Finding a time to talk about the renewal

Email thread

Marcus Bell opens the renewal conversation for the Starter subscription, which runs to 3 Jan 2025. Rob Ellery will give half an hour only, says the team is flat out, and wants Jenna Price on the call.

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Current to 10 Oct 26

Marcus Bell opens the renewal conversation for the Starter subscription, which runs to 3 Jan 2025. Rob Ellery will give half an hour only, says the team is flat out, and wants Jenna Price on the call.

Ask: Marcus asks for half an hour in the next couple of weeks to discuss the renewal and how the brain has worked for the firm, with usage numbers.

Customer view: Rob, the Managing Director, says the team is flat out and limits the time. He relies on Jenna because she knows the system better than he does.

Next: Marcus needs to find a slot with Jenna, who has deferred earlier calls, and Rob will join only if he can.

AI · claude-sonnet-5-5 · 10 Oct 2026

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Updated 9 Oct 26

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First message2024-10-18

Last message2024-10-18

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Messages

Marcus Bell 18 Oct 2024 08:04
to Rob Ellery
Hi Rob, Your Starter subscription runs to 3 Jan 2025, so it's a good moment to talk about the renewal and how the brain has been working for the firm. I've pulled the numbers on usage and happy to jump on a call to go through them. Shall we book half an hour sometime in the next couple of weeks? Tell me what suits you and I'll fit round it. Thanks, Marcus
Rob Ellery 18 Oct 2024 10:45
to Marcus Bell
Marcus, To be straight with you, the team's flat out at the moment. Half an hour is fine if it's only half an hour. I'd want Jenna on it too, she knows the system better than I do. Try her for a slot and I'll join if I can. Rob

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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.
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Data	Records
Organisations	75
People at customers	290
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Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

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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