What was said
What this says
Current to 11 Oct 26Onboarding kick-off for Growth. Gemma Holt opened with a win from an account manager's retailer review and wants everyone on it. Open items: IT introduction, second admin, spreadsheet gap. She needs her boss's sign-off on any purchase.
What happened: Hamza Akhtar ran the 28 Jan 2026 kick-off with Gemma Holt. They agreed CRM and helpdesk first, then orders, with finance deferred. Customer service is included from the start.
Customer view: Gemma opened with a win. An account manager asked the brain the night before a supermarket buyer review and was not ambushed by complaints.
Commercial: Growth gives 40 licensed users and eight connectors, and Gemma expects to stay well under 40. She asked what extra users would cost but said she buys nothing without her boss.
Watch: Gemma is the only admin until a second is named, which is a key-person risk. Some second-site order data sits in spreadsheets, so the first go-live will have a flagged gap.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Hamza Akhtar to send IT the read-only access note and the spreadsheet template, then a dated plan.
- Gemma Holt to name a second admin by the following week and introduce Hamza to IT.
- Gemma Holt to check free text on tickets with compliance and find out which sites carry site data.
Risks
Current to 9 Oct 26- Gemma Holt is the only named admin until a second is chosen, so nobody else could fix a connector.
- Second-site order data lives in spreadsheets that only stay useful if the format stays the same.
- Customer service may assume the nightly refresh is instant, which could generate tickets.
Opportunities
Current to 9 Oct 26- Account managers are already asking when everyone else gets access, which points to wider adoption within the 40 users.
- The weekly per-retailer dashboard request shows interest in the Growth dashboards builder.