Mitchell Gallagher

Person

Wattlebrook Insurance Services: documents · economic_buyer

Chief Executive of Wattlebrook Insurance Services and the CRM economic buyer. He confirmed Starter terms on calls and said the order form looks good pending finance sign-off. The evidence does not show a signed order form.

made from

Who they are

Insight

Current to 11 Oct 26

Chief Executive of Wattlebrook Insurance Services and the CRM economic buyer. He confirmed Starter terms on calls and said the order form looks good pending finance sign-off. The evidence does not show a signed order form.

Role: Chief Executive and economic buyer in the CRM. He joined the discovery call on 2 Jan 2026 and the proposal and negotiation calls, and he has a platform user account created 2026-04-13 with no admin rights.

Influence: he confirmed the commercial side of Starter at £28,000 all-in for year one, with Jess Mitchell leading the day-to-day case. In the 11 Mar 2026 thread he said the order form needed only finance sign-off.

Watch: Tom Ashdown's chase on 18 Mar 2026 has no reply in the thread, and no executed order form is shown. The recurring annual cost after year one was not stated on the 26 Feb 2026 call. He raised security of financial and personal data at discovery.

AI · claude-sonnet-5-5 · 11 Oct 2026

AImade from

CRM records

Organisation	Title	Role	Email
Wattlebrook Insurance Services	Chief Executive	economic_buyer	mitchell.gallagher@wattlebrook.example

CRMmade from

Activity

18 Jun 2026eventB-Brain webinar Alice Brewer, Gemma Yates, Oliver Kirkby, Megan Ibbotson, Toby Cowell, Johan Berglund, Mitchell Gallagher, Jess Doyle+5
11 Mar 2026email_threadSales thread, 3 messages Tom Ashdown, Mitchell Gallagher
26 Feb 2026callWattlebrook Insurance Services / B-Brain – Negotiation Tom Ashdown, Owen Tallis, Mitchell Gallagher, Jess Mitchell, Lachlan Hutchinson+2
9 Feb 2026callWattlebrook Insurance Services / B-Brain – Proposal Tom Ashdown, Jess Mitchell, Mitchell Gallagher
2 Jan 2026callWattlebrook Insurance Services / B-Brain – Discovery Tom Ashdown, Jess Mitchell, Mitchell Gallagher

CRMmade from

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