managers actually live in day to day.
- Nadine SchröderMostly the policy admin system, the CRM and the call recorder. The calls are a bit of a mess, honestly. Half of them aren't linked to the client at all.
- Laura PenhaligonThat's a common one. We can still bring the calls in next to the programme, but the link field needs to be right. Who looks after that field?
- Nadine SchröderI think my colleague in IT would know. I'd rather not guess and give you the wrong name.
- Laura PenhaligonThat's completely fine. Could you check and send me the name? I'll note them as the owner for the call connector.
- Nadine SchröderYes, I'll ask them this afternoon. Is that enough, or do you need a sign-off as well?
- Laura PenhaligonThe name's enough for now. Sign-off comes later, when we switch the connector on in the live environment.
- Nadine SchröderOkay. Oh, you've frozen.
- Laura PenhaligonSorry, I lost you there. Can you hear me?
- Nadine SchröderYes, you're back. Where were we? The document store?
- Laura PenhaligonYes. Do your teams keep client programmes in one shared drive, or is it spread about?
- Nadine SchröderSpread about, which is the real problem. Some are in the shared drive, some are in folders on people's laptops. Don't get me started.
- Laura PenhaligonRight, we won't fix all of that today. Start with the shared drive, and look at the laptops once we know what good looks like.
- Nadine SchröderYes, that's sensible. The shared drive is where I'd want the first team to start anyway.
- Laura PenhaligonGood. Let me pull up the connector page. Bear with me a moment.
- Nadine SchröderTake your time.
- Laura PenhaligonOkay, sorry. Right, here's the list as it stands. The CRM, the call recorder and the shared drive are all on the plan. The policy admin system we need to confirm with your IT colleague.
- Nadine SchröderYes, I'll put that in my note to them today.
- Laura PenhaligonBrilliant. I'll send a short note today with what I need from each system, and Matteo gets a copy.
- Nadine SchröderLovely. And when can the team actually start? My people are asking.
- Laura PenhaligonOnce the connectors are on and the first pages are indexed, I'd start with a small pilot group. I'd rather they log in to something that works than everything half working.
- Nadine SchröderI agree. One of my managers already asked whether she can ask questions about her clients, which made me laugh, because she hasn't even got access yet.
- Laura PenhaligonHa, that's exactly the appetite we want. Okay, owners. Who from your side signs off the pilot?
- Nadine SchröderThat would be me, for now. Then I'd want the managers to nominate a couple of their own people. Actually, can I think about that and come back to you?
- Laura PenhaligonSorry, I'm back. I was just checking the connector settings against what you've told me.
- Nadine SchröderNo problem. Did that match?
- Laura PenhaligonMostly. The only gap is the link field, which we've covered. Shall we book the next session once you've got the note?
- Nadine SchröderYes, please. Let's do that. Can it be after my team's quarterly meeting?
- Laura PenhaligonOf course. I'll look at the diary and send some times today.
- Laura PenhaligonRight, we're getting close to time. Anything you still want to cover?
- Nadine SchröderOnly that I'm not sure who in the managers' group should be on the pilot. I'll come back to you on that.
- Laura PenhaligonThat's fine. Just send me the names when you have them, and I'll set up their access.
- Nadine SchröderGood. Thanks, Laura. This was useful.
- Laura PenhaligonGood. Speak soon, Nadine. Bye.
- Nadine SchröderBye, bye.
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