Who they are
Insight
Current to 11 Oct 26Brodie Kennedy is Wattlebrook's sole named admin on Starter, based in Sydney. He handled onboarding, credentials and all three tickets, which were how-to and feature requests. He is a hands-on user and a key-person risk on the technical side.
Role: Business Systems Analyst in Sydney, CRM role admin, with a platform admin account created on 1 Apr 2026. He took the admin session at onboarding on 17 Apr 2026 and confirmed readiness at kickoff.
Influence: he runs the technical set-up and raises most support requests. Jess Mitchell is named as champion on the kickoff call, so commercial direction appears to sit with her, not Brodie. The evidence does not show who signs for renewal.
Watch: he is the only admin named on the customer side, so set-up and connector health rest on him. His tickets ask for quarter comparisons and dashboard date filters, and he said the brain gives great value. That is a sign of engagement, and a possible route to a Growth conversation.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Wattlebrook Insurance Services | Business Systems Analyst | admin | brodie.kennedy@wattlebrook.example |
Activity
- 2 Jul 2026ticketRequest: dashboard date filtering
- 30 Jun 2026ticketCan I compare data across quarters?
- 10 Jun 2026ticketHow do I create a saved search?
- 17 Apr 2026callWattlebrook Insurance Services / BB-Demo – Onboarding
- 13 Apr 2026email_threadImplementation kickoff
+1
- 10 Apr 2026callWattlebrook Insurance Services / BB-Demo – Kickoff
+1
- 21 Jan 2026callWattlebrook Insurance Services / BB-Demo – Demo
+2
- 20 Nov 2025eventBB-Demo webinar
+10