Wattlebrook Insurance Services / B-Brain – Check In
Callcompleted
Wattlebrook Insurance Services: documents · 2026-08-27 10:30
Check-in on 27 Aug 2026: Jess Mitchell said adoption is quieter after a June restructure, and Marcus Bell put usage down about eleven percent. No technical issues; a training refresher is to be booked.
What was said
What this says
Current to 11 Oct 26Check-in on 27 Aug 2026: Jess Mitchell said adoption is quieter after a June restructure, and Marcus Bell put usage down about eleven percent. No technical issues; a training refresher is to be booked.
What happened: Marcus Bell walked Jess Mitchell through last quarter's numbers. Usage was down about eleven percent, with two to three active users most days, and no error tickets.
Customer view: Jess puts the dip down to a June restructure and a heavy user moving team. She says the product works well and the issue is rebuilding the habit.
Commercial: Wattlebrook is on Starter with fifteen users licensed, and Jess says that is enough for now. Growth in users depends on adoption picking up.
Watch: the call shows no complaint, but quiet usage on a small base is a renewal risk if the heavy user does not return. The evidence does not show a renewal date.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Marcus Bell to book the half-hour training refresher and send Jess Mitchell the link.
- Marcus Bell to check usage again after the refresher and whether the heavy user is back.
Risks
Current to 9 Oct 26- Usage is down about eleven percent on the quarter before, following a June restructure.
- A heavy user was moved to another team and has not yet returned to the brain.
- Only two to three active users most days on a fifteen-user Starter subscription.
Opportunities
Current to 9 Oct 26- A half-hour training refresher could rebuild the habit and bring the heavy user back.
- Jess says more users may be added later if adoption picks up.