What was said
What this says
Themes
Who was there
B-Brain
Them
Follow-up
Next steps
Risks
Opportunities
Call prep
Current to 11 Oct 26First of two booked renewal calls, with the Starter renewal 87 days out at £22,000, up 12.8% from £19,500. The Managing Director says the team stopped using the brain after the Salesforce move and all spend is under review.
Context: This is value risk, not money risk. All four invoices were paid within terms, but active users fell from 7 to 3 and questions from 123 to 31 since May 2026. The connectors stopped tracking the new CRM.
Approach: Marcus Bell leads with the connector status and a repoint plan, ideally showing refreshed data. Tom Ashdown holds the £22,000 renewal terms, but price talk should wait until Rob Ellery sees a credible route back to value.
Approach: Use the 26 Oct 2026 call as the checkpoint. Agree what Rob needs to see by then and who at Hollins Tarrant can help Jenna Price with Salesforce access.
Watch for: Claire Haddon is the CRM finance contact and rarely attends. Her presence may signal the spend review. The records do not show whether the next steps due 9 Oct 2026 happened. Confirm the connector state before the call.