Booking the QBR

Email thread

Brannock Medical Supplies: documents · cs

Marcus Bell asked Helen Varley to book the QBR; she accepted a Thursday 14:00 slot and asked for usage by trust, delivery queries and the renewal. The contract end was 30 Apr 2026.

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Current to 11 Oct 26

Marcus Bell asked Helen Varley to book the QBR; she accepted a Thursday 14:00 slot and asked for usage by trust, delivery queries and the renewal. The contract end was 30 Apr 2026.

Ask: Helen wants to know whether rising usage comes from the same few people or the wider team, whether delivery queries are visible to the account managers, and what happens next on the renewal.

Customer view: she is engaged and is bringing account managers, but she is probing both breadth of use and value.

Next: Marcus will break usage down by trust and by person and bring Priya for the renewal. The evidence does not show the outcome of the review or the renewal.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

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Messages3

First message2026-03-11

Last message2026-03-13

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Messages

Marcus Bell 11 Mar 2026 13:24
to Helen Varley
Hi Helen, It's time to book your quarterly business review. I've pulled the numbers and usage is up on last quarter, which is nice to see after the quiet spell before Christmas. I'd like to cover: - usage and questions asked, by team - what the key-account managers are using the brain for most - anything you want changed before the contract end on 30 Apr 2026 Could you suggest a couple of slots for next week? An hour should do it. Thanks, Marcus
Helen Varley 12 Mar 2026 13:42
to Marcus Bell
Marcus, Good news on usage. What's driving that? I'd like to know if it's the same few people or the wider team. Thursday afternoon works, say 14:00. For the agenda, three points from me: - usage by trust, please - delivery queries: are they showing up where the account managers can see them? - the renewal, and what happens next I'll take it to the account managers so some of them can join. Thanks, Helen
Marcus Bell 13 Mar 2026 15:36
to Helen Varley
Hi Helen, Thursday at 14:00 is booked, and I'll send the invite to you and the account managers you mention. On your first question, I'll break usage down by trust and by person so you can see whether it's a few people or the wider team. On delivery queries, I'll check what the brain is pulling in and show you on screen. I'll leave the renewal itself to Priya on the day, and I'll make sure she's there. Thanks, Marcus

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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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B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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Data	Records
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People at customers	573
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Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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