Notes from our check-in

Email thread

Marcus Bell sent notes after the call: usage is well up on last quarter, the team is comfortably inside the 40 licensed users and support is quiet. Becky Lawton is to send desired client views, and Marcus a usage summary. No reply in the thread.

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Current to 11 Oct 26

Marcus Bell sent notes after the call: usage is well up on last quarter, the team is comfortably inside the 40 licensed users and support is quiet. Becky Lawton is to send desired client views, and Marcus a usage summary. No reply in the thread.

Ask: Marcus recorded what was covered and agreed so both sides hold the same list, and invited corrections.

Customer view: there is no customer response in the thread, so the notes are unconfirmed by Becky.

Next: Becky sends the client views her team most wants. Marcus checks what the brain can show by client and sends the usage summary.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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Last message2025-04-22

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Marcus Bell 22 Apr 2025 13:06
to Becky Lawton
Hi Becky, Thanks for your time on the call. Here are my notes so we both have the same list. What we covered: - usage is well up on last quarter, with more of your account managers asking their own questions - you're comfortably inside the 40 licensed users, so there's plenty of room for the team to grow - support has been quiet, with nothing outstanding on our side What we agreed: - you'll send me the client views your team most want to see, so I can check what the brain can already show by client - I'll come back with a short usage summary you can use before your next account review If I've got anything wrong, tell me and I'll correct it. Happy to jump on a call again if it's easier. 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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Data	Records
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Invoices	187
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News items	84

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