Naomi Fordham

Person

Pelham Rowe Insurance Brokers: documents · champion

Naomi Fordham is the CRM champion at Pelham Rowe Insurance Brokers. She led discovery and the demo and expected to start with five or six people in operations. Geoffrey Rowe, the Managing Director, pressed on price.

made from

Who they are

Insight

Current to 12 Oct 26

Naomi Fordham is the CRM champion at Pelham Rowe Insurance Brokers. She led discovery and the demo and expected to start with five or six people in operations. Geoffrey Rowe, the Managing Director, pressed on price.

Role: Head of Operations at Pelham Rowe Insurance Brokers and the CRM champion, based in Chelmsford. She led discovery and the demo and named the daily pain of stitching systems together.

Influence: Naomi shapes evaluation and adoption, and she accepted the terms on the 10 Jan 2024 call. Geoffrey Rowe, the Managing Director, pushed on price, so he holds the commercial decision.

Watch: The reads show no signed order form and no tickets from her. The only 2026 item is a webinar invitation for 18 Jun 2026 with no reply, so current engagement is not shown.

AI · claude-sonnet-5-5 · 12 Oct 2026

AImade from

CRM records

Organisation	Title	Role	Email
Pelham Rowe Insurance Brokers	Head of Operations	champion	naomi.fordham@pelhamrowe.example

CRMmade from

Activity

18 Jun 2026eventBB-Demo webinar Alice Brewer, Naomi Fordham, Gemma Yates, Wade Greer, Oliver Kirkby, Megan Ibbotson, Toby Cowell, Johan Berglund, Mitchell Gallagher, Jess Doyle, Saskia Mendes, Shauna Pettibone, Priscilla Bowen, Shabana Iqbal, Joanne Unwin, Janet Pruitt, Liam Corner, Tracey Bainbridge, Andy Buckley, Julia Hartmann+17
24 May 2026email_threadBB-Demo webinar, 18 Jun 2026 Alice Brewer, Naomi Fordham
10 Jan 2024callPelham Rowe Insurance Brokers / BB-Demo – Negotiation Tom Ashdown, Owen Tallis, Geoffrey Rowe, Naomi Fordham+1
18 Dec 2023email_threadStarter proposal Tom Ashdown, Naomi Fordham, Geoffrey Rowe
18 Dec 2023callPelham Rowe Insurance Brokers / BB-Demo – Proposal Tom Ashdown, Naomi Fordham, Geoffrey Rowe
28 Nov 2023callPelham Rowe Insurance Brokers / BB-Demo – Demo Tom Ashdown, Tobias Renwick, Naomi Fordham, Danny Sargent+1
6 Nov 2023email_threadFollowing up from today's call Tom Ashdown, Naomi Fordham
6 Nov 2023callPelham Rowe Insurance Brokers / BB-Demo – Discovery Tom Ashdown, Naomi Fordham
2 Nov 2023email_threadDiscovery call, Pelham Rowe Insurance Brokers Tom Ashdown, Naomi Fordham
12 Oct 2023dealPelham Rowe Insurance Brokers – New Tom Ashdown, Naomi Fordham

CRMmade 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

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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.

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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.
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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	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.

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.

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