Let's schedule a discovery call

Email thread

Lewis Kerr proposed a discovery call with Lindsay Pallister, Head of Care Operations. Lindsay asked to move it to the week after next and said she is reasonably flexible. Logistical thread.

made from

What was said

What this says

Current to 13 Oct 26

Lewis Kerr proposed a discovery call with Lindsay Pallister, Head of Care Operations. Lindsay asked to move it to the week after next and said she is reasonably flexible. Logistical thread.

Ask: Lewis wants to understand how client contact, incidents and invoicing are brought together across the homes.

Customer view: Lindsay replied the same day, said next week is tight and asked for the week after. She is engaged, not resistant.

Next: Lewis to send an invite for the later week.

AI · claude-sonnet-5-5 · 13 Oct 2026

AImade from

The thread

Updated 9 Oct 26

Typesales

Messages2

First message2025-05-06

Last message2025-05-06

Emailmade from

Messages

Lewis Kerr 6 May 2025 12:09
to Lindsay Pallister
Lindsay, thanks for chatting earlier. I'd like to schedule a discovery call to understand your data challenges and how you're bringing together client contact, incidents and invoicing across your homes. Would next week work for you? I'll send a calendar invite. Kind regards, Lewis
Lindsay Pallister 6 May 2025 14:19
to Lewis Kerr
Lewis, thanks for reaching out. Next week is quite tight, could we aim for the week after? I'm reasonably flexible. Cheers, Lindsay

Emailmade from

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

Help & Support

Open as a page

Help & Support

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.

How to use the site

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.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

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.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

Help