Who they are
Insight
Current to 11 Oct 26Josh Penrose is a Senior Consultant at Hollins Tarrant and the early, regular user of the brain. He asks practical questions and reacts well, but the managing director's value test rests on his use, which is a key-person risk. The records stop at Dec 2024.
Role: Senior Consultant in Bristol, CRM role user, platform user created 2024-01-07, not an admin. Jenna Price suggested him as an early user. He is a day-to-day user, not a buyer.
Influence: He gave Rob Ellery, the Managing Director, the forgotten-client example with two open roles, which Rob said is what he wanted to hear. His use feeds the renewal case, but he does not decide commercial terms.
Watch: On 21 Feb 2024 he said he was the only one using it so far. Nell Ashcombe later called him one of the more regular users. He asked for a saved query, which sits in a higher tier. The records do not show adoption by others or any activity after Dec 2024.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Hollins Tarrant | Senior Consultant | user | josh.penrose@hollinstarrant.example |
Activity
- 6 Dec 2024ticketData sync – when do CRM updates show in the brain?
- 29 Jul 2024ticketNeed to find all interactions with a client
- 10 Jul 2024ticketHow do I filter clients by sector?
- 18 Apr 2024eventBB-Demo webinar
+2
- 29 Mar 2024email_threadInvitation: BB-Demo webinar
- 21 Feb 2024callHollins Tarrant / BB-Demo – Training
- 20 Feb 2024callHollins Tarrant / BB-Demo – Training
- 13 Feb 2024email_threadTraining session for the consultants
- 23 Oct 2023email_threadThanks for the demo – next steps for Hollins Tarrant
+2
- 23 Oct 2023callHollins Tarrant / BB-Demo – Demo
+2