Scheduling your quarterly review

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Hollie Grieve scheduled the quarterly review with Caitlin Mercer for a Thursday at 15:00 UK time. Caitlin asked for usage by team, the signal on loaded distributors and a board dashboard.

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Current to 11 Oct 26

Hollie Grieve scheduled the quarterly review with Caitlin Mercer for a Thursday at 15:00 UK time. Caitlin asked for usage by team, the signal on loaded distributors and a board dashboard.

Ask: Hollie asked to book the next quarterly business review. Caitlin accepted a Thursday at 15:00 UK time and listed what she wants to see.

Customer view: she is engaged and wants to know who is really using the brain, and to put something in front of the board. That is a value question as much as a scheduling one.

Next: Hollie will bring the usage view by team, a note on distributor data and a short agenda beforehand.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2026-08-17

Last message2026-08-21

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Messages

Hollie Grieve 17 Aug 2026 11:30
to Caitlin Mercer
Hi Caitlin, It's time to book your next quarterly business review. As usual I'd like to cover usage, what your team has been asking the brain, and anything you want from us over the coming quarter. Could you do an hour next week? Tuesday or Thursday afternoon would suit me, and I'm happy to work around your time zone. If anyone else from your side should be there, let me know and I'll include them. Kind regards, Hollie
Caitlin Mercer 20 Aug 2026 11:36
to Hollie Grieve
Hi Hollie, Thanks for the nudge, and sorry for the delay, it's been a renewals-heavy week. Thursday works. Can we do 15:00 UK time? What I'd like to see: - usage by team, so I know who is really in there - what's the signal on the distributors we've loaded - anything we can put on a dashboard for the board Let's operationalise it. Best, Caitlin
Hollie Grieve 21 Aug 2026 09:13
to Caitlin Mercer
Hi Caitlin, Thursday at 15:00 UK time is booked and the invitation is on its way to you. I'll bring the usage view by team and a short note on the distributor data, and we can look at the dashboard idea together on the day. I'll send a brief agenda beforehand so you can add to it. See you then. Kind regards, Hollie

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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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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
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The site itself does not call an AI model; answers in Claude come from the same figures you see here.

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Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
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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