Nell Ashcombe

Lornefield Pensions Administration / BB-Demo – Discovery

Callscheduled

Lornefield Pensions Administration: documents logo Lornefield Pensions Administration: documents · 2026-10-13 16:00

What was said

What this says

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Themes

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Who was there

BB-Demo

Them

Follow-up

Next steps

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Risks

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Opportunities

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Call prep

Current to 11 Oct 26

Lornefield churned when its Growth term ended on 2 Apr 2026 after a group mandate. Douglas Baird has reopened talks, and a win-back lead sits at £50,000. This call shapes the scope Fiona Mackie needs for group sign-off.

Context: Douglas Baird is the economic buyer who signed the non-renewal on group direction. On the 6 Oct 2026 calls he said the group suite falls short on member queries and trustee call preparation.

Context: Fiona Mackie of Dunmarra Group controls budget and is not on this call. She asked for termination terms, exposure and a written data note. The records do not show whether that paperwork has gone.

Approach: Treat this as discovery. Map who would use the brain, which sources it needs and who would sponsor adoption. The earlier term faded on habit after champion Imogen Hartley left.

Approach: Keep the brain framed as a layer filling a gap beside the group suite, not a replacement. Agree one BB-Demo voice with Tom Ashdown, who owns the deal and promised a second call.

Watch for: Never repeat the £50,000 deal amount as an annual price, because it includes implementation. Do not promise anything about the data still in Snowflake until Daniel Okafor has confirmed it with Lornefield IT.

AI · claude-opus-5-5 · 11 Oct 2026

Booked

Updated 9 Oct 26
Date2026-10-13
Time16:00
Typediscovery
Statusscheduled

Transcript

Not yet analysedNo transcript: the call is scheduled and not recorded.

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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DataRecords
Organisations75
People at customers290
BB-Demo staff40
Calls784
Email threads1,169
Support tickets449
Documents477
Deals117
Invoices101
Events49
News items56

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