Bernard Haslam

Person

Penwortham Mutual: documents · economic_buyer

Bernard Haslam is Penwortham Mutual's COO and CRM economic buyer. He led the Enterprise discussions, said the team was ready to move to the order form, and holds a platform admin account created 28 May 2026.

made from

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Insight

Current to 12 Oct 26

Bernard Haslam is Penwortham Mutual's COO and CRM economic buyer. He led the Enterprise discussions, said the team was ready to move to the order form, and holds a platform admin account created 28 May 2026.

Role: COO at Penwortham Mutual, recorded in the CRM as economic buyer. He attended the discovery, proposal and negotiation calls, and has a platform user account with admin rights, created 28 May 2026.

Influence: He framed the problem as senior decisions losing days, and on the 27 Apr 2026 call said the team was ready to move forward. He asked to move the order form deadline to 18 May 2026 so legal could review. He asked 848 of 11275 questions over the last 12 months, 8%, and 722 of 11906 over the last 90 days, 6%.

Watch: The evidence does not show a signed order form, so the proposal remains an open item. Lynne Waring still has to take it to the board.

AI · claude-sonnet-5-5 · 12 Oct 2026

AImade from

CRM records

Organisation	Title	Role	Email
Penwortham Mutual	Chief Operating Officer	economic_buyer	bernard.haslam@penworthammutual.example

CRMmade from

Activity

12 May 2026email_threadOrder form for signature Matteo Ricci, Bernard Haslam
29 Apr 2026email_threadProposal discussion Matteo Ricci, Owen Tallis, Bernard Haslam, Clare Huddleston, Lynne Waring+2
27 Apr 2026callPenwortham Mutual / BB-Demo – Negotiation Matteo Ricci, Owen Tallis, Bernard Haslam, Clare Huddleston, Lynne Waring+2
16 Apr 2026eventBB-Demo webinar Alice Brewer, Joost Verbeek, Jenna Price, Luis Herrera, Elliot Kirkby, Asif Jagger, Bryony Gilchrist, Gemma Varley, Wayne Entwistle, Annika Lund, Dev Malhotra, Alyssa Jenkins, Neil Barlow, Elise Lambert, Gemma Dobson, Tariq Saleem, Fiona Marsden, Elspeth Haldane, Douglas Forsyth, Becky Tattersall, Joe Mallinson, Ronan Healy, Nigel Ferris, Trevor Mayhew, Lars Wübbena, Pauline Metcalfe, Bernard Haslam+24
7 Apr 2026callPenwortham Mutual / BB-Demo – Proposal Matteo Ricci, Clare Huddleston, Bernard Haslam
23 Feb 2026callPenwortham Mutual / BB-Demo – Discovery Matteo Ricci, Clare Huddleston, Bernard Haslam

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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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.

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