Starter proposal

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Pelham Rowe Insurance Brokers: documents · sales

Tom Ashdown sends the Starter proposal at £28k for implementation and year one. Geoffrey Rowe replies that it sounds like exactly what they need and asks whether the data refresh needs anything from them.

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Current to 11 Oct 26

Tom Ashdown sends the Starter proposal at £28k for implementation and year one. Geoffrey Rowe replies that it sounds like exactly what they need and asks whether the data refresh needs anything from them.

Ask: Tom sends the full proposal and asks for a call that week. The total is £28k for implementation and year one.

Customer view: Geoffrey is positive and cites the time wasted reconciling systems each month as frustrating. His only question is whether the data refresh needs action on the customer side.

Next: BB-Demo should answer the refresh question and book the walkthrough. The thread shows no reply from Tom and no signature.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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Messages2

First message2023-12-18

Last message2023-12-20

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Tom Ashdown 18 Dec 2023 13:20
to Naomi Fordham, Geoffrey Rowe
Naomi and Geoffrey, Following up from our call in November, I've put together a proposal for Starter. The brain would connect your CRM, calls and helpdesk so you can ask questions across all three without manually reconciling. Implementation happens over a few weeks, and the total for implementation and year one is £28,000. I've attached the full proposal. Do you want to jump on a call this week to go through it? Best, Tom
Geoffrey Rowe 20 Dec 2023 15:30
to Tom Ashdown
Tom, Thanks for the proposal. This sounds like exactly what we need, the time we waste reconciling the systems each month is frustrating for everyone. Quick question: on the data refresh, do we need to do anything or does it all happen on your end? Geoffrey

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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.
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.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
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Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
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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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