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Current to 9 Oct 26

9 Oct 2026 Following up on our discovery callSophie Ling followed up the discovery call, said Enterprise is the right tier for Harbrook, promised a proposal next week and asked for a 29 Jan 2027 signing target. No customer response in the thread.
8 Oct 2026 Your Growth subscription renewalAmara Obi sent the formal Growth renewal notice at £58,000 for 60 licensed users. Rajesh Mistry will not discuss it without usage by team, cost per head and one co-termed paper including the extra users.
8 Oct 2026 Kickoff follow-up: agreed actions and next stepsDeclan Furlong, the CISO, challenged undated actions and asked for dated evidence, the July outage record, an exit plan and written access approval. Ollie Pearson accepted all four and promised dates by Tuesday.
7 Oct 2026 Renewal of your Growth subscriptionElena Novak gave formal renewal notice for the Growth term ending 4 Jan 2027. Joost Verbeek replied that the figure is not what he expected and asked for a written explanation against the order form fee for forty users.
5 Oct 2026 Invitation: BB-Demo webinar on Thursday 15 Oct 2026Logistical marketing invitation from Alice Brewer to Rajesh Mistry for the BB-Demo webinar on 15 Oct 2026. No customer response in the thread.
8 Oct 2026 Your Starter renewal in JanuaryMarcus Bell warned Rob Ellery that usage is quiet and mostly one person asks the questions. Rob replied that hiring has slowed, everything paid for is under review, and he needs to know what Hollins Tarrant would be paying for.
8 Oct 2026 RenewalRob Ellery says the team stopped using the brain after moving to Salesforce and asks what they would be paying for. Marcus Bell confirmed usage has dropped and proposed checking connectors before the contract ends on 3 Jan 2027.
5 Oct 2026 Invoice INV-003-0005 for your recordsLogistical billing email: Rachel Dunmore sent Annelies de Vries invoice INV-003-0005 for the Growth subscription and asked for a PO number. No customer response in the thread.
4 Oct 2026 BB-Demo webinarAlice Brewer invited Claire Girard, Chief Financial Officer, to a BB-Demo webinar on 15 Oct 2026 about connecting systems and moving away from manual reconciliation. Marketing outreach only; no customer response in the thread.
4 Oct 2026 You're invited: BB-Demo webinar, 15 Oct 2026Alice Brewer invited Brandon Russell to the 15 Oct 2026 webinar and asked to quote what his team has learned. There is no customer response in the thread. Logistical, with no commercial signal.
4 Oct 2026 Invitation: BB-Demo webinar, Thursday 15 Oct 2026Alice Brewer invited Finance Director Andrew Pickering to the online BB-Demo webinar on 15 Oct 2026 and said colleagues are welcome. There is no customer response in the thread.
2 Oct 2026 Your renewal, 31 December 2026Marcus Bell wrote to Asif Nuttall on 2 Oct 2026, ninety days before the contract end on 31 Dec 2026, asking for a call next week with Tom Ashdown. There is no customer response in the thread.
5 Oct 2026 Onboarding kickoff: agenda and attendeesNiamh Costello accepted the proposed kickoff agenda, asked for the COO to be copied on the summary only, and asked for the CISO to join the SSO and SCIM item. Kickoff set for the Wednesday of the week of 5 Oct 2026.
5 Oct 2026 Setting up a conversationLogistical thread: Tom Ashdown asks for a short call to hear what Lornefield needs. Douglas Baird welcomes it, is content for it to run alongside another BB-Demo discussion, and offers Wednesday morning before 11:00 or the following week.
8 Oct 2026 Proposal, Strathcorran RenewablesMatteo Ricci sent a £62,000 Growth proposal. COO Fiona Gledhill called it promising but wants security requirements confirmed with her Head of IT before proceeding. Matteo promised a security team contact within days.
1 Oct 2026 Invoice INV-024-0008 for Brakkevoort LogisticsLogistical billing note: Rachel Dunmore sent invoice INV-024-0008 for £11,000 gross, issued 1 Oct 2026 and due 31 Oct 2026, and asked for a PO number. No customer response in the thread.
1 Oct 2026 Invoice INV-023-0004 for Hollowmere Care GroupRachel Dunmore sent Hollowmere's CFO the quarterly Enterprise invoice INV-023-0004, issued 1 Oct 2026. It is a logistical billing thread with no customer response.
1 Oct 2026 Invoice INV-008-0002, Ardcarne Life AssuranceLogistical billing email: Finance sent invoice INV-008-0002 for the Enterprise subscription and asked whether a PO number is needed. There is no customer response in the thread.
7 Oct 2026 Follow-up from our QBR callAfter the QBR call, Marcus Bell recapped about four active users and asked for a depot list and key questions. Aisha Rahman asked for admin training and flagged leavers still on the user list; Gareth did not reply.
2 Oct 2026 Follow-up from our callAfter a call, Tom Ashdown suggested Starter. Steve Greenhalgh, Chief Operating Officer, asked for cost and implementation time. Tom replied with £28,000 all in and four weeks, and promised a proposal.
7 Oct 2026 Proposal follow-up: next stepsAfter CEO sign-off, Toby Eccles, Chief Financial Officer at Ivelbridge Software, said on 7 Oct 2026 they are ready to sign and asked for the order form. The thread shows no order form sent or executed.
2 Oct 2026 Follow-up from our QBRAfter the QBR, Hollie Grieve recapped usage, two high priority tickets and licence headroom, and asked Josh Fairburn for the next homes to connect. Josh agreed and flagged the freshness ticket as Natasha's priority.
2 Oct 2026 Support follow-up on your open ticketDana Whitaker says the problem persists after Bethan Lister's steps, that this is the third ticket in a month, and her team is questioning whether they can rely on the brain. She wants a named owner and next step.
6 Oct 2026 Finding time to talkNell Ashcombe wrote personally to Douglas Baird to ask for a conversation. Douglas welcomed it and wants to hear BB-Demo's view too. Nell replied after a gap of several days and proposed Thursday at 10:00 with Daniel joining.
1 Oct 2026 Commercial terms discussionMatteo Ricci approached Kilcarra Medical's CFO, Conor Fitzgerald, to discuss pricing and decision timeline. Conor agreed to a Thursday morning call next week and asked for an invite. Scheduling only so far.
5 Oct 2026 Follow-up: proposal for additional usersRajesh Mistry questions paying for idle seats on the £8,000 plus VAT add-on. Lewis Kerr concedes there is headroom within the 60 licences. Rajesh will proceed only if free seats do not cover the planners, signature by 30 Oct 2026.
30 Sep 2026 Commercial contact for the new linesCallum Reid is bringing new lines onto the brain and asked who handles the commercial side. Daniel Okafor said that is not settled and promised a name by Friday. Callum reports rising usage and right 07:00 dashboards.
28 Sep 2026 Booking a first conversationTom Ashdown offered Douglas Baird a discovery call. Douglas chose Thursday at 10:00, will bring a member services colleague, and said the call is exploratory and he cannot speak for the group's position.
29 Sep 2026 Kickoff scheduling for the Ardcarne implementationOllie Pearson arranged the Ardcarne kickoff with Niamh Costello for Thursday at 14:00 on video. Niamh wants her CISO present and a written connector plan with owners and dates beforehand.
25 Sep 2026 Scheduling the quarterly reviewMarcus Bell proposed a quarterly review. Gareth Whitlam replied that he wants the numbers first, cannot see what the company pays for, and will not discuss renewal terms until he has seen them.
25 Sep 2026 Following up on the expansion proposalTom Ashdown follows up the expansion proposal on the Enterprise subscription. Imogen Hartley finds the mid-November target workable, wants a named sponsor settled before scope, and will send a short list of first teams.
25 Sep 2026 Scheduling the next QBRHollie Grieve asked Natasha Pryor to book the Enterprise QBR. Natasha agreed, wants the evidence trail behind the usage numbers, and said her CFO Graham does not need to join.
24 Sep 2026 Discovery call for AshtonburyLogistical thread. Tom Ashdown asked Kevin Duckworth for a discovery call on 23 Sep 2026. Kevin replied on 24 Sep 2026 suggesting Thursday afternoon around 14:00. No commercial content.
25 Sep 2026 Demo follow-upAfter the demo, Jun Tan of Tanjong Arc Logistics said the demo was good, that they are keen to move forward, and accepted a call on the Tuesday of the following week at 14:00 to cover next steps and commercial terms.
23 Sep 2026 Proposal call schedulingLogistical thread: after the demo, Lewis Kerr asks for a call to discuss the proposal. Toby Carswell offers Monday or Tuesday morning and says he will bring in Toby E.
25 Sep 2026 Growth, proposed termsJordan Pike sent Ledgerwood Freight a formal Growth proposal at £62,000 on 22 Sep 2026. President Maria Hughes replied that it looks good and aims to sign by mid-November. The proposal is open, not executed.
24 Sep 2026 Follow-up from our QBRAfter the 22 Sep 2026 QBR, activity across the 40 licensed users is slightly lower. COO Tyler Brooks asked for the bottom line and delegated the team question to Dana Whitaker; Elena Novak confirmed nothing is needed from him.
22 Sep 2026 Proposal walk-throughLewis Kerr arranges a Thursday 14:00 proposal walk-through co-termed to the 4 Jan 2027 renewal. Gemma Holt asks for customer service cost per head, which Rajesh will want before deciding.
24 Sep 2026 Clonvara renewal: finding time to talkAmara Obi opened the renewal for the Growth term of 40 users at £46,800, ending 31 Oct 2026. Brendan Moran agreed to talk but asked first for the order form, renewal terms and usage figures in advance.
21 Sep 2026 QBR follow-up and next stepsMarcus Bell's QBR note says active users are well below the 40 licensed and down a little on last quarter, with no open tickets. The term runs to 30 Apr 2027. There is no customer response in the thread.
19 Sep 2026 Revenue leaders roundtableMarketing invitation to a revenue leaders roundtable in London on 22 Sep 2026, sent to Brandon Russell. There is no customer response in the thread. Logistical, with no commercial signal.
18 Sep 2026 Webinar invitation: Your renewals, read by the brainMarketing invitation from Alice Brewer to Graham Rowntree, Chief Financial Officer, for a webinar on 24 September 2026 about renewals. There is no customer response in the thread.
18 Sep 2026 Scheduling the next QBRGemma Holt accepts Thursday at 10:00 for the next QBR, subject to Rajesh confirming. She again asks for customer service to be given access and will send names early next week.
18 Sep 2026 Demo schedulingLogistical thread: Ed Ingham confirmed that Thursday morning works for him and Fiona for the demo. Matteo Ricci said he would send details and an agenda once confirmed with the team.
17 Sep 2026 Your renewals, read by the brainLogistical event invitation: Alice Brewer invited Asif Nuttall, Managing Director, to a webinar on 24 Sep 2026 about contract renewals. There is no customer response in the thread.
18 Sep 2026 Usage report for BrackwellGareth Whitlam, Finance Director, chased a per-person usage report before any renewal talk. Marcus Bell replied that active users are three to four against forty licensed, and the cause is unknown.
17 Sep 2026 Finding a slot to go through the proposalLogistical thread: Tom Ashdown and Imogen Hartley fix a Wednesday 10:00 walkthrough of a proposal, with Daniel attending and the proposal sent a day ahead. Imogen wants to settle who else needs to see it first.
17 Sep 2026 Growth, proposal callJordan Pike asked whether Jennifer Holloway had reviewed the Growth proposal sent the previous week, and she agreed a Thursday 10:00 ET call. The thread does not show her view of the proposal.
17 Sep 2026 Proposal follow-up and next stepsTom Ashdown sent an Enterprise proposal of £155,000 total value, not an annual figure. Eleanor Whitlock wants the subscription and implementation split in writing and the security review first. 18 Dec 2026 is a signature target only.
16 Sep 2026 Notes from our check-inMarcus Bell sent Pieter van Dam notes from a check-in: fewer people log in than in the spring and a handful ask most questions. Actions are a worked example, a connector check and a choice of account managers for training.
15 Sep 2026 Let's schedule a demoLogistical thread: Lewis Kerr asks to schedule a demo now that Toby Carswell has reviewed the proposal. Toby replies the same day offering Tuesday or Wednesday next week, late afternoon.
15 Sep 2026 Invitation: Revenue leaders roundtable in LondonMarketing invitation from Alice Brewer to Liz Waddington, Head of Procurement, for a London roundtable on 22 September 2026. There is no customer response in the thread.
18 Sep 2026 Quarterly review: schedulingElena Novak proposed a quarterly review including renewal preparation. Dana Whitaker asked for the usage picture beforehand, suspecting it has dipped since the summer, and wants a colleague to join.
17 Sep 2026 Would BB-Demo be willing to talk again?Douglas Baird, Chief Operating Officer, says Signalvane does not cover member queries or trustee calls and asks whether BB-Demo would talk again. Daniel Okafor agreed and promised a proposal for a first conversation.
16 Sep 2026 Quarterly business reviewElena Novak proposed a quarterly business review agenda. Joost Verbeek asked for open tickets first, saying two are still not closed against what was agreed. Wednesday at 14:00 was set with the risk lead attending.
13 Sep 2026 Invitation: a webinar on reading your renewals with the brainMarketing invitation from Alice Brewer to Mike Delaney for the 24 Sep 2026 webinar on reading renewals. One-way outreach on 13 Sep 2026. There is no customer response in the thread.
13 Sep 2026 Webinar invitation: renewals, read by the brainAlice Brewer, Head of Marketing, invited Cian Farrell to a renewals webinar on 24 Sep 2026 and noted that fewer people at Clonvara have been logging in. No customer response in the thread.
12 Sep 2026 Revenue leaders roundtable invitationLogistical marketing invitation from Alice Brewer to Marie Goossens, Head of Procurement, for an in-person roundtable in London on 22 Sep 2026. There is no customer response in the thread.
11 Sep 2026 Quarterly check-inDaniel Okafor asked Elliot Kirkby for a catch-up call and Elliot offered Wednesday or Thursday afternoon. Daniel proposed Wednesday at 14:00. The thread is scheduling only and shows no customer view of value.
16 Sep 2026 Salesforce connector sync issueThomas Janssens reports the Salesforce connector stopped loading new records about a week before 10 Sep 2026. A refreshed API key did not help. Bethan Lister suspects a firewall change; no customer reply to that request is in the thread.
10 Sep 2026 Webinar: Your renewals, read by the brainMarketing invitation sent on 10 Sep 2026 to Douglas Baird for a webinar on 24 Sep 2026 about reading renewal risk across calls, tickets and invoices. There is no customer response in the thread.
9 Sep 2026 Demo schedulingLogistical thread: Matteo Ricci chased Ed Ingham about the mid-September demo and asked to include Fiona, who needs to see how it supports the business case. There is no customer response in the thread.
10 Sep 2026 Proposal discussionMatteo Ricci sent Roisin Clarke the BB-Demo Starter proposal after the demo. She agreed to discuss it on Wednesday at 14:00. Largely scheduling, with no pushback or questions yet.
14 Sep 2026 Finding a time to go through the proposalTom Ashdown asked Eleanor Whitlock for a proposal walkthrough. She agreed, will bring two evaluation colleagues, but cannot commit until her security team sees how the brain sits in their Snowflake account.
9 Sep 2026 Invitation: Your renewals, read by the brainMarketing invitation from Alice Brewer to Greg Haskins for a renewals webinar on 24 Sep 2026, referencing the term end on 1 Feb 2027. No customer response in the thread.
9 Sep 2026 Invitation: Your renewals, read by the brainMarketing invitation from Alice Brewer to Louise Carver for the Thursday 24 September 2026 webinar on renewals. Single message with no reply from the customer, and no commercial content.
11 Sep 2026 Finding a time for the next QBRScheduling thread for the next QBR, but Imogen Hartley sets the agenda: capacity provider oversight questions first, with procurement joining the opening part. Daniel Okafor promised a draft agenda by Wednesday.
8 Sep 2026 A short check-in this monthMarcus Bell asked Pieter van Dam for a short call to review usage. Pieter agreed to Thursday at 14:00 but said he does not want the quarterly review repeated and wants something new to act on.
7 Sep 2026 Invoice INV-008-0001 for Ardcarne Life AssuranceRachel Dunmore sent Ronan Tierney invoice INV-008-0001 for £30,000, net and gross with no VAT, due 7 Oct 2026. The thread is billing only and has no customer reply.
5 Sep 2026 Invitation: Your renewals, read by the brainMarketing invited Gráinne Lynch to a webinar on 24 Sep 2026 about reading renewals in the brain, citing quieter use at Clonvara. This is a one-way invitation; there is no customer reply in the thread.
7 Sep 2026 Setting up a check-inLauren Pacheco welcomed a check-in, said reps are really using the brain, asked for a view by shipper of what is being asked, and asked about time to value for adding another team.
4 Sep 2026 Booking time to talk about the renewalFinance Director Gareth Whitlam accepted a Tuesday 10:00 renewal call but wants per-person usage over the last year, asked who from BB-Demo attends, and is not minded to agree any rise without a reason for his board.
2 Sep 2026 Follow-up: QBRAmara Obi's note after the 2 Sep 2026 QBR tells Gemma Holt and Rajesh Mistry that active use is well below the 60 Growth licences and has dipped. No customer reply in the thread. It ties any change to the 4 Jan 2027 renewal.
7 Sep 2026 Ardcarne order form for signatureMatteo Ricci sent the Enterprise order form at a total deal value of £155,000, including implementation. Ronan Tierney signed on 4 Sep 2026 once the CISO and procurement were content, and the countersigned copy followed on 7 Sep 2026.
2 Sep 2026 Your Brackwell renewal: notice and next stepsMarcus Bell sent the formal renewal notice for the Growth subscription: term ends on 30 Nov 2026, renewal would start on 1 Dec 2026. Tom Ashdown will confirm terms in writing. There is no customer response in the thread.
3 Sep 2026 Renewal notice and the increaseFinance Director Gareth Whitlam objects to the Growth renewal price rise and believes few people use the brain. He wants a price explanation, a usage report and a view of what non-renewal would lose. Marcus Bell admits usage has fallen.
1 Sep 2026 Your Starter renewal noticeAmara Obi sent Kevin Kershaw, Managing Director, the renewal notice on 1 Sep 2026: the Starter contract ends 30 Nov 2026 and active usage is down 41% on the quarter. No customer response in the thread.
4 Sep 2026 Your renewal on 30 Nov 2026Daniel Okafor gave formal notice that the Growth subscription renews on 30 Nov 2026. Stuart Kenyon asked what it saves and said he is not keen to pay if the team is not using it. Daniel promised a one-page value summary.
2 Sep 2026 Your day-to-day contact at BB-DemoDaniel Okafor tells Imogen Hartley and Callum Reid he remains day-to-day contact after a BB-Demo colleague left. Callum replies that user numbers have dipped, the morning view was stale, and asks who signs off with no account owner.
29 Aug 2026 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Nathan Booth to an in-person revenue leaders roundtable in London on 22 Sep 2026 and asked what would make the brain more useful. There is no customer response in the thread.
7 Sep 2026 Follow-up: Growth for IvelbridgeLewis Kerr proposed a 30 Oct 2026 close for Growth. Toby Eccles, the CFO, said he must review the proposal with his board before committing to any timeline. Lewis agreed to adjust.
27 Aug 2026 Finding a time for a check-inAmara Obi flagged falling weekly usage against 40 licensed users. COO Brendan Moran agreed to talk, wants Siobhán present, and wants the reason for the drop explained before going further on the renewal.
25 Aug 2026 Check-in callLogistical scheduling thread. Marcus Bell offered a call with usage numbers to review on 25 Aug 2026; Jess Mitchell agreed and suggested Thursday afternoon. Nothing is said about value, price or renewal.
26 Aug 2026 Quarterly review: actions and contract positionAfter the quarterly review, the CFO declined to discuss the product and asked for written confirmation of 40 users at £44,000 per year, plus the end date and notice terms, before any renewal discussion.
28 Aug 2026 QBR: getting a date in the diaryAmara Obi asks for a QBR date ahead of the contract end on 4 Jan 2027 and flags a slight dip in active users. Gemma Holt blames holidays, will check, and expects Rajesh to want to attend before renewal.
28 Aug 2026 Another session?Marcus Bell offered another session, noting activity is quiet. Jenna Price replied that the team is stretched, the consultants could not be gathered, and asked to park it until things ease off.
25 Aug 2026 Check-in notesElena Novak's written notes of a call with Joost Verbeek: usage up but with headroom, one high priority ticket to review against the Growth service level, an open invoice, and an adoption plan promised. No customer reply.
25 Aug 2026 Growth, next stepsAfter a call with her ops team, Jennifer Holloway agreed a Friday 14:00 ET walkthrough of the Growth proposal and timeline. Jordan Pike plans to send the draft proposal by end of day Thursday.
21 Aug 2026 Scheduling discoveryLogistical thread: Matteo Ricci asked Ed Ingham for discovery session dates and said BB-Demo aims to have Strathcorran live on Growth within eight weeks of signing. Ed replied that early next week would be ideal.
21 Aug 2026 Check-in call and what we're seeingAmara Obi raises a dip in weekly users and more support tickets than usual. Karin Sjöberg agrees usage is lower, links it to the recent data problems, and wants to talk it through before anything is decided.
20 Aug 2026 Catching up on the brain before the autumnMarcus Bell asked for a check-in before the autumn. Gareth Whitlam replied within the hour asking what Brackwell is paying for if only a handful log in, and asked for usage, questions and incidents first. Marcus agreed and proposed a call.
19 Aug 2026 Finding a time for our check-inOn 19 Aug 2026 Callum Reid replied within hours: dashboards must be right at 07:00 every morning, four high-priority tickets in a month is too many, and he wants the cause and a date on each ticket before the call.
18 Aug 2026 Product demonstrationLogistical thread: Matteo Ricci asked Roisin Clarke for a one-hour product demonstration on Kilcarra Medical's own systems, after the discovery session. There is no customer response in the thread.
20 Aug 2026 Finding a time for the next quarterly reviewElena Novak asked Pieter van Dam for a quarterly review slot and flagged lower usage. Pieter agreed usage is down, set a morning window and asked for a concrete list of actions with names and owners, not an overview.
20 Aug 2026 Follow-up from our QBR: usage, tickets and next stepsAfter the QBR follow-up, Richard Thorne, Chief Operating Officer, asks what the brain costs and what it has delivered, citing urgent tickets and low regular use. He wants one simple page with dates, reviewed by Imogen and Callum first.
20 Aug 2026 Catching up before the autumnHollie Grieve asked Natasha Pryor for a check-in. Natasha agreed, preferred Tuesday morning, and asked for the incident and family contact data picture by home. Hollie confirmed and will prepare a per home view with sources.
17 Aug 2026 Finding a time for a check-inMarcus Bell flagged fewer weekly logins and two high-priority tickets. Helen Varley suspects trust renewals are the cause, wants both tickets covered first by trust, and accepted Thursday at 14:00.
18 Aug 2026 Finding a time for our check-inElena Novak set up a check-in with Joost Verbeek. He accepted Thursday but said three tickets are still open after an agreed sync fix, and asked for a written status the day before. Elena committed to send it Wednesday.
19 Aug 2026 Booking a demo slotEleanor Whitlock agreed to a further demo for client service and distribution, on a Thursday afternoon. She set conditions: agreed agenda, governance-approved sample data, and Julian absent until security review concludes.
17 Aug 2026 Check-in call: finding a timeScheduling thread for a check-in call. Dana Whitaker agreed a Thursday slot and added an agenda item: many of the 40 licensed users are not really using the brain yet.
18 Aug 2026 Following up on your support ticketSupport thread on data not coming through. Olivia Grant re-ran the connection after source system maintenance and records are loading again. Karin Sjöberg reports customer service doubting the answers and asks for a written cause.
14 Aug 2026 Finding a time for the QBRImogen Hartley accepted Daniel Okafor's proposal for a different QBR and asked for operations and IT colleagues to attend. She says confidence has taken a knock, with some staff back on spreadsheets, and wants a plain answer on recurrence.
10 Aug 2026 Quick check-in callAmara Obi told Hugh Fenton that Wrenfield's adoption has picked up and users are growing month on month. Hugh agreed to a check-in on Monday next week. Logistical thread, no concerns raised.
7 Aug 2026 Notes from our check-inAfter the check-in Gemma Holt confirms the notes, wants a usage view by team, and asks what it would cost to add people if Harrowden goes over its licence, before speaking to Rajesh. No commitment yet.
4 Aug 2026 Notes from our check-inWritten notes after a call with Dana Whitaker: usage up on the previous quarter, no tickets, good day-to-day experience, and room in the 40 licensed users for more property managers. No customer reply in the thread.
6 Aug 2026 Following up on the QBR: repairs dashboardsAfter the QBR call, Paul Rigby said repairs jobs are still double-counted since the housing system upgrade, so he no longer trusts or opens the repairs dashboards. He asked for an update on the fix.
4 Aug 2026 Notes and a few optionsMarcus Bell wrote on 4 Aug 2026 that usage was lower again since the refresh problem, the placements pipeline connector still holds back value, and the contract runs to the new year. No customer response in the thread.
5 Aug 2026 Billing query - credit noteVeldmaat's finance controller says the invoice contradicts the executed order form and will pay none of it until a written credit note arrives. Elena Novak had promised a credit note within two weeks, but only by phone and email.
31 Jul 2026 Your Growth subscription renewal at the end of OctoberAmara Obi gave formal notice of the Growth renewal, open at £55,000 against a current £46,800. Brendan Moran replied the same day, wanting the executed order form as the base, a list of changes and a usage summary before commercial talks.
31 Jul 2026 Security review: scheduling the closing sessionTheo Gallagher proposed a closing session for the security review. Declan Furlong accepted Wednesday morning but demanded the written incident account before it, plus sub-processor detail and a retained exit plan document.
4 Aug 2026 Getting a check-in in the diary before the contract endHelen Marsden told Amara Obi that her team has been moving board-pack reporting to an in-house platform since the spring. Only the repairs and arrears sections still use the brain. A meeting was set for Tuesday afternoon.
31 Jul 2026 Quillmark Health - outcome of vendor evaluationProcurement Director Tasha Greene told Jordan Pike that Quillmark Health selected another vendor and will not proceed with BB-Demo. The deciding factor was an unresolved data-integrity incident during the evaluation.
5 Aug 2026 July refresh outage and the service creditImogen Hartley, Chief Data Officer, wrote directly after several failed nightly refreshes in July and asked whether the Enterprise credit is recognised. Daniel Okafor confirmed on 5 Aug 2026 that it is due.
31 Jul 2026 Check-in: finding a timeAmara Obi proposes a check-in, noting usage up, no overdue invoices and a couple of recent tickets. Gemma Holt picks Wednesday afternoon, says the account managers love it and will ask customer service to join.
29 Jul 2026 Thanks for the demo, and next stepsLogistical follow-up to a demo. Henry Calloway, Head of Client Service, was positive and will send his team's most common questions by the end of the week. He flagged that client data sits in several systems.
29 Jul 2026 Finding a time for our next check-inDana Whitaker accepts the Thursday check-in with Elena Novak and says team members have asked to bring more property managers on to the brain. She reports good use. An expansion signal.
3 Aug 2026 Post-incident review for the July refresh outageDeclan Furlong, the CISO, read the July refresh outage review and wants evidence under DORA: detection and notification times, dated commitments for open actions, and data integrity confirmation. He is keeping the finding open.
28 Jul 2026 Quick check-inDaniel Okafor wrote to Hugh Firth on 28 Jul 2026 after a call, flagging technical tickets including a high priority one, and asking about friction. The thread has no customer response.
29 Jul 2026 Getting the QBR in the diaryAmara Obi asked Helen Marsden for a QBR before the 1 Sep 2026 contract end. Helen confirmed usage has dropped, cited unreconciled arrears figures, and warned of an internal in-house platform discussion.
29 Jul 2026 Finding time for a check-inImogen Hartley accepts Daniel Okafor's check-in. Her worry is that underwriters notice problems before her team does. She wants a direct flagging route and asks for Priya on the second half.
4 Aug 2026 Ardcarne order form: revised draft and exit planMatteo Ricci sent a revised Enterprise order form draft with an exit plan schedule. Aoife Kinsella set three exit plan conditions and will not discuss price until they are settled. Signature target remains 4 Sep 2026.
24 Jul 2026 Payment reminder, INV-015-0004Billing reminder: Rachel Dunmore told Bryony Gilchrist that invoice INV-015-0004 for £26,400 remained unpaid and asked when to expect payment. No customer response in the thread.
27 Jul 2026 Disclosure of refresh outage earlier this weekJordan Pike disclosed that the nightly refresh was down from Tuesday through Thursday in the week of 24 Jul 2026. Megan Alvarez noted the direct disclosure and asked Hannah Lowe for four written confirmations, adding that nothing is an approval.
27 Jul 2026 Booking a check-inMarcus Bell asked for another check-in as usage drifted down further. On 27 Jul 2026 Jenna Price asked to park the call until the week after next, and had not yet checked the data after the refresh problem.
29 Jul 2026 What exactly are we paying for?Gareth Whitlam, Finance Director, says he inherited the Growth contract and challenges low usage and two high priority outage tickets. He refuses a call until he has usage by person, ticket response times and renewal terms in writing.
28 Jul 2026 Discovery sessionLogistical thread: Matteo Ricci asked Roisin Clarke for a two-hour discovery session and Roisin confirmed Tuesday at 10:00, with the time blocked for her team. No commercial signal beyond willingness to meet.
28 Jul 2026 Refresh outage on our platform todayMatteo Ricci told CISO Declan Furlong of a refresh outage the same day. Declan credits the prompt notice but, citing DORA, demands a dated post-incident review commitment, data impact confirmation and notification times, in writing.
23 Jul 2026 Incident history request for vendor security reviewMegan Alvarez, CISO, asks Jordan Pike for a written statement of incidents in the last ninety days, covering availability, freshness, integrity and unauthorised access. She wants a reply by end of day tomorrow.
22 Jul 2026 Training session: confirming the detailsLogistical thread: Jasmine Ortega chose the Wednesday 09:30 slot for the training session and asked for a recording because some of the team are out.
22 Jul 2026 Refresh issue today and what we're doing about itSofia Marchetti told Jenna Price that the data refresh did not complete, that a fix was due at about 16:05 and backfill by 09:30 the next morning. There is no customer response in the thread.
22 Jul 2026 Refresh issue affecting your brainSofia Marchetti told Joost Verbeek that the nightly refresh did not finish by 07:00 on 22 Jul 2026 and that BB-Demo's refresh process failed. A status page notice was due at 11:40. There is no customer response in the thread.
22 Jul 2026 Refresh problem on your brain todaySofia Marchetti told Finance Director Gareth Whitlam that the nightly refresh did not complete properly on 22 Jul 2026 and Brackwell was affected. The brain was available but data was behind. No customer response in the thread.
22 Jul 2026 Refresh issue: where things standOn 22 Jul 2026 Sofia Marchetti told Callum Reid that the nightly refresh did not complete and data was stale though the brain stayed available. A fix and backfill were promised; there is no customer response in the thread.
22 Jul 2026 Training session for the account teamsJasmine Ortega agreed to a training session for around half a dozen of her team and asked for a view of what has been said to a shipper across support and Salesforce.
22 Jul 2026 Brain usage and next steps before the renewalMarcus Bell proposed a usage review ahead of the end-of-November renewal. Gareth Whitlam, Finance Director, asked what Brackwell is paying for and wants a written summary first, warning he will discuss renewal terms seriously if the trend is falling.
20 Jul 2026 Time to discuss termsRonan Tierney agrees to proceed to terms after the security review and incident explanation. Niamh and procurement take the detail, he joins only the final fifteen minutes and asks for confirmation that the CISO is still content.
16 Jul 2026 Catching up before the summer breakCustomer success thread: Daniel Okafor booked a Thursday 09:30 catch-up with Callum Reid. Callum says the team finds the brain useful, with nothing to escalate, and wants bordereaux query times and the 07:00 refresh covered.
17 Jul 2026 Discovery callLogistical thread: Jordan Pike proposed a discovery call on pulling TMS data together with operations metrics, and Jennifer Holloway accepted a Wednesday slot at 14:00. No commercial position is stated.
17 Jul 2026 Query on invoice against executed order formAnnelies de Vries disputed an invoice that did not match the executed order form for the Growth tier. Rachel Dunmore agreed it differs and is seeking CFO sign-off for a credit note. The invoice stays unpaid until then.
15 Jul 2026 Enterprise, next stepsAfter a call, Jordan Pike sent Halberd Point Insurance an Enterprise proposal on 15 Jul 2026 and asked for a walkthrough. CFO Maria Coleman was only mildly interested. There is no customer response to the proposal in the thread.
10 Jul 2026 Your recent support requestKelly Sharpe, new to the brain, found retailer orders looked short next to complaints. Olivia Grant traced it to the order source running behind and asked for a refresh. Kelly has not confirmed the fix.
8 Jul 2026 BB-Demo webinarAlice Brewer invited Jonas Hofmann to a live webinar on 16 Jul 2026 for operations teams. Event outreach only. There is no customer response in the thread.
8 Jul 2026 Invoice INV-022-0003: payment reminderRachel Dunmore chases Dan Kitching for invoice INV-022-0003, £19,500, due 17 Jun 2026 and described as significantly overdue. No customer reply in the thread.
8 Jul 2026 Upcoming webinarAlice Brewer invited Asif Jagger to a BB-Demo webinar on 16 Jul 2026 at 14:00 UK time about heads of data using the brain for strategic decisions. No reply in the thread.
6 Jul 2026 Setting up our next check-inAmara Obi cites rising monthly users and more questions from account managers and proposes a check-in. Gemma Holt agrees, offers next-week mornings, and puts customer service access at the top of her list.
7 Jul 2026 Renewal and noticeOn 6 Jul 2026 Craig Oduya gives notice that Calderbrook will not renew when the term ends on 1 Sep 2026, citing the in-house build and supplier consolidation. He asks for a written exit plan. Amara Obi acknowledges and copies Sofia Marchetti.
6 Jul 2026 Invoice INV-003-0004 for your recordsPurely billing thread. Rachel Dunmore sent invoice INV-003-0004, issued 6 Jul 2026, for the next quarter in advance and asked Annelies de Vries which PO number to quote. There is no customer response in the thread.
4 Jul 2026 BB-Demo webinarLogistical marketing invitation from Alice Brewer to Ian Brearley, a Data Analyst, for the 16 Jul 2026 webinar. No customer reply in the thread, so no signal on interest or value.
8 Jul 2026 Discovery call, Halberd PointLogistical thread: Jordan Pike arranged a discovery call with Andre Holloway of Halberd Point Insurance for Wednesday 8 Jul 2026 at 14:00 ET. The thread holds no discussion of needs, price or terms.
2 Jul 2026 Catch-up callMarcus Bell asked Rebecca Nuttall for a 30-minute catch-up on how they are using the brain, offering to walk through usage numbers. Rebecca agreed and proposed Thursday afternoon.
2 Jul 2026 Finding a time for a check-inHelen Marsden, Head of Business Intelligence, confirms her team's use has fallen as reporting is rebuilt on the in-house platform. She points Daniel Okafor to the data director for contract matters and wants board pack figures kept traceable.
1 Jul 2026 Invoice INV-031-0002Rachel Dunmore sent invoice INV-031-0002 for £22,000 to Kayla Russell on 1 Jul 2026, due 31 Jul 2026. This is a billing notice, and the thread holds no customer reply.
1 Jul 2026 Invoice INV-024-0007Logistical billing thread: Rachel Dunmore sent Wouter Kok invoice INV-024-0007 for £11,000, due 31 Jul 2026, under the Growth subscription. There is no customer response in the thread.
1 Jul 2026 Invoice INV-023-0003Billing thread. Rachel Dunmore sent Graham Rowntree invoice INV-023-0003 for the quarterly Enterprise subscription, net £30,125, gross £36,150, due 31 Jul 2026. No customer response in the thread.
2 Jul 2026 Security review session - schedulingHannah Lowe offered a working session on open security findings. CISO Megan Alvarez accepted Tuesday at 10:00 Eastern but set strict terms: written incident disclosure beforehand, no product walkthrough, and no approval implied.
1 Jul 2026 Invoice INV-001-0004 for the Enterprise subscriptionLogistical billing thread: Rachel Dunmore sends Harriet Gale invoice INV-001-0004 for the Enterprise subscription, 1 Jul 2026 to 30 Jun 2027. There is no customer response in the thread.
30 Jun 2026 BB-Demo webinar, 16 Jul 2026Alice Brewer invited Steve Yates, Client Services Manager, to a 16 Jul 2026 webinar on building dashboards teams will use. Marketing outreach; there is no customer response in the thread.
30 Jun 2026 Wexmoor QBR: summary and next stepsElena Novak sent Dana Whitaker and Tyler Brooks the written QBR summary: usage up, two tickets handled, a £50,000 subscription to 1 Feb 2027, nothing outstanding. No customer reply in the thread.
3 Jul 2026 Quillmark Health and BB-Demo: negotiation next stepsTasha Greene, Procurement Director, told Jordan Pike that Quillmark Health has decided not to proceed with BB-Demo and will use another vendor. The proposal is closed on their side and no written feedback will be given.
2 Jul 2026 Following up on your support ticketGemma Holt confirms the resolved ticket now gives correct answers, says account managers love the brain, and asks about adding customer service and the cost. Any spend needs her director's approval.
28 Jun 2026 Invitation: BB-Demo webinar on Thursday 16 July 2026Marketing invited Callum Reid to the customer webinar on 16 Jul 2026 and floated a customer story. This is a one-way invitation: there is no customer response in the thread.
25 Jun 2026 Invitation: BB-Demo webinar on Thursday 16 July 2026Logistical marketing invitation from Alice Brewer to Siobhán Dunne for the 16 Jul 2026 webinar, aimed at Growth tier teams. Alice asks for a reply by the end of next week. No customer response in the thread.
26 Jun 2026 Follow-up from the review and next stepsAfter the review call, Marcus Bell promised a usage breakdown by person and an admin session. Aisha Rahman confirmed the note and asked for help checking the figures are current before the Tuesday review. Gareth Whitlam did not reply.
26 Jun 2026 Getting a check-in in the diaryAmara Obi introduces herself as the new customer success manager and asks for a check-in. Karin Sjöberg agrees, wants to bring an e-commerce colleague, and has not yet thought through who else needs access.
24 Jun 2026 Invitation: BB-Demo webinar in JulyLogistical marketing invitation from Alice Brewer to Gráinne Lynch for the 16 Jul 2026 webinar, noting finance colleagues are welcome. No customer response in the thread.
24 Jun 2026 Invoice INV-022-0003: payment reminderRachel Dunmore chased Dan Kitching for invoice INV-022-0003, overdue since 17 June 2026, with £19,500 outstanding and £23,400 gross. There is no customer response in the thread.
26 Jun 2026 Finding time to close out the evaluationMegan Alvarez, CISO, told Jordan Pike that the security review has concluded and the business has gone with another vendor, which she calls final. She will take a short call to close out open findings.
25 Jun 2026 Fenmoor order form for signaturePriya Raman sent Fenmoor's Growth to Enterprise order form for signature. Richard Thorne replied asking for the annual subscription and one-off implementation as two plain lines, and gave no signing date until the board has seen it.
30 Jun 2026 Fenmoor renewal and the additional teamsLouise Carver of procurement will accept list price on the Enterprise order form if onboarding of the two additional teams is written into it. Her 30 Jun 2026 redline stays subject to contract and Richard's sign-off.
23 Jun 2026 Finding time for a check-in on the brainGareth Whitlam replied to Marcus Bell's check-in request that nothing yet shows what the business gets for what it pays. He wants a one-page usage summary first and will take no view on the renewal until he has seen it.
30 Jun 2026 Fenmoor Enterprise order form - where we have got toProcurement returns a redline on termination and service credit wording, insists on Fenmoor's paper and subject to contract. Richard Thorne wants no new commitment until agreed. No signed form appears in the thread.
29 Jun 2026 Scheduling your quarterly business reviewElena Novak and Dana Whitaker scheduled the quarterly business review. Dana wants a finance colleague present to see value for money, and wants assurance that the more urgent ticket will not recur.
24 Jun 2026 Onboarding sessions: finding a slot for the Salesforce connector workLaura Penhaligon asked Tyler Nguyen for slots to walk through the Salesforce connector setup. Tyler replied on 24 Jun 2026 offering Thursday 09:00 or Friday 10:00. Admin rights are still undecided.
22 Jun 2026 Next onboarding session and training slotsOnboarding thread. Hamza Akhtar proposes a hands-on session for day-to-day users and a smaller admin session. Josh Fairburn agrees the plan, suggests slots and will send names of attendees from the home managers.
18 Jun 2026 Invoice INV-009-0003 for additional usersBilling note: Rachel Dunmore sent Rajesh Mistry invoice INV-009-0003 for the additional users, £4,405 net and £5,286 gross, due 18 Jul 2026, and asked for a PO number. There is no customer response in the thread.
19 Jun 2026 Proposal following our callMatteo Ricci sets out the Enterprise proposal at a total deal value of £155,000 including implementation. Ronan Tierney will proceed if the CISO and procurement are content, and asks about board risk from open security points.
18 Jun 2026 Finding a time to talk about the renewalHollie Grieve asks for time to discuss the term ending 1 Sep 2026. Craig Oduya says the arrangement is under review against an in-house build on Microsoft, gives no decision either way, and wants to know what happens to data and configuration.
18 Jun 2026 Scheduling the QBRGareth Whitlam, Finance Director, replied to a QBR request with three questions: what Brackwell is paying for, who asks the questions, and why there are no tickets. He wants per-user usage in writing and will give only half an hour.
18 Jun 2026 Renewal conversation - finding a timePriya Raman asks Richard Thorne for a half-hour renewal conversation with Daniel Okafor ahead of the 30 Jun 2026 term end and offers a one-page terms summary. There is no customer response in the thread.
17 Jun 2026 Your support ticket: checking it's sortedSupport thread. Bethan Lister followed up a ticket about admin view data not matching after a refresh. Josh Fairburn confirmed the figures now match for that home and others, and is happy for it to be closed.
17 Jun 2026 Invoice INV-015-0004Rachel Dunmore sent invoice INV-015-0004 for £22,000 net (£26,400 gross), covering the Starter tier from 1 Jul 2026 to 30 Jun 2027, due 17 Jul 2026. She asked for a PO number. No reply in the thread.
23 Jun 2026 Follow-up: user add-on and customer service accessAfter the planners' add-on of twenty users at £4,405 plus VAT, Gemma Holt asks to add customer service too. Rajesh Mistry wants it quoted separately for cost per head. Lewis Kerr owes a quote.
18 Jun 2026 Walking you through the proposalMostly logistical: Matteo Ricci and Niamh Costello fix a 15:00 Thursday walkthrough of the proposal. Niamh wants her CISO comfortable first and asks for a clear split between committed items and those still dependent on engineering.
16 Jun 2026 Notes from our check-inMarcus Bell's notes after a call with Jenna Price: only a couple of the fifteen licensed users log in regularly, and three tickets in a month all came from her. There is no customer response in the thread.
15 Jun 2026 Invoice INV-031-0001Billing thread: Rachel Dunmore sent Kayla Russell, Controller, invoice INV-031-0001 for the £6,000 implementation fee, due 15 Jul 2026. Sent 15 Jun 2026. There is no customer response in the thread.
18 Jun 2026 Scheduling: next onboarding stepsLogistical thread: Ollie Pearson proposed connector configuration sessions and Markus Hofmann confirmed Tuesday and Wednesday and blocked the time. Cooperative, no commercial content.
16 Jun 2026 Booking a check-inMarcus Bell asked Helen Varley for a check-in. Helen accepted a Thursday 14:00 slot and set three agenda points: usage by trust, what drives delivery queries, and what she can take back to the account managers.
18 Jun 2026 Order form for signature: additional Growth usersLewis Kerr sent Rajesh Mistry an order form at £4,405 plus VAT, co-termed to the 4 Jan 2027 renewal. Rajesh checked usage and cost per head, then returned it signed; Lewis confirmed receipt on 18 Jun 2026.
16 Jun 2026 Your Growth add-on quote and next stepsLewis Kerr sends a £4,405 add-on quote, exclusive of VAT, co-termed to the 4 Jan 2027 renewal, hoping for signature by 17 Jun 2026. Gemma Holt is positive but cannot sign without Rajesh, who wants usage figures and cost per head.
11 Jun 2026 Setting a time for the security review walkthroughHannah Lowe asked Megan Alvarez on 11 Jun 2026 for a full session to walk through architecture, access model and written questionnaire answers. There is no customer response in the thread.
11 Jun 2026 Order form for signatureJordan Pike sent Alyssa Jenkins, President, an order form for Starter tier at £28,000 on 10 Jun 2026. She replied on 11 Jun 2026 that it was signed and sent back. Implementation was quoted at four weeks.
10 Jun 2026 Finding a time to talk through the add-onRajesh Mistry accepted a Friday 10:00 call on 10 Jun 2026 about additional users. He wants usage figures beforehand and cost per head split out, and will decide once he sees it is used.
12 Jun 2026 Rookhaven: notes after discovery and what comes nextAfter discovery, Tom Ashdown positioned Enterprise with a working deal figure of £155,000. Julian Ferrers asked about refresh-failure risk and sector references, and wants the security review before any commercial discussion.
9 Jun 2026 Follow-up: kickoff and next stepsLogistical follow-up after the kickoff call: BB-Demo lists actions for Salesforce access, first team, TMS and support system needs, and a draft shipper view. No customer response in the thread.
9 Jun 2026 Invitation: BB-Demo webinar, Thursday 18 June 2026Logistical event invitation from Alice Brewer to Johan Berglund, Head of E-commerce, for an online BB-Demo webinar on 18 Jun 2026. There is no customer response in the thread.
9 Jun 2026 Onboarding sessions: next stepsLogistical onboarding thread. Hamza Akhtar asks for two working sessions on incident, family contact and fee invoice sources. Josh Fairburn proposes Tuesday and Thursday mornings and will prepare a list of home codes.
11 Jun 2026 Security review: open findings and the next sessionDeclan Furlong finds the revised exit plan clearer but wants dated commitments on data return, and will not close the notification finding without the platform team's written commitment. He prefers to review documents first.
6 Jun 2026 Invitation: BB-Demo Customer Day LondonLogistical event invitation from Alice Brewer to Karin Sjöberg for the in-person BB-Demo Customer Day London on 11 Jun 2026. There is no customer response in the thread.
6 Jun 2026 BB-Demo Customer DayAlice Brewer invited Oliver Kirkby, Operations Analyst, to the annual Customer Day in London on 6 Jun 2026. Logistical invitation; there is no customer response in the thread.
5 Jun 2026 Invitation: BB-Demo Customer Day LondonLogistical event invitation: Alice Brewer invited CFO Marloes Hendriks, or a finance colleague, to Customer Day London on 11 Jun 2026. There is no customer response in the thread.
8 Jun 2026 Finding time for the Calderbrook renewal conversationCraig Oduya agreed a 30-minute renewal call on Wednesday at 14:30 with Amara Obi, asked for the exit position in the first five minutes and said he will not discuss commercial terms. A platform colleague will join.
5 Jun 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invited Liam Doherty to BB-Demo Customer Day London on 11 Jun 2026 and asked whether he would share how Brackwell uses the brain. There is no customer response in the thread.
8 Jun 2026 Handover of the admin roleLiam Doherty, Head of Revenue Operations, told Marcus Bell he is leaving and is handing the admin role to Aisha Rahman. He puts the activity dip down to depot managers who moved roles. The contract runs to 30 Nov 2026.
4 Jun 2026 Invitation: BB-Demo Customer Day LondonEvent invitation from Alice Brewer to Dev Malhotra, Director of IT Security, for Customer Day London on 11 Jun 2026. Logistical only, and there is no customer response in the thread.
4 Jun 2026 Invitation: BB-Demo Customer Day in LondonEvent invitation from Alice Brewer to Mike Delaney, Chief Financial Officer, for Customer Day London on 11 Jun 2026. Logistical only, and there is no customer response in the thread.
5 Jun 2026 Order form for signatureTom Ashdown sent the renewal order form on 4 Jun 2026. Asif Jagger replied the next day that he would sign and return it by end of week. The thread does not show the signed copy.
4 Jun 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invited Kelly Sharpe to BB-Demo Customer Day London on Thursday 11 June 2026, citing customer service usage growth. Event invitation; no customer response in the thread.
9 Jun 2026 Adding users: walking through the proposalLewis Kerr proposes adding the customer service team to the Growth subscription, co-termed to renewal. Gemma Holt agrees to a walkthrough on a Thursday afternoon with Rajesh, and asks whether the new users get different terms.
4 Jun 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invites Imogen Hartley, Chief Data Officer, to BB-Demo Customer Day London on 11 Jun 2026 and asks about colleagues and a short testimonial. There is no customer response in the thread.
4 Jun 2026 Finding a time for a first conversationLogistical thread. Tom Ashdown proposed a first discovery conversation and Eleanor Whitlock accepted an hour, asked for early next week, and asked who from BB-Demo will join.
5 Jun 2026 Scheduling our check-inElena Novak and Dana Whitaker fixed a thirty-minute check-in. Mostly logistical, but Dana asked to add training for newer team members to the agenda.
3 Jun 2026 QBR follow-up and next stepsAmara Obi's QBR recap to Gemma Holt and Rajesh Mistry, sent 3 Jun 2026: usage up, support quiet, invoices current, headroom on 40 licensed users. No customer reply in the thread.
5 Jun 2026 Calderbrook renewal: what happens nextCraig Oduya, Director of Digital and Data, says the renewal is under review against an in-house platform build and asks for a written proposal, term and exit position. Amara Obi replies on 5 Jun 2026 with the Growth price context and an offer of an inventory.
4 Jun 2026 Calderbrook Housing Group: renewal notice for your Growth subscriptionMarcus Bell sends the formal Growth renewal notice. Craig Oduya says the contract is in a supplier review, they are building in-house on Microsoft, and he asks about exit and termination wording. He will not discuss renewal.
5 Jun 2026 Scheduling the kickoffLauren Pacheco, VP Revenue Operations, replies three days later with kickoff windows and asks the time to value on the first connector so she can tell reps when to expect a shipper view. No BB-Demo answer yet.
5 Jun 2026 Finding time for a check-inCallum Reid agreed to a check-in before the term ended on 30 Jun 2026 but set the terms: one hour, in person, oversight view on screen. He wants the 07:00 refresh and capacity-provider reporting covered.
1 Jun 2026 Invoice INV-030-0002 for Copperwick LogisticsBilling thread: Rachel Dunmore sends Victor Sandoval invoice INV-030-0002 for £50,000, the annual Growth subscription for 40 users, due 1 Jul 2026. No customer response in the thread.
1 Jun 2026 Brackwell check-in - finding half an hourMarcus Bell asked Liam Doherty for a check-in on lower logins ahead of the 30 Nov 2026 renewal. Liam accepted, blamed stretched time and depot managers drifting off, and asked for a logins-by-depot list.
30 May 2026 Invitation: BB-Demo Customer Day LondonLogistical event invitation from Alice Brewer to Tyler Nguyen, Copperwick's Salesforce Administrator, for Customer Day London on 11 Jun 2026. There is no customer response in the thread.
30 May 2026 Invitation to BB-Demo Customer Day LondonAlice Brewer invites Greg Haskins, Corporate Controller, to BB-Demo Customer Day London on Thursday 11 June 2026. Purely an event invitation; there is no customer response in the thread.
29 May 2026 BB-Demo Customer DayAlice Brewer invited Mark Brearley to the BB-Demo Customer Day in London on 11 Jun 2026. Event invitation only; there is no customer response in the thread.
29 May 2026 Remittance advice: payment releasedLorena Diaz told Rachel Dunmore that payment of the outstanding invoice was released on 29 May 2026, matched to the PO and paying entity. She apologised for the delay and asked for confirmation when funds arrive.
29 May 2026 Getting the next QBR in the diaryAmara Obi asked Gemma Holt for an hour-long QBR session and cited growth in people logging in. Logistical thread, sent 29 May 2026. There is no customer response in the thread.
29 May 2026 Security review: finding a timeTheo Gallagher and CISO Declan Furlong agree a working session. Declan sets written-only conditions: timestamped July outage timeline under DORA, a readable exit plan, and a list of platform-team dependencies.
28 May 2026 Security review: scheduling a working sessionLogistical: Jordan Pike and CISO Megan Alvarez agreed a Wednesday 14:00 Eastern working session on open findings, on her conditions of advance written answers and clarification only.
27 May 2026 Follow-up from the demo and next stepsAfter the 26 May 2026 demo, Niamh Costello says it landed well but wants the security review started this week and specific delivery dates. Matteo Ricci holds the Enterprise proposal at £155,000 and gives no dates yet.
25 May 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invited Financial Controller Karen Midgley to the BB-Demo Customer Day in London on Thursday 11 June 2026. It is a marketing invitation with no customer response in the thread.
25 May 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer, Head of Marketing, invited Aisha Rahman to the in-person Customer Day on 11 Jun 2026. The note says the account has been quieter. There is no customer response in the thread, so attendance is not shown.
24 May 2026 Join us at the Customer DayLogistical event invite: Alice Brewer invited Chris Jagger and Hugh to the BB-Demo Customer Day in London on 11 Jun 2026. The thread holds no customer reply.
23 May 2026 BB-Demo Customer Day London: your invitationAlice Brewer invited Helen Varley to BB-Demo Customer Day London on Thursday 11 June 2026 and asked whether she would share her team's experience. No customer reply in the thread.
22 May 2026 Your proposalSales thread: Sophie Ling sent a proposal after the demo and Neil Ashby, Head of Revenue Operations, agreed the same day to review it on Wednesday morning. The proposal is an open item, not a decision.
22 May 2026 BB-Demo Customer DayMarketing invitation from Alice Brewer to Lena Becker for the London Customer Day on 11 Jun 2026. Purely logistical event outreach. There is no customer response in the thread.
22 May 2026 Invitation: Revenue leaders roundtable, LondonAlice Brewer invited Kofi Mensah, an underwriting assistant who uses the brain daily, to the London Revenue leaders roundtable on 26 May 2026. There is no customer response in the thread.
21 May 2026 Follow-up: quarterly business reviewAfter the review, Mats Eklund said he cannot agree the renewal until he has the return on the 160 licences and next year's cost. Hollie Grieve will send a one-page summary and Tom Ashdown holds the paperwork.
21 May 2026 Wexmoor invoice reissued with PO numberRachel Dunmore cancelled the 2 Feb 2026 invoice and reissued it on 21 May 2026 to Wexmoor Management Services LLC with the PO number. Amount unchanged at £50,000. No customer response in the thread.
20 May 2026 Revenue leaders roundtable, 26 May 2026Event invitation. Alice Brewer invited Vicky Eccles to a private London roundtable on 26 May 2026 for operations and revenue leaders. There is no customer response in the thread.
21 May 2026 Scheduling our next check-inPieter van Dam agreed a Wednesday afternoon check-in with Daniel Okafor but said he wants to review what the team does with the brain on exceptions, not a general update. He will bring two account managers.
22 May 2026 Arranging the next demo sessionLogistical thread. Matteo Ricci proposes the next demo on Ardcarne's own data and Niamh Costello picks Wednesday morning, ninety minutes, with four colleagues, asking that it open on the business outcome.
28 May 2026 Quillmark Health and BB-Demo: proposal follow-up and security reviewJordan Pike followed up the Enterprise proposal with written security responses. Megan Alvarez, CISO, listed three open items and rejected best-effort wording. One support-staff logging control was still being rolled out.
21 May 2026 Follow-up from our QBRAfter the QBR, Richard Thorne asks for the renewal position kept simple: the all-in cost for the next term and any change from the current one, with price movement stated plainly. He must take it to the board.
19 May 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invited Callum Reid to the BB-Demo Customer Day London on 11 Jun 2026. It is an event invitation only, and there is no customer response in the thread.
18 May 2026 Invoice INV-030-0001 for Copperwick LogisticsBilling thread: Rachel Dunmore sent Victor Sandoval invoice INV-030-0001 for £12,000 issued 18 May 2026, due 17 Jun 2026, and asked for a PO number. No customer response in the thread.
18 May 2026 Invoice INV-026-0004 for Lindqvarn RetailLogistical billing thread: Rachel Dunmore sent Annika Lund invoice INV-026-0004 for £113,500, no VAT, due 17 Jun 2026. There is no customer response in the thread.
19 May 2026 Onboarding: dashboards and next sessionOnboarding thread. Hamza Akhtar asks Josh Fairburn to pick first example homes for the per-home view. Josh picks four and asks that the source of every dashboard figure be visible, as Natasha will want it.
18 May 2026 Invoice INV-022-0003Rachel Dunmore sent Dan Kitching invoice INV-022-0003 for the 12-month renewal, issued on 18 May 2026, for £19,500 plus VAT £3,900, £23,400 gross. Logistical billing notice; no customer reply.
18 May 2026 BB-Demo webinarMarketing invitation from Alice Brewer to Luke Oakes for a BB-Demo webinar on 21 May 2026. There is no customer response in the thread.
18 May 2026 Invoice INV-011-0005Rachel Dunmore sent Zoe Nuttall invoice INV-011-0005 for the Starter renewal: £19,500 net, £23,400 total, due Wednesday 17 June 2026. This is a billing message with no customer response in the thread.
18 May 2026 Payment reminder: Wexmoor Property Group subscription invoiceRachel Dunmore sent Lorena Diaz a fourth reminder for invoice INV-010-0002, the £50,000 annual Growth subscription, due 4 Mar 2026 and unpaid. There is no customer response in the thread.
18 May 2026 Scheduling a check-in callRachel Dunmore told Greg Haskins that one of the two invoices is now settled and one is still open, and asked for a 20-minute call. Greg offered two slots on 18 May 2026. Logistical billing thread.
14 May 2026 Renewal order formPriya Raman sent Mark Brearley the May renewal order form. Mark replied within minutes that it looks good and that legal would review it and return it the next day. No signature is shown in the thread.
15 May 2026 Your support request: checking it is sortedBethan Lister followed up Lee Garside's support request about NHS trust account data in the brain. After a change on BB-Demo's side, Lee confirmed on 15 May 2026 that it looks right and praised the quick turnaround.
15 May 2026 Your renewal order formNell Ashcombe sent the Starter renewal order form at an unchanged £19,500. Ravi Atherton said it looked good and that he would sign it the next day. The thread does not show the signed copy.
20 May 2026 Adding more users for customer serviceGemma Holt asks for a quote for twenty more users, then confirms both blocks of ten, co-termed to the renewal. She needs internal sign-off first and asks whether BB-Demo must set up the new users.
13 May 2026 Copperwick order form ready for your signatureJordan Pike sent the Growth order form at a total of £62,000 on 13 May 2026. CFO Mike Delaney asked for the all-in cost in USD and for the ROI before he will sign.
18 May 2026 Arranging your quarterly business reviewKarin Sjöberg accepted a quarterly business review on a Thursday morning and asked for a section on how the contract continues after the end of the month. She will prepare the discussion with Mats.
13 May 2026 Notes from our check-inMarcus Bell sends notes from the check-in with Helen Marsden: fewer users, questions from a small group, 40 licences more than she expects to need, and reporting plans undecided. Contract matters pass to Tom Ashdown.
15 May 2026 Scheduling the proposal walkthroughLogistical thread: Jordan Pike and Ben Kowalski agree a half-hour proposal walkthrough on Thursday at 14:00. Ben says security and procurement run their own process and the call is not a step forward on their side.
14 May 2026 Fenmoor QBR - finding a timeDaniel Okafor asks Callum Reid for a QBR before the contract end on 30 Jun 2026. Callum wants one hour in the mornings, accepts the user-numbers question, and will ask the budget holder, who will want the all-in cost.
13 May 2026 Kickoff follow-upAfter the kickoff call, Ollie Pearson sent the data connector checklist and asked Auerhain to confirm readiness. Markus Hofmann replied on 13 May 2026 that the team is ready and will have everything prepared by next week.
15 May 2026 Scheduling a check-inDaniel Okafor asked Ruth Ackroyd for a check-in on 12 May 2026. She agreed to a Tuesday at 10:00 but said usage was a bit quieter and asked for evidence on why before the meeting.
15 May 2026 Following the demo: next steps for ArdcarneSales thread after the demo. Niamh Costello confirms the broker view is the outcome that matters, limits the Enterprise proposal to herself and Declan, and asks for a firm written timetable to 30 Jun 2026.
11 May 2026 Invitation: BB-Demo webinar on Thursday 21 May 2026Logistical marketing invitation from Alice Brewer to Brendan Moran for the 21 May 2026 webinar. No customer response in the thread.
11 May 2026 Invitation: BB-Demo webinar on Thursday 21 May 2026Marketing invitation from Alice Brewer to a BB-Demo webinar on 21 May 2026, with a light ask for a quotable result. There is no customer response in the thread.
11 May 2026 Security review: scheduling the next sessionCISO Declan Furlong agrees the open security findings and adds that, under DORA, incident notification commitments must be in writing and dated. He wants the material the day before the working session.
10 May 2026 BB-Demo webinar invitationMarketing invitation from Alice Brewer to Alexa Fraser, Chief Operating Officer, for a 21 May 2026 webinar. Logistical only. There is no customer response in the thread.
9 May 2026 Invitation: Revenue leaders roundtable, LondonMarketing invitation from Alice Brewer to Natasha Pryor for a London roundtable on 26 May 2026. There is no customer response in the thread. No commercial content.
8 May 2026 Quick check-in this month?Marcus Bell raised fewer logins and asked for a check-in. Jenna Price agreed the same day, asked for the middle of next week, and said usage had dipped partly because she had not looked at the connector.
7 May 2026 Invitation: Revenue leaders roundtable, LondonAlice Brewer invited Finance Director Andrew Pickering to the London roundtable on Tuesday 26 May 2026. Marketing outreach with no customer reply in the thread.
7 May 2026 Scheduling a check-inMarcus Bell introduced himself as new day-to-day contact and asked for a check-in. Helen Marsden agreed to a Wednesday 10:00 call, asked for usage figures with sources, and said the customer's reporting plans are under review.
8 May 2026 Growth, closing the dealJordan Pike sent Danielle Butler and Justin Simmons the final Growth proposal at £62,000. Danielle said she would route it to Justin for signature by end of May. The thread shows no signature.
5 May 2026 Invitation: BB-Demo webinar on Thursday 21 May 2026Logistical event invitation: Alice Brewer invited Bas Vermeulen to a BB-Demo webinar on 21 May 2026. There is no customer response in the thread.
6 May 2026 Outstanding invoices and a callBridget Kearsley wrote directly to Greg Haskins about two unpaid invoices. Greg accepted the cause was paperwork, the first invoice addressed to the wrong entity, and offered a call. Logistical billing thread, no commercial signal.
5 May 2026 Invoice INV-010-0001: payment reminderFinance chases invoice INV-010-0001 for £12,000, unpaid since its due date of 18 Feb 2026. Wexmoor's payables team could not match it to a PO or paying entity. There is no customer response in the thread.
5 May 2026 Check-in call: finding a slotGemma Holt asks to get customer service onto the brain and wants to talk through what it would look like and what it would cost. She reports an account manager win on a retailer complaint history.
3 May 2026 Revenue leaders roundtable, LondonEvent invitation: Alice Brewer invited Dan Kitching to a revenue leaders roundtable in London. This is a marketing invitation, and there is no customer response in the thread.
1 May 2026 Invoice INV-029-0002Logistical billing thread: Rachel Dunmore sent Markus Krause invoice INV-029-0002 for the first year's subscription of £47,500, due 31 May 2026, noting 40 licensed users on Growth. No customer response in the thread.
5 May 2026 Renewal order form for your signatureTom Ashdown sent the Enterprise renewal order form at £113,500 against a current £103,000. Mats Eklund will not sign or commit to 6 May 2026 until he has the annual and one-off split and future-year figures.
1 May 2026 Invitation: Revenue leaders roundtable in LondonEvent invitation from Alice Brewer to Bas Vermeulen for the London Revenue leaders roundtable on Tue 26 May 2026. There is no customer response in the thread.
1 May 2026 BB-Demo webinar: finance and operationsAlice Brewer invited Ravi Atherton to a BB-Demo webinar for finance and operations leaders. This is a marketing invitation with no customer response in the thread.
1 May 2026 Demo on your own data: schedulingNiamh Costello accepts a demo slot at 11:00 on the Thursday and wants her CISO there, with a short note on what is connected and who can see it first. Matteo Ricci confirms in writing.
1 May 2026 Usage review before the summerMarcus Bell asked Jenna Price for a usage review because usage had dipped over the last quarter. Jenna agreed in principle on 1 May 2026 but parked it until later in May, with no date set.
1 May 2026 Onboarding: user setup and trainingHamza Akhtar asked Josh Fairburn on 28 Apr 2026 for names to onboard next, noting the licence covers 170 users with only a handful logging in. Josh agreed to start with commissioner-facing staff and wants to be the only admin.
27 Apr 2026 Next check-in: finding a slotScheduling thread for the next check-in, early the following week. Gemma Holt reports the brain cut complaints and order history work for a supermarket from half a day to minutes, and expects nothing from the tickets.
27 Apr 2026 Follow-up from today's QBRAmara Obi follows up the QBR with usage, ticket and invoice facts and three questions on access, board-pack sections and the repairs double-counting issue. There is no customer response in the thread.
28 Apr 2026 Fenmoor check-in: timing and agendaDaniel Okafor chases a check-in before the 30 Jun 2026 contract end. Imogen Hartley asks whether a handful of people or the whole operations function relies on the brain, and wants the answer before discussing renewal internally.
28 Apr 2026 DemoSales thread: Neil Ashby, Head of Revenue Operations, agreed to a demo on Tuesday and asked what time commitment it needs. Scheduling only, no commercial terms.
24 Apr 2026 Notes from our check-inAmara Obi sent check-in notes: usage is up, no open tickets, 40 licensed users, and the contract runs to 31 Oct 2026. She wants to start the renewal conversation early and build the value case for Brendan. No customer reply in the thread.
28 Apr 2026 Follow-up from the QBRAfter the QBR, Daniel Okafor reported good usage. Managing Director Stuart Kenyon asked what the brain saves on audit prep and wanted one line to quote. Daniel proposed working it out with Ruth Ackroyd from the last audit cycle.
24 Apr 2026 Scheduling our next check-inMarcus Bell offered three slots for a short check-in. Liam Doherty chose Wednesday at 14:00, asked for a breakdown by depot to see which are quiet, and asked for Aisha to join. Marcus agreed on 24 Apr 2026.
24 Apr 2026 Onboarding: next working sessionLogistical onboarding thread. Josh Fairburn picks Tuesday morning for the connector session. He expects incident system access but finance approval for the fee invoice connector is uncertain, so he asks to start with incidents.
23 Apr 2026 Next steps after the negotiation callJordan Pike recapped the £62,000 Growth proposal, copied Owen Tallis as senior signatory and asked for an invoicing contact. Lauren Pacheco replied positively and asked for a named rollout owner by shipper.
22 Apr 2026 Connector sync issueSupport thread: Olivia Grant diagnosed a Zendesk connector pulling the same field twice. Luke Oakes accepted and asked for a call, which Olivia booked for 17:00 the same day. Resolved quickly; no complaint raised.
23 Apr 2026 Arranging a check-in callElena Novak asked Dana Whitaker for a check-in call. Dana agreed to Tuesday or Thursday next week after 14:00 Central, wants to discuss who else should use the brain, and asked that PO questions reach the right person at BB-Demo.
24 Apr 2026 Onboarding session for your admin accessHamza Akhtar asked Josh Fairburn on 21 Apr 2026 for an onboarding session on admin settings. Josh agreed on 24 Apr 2026 and will list the first people needing access, after checking with Natasha. A logistical thread.
20 Apr 2026 Invoice INV-029-0001Logistical billing thread: Rachel Dunmore sent Markus Krause invoice INV-029-0001 for the £12,000 implementation fee, due 20 May 2026, and asked for the PO number. There is no customer response in the thread.
23 Apr 2026 Finding a time for our check-inAmara Obi sought a check-in, citing usage up on last quarter. Siobhán Dunne agreed to Friday morning, credited broker support staff using chat daily, and asked what the source of truth is for the user list before anyone is added.
27 Apr 2026 Data sync issue: ZendeskSupport thread: Zendesk records stopped loading. After a manual sync Ed Duckworth confirmed on 27 Apr 2026 that records came through and everything works. Resolved, with slow customer replies.
20 Apr 2026 Third reminder: invoice INV-010-0002 outstandingThird reminder sent on 2026-04-20 for INV-010-0002, the £50,000 annual Growth subscription for 40 licensed users, issued 2 Feb 2026 and due 4 Mar 2026. It is unpaid and no PO number has been received. No customer response in the thread.
20 Apr 2026 Booking our QBRAmara Obi introduces herself as new CSM and asks for QBR slots. Helen Marsden agrees but says low tickets are not health: usage is down and unreconciled arrears figures in the board pack have cost colleagues' confidence.
20 Apr 2026 Monday's onboarding sessionJenna Price cancels the booked onboarding session after a client issue and asks to park it. Marcus Bell agrees, holds off rebooking and offers a shorter session or a recording.
17 Apr 2026 Invoice INV-016-0005Rachel Dunmore sent Paula Rennie invoice INV-016-0005 for the Growth renewal, net £48,500, gross £58,200, due 17 May 2026. She asked for a PO number and addressee. No customer reply in the thread.
21 Apr 2026 Quillmark Health and BB-Demo: demo follow-up and security questionsAfter the 17 Apr 2026 demo, Quillmark's CISO Megan Alvarez set four written security questions and stated that nothing discussed was an approval. Jordan Pike replied on 21 Apr 2026 that Hannah Lowe would answer in writing.
16 Apr 2026 Finding a time for a check-inMarcus Bell asked Helen Varley for a check-in before the renewal. Helen accepted Tuesday at 10:00 and set an agenda: renewals view by trust, delivery queries, and extra logins. Largely logistical, with a hint of seat growth.
20 Apr 2026 Scheduling the negotiation callLogistical thread: Jordan Pike asked Mike Delaney for a thirty-minute call on commercial terms. Mike apologised for the slow reply, accepted a Wednesday slot at 10:00 Central and asked for the ROI to be brought.
16 Apr 2026 Order form for signatureLewis Kerr sent Jonas Lehmann the Growth tier order form at £59,500 for the first year. Jonas replied on 16 Apr 2026 that it looks good and he would sign that day. The thread does not show the signed copy.
17 Apr 2026 Onboarding session: connector accessLogistical onboarding thread. Hamza Akhtar asks Josh Fairburn for a connector access session. Josh picks Tuesday after 10:00 and says CRM admin access looks likely but helpdesk access is still unconfirmed.
16 Apr 2026 Booking time to talk about the renewalAmara Obi asked Mats Eklund for a renewal call. The CFO declined to book one until he has usage by team and the return, and said he will not discuss a price change on a call.
17 Apr 2026 Brannock renewal: order form for signaturePriya Raman sent the Growth renewal order form at £48,500 for 40 users. Andrew Pickering found it consistent with what was agreed and asked for written confirmation of the figure, users and contact. Priya confirmed on 17 Apr 2026.
15 Apr 2026 Getting more of the team startedMarcus Bell saw usage dip and a few how-to tickets, and offered a short onboarding session for consultants who had not started. Jenna Price agreed it sounds sensible but asked to park it until a busy patch passes.
16 Apr 2026 Implementation kickoffLogistical kickoff thread. Hamza Akhtar confirmed the implementation schedule and asked if Wattlebrook was ready; Brodie Kennedy replied on 16 Apr 2026 that accounts were set up and the team was standing by.
11 Apr 2026 BB-Demo webinar invitationLogistical marketing invitation from Alice Brewer to Elise Lambert for a 16 Apr 2026 customer webinar on simplifying data queries. There is no customer response in the thread.
11 Apr 2026 BB-Demo webinarAlice Brewer invited Elliot Kirkby to an online customer webinar on 16 Apr 2026 at 14:00 GMT. This is an event invitation; there is no customer response in the thread.
16 Apr 2026 Following up on your support requestSupport thread from 10 Apr 2026: store feedback data is behind what stores expect. Bethan Lister reproduced it. Karin Sjöberg then said the feedback form was updated weeks ago. No cause or fix is shown.
16 Apr 2026 Support follow-upSupport thread on 10 to 16 Apr 2026: one sales-engineer call did not appear in search. Bethan Lister found it stuck in the queue after the nightly refresh and re-ran it. Jas Dhillon confirmed the fix and asked to close.
10 Apr 2026 Catching up on how the brain is landing at FenmoorDaniel Okafor proposes a check-in on usage and the contract end. Imogen Hartley agrees to Thursday 10:00, asks him to come to Fenmoor, and says she suspects the team uses a mix of the brain and spreadsheets.
14 Apr 2026 Let's schedule the proposal callLogistical thread: Jordan Pike asked Brandon Russell for 30 minutes to confirm user numbers and first systems to connect. Brandon agreed to a Thursday afternoon call. Dates run 9 Apr 2026 to 14 Apr 2026.
9 Apr 2026 Setting up the demoLogistical thread: Jordan Pike proposed a demo on Quillmark's own data and Ben Kowalski accepted Thursday at 10:00 Eastern. He asked that it avoid anything needing security sign-off beyond what is already reviewed.
8 Apr 2026 Invoice INV-025-0003 for Clonvara Insurance ServicesRachel Dunmore sent Gráinne Lynch invoice INV-025-0003 for £2,836 with no VAT, due 8 May 2026, and asked for a PO number. This is a billing thread and there is no customer response in it.
8 Apr 2026 Kickoff session schedulingHamza Akhtar asked Natasha Pryor for kickoff slots now the contract is live from 1 Apr 2026. She proposed Tuesday at 10:00, wants the session on family and commissioner contact per home, and will bring the main admin and possibly finance.
7 Apr 2026 Third reminder: invoice INV-010-0001 outstandingThird reminder sent on 2026-04-07 for INV-010-0001, the £12,000 Growth implementation fee, issued 19 Jan 2026 and due 18 Feb 2026. BB-Demo's ledger shows it unpaid. There is no customer response in the thread.
8 Apr 2026 Subscription invoice not found in payables: second reminderRachel Dunmore sent a second reminder on 7 Apr 2026 for the annual subscription invoice issued 2 Feb 2026. Lorena Diaz replied on 8 Apr 2026 that she cannot find it in payables and asked for the PO number and a reissue in the paying entity's name.
7 Apr 2026 Invoice INV-003-0003 for your recordsPurely billing thread. Rachel Dunmore sent invoice INV-003-0003, issued 7 Apr 2026, for the next quarter in advance, and asked Ruben Smit to confirm the PO number. There is no customer response in the thread.
7 Apr 2026 Follow-up from our callAfter a call on 2 Apr 2026, Jordan Pike promised a Growth quote. Alexa Fraser, the COO, said the finance director must be involved before Muskwa moves forward. Jordan agreed and said he would send the quote.
2 Apr 2026 Growth proposal discussionLogistical single message: Jordan Pike asked Danielle Butler of Brannigan Wolfe for a proposal call to walk through a Growth-tier implementation. No customer response in the thread.
2 Apr 2026 Follow-up from today's QBRAfter the 2 Apr 2026 QBR, Marcus Bell reported more people logging in and depot managers asking their own questions. Aisha Rahman raised an unsure filter setup and a Tuesday pack on an old saved view. Marcus took both.
1 Apr 2026 First subscription invoiceRachel Dunmore sent Lachlan Hutchinson invoice INV-032-0002 for the first year's subscription, £22,000, due 1 May 2026. Logistical billing email with no customer response in the thread.
7 Apr 2026 Order form for signature: additional usersLewis Kerr sent the 1 Apr 2026 order form for additional Growth users at £2,836 excluding VAT, co-termed to the 31 Oct 2026 renewal. Brendan Moran confirmed the terms match and said he would sign the next day.
1 Apr 2026 Invoice INV-023-0002 for Hollowmere Care GroupLogistical billing email: Rachel Dunmore sent invoice INV-023-0002 on 1 Apr 2026 for the quarterly subscription charge, £30,125 net, £36,150 gross, due 1 May 2026. She asked for a PO number. No customer reply in the thread.
1 Apr 2026 Your renewal is coming upDaniel Okafor sent Asif Jagger, the Chief Financial Officer, a 90-day renewal notice on 1 Apr 2026, with a positive note on adoption. There is no customer response in the thread.
1 Apr 2026 Finding a time for our next check-inHelen Marsden accepted a check-in with Daniel Okafor, said the team uses the brain less widely than she hoped, and that the arrears figures still do not reconcile. One ticket awaits input from her side.
9 Apr 2026 Order form and final termsLewis Kerr brought in Owen Tallis on final commercial terms. Lena Becker said IT is satisfied with the security feedback and asked when implementation can start. Lewis promised the order form by end of the following week.
31 Mar 2026 Booking your next check-inGemma Holt says account managers love the brain and asks to widen it to customer service within the 40 licensed users, and what happens beyond that. Check-in set for Thursday after lunch.
31 Mar 2026 Follow-up on the Growth proposalJordan Pike followed up the £62,000 Growth proposal. Mike Delaney, the CFO, replied that he needs the all-in cost in USD and an ROI case, and will not take a savings number on trust. No commitment yet.
30 Mar 2026 Invoice INV-023-0001Logistical billing email: Rachel Dunmore sent invoice INV-023-0001 on 30 Mar 2026, £30,000 net, £36,000 gross, due 29 Apr 2026, and asked for a PO number. There is no customer reply in the thread.
30 Mar 2026 Growth QBR - finding a slotMarcus Bell asked Liam Doherty for an hour to hold the quarterly Growth QBR before the contract ends on 30 Nov 2026. He says active users are up on the previous quarter. There is no customer response in the thread.
27 Mar 2026 Invitation: BB-Demo webinar on Thursday 16 Apr 2026Alice Brewer invited Dev Malhotra, Director of IT Security, to a webinar on 16 Apr 2026 about how the brain runs in the customer's own Snowflake account. There is no customer response in the thread.
26 Mar 2026 Walking through the proposalLogistical thread: Jordan Pike asked for an hour to walk through the proposal. Ben Kowalski chose Wednesday at 11:00 Eastern, will try to bring security and procurement, and asked for the proposal a day ahead.
27 Mar 2026 Growth, demo follow-upOn 25 Mar 2026 Jordan Pike followed up a call with Brannigan Wolfe's Danielle Butler, who agreed a Friday 14:00 walkthrough. Jordan sent the Growth proposal on 27 Mar 2026. The thread does not show the outcome.
1 Apr 2026 Order form for signatureGraham Rowntree could not sign the £150,500 Enterprise order form on 27 Mar 2026. He asked for a plain break clause, quarterly invoices in arrears of milestones, and a split of the total. Matteo Ricci promised a revised copy on 1 Apr 2026.
25 Mar 2026 Reminder: outstanding subscription invoice INV-010-0002Lorena Diaz replied to Rachel Dunmore's second reminder for the £50,000 Growth invoice: she cannot find it, needs a PO number, and says it is not addressed to the paying entity. She cannot release payment until resolved.
30 Mar 2026 Getting training dates booked for the Wexmoor teamHamza Akhtar again asked Dana Whitaker to book training, citing few logins against 40 licensed users. Dana replied five days later, shared the worry, and asked for an outline and a short Wednesday morning session.
26 Mar 2026 Following our discovery conversation: next stepsMatteo Ricci recaps discovery and proposes Enterprise at £155,000 for the whole engagement, with a 30 Jun 2026 decision target. COO Ronan Tierney agrees to proceed but asks about CISO comfort and board risk.
25 Mar 2026 Today's sessionJenna Price cancels the pencilled session because two consultants are out and she is covering phones. She acknowledges it is the second time things have moved and says she will come back when the team is less stretched.
24 Mar 2026 Notes from our check-inDaniel Okafor's 24 Mar 2026 notes to Ruth Ackroyd after a check-in: no open tickets, slightly rising use, and spare Growth capacity. There is no customer response in the thread.
26 Mar 2026 Call to go through the expansion termsLewis Kerr proposed a call to go through additional users on the Growth subscription. Brendan Moran, the Chief Operating Officer, is happy to proceed in principle and wants the quote in writing for compliance review first.
25 Mar 2026 Master agreement and the Growth upgradeLouise Carver, Procurement Manager, says the upgrade order form must sit under a master agreement on Fenmoor's template. She asks BB-Demo not to circulate an order form until the two documents are agreed together.
22 Mar 2026 BB-Demo webinarLogistical event invitation from BB-Demo marketing to Gemma Varley at Wrenfield Property Management for a webinar on 16 Apr 2026. There is no customer response in the thread.
26 Mar 2026 Follow-up from our QBRAfter the QBR, Helen Varley asked for a renewals-by-trust view with renewal dates and a delivery-query breakdown. She wants the contract paperwork tidied early and asked who to speak to.
20 Mar 2026 Finding a time for the discovery sessionLogistical: Matteo Ricci asks Niamh Costello for a one-hour discovery session with distribution, customer service and security. There is no customer response in the thread.
20 Mar 2026 Booking time for your renewal conversationMarcus Bell took over the renewal conversation and booked a half-hour call with CFO Mats Eklund for Tuesday at 10:00 UK time. Mats asked for the usage numbers by email beforehand.
25 Mar 2026 Connector setup, next stepsLogistical thread: Laura Penhaligon checks Toby Cowell is ready for the setup call. Toby asks which systems to connect first. Laura's reply on 25 Mar 2026 asks to reschedule to early next week.
18 Mar 2026 Invoice INV-024-0006 for Brakkevoort LogisticsLogistical billing thread: Rachel Dunmore sent invoice INV-024-0006 for £11,000, due 17 Apr 2026, and asked for a PO number if needed. There is no customer response in the thread.
18 Mar 2026 Renewal invoice INV-014-0003Rachel Dunmore sent Toby Mellor invoice INV-014-0003 for the renewed subscription: £44,000 net, £52,800 gross, due 17 Apr 2026. This is a billing notice with no customer reply in the thread.
20 Mar 2026 BB-Demo for Qasr DaleelQasr Daleel's Chief Operating Officer has the Enterprise proposal and wants to take it to the board. He asked for the key Enterprise terms, which Lewis Kerr answered on 20 Mar 2026. No later customer reply is shown.
16 Mar 2026 Implementation invoiceRachel Dunmore sent implementation invoice INV-032-0001 for £6,000 to Lachlan Hutchinson on 16 Mar 2026, due 15 Apr 2026. This is a billing notice, and the thread holds no customer reply.
16 Mar 2026 Notes from our check-inHelen Marsden confirmed Elena Novak's notes but wants the arrears total traced line by line to the housing management system, accepts usage is lower, and agreed to defer the contract conversation until the figures are sorted.
18 Mar 2026 Accounting connector not yet liveJoost Verbeek says the accounting connector is not live within the period in the order form and that the promised written status did not arrive. He asks for a go-live date and a named BB-Demo owner.
17 Mar 2026 Exec sponsor session - finding a slotImogen Hartley accepts an executive sponsor session, prefers Friday afternoon, and says nobody quite owns the brain at executive level. She wants the Chief Operating Officer and the head of underwriting operations there.
12 Mar 2026 Order form for signature: Growth renewalTom Ashdown sent the Growth renewal order form at £44,000 for 40 users. CFO Marloes Hendriks will check it against the existing contract and asked for confirmation of quarterly invoicing and that the amount is annual.
12 Mar 2026 Scheduling your connector setupLogistical thread: Laura Penhaligon asks Toby Cowell for time to set up data connectors. Toby is busy this week, prefers next week and asks how long setup usually takes.
12 Mar 2026 Webinar invitationAlice Brewer invited Kevin Kershaw, Managing Director, to a BB-Demo webinar on AI for pipeline forecasting on 12 Mar 2026. Logistical marketing invitation; the thread holds no customer reply.
12 Mar 2026 Invitation: BB-Demo webinar on Thursday 19 March 2026Marketing invitation: Alice Brewer invited Ruth Ackroyd to a BB-Demo webinar on Thursday 19 March 2026 about getting more from questions asked of the brain. There is no customer response in the thread. Logistical, so neutral.
17 Mar 2026 Order form for signatureTom Ashdown sent the Growth renewal order form at £44,000 net for the year. Emma Croft, Chief Executive, replied on 16 Mar 2026 that she had signed and returned it and is keen to keep going with BB-Demo.
12 Mar 2026 Tickets and a catch-up callMarcus Bell offers a call about four high priority tickets in the last month. Jenna Price says they are mostly the connector not pulling things through, and the consultants keep noticing. She asks for early next week.
12 Mar 2026 Catching up - a check-in callThe customer success manager asks Imogen Hartley for a half-hour check-in on adoption and the team's next steps, citing climbing usage and the contract end. No customer response in the thread.
18 Mar 2026 Order form for signatureTom Ashdown sent Wattlebrook's chief executive a Starter order form at £28,000 all in. Mitchell Gallagher said it looks good pending finance sign-off. Tom's chase on 18 Mar 2026 has no reply in the thread.
13 Mar 2026 Booking the QBRMarcus Bell asked Helen Varley to book the QBR; she accepted a Thursday 14:00 slot and asked for usage by trust, delivery queries and the renewal. The contract end was 30 Apr 2026.
11 Mar 2026 Second payment reminder: invoice INV-010-0001Rachel Dunmore sent Lorena Diaz a second reminder for the £12,000 implementation invoice, past its 18 Feb 2026 due date. It is the older open item. There is no customer response in the thread.
11 Mar 2026 Payment reminder: invoice INV-010-0002Rachel Dunmore sent Lorena Diaz a payment reminder for the £50,000 Growth subscription invoice, due 4 Mar 2026 and still unpaid. There is no customer response in the thread.
11 Mar 2026 Onboarding sessions: getting dates in the diaryHamza Akhtar chased Dana Whitaker to book onboarding sessions because few people log in against 40 licensed users. Dana accepted the point, proposed a short session with her first, and has not decided who gets access first.
11 Mar 2026 Check-in call for CalderbrookElena Novak proposes a thirty-minute check-in covering usage, open tickets and priorities. Logistical scheduling email; no customer response in the thread.
10 Mar 2026 Onboarding session: confirming a timeHamza Akhtar chased a missed connector session because the brain holds little of Wexmoor's data. Dana Whitaker proposed Thursday at 14:00, said she will be admin, and flagged an invoice her payables team could not match.
10 Mar 2026 Invitation to our online webinar on 19 Mar 2026Marketing invitation to the 19 Mar 2026 webinar sent to Kelly Sharpe. There is no customer response in the thread, so attendance is unknown.
13 Mar 2026 Training for the customer service teamLogistical thread with positive tone: Kelly Sharpe welcomes hands-on training for her team, asks for Tuesday morning and says the main pain is matching complaints to orders. Hamza Akhtar confirms.
10 Mar 2026 Growth upgrade - where we have got toRichard Thorne, COO, is broadly supportive of the upgrade and wants one all-in figure before going to the board. Priya Raman offers five per cent off if agreed by the end of March.
9 Mar 2026 Invoice query: payment outstandingRachel Dunmore wrote to Lorena Diaz about two overdue, unpaid invoices for the subscription starting 2 Feb 2026. She asked for the PO number and payer entity name. No customer response in the thread.
9 Mar 2026 Follow-up from discovery and next steps on securityAfter discovery, Jordan Pike recapped Enterprise and a 30 Jun 2026 forecast date. CISO Megan Alvarez replied that nothing is approved, the review has not started, and she wants four written answers with firm commitments.
7 Mar 2026 Webinar, 19 Mar 2026Event thread: Alice Brewer invites Hugh Fenton to an online webinar on 19 Mar 2026 about cutting manual data work. No customer response in the thread.
6 Mar 2026 Invitation: BB-Demo webinar on Thursday 19 March 2026Alice Brewer invites Imogen Hartley, new Chief Data Officer, to the webinar on Thursday 19 March 2026 and asks if BB-Demo may talk about Fenmoor's usage. No customer response in the thread.
6 Mar 2026 Demo next stepsLewis Kerr checked for blockers on 5 Mar 2026. Markus Hofmann replied on 6 Mar 2026 with none, said IT can start the security review once it arrives, and matched the mid-April signature target.
9 Mar 2026 Time to discuss termsHollowmere's CFO Graham Rowntree accepted a half-hour commercial call. He wants cost and term in writing first, shown per home per month, with quarterly billing, and says the break clause must be discussed before anything is signed.
5 Mar 2026 Good news, and a quick hello from FenmoorImogen Hartley, newly joined Chief Data Officer, writes to Daniel Okafor on 4 Mar 2026 asking for a call and an honest read on the account. Daniel replies with usage, one open ticket and the 30 Jun 2026 term end.
3 Mar 2026 Getting a discovery session on the calendarLogistical thread: Jordan Pike proposed a discovery session and Ben Kowalski accepted Friday at 15:00. He will bring client-services and data engineering staff and wants to brief the CISO himself first.
2 Mar 2026 Your renewal on 31 May 2026Hollie Grieve gave formal notice of the 31 May 2026 Enterprise renewal. CFO Mats Eklund wants usage and return numbers before any call and will agree nothing commercial until compared with his plan.
4 Mar 2026 Your BB-Demo renewalMarcus Bell raised the renewal due 31 May 2026. Mark Brearley, Chief Executive, said the team had used the brain well and agreed to a mid-March call. The outcome of that call is not in the thread.
2 Mar 2026 Invoice INV-021-0002Billing thread: Rachel Dunmore sends Glen Nuttall invoice INV-021-0002 for £22,000 plus £4,400 VAT, due 1 Apr 2026, covering the first year. No customer response in the thread.
2 Mar 2026 Renewal coming up: your brain subscriptionDaniel Okafor opened renewal talks on 2 Mar 2026. Ravi Atherton, Chief Operating Officer, said they would like to renew and will return on timing and budget after speaking to finance.
5 Mar 2026 Scheduling the next QBRHelen Marsden agreed a QBR slot but wants the source of the rent arrears mismatch before it, is holding off adding users because a supplier review is under way at director level, and says only a handful use the brain.
2 Mar 2026 Invitation: BB-Demo webinar, onlineMarketing invitation from Alice Brewer to Ruben Smit for an online BB-Demo webinar on 19 Mar 2026. It is a marketing invitation with no customer response in the thread, so it carries no account signal.
1 Mar 2026 You're invited to BB-Demo webinar on 19 March 2026Alice Brewer invited Chris Riley to a BB-Demo healthcare webinar on 19 Mar 2026. This is a marketing invitation, and there is no customer response in the thread.
26 Feb 2026 Follow-up from our quarterly reviewElena Novak sent written actions after the quarterly review, saying usage is up on the previous quarter. Bas Vermeulen confirmed the summary. Tom Ashdown was copied for the renewal paperwork.
3 Mar 2026 Walking you through the proposalNatasha Pryor replied on 3 Mar 2026 after a slow response, accepting a Wednesday 10:00 walkthrough. She wants the evidence trail behind each dashboard and will bring Graham for the commercial terms.
26 Feb 2026 Getting the kickoff scheduledLogistical thread: Laura Penhaligon asks Hugh Fenton for kickoff availability. Hugh replies promptly with Tuesday or Wednesday mornings and Laura proposes Tuesday at 09:00. No commercial content.
4 Mar 2026 Data connector issueBethan Lister asked Ravi Riley for the error message on a connector failing in the monthly data pull. Ravi re-ran it after a delay and said it works now, calling it a temporary issue. Resolved by the customer.
3 Mar 2026 Claims tickets view showing older recordsCallum Reid reported claims tickets a few days behind on the oversight dashboard. Bethan Lister found the connector had stopped loading, re-ran the sync, and Callum confirmed it current and closed it.
26 Feb 2026 Invitation: BB-Demo webinar on Thursday 19 March 2026Marketing invitation from Alice Brewer to Richard Thorne for the webinar on Thursday 19 March 2026. Purely promotional, no customer response in the thread.
25 Feb 2026 Join us for a webinar on 19 March 2026Alice Brewer invited Chris Dyson, Head of Procurement, to a webinar on 19 Mar 2026 for procurement and operations leaders. This is a marketing invitation, and there is no customer response in the thread.
25 Feb 2026 Onboarding checkpointLogistical thread: Laura Penhaligon asked for an early-next-week checkpoint call to review connector loads before go-live, and Thomas Janssens agreed, preferring a morning.
2 Mar 2026 Onboarding session: connector set-upHamza Akhtar asked for a connector session with IT. Dana Whitaker said she is concerned: IT is stretched and her team does not know what to ask the brain. She asked for a first-month note.
25 Feb 2026 Payment reminder: invoice INV-010-0001Rachel Dunmore chased Lorena Diaz for invoice INV-010-0001, £12,000, overdue since 18 Feb 2026. There is no customer response in the thread.
27 Feb 2026 Training session for the merchant viewYusuf Demir offered a training session on the merchant view after two high priority tickets. Femke Jansen accepted for three colleagues but pressed that the merchants are waiting and asked for the data to be checked first.
26 Feb 2026 Technical follow-up: connectors and refreshJosh Fairburn ranked the first-phase sources and asked how early data refreshes. Matteo Ricci confirmed 07:00 on business days. Josh will check access, and Natasha wants a draft order form before 27 Mar 2026 for her board.
25 Feb 2026 Onboarding sessions: rearrangingHamza Akhtar proposed splitting a stalled onboarding session in two. Dana Whitaker agreed, blamed diaries, and said she would confirm a time. She also mentioned an unsettled invoice passed to payables.
24 Feb 2026 Demo follow-up and proposalLewis Kerr put a Growth plan figure of £59,500 to three contacts. Markus Hofmann asked to see the proposal and whether implementation includes the data connectors. Proposal only, not executed.
24 Feb 2026 HIPAA scope and data residency questionsBen Kowalski sent security's follow-ups on HIPAA scope, data residency and nightly refresh logging. Jordan Pike answered the Snowflake-native point and promised written security answers. Ben gave no timeline.
21 Feb 2026 Revenue leaders roundtableAlice Brewer invited Kyle Jenkins to a revenue leaders roundtable in London on Tuesday 24 February 2026. This is an event invitation. There is no customer response in the thread.
20 Feb 2026 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Joost Verbeek to the London revenue leaders roundtable on 24 Feb 2026, acknowledging his team's concern about refresh timing. There is no customer response in the thread.
20 Feb 2026 Field-service demoLewis Kerr asked to schedule a demo of the brain for the field-service team; Lena Becker agreed to next week and proposed Friday at 10:00 UK time. A logistical thread.
24 Feb 2026 Scheduling the Brakkevoort QBRElena Novak proposed a QBR ahead of the 31 Mar 2026 contract end. Pieter van Dam accepted the agenda but asked for usage by team and for a renewal view before the meeting.
20 Feb 2026 Thank you for the demo, and next stepsJosh Fairburn replied to the demo thank-you with three security questions. Matteo Ricci restated the Enterprise proposal at £150,500 including implementation, with an order form targeted for 27 Mar 2026 subject to security review.
20 Feb 2026 Onboarding: follow-up sessions and who attendsLogistical onboarding thread: Gemma Holt agrees split sessions, questions first, then a live retailer example, and asks for times. She names Kelly as the customer service contact.
19 Feb 2026 Invitation: Revenue leaders roundtable in LondonMarketing invitation to an in-person London roundtable on 24 Feb 2026. Logistical and promotional; no customer response in the thread. The email hints that Calderbrook may be building capability in-house.
19 Feb 2026 Second session for your technical teamAfter the first demo, Matteo Ricci offered a technical session on connectors and Snowflake. Natasha Pryor accepted for Tuesday 11:00 and asked for the questions in advance so Josh can check access. Largely logistical.
23 Feb 2026 Check-in callLogistical thread: Marcus Bell asked for a check-in and Liam Doherty accepted a Thursday afternoon slot. Liam again said he wants the depots using the brain more. No concerns or commercial terms raised.
17 Feb 2026 Revenue leaders roundtableAlice Brewer invited Jonas Hofmann to a Revenue Leaders Roundtable in London on 24 Feb 2026. A marketing event invitation only; there is no customer response in the thread.
18 Feb 2026 Onboarding sessions: finding a timeDana Whitaker offers Thursday or Friday afternoons, makes herself main admin for now and wants a small first group. She asks whether service contracts must be loaded before the session.
17 Feb 2026 Hollowmere Care Group demo: schedulingMatteo Ricci proposed a Thursday 10:00 demo to Natasha Pryor. She accepted, will bring colleagues including the day-to-day user, and set a condition: every number must show its source, starting with the loudest homes.
16 Feb 2026 Invoice INV-021-0001Billing thread: Rachel Dunmore sent Glen Nuttall invoice INV-021-0001 for £6,000 plus £1,200 VAT, due 18 Mar 2026, and asked for the PO number. There is no customer response in the thread.
18 Feb 2026 Training session for the account managersYusuf Demir asked Femke Jansen for a training slot for the account managers. Femke said most of the team has not logged in because the data was wrong, and asked for a freshness check first. Yusuf re-ran the load and agreed to a Wednesday session.
19 Feb 2026 Onboarding - re-run of the Zendesk loadSanne Bakker confirmed the Zendesk filter is a customer-side view, not the mapping, but says the 07:00 refresh still finishes late and wants a written reason. Yusuf Demir traced it to the late HubSpot export and offered two options.
16 Feb 2026 Follow-up from today's QBRCallum Reid confirms the QBR summary and wants a bordereaux view he can put in front of a syndicate. He says budget is Richard's, expects no quick renewal answer and holds more underwriters until that is done.
15 Feb 2026 Revenue leaders roundtableLogistical event invitation: Alice Brewer invited Ian Fairclough to a heads of revenue operations roundtable in London on 24 Feb 2026. There is no customer response in the thread.
15 Feb 2026 Invitation: BB-Demo webinar on Thursday 19 February 2026Alice Brewer invited Nadia Osei, IT Security Lead, to an online customer webinar on 19 Feb 2026. It is a single outbound message with no customer response, so it is logistical only.
16 Feb 2026 Onboarding sessions: getting some time in the diaryLogistical thread: Gemma Holt accepts Wednesday 14:00 for the first onboarding session and will bring the Salesforce admin. The second session, with customer service, is left open pending their manager.
18 Feb 2026 Demo on your own dataNiamh Costello agrees to a demo on Ardcarne's own data and names three broker-firm questions. She wants a written description of data access sent first so her CISO is comfortable before the demo.
12 Feb 2026 Demo scheduling – Quillmark on your own dataAfter discovery, Jordan Pike proposed a demo on Quillmark's own data. Ben Kowalski chose Thursday afternoon, named the attendees, said security may join but he will not push them, and will pick a hospital group for the worked example.
11 Feb 2026 Revenue leaders roundtable, 24 Feb 2026Logistical event invitation: Alice Brewer invited Ian Greenhalgh, Chief Executive, to a London roundtable on 24 Feb 2026. There is no customer response in the thread.
13 Feb 2026 Onboarding kickoffLogistical thread: Laura Penhaligon proposed a 14:00 UK time onboarding kickoff and Thomas Janssens, CRM Administrator, agreed. It covers connector setup and shows no commercial signal.
16 Feb 2026 Order form ready for signatureTom Ashdown sent Chris Jagger a Starter order form totalling £28,000 for implementation and the first year. Chris replied on 2026-02-16 that it looked good and he would return it signed by end of week.
11 Feb 2026 Onboarding session schedulingLogistical thread. Hamza Akhtar proposes a first onboarding working session on the helpdesk connector; Dana Whitaker accepts Thursday at 14:00 Central time and will check IT availability.
10 Feb 2026 BB-Demo webinarLogistical event invite: Alice Brewer invited Kevin Simmons, Director of Information Security, to a 19 Feb 2026 webinar on data security, governance and residency. There is no customer response in the thread.
10 Feb 2026 Invoice INV-026-0003 for Lindqvarn RetailRachel Dunmore sent invoice INV-026-0003 for £1,216 on 10 Feb 2026, due 12 Mar 2026. Purely a billing notice with a PO question. No customer response in the thread.
11 Feb 2026 Scheduling the renewal conversationAndrew Pickering accepted a Thursday 14:00 renewal call but wants Priya Raman present, a written proposal beforehand and a short agenda. He does not expect to agree anything on the call.
10 Feb 2026 Scheduling the next QBRCallum Reid accepted a Thursday 10:00 hour for the quarterly review. He wants a usage view by team, a list of anything open on BB-Demo's side, and news on the 07:00 refresh, and expects Richard to see only a summary page.
8 Feb 2026 Invitation: BB-Demo webinar on 19 Feb 2026Alice Brewer invited Richard Thorne, Chief Operating Officer, to a BB-Demo customer webinar on 19 Feb 2026. It is a marketing invitation; there is no customer response in the thread.
7 Feb 2026 Invitation: revenue leaders roundtable in LondonMarketing invitation: Alice Brewer invited Ruth Ackroyd to a small in-person revenue leaders roundtable in London on Tuesday 24 February 2026. There is no customer response in the thread. Logistical, so neutral.
6 Feb 2026 BB-Demo webinarLogistical event invitation: Alice Brewer invited Ed Eccles, Procurement Manager, to the Thursday 19 February 2026 customer webinar. There is no customer response in the thread.
6 Feb 2026 Invitation: Revenue leaders roundtable, LondonMarketing invitation to the London Revenue leaders roundtable on 24 Feb 2026, sent to the accounts payable lead. Logistical and promotional only. No customer response in the thread.
6 Feb 2026 Invitation: BB-Demo webinar on Thursday 19 February 2026Marketing invitation: Alice Brewer invited Ruth Ackroyd to the BB-Demo webinar on Thursday 19 February 2026, framed around orders, quality tickets and calls. There is no customer response in the thread. Logistical, so neutral.
11 Feb 2026 Kickoff follow-up and next stepsFollowing the kickoff call, Dana Whitaker confirms the recap, orders sources as helpdesk then call recorder, with service contracts last. The Snowflake administrator and first users are still unconfirmed.
6 Feb 2026 Invitation: Revenue leaders roundtable, LondonMarketing invitation sent on 6 Feb 2026 to Douglas Baird for an in-person Revenue leaders roundtable in London on 24 Feb 2026. There is no customer response in the thread.
6 Feb 2026 Order form for your signatureTom Ashdown sent Mats Eklund the expansion order form for £1,216. Mats said the total is as discussed and will sign on Monday if Tom confirms in writing that the existing subscription is unaffected.
9 Feb 2026 Following up on our discovery conversationAfter a discovery call, Matteo Ricci proposed Enterprise at a £150,500 total deal value including implementation. CFO Graham Rowntree wants a cost split, per-home monthly view and a break clause on the table first.
5 Feb 2026 BB-Demo webinarEvent invitation: Alice Brewer invited Emma Haworth to a BB-Demo webinar on 19 Feb 2026 at 14:00 GMT about working across multiple systems. There is no customer response in the thread.
5 Feb 2026 Finding time for a discovery conversationMatteo Ricci proposed a discovery conversation. Niamh Costello chose Thursday morning, wants it focused on a single view of each broker firm, and asked for a plain description of where the brain runs and who can see what.
5 Feb 2026 Next steps after our discovery callAfter the discovery call, CFO Mike Delaney asked for one all-in number in USD and said nothing moves until he has the USD figure and the ROI. Jordan Pike quoted £62,000 for the whole deal, including implementation.
4 Feb 2026 Revenue leaders roundtableAlice Brewer invited Oliver Kirkby to a roundtable for heads of revenue operations in London on 24 Feb 2026. There is no customer response in the thread.
5 Feb 2026 Onboarding session - connector setup and refresh checkYusuf Demir flags a flat Zendesk row count and a pending accounting connector. Sanne Bakker reports another missed 07:00 refresh, no date for the accounting access, and that about three of forty licensed users log in.
3 Feb 2026 Wexmoor Property Group: first annual invoiceBilling thread. Rachel Dunmore sends the first annual invoice and asks Lorena Diaz to confirm the PO number and paying entity. There is no customer response in the thread.
4 Feb 2026 Kickoff scheduling for the Wexmoor brainLogistical thread. Hamza Akhtar asks to book the Growth kickoff; Dana Whitaker accepts Friday at 14:00, names attendees and says the Snowflake technical contact is still to be confirmed.
5 Feb 2026 Onboarding: customer service session and next stepsLogistical onboarding thread: Gemma Holt confirms a Friday 09:30 customer service session and says account managers already find the brain saves time on retailer review prep. No concern raised.
2 Feb 2026 Invoice INV-028-0002Billing thread: Rachel Dunmore sent invoice INV-028-0002 for the Starter subscription, £22,000 net with no VAT, due 4 Mar 2026, and noted the contract is co-termed to 31 Jan 2027. No customer response in the thread.
2 Feb 2026 Next steps on the expansionAfter a call, Tom Ashdown set a signing aim of Mon 9 Feb 2026 for the expansion. Karin Sjöberg agreed the scope but wants to check with the stores first and prefers not to rush. Mats and Annika did not reply.
2 Feb 2026 Invoice INV-010-0002 from BB-DemoRachel Dunmore sent Lorena Diaz invoice INV-010-0002 on 2 Feb 2026: £50,000 net for the Growth annual subscription, due 4 Mar 2026. She again asked for the PO number and paying entity. There is no customer response in the thread.
4 Feb 2026 Introduction: your new Customer Success Manager at BB-DemoAmara Obi introduced herself as the third Customer Success Manager in eighteen months. Craig Oduya replied that the capability is being built in-house and asked in writing for the contract end date, notice terms and exit position.
2 Feb 2026 Arranging a check-in for CalderbrookElena Novak asked to arrange a check-in call. Helen Marsden declined for now, citing repeated introductions from different BB-Demo people, and wants the written cause and last refresh date first.
5 Feb 2026 Lornefield subscription and the coming termDouglas Baird, Chief Operating Officer, gave notice on 2 Feb 2026 that Lornefield will not renew when the term ends on 2 Apr 2026. The group is standardising on Signalvane. Daniel Okafor confirmed receipt on 5 Feb 2026.
30 Jan 2026 Revenue leaders roundtableEvent invitation: Alice Brewer invited Emma Haworth to the revenue leaders roundtable in London on 24 Feb 2026. There is no customer response in the thread.
30 Jan 2026 Renewal notice: Brannock Medical SuppliesMarcus Bell sent Andrew Pickering formal renewal notice for the Growth subscription, term ending 30 Apr 2026. No customer response in the thread. Price discussion is left to Priya Raman.
30 Jan 2026 Last dayImogen Hartley, Head of Data, writes on her last day, 30 Jan 2026, praising the brain and warning that day-to-day ownership is the open question. Daniel Okafor promises to contact Douglas and get a named owner.
4 Feb 2026 Getting a check-in in the diaryMarcus Bell proposed a check-in covering depot sessions, admin help and the November contract. Liam Doherty agreed, wants depots using the brain properly, and asked for Aisha to join. Marcus confirmed Thursday at 14:00.
29 Jan 2026 Invitation to our February webinarAlice Brewer invited Ilse de Graaf, an account manager, to the online webinar on Thursday 19 Feb 2026 about account teams using the brain. Marketing invitation with no customer reply.
29 Jan 2026 Notes and next steps from the QBRDaniel Okafor's QBR notes record a winter usage dip, two connector tickets this month, and Craig Paterson's request to be told before refresh timing moves. The term runs to 2 Apr 2026. No customer reply.
30 Jan 2026 Connector walkthrough and next callYusuf Demir re-ran a connector load and offers a counts walkthrough. Sanne Bakker keeps the ticket open until counts match and restates that refresh must be complete at 07:00 every day, which she says is what was signed for.
29 Jan 2026 Scheduling our discussionScheduling thread: Lewis Kerr asked Gustav, the Chief Financial Officer, for a call on renewal terms and user expansion options. Gustav accepted Friday at 14:00.
28 Jan 2026 Onboarding: bringing customer service into the rolloutHamza Akhtar confirms the Growth licence covers 40 users, so customer service can join without contract change. Gemma Holt says the helpdesk must be connected and that most of the team will want access, pending their manager.
2 Feb 2026 Board pack figures not reconciling to the housing management systemHelen Marsden formally raised arrears and repairs figures that differ from the housing management system. BB-Demo missed a promised update, then confirmed the connector has not been loading new records as it should.
27 Jan 2026 Invitation: BB-Demo webinar on Thursday 19 Feb 2026Logistical marketing invitation from Alice Brewer to Graham Rowntree, CFO, for the 19 Feb 2026 webinar on a single view across systems. No customer reply in the thread.
26 Jan 2026 Notes from our check-inDaniel Okafor's notes of the 26 Jan 2026 check-in with Pieter van Dam: usage is down on the previous quarter, some of 40 licensed users rarely log in, and account managers still prepare reviews outside the brain.
29 Jan 2026 Activity drop in your accountOlivia Grant asked why user numbers fell. CRM Administrator Ravi Riley said a couple of people left in January and everything else seems fine. Olivia's follow-up on whether the system works for remaining users has no reply in the thread.
28 Jan 2026 Follow-up from our quarterly review conversationCraig Oduya confirmed the usage, ticket and reconciliation points but would not discuss the contract. He said the capability is being built in-house and asked in writing for the exit position and notice terms.
29 Jan 2026 Scheduling a discovery callJordan Pike asked Ben Kowalski for a discovery call. Ben said it is exactly the gap, with client-services teams in spreadsheets, but would only socialise it with security. Jordan then moved the call to early the following week.
27 Jan 2026 Onboarding sessions: getting dates in the diaryGemma Holt confirms Wednesday at 14:00 for the connection session with an IT colleague and wants a group walkthrough for account managers soon. She asks again to get customer service on. No reply from BB-Demo in the thread.
23 Jan 2026 Finding time for a check-inDaniel Okafor flags fewer account managers logging in. Pieter van Dam confirms he saw the drop, says two are still using spreadsheets, wants to fix it and asks for a concrete plan on who is using the brain and why not.
21 Jan 2026 Your open tickets and a call this weekAmara Obi introduced herself and offered a call. Helen Marsden agreed to Friday morning, wants it kept to the two of them, and asked for the source of each arrears figure in the board pack.
21 Jan 2026 Scheduling your quarterly business reviewElena Novak arranges a quarterly business review with Helen Marsden. Helen confirms two arrears views where the brain and the housing system differ, and is aware usage has dropped. The thread does not show the review's outcome.
20 Jan 2026 Onboarding session for your teamLogistical thread. Elena Novak asked Sanne Bakker for first users, accounting access approval, a time of day and connector authorisation. Sanne answered most points and asked for the invite, afternoon preferred.
19 Jan 2026 Invoice INV-028-0001Billing thread: Rachel Dunmore sent Marie Wouters invoice INV-028-0001 for the implementation, £6,000 net with no VAT, due 18 Feb 2026, and asked for a PO number. There is no customer response in the thread.
19 Jan 2026 Invoice INV-010-0001 from BB-DemoRachel Dunmore sent Lorena Diaz invoice INV-010-0001 for £12,000 net on 19 Jan 2026, due 18 Feb 2026. She asked for the PO number and a check of the paying entity. There is no customer response in the thread.
16 Jan 2026 Wexmoor order confirmed and startDana Whitaker confirmed Tyler Brooks signed the order form on 2026-01-16. Jordan Pike confirmed receipt and a start on the first Monday in February. Logistical confirmation, with a housekeeping request on the paying entity and PO number.
19 Jan 2026 Scheduling the onboarding sessionsMostly logistical: Hamza Akhtar and Gemma Holt book the first account manager onboarding session for Wednesday at 10:00. Gemma again asks for customer service the same week and Hamza defers until helpdesk data is loaded.
20 Jan 2026 Order form ready for signatureLewis Kerr sent Maelbeek Assurances an order form at £28,000 for year one. Chief Executive Elise Claes said it looked good but needs legal sign-off before execution. The thread shows no executed copy.
16 Jan 2026 Order form ready for signatureJordan Pike sent Tyler Brooks the Growth order form at £62,000 total. Tyler asked only whether anything was open or it was just a signature, and said he did not want the detail. Jordan told him nothing is open.
14 Jan 2026 Notes from our check-inCallum Reid accepts Daniel Okafor's notes that usage has dipped, admits spreadsheets are creeping back and that too many questions come through him, and asks for a team session and a value note before 30 Jun 2026.
12 Jan 2026 Follow-up from kickoff: next steps for Harrowden FoodsAfter kickoff, Gemma Holt answers the admin and credential questions and asks to bring customer service in early and what extra users cost. Hamza Akhtar says they fit within the 40 licensed users but wants clean helpdesk data first.
6 Jan 2026 Finding a time for a check-inDaniel Okafor asked Callum Reid for a check-in because fewer people were logging in on a forty-user Growth account. Callum agreed but wants BB-Demo to show who stopped and what they asked, and said the dashboards are fine.
5 Jan 2026 Invoice INV-009-0002 for Harrowden FoodsBilling email from Rachel Dunmore sending invoice INV-009-0002 for the Growth subscription, due 4 Feb 2026. She asks for a PO number and the right payables mailbox. No customer response in the thread.
6 Jan 2026 Onboarding session: finding a timeThe Growth subscription started 5 Jan 2026 with 40 licensed users. Gemma Holt says account managers love it, wants customer service on within weeks, and asked what extra users cost. Hamza Akhtar passed pricing to Lewis Kerr.
5 Jan 2026 Price letter and the January renewalRob Ellery says he has not read the new list price note properly and asks in plain terms what Hollins Tarrant would pay at the January renewal and what extra it would be buying. He will not decide without Jenna Price.
5 Jan 2026 Invoice INV-003-0002 for your recordsLogistical billing thread: Rachel Dunmore sent Ruben Smit invoice INV-003-0002, issued 5 Jan 2026 and due 4 Feb 2026, the first quarterly instalment of the Growth subscription. She asked for a PO number and confirmation. No customer response appears.
5 Jan 2026 Follow-up from our review: usage and next stepsMarcus Bell's written note after a review with Liam Doherty and Aisha Rahman: active users down by roughly two fifths, depot managers not using it, and a three-part plan. There is no customer response in the thread.
5 Jan 2026 Renewal and the new pricingLiam Doherty read the price-change notice and asked whether the increase applies in full at the renewal on 30 Nov 2026. He admits usage has fallen and wants a usage and questions view to build a value case for his finance team.
4 Jan 2026 Invitation: BB-Demo webinar on 15 Jan 2026Alice Brewer invited Erik Wallin to an online BB-Demo webinar on 15 Jan 2026. There is no customer response in the thread, so this is a purely logistical event invitation.
2 Jan 2026 Invoice INV-024-0005Rachel Dunmore sent Wouter Kok invoice INV-024-0005 for the quarterly Growth instalment, £11,000, due 1 Feb 2026. Logistical billing thread with no customer reply.
5 Jan 2026 Check-in after the breakEsther Quaye asks on 2 Jan 2026 why fewer people are in the brain. Helen Marsden confirms usage has dropped and says a wider internal conversation on reporting is under way, though nothing is wrong with the brain.
2 Jan 2026 Lornefield renewal - notice of the term endDaniel Okafor gave Douglas Baird formal notice that the Growth term ends on 2 Apr 2026, said licensed-user activity has fallen, and asked for a call. There is no customer response in the thread.
2 Jan 2026 Renewal notice for your Growth subscriptionDaniel Okafor sent the Growth renewal notice for the term ending 31 Mar 2026. CFO Marloes Hendriks will not agree terms by email or verbally, wants the order form, quarterly billing kept and usage figures in writing.
5 Jan 2026 Scheduling: onboarding sessionsLogistical thread: Laura Penhaligon and Oliver Kirkby agreed a 14:00 slot for onboarding sessions covering connector setup and interface training. No concerns were raised.
2 Jan 2026 BB-Demo renewalDaniel Okafor raised the 31 Mar 2026 renewal and lighter engagement. Emma Croft admitted usage had dropped after team changes but said Marlstone Legal wants to make it work again and proposed talking early in January.
31 Dec 2025 Kickoff: what we need from your sideLogistical kickoff thread. Gemma Holt confirms the systems to connect (CRM, helpdesk, orders), offers Tuesday or Thursday mornings in the second week of January, and will introduce IT for Snowflake. Hamza Akhtar agrees to send one invite.
31 Dec 2025 Arranging a conversation about your renewalEsther Quaye proposed a renewal call before the term ends on 31 Mar 2026. CFO Marloes Hendriks agreed, asking for a usage summary with the reason for the dip, the status of two tickets and the renewal terms in writing.
31 Dec 2025 Proposal reviewLogistical thread: Tom Ashdown asked to walk Hugh Fenton through a proposal, and Hugh offered Monday next week at 14:00. No commercial content or objection.
29 Dec 2025 Check-in notesMarcus Bell's 29 Dec 2025 notes say fewer of Brannock's 40 licensed users are logging in and the wider team has gone quiet. Helen Varley has not replied in the thread.
29 Dec 2025 Invitation: BB-Demo webinar on Thursday 15 January 2026Alice Brewer invited Dean Hargreaves to the 15 Jan 2026 webinar and flagged that fewer people had been logging in than earlier in the year. There is no customer response in the thread.
25 Dec 2025 Invitation: BB-Demo webinar, Thursday 15 January 2026Marketing invitation: Alice Brewer invited Phil Royston to the BB-Demo webinar on Thursday 15 January 2026 and asked him to pass it on. There is no customer response in the thread. Logistical, so neutral.
31 Dec 2025 Kickoff call: getting a date in the diaryAmara Obi, the Customer Success Manager, asks Gemma Holt for kickoff call dates. Gemma proposes the week after the first full week of the new year, Tuesday or Thursday mornings, and names account managers then customer service as priorities.
29 Dec 2025 Scheduling the next QBRMarcus Bell proposed a January QBR with Liam Doherty at Brackwell Freight. Liam agreed to the second week of January, mornings, and said the real aim is getting depot managers onto the brain. Largely logistical, with a usage theme.
24 Dec 2025 Security review and the upgrade – timingNadia Osei told Priya Raman that sign-off will land in the new year, after the capacity providers see the pack. She listed three open items. Priya said the agreement stays as is until 30 Jun 2026.
24 Dec 2025 Training follow-up and next sessionLaura Penhaligon asked whether a second, claims-focused training session should happen before the break. Cian Farrell said it should wait until the second week of January, and that use so far is mainly him and a couple of others.
22 Dec 2025 Invoice INV-004-0004 for the Starter renewalLogistical billing thread: Rachel Dunmore sent invoice INV-004-0004 for the Starter renewal term and asked Claire Haddon for a PO number. There is no customer response in the thread.
23 Dec 2025 Salesforce connector syncOlivia Grant traced a Salesforce connector sync failure to permissions changed at Skovdal's end. Ida Bech confirmed on 23 Dec 2025 that the permissions were fixed after one chase.
22 Dec 2025 Following up on the proposal after our callAfter the expansion proposal went out, CFO Mats Eklund asked for total cost, one-off against recurring, and the return before he discusses it with the board. Tom Ashdown promised a one-page summary in the new year.
18 Dec 2025 Demo follow-upAfter the 18 Dec 2025 demo, Toby Cowell said the session was useful and that tracking a resident complaint through to legal notice is a manual headache. Hannah Lowe is due to follow up with integration thoughts.
18 Dec 2025 Invoice INV-017-0003Logistical billing email: Rachel Dunmore sent Elliot Lomax invoice INV-017-0003 on 18 Dec 2025, £19,500 net and £23,400 total due, payable by 17 Jan 2026. There is no customer response in the thread.
23 Dec 2025 Wexmoor and BB-Demo: where we are after the callJordan Pike set out the Growth proposal at £62,000 total, including implementation. Dana Whitaker's team is happy with scope but will give a final view in the new year. Lorena Diaz has not yet named the paying entity or PO.
29 Dec 2025 Renewal order form for signatureTom Ashdown sent the Starter renewal order form before the term ended on 3 Jan 2026. Rob Ellery had not looked properly, asked if it is the same as last year, and wants to check usage with Jenna before signing. Unsigned in the thread.
17 Dec 2025 Invoice INV-003-0001Logistical billing thread: Rachel Dunmore sent invoice INV-003-0001, issued 17 Dec 2025 and due 16 Jan 2026, to Ruben Smit and asked for the PO number and confirmation of receipt. There is no customer response in the thread.
16 Dec 2025 Check-in before the end of the termBefore the term ended on 31 Dec 2025, COO Simon Ashworth agreed a short check-in but said only a handful of people use the brain against 40 licensed users, and expects no change at renewal.
15 Dec 2025 Invoice INV-009-0001 from BB-DemoLogistical billing thread: Rachel Dunmore sent Rajesh Mistry invoice INV-009-0001 dated 15 Dec 2025, gross £14,400, due 14 Jan 2026, and asked for a PO number. There is no customer response in the thread.
15 Dec 2025 Lornefield contract termsFiona Mackie, Integration Director at Dunmarra Group and new Lornefield contact, asked for the executed order form, master agreement, term end date, termination terms and renewal mechanism. Daniel Okafor replied with the term end date and offered a call.
19 Dec 2025 Order form for signatureJoost Verbeek did not sign by 16 Dec 2025 because his legal team has questions on the data processing section. He is satisfied with the commercial points. Tom Ashdown will arrange a call with Hannah and Veldmaat's legal team.
12 Dec 2025 Training session for the Clonvara teamCian Farrell chose Wednesday at 10:00 for hands-on training with four or five underwriters and claims colleagues. Laura Penhaligon will use their own policy queries as examples.
11 Dec 2025 Order form, please sign and returnTom Ashdown sent Quaystead's renewal order form on 11 Dec 2025: same terms, one year at £19,500. Managing Director Asif Nuttall replied within minutes that finance would sign and return it by end of week.
16 Dec 2025 Finding time to go through commercial termsJordan Pike asked Tyler Brooks for a short call on commercial terms and the order form. Tyler agreed to a short call, offering Thursday at 15:00, but wants only the two of them until he sees where terms land.
16 Dec 2025 Harrowden Foods order form for signatureRajesh Mistry could not sign the £62,000 Growth order form by 12 Dec 2025. He wants cost per head checked against real usage and the connector commitment explained. Lewis Kerr replied on 16 Dec 2025 and the form remains open.
12 Dec 2025 Walking through the renewal proposalTom Ashdown asked Karin Sjöberg for a time to walk through the renewal proposal. She agreed, wants customer service and e-commerce colleagues present, and asked for the document first, with a meeting in the first full week of January.
9 Dec 2025 Onboarding planLaura Penhaligon set out the onboarding plan, with work-order tracking as the priority connector live within two weeks. Kirsty Ingham said the timeline suits them and they are ready to go.
5 Dec 2025 Kickoff callLogistical thread: Laura Penhaligon proposed a Friday kickoff and Kirsty Ingham agreed to Friday 5 Dec 2025 at 10:00, asking what to prepare. Kirsty engaged promptly.
2 Dec 2025 Discovery callTom Ashdown asked Hugh Fenton, Head of Data at Wrenfield Property Management, for a 30-minute discovery call on 2 Dec 2025. There is no customer response in the thread.
2 Dec 2025 Time for a check-in before the year endCallum Reid agrees to a half-hour check-in call and asks for usage by underwriter plus a view of submissions against open bordereaux queries. He closes by asking when he will have the summary.
1 Dec 2025 Invoice INV-019-0002Logistical billing thread: BB-Demo's finance manager sent invoice INV-019-0002 for the first year of the Starter subscription. There is no customer response in the thread.
1 Dec 2025 Setting up our next catch-upDaniel Okafor takes over the account and asks Helen Marsden for thirty minutes. Helen offers times and says she cares that board-pack figures reconcile to the housing management system and are traceable.
1 Dec 2025 Invoice INV-002-0004 - Growth subscriptionBilling email: Rachel Dunmore sent Joanne Platt invoice INV-002-0004 for the Growth subscription, issued 1 Dec 2025, due 31 Dec 2025, and asked for a PO number. There is no customer response in the thread.
1 Dec 2025 Check-in notes from our callAfter the check-in Pieter van Dam confirmed his team is happy, with two account managers opening the brain before every shipper call. He asked for a real-data example for the weekly review and a plan to bring on the rest.
5 Dec 2025 Your renewal coming upDaniel Okafor flagged the end-of-February renewal. Finance Director Luke Kitching replied that the team gets more value as more people join, said they would like to renew, and asked for the paperwork. Tom Ashdown is to send the offer.
2 Dec 2025 Harrowden Foods and BB-Demo: Growth proposal, next stepsLewis Kerr restated the Growth proposal at £62,000 exclusive of VAT, covering implementation and subscription, and asked for a signature by 12 Dec 2025. Gemma Holt confirmed Rajesh Mistry signs and asked for customer service from day one.
2 Dec 2025 Brackwell renewal - order form for signatureTom Ashdown sent Mark Siddall the Growth renewal order form at the same users and price. Mark asked for the bottom line and will sign if nothing has changed. The thread ends with the signature outstanding.
26 Nov 2025 Quick check-in before the contract dateMarcus Bell asks for a check-in before the term ends on 30 Nov 2025. Liam Doherty says the tickets are not worrying him and agrees Thursday morning. He raises daily depot use and admin cover at the turn of the month.
24 Nov 2025 Time for a catch-up on the commercial termsTom Ashdown asks for a call on commercial terms and the order form. Joost Verbeek accepts Thursday afternoon, limits the agenda to connector go-live and payment terms, and will bring a finance colleague.
26 Nov 2025 Scheduling your supplier security reviewNadia Osei agreed a Thursday morning session and listed three items needed in advance: the diagram, a written statement on data location, and access granting and removal. She again gave no sign-off date.
20 Nov 2025 Wexmoor proposal: summary and next stepsLewis Kerr summarised the Growth proposal for Dana Whitaker and Tyler Brooks: £62,000 total deal value, not an annual price, ex VAT, target signature 16 Jan 2026. Tyler replied positively and delegated the detail to Dana.
20 Nov 2025 Booking time to discuss the Harrowden Foods termsRajesh Mistry, who signs, accepted a terms call and listed three points: cost per head, the implementation and subscription split, and day-to-day use by other teams. He does not want to pay for something that sits unused.
19 Nov 2025 Following upAfter a meeting on 18 Nov 2025, Rob Allott, Finance Director, asked for more on commercial terms, how BB-Demo works with groups like theirs, and a demo. Early-stage buying interest.
18 Nov 2025 Follow-up from our QBREsther Quaye's note after the QBR: usage has grown and sits well inside the 150 licensed users, nothing is outstanding on support or invoices, and Tom Ashdown will open the renewal conversation. No customer reply in the thread.
17 Nov 2025 BB-Demo webinar, 20 Nov 2025One-way marketing invitation from Alice Brewer to Luke Kershaw for the 20 Nov 2025 webinar. Logistical event outreach; there is no customer response in the thread.
17 Nov 2025 Invoice INV-019-0001Rachel Dunmore sent Megan Ibbotson invoice INV-019-0001 for the implementation: £6,000 net plus £1,200 VAT, £7,200 total, due 17 Dec 2025. Billing only; there is no customer response in the thread.
17 Nov 2025 Invoice INV-018-0004 for Dunholm PrecisionBilling thread: Rachel Dunmore sent Karen Midgley invoice INV-018-0004 for the Growth renewal and asked for a PO number. There is no customer response in the thread. Logistical, so neutral.
20 Nov 2025 Following up on the quarterly reviewAfter the quarterly review, Richard Thorne asks for a one-page note on what Fenmoor pays, what it gets and what changes at renewal, before month-end, to take to the board. Daniel Okafor is drafting it.
19 Nov 2025 Security review session - finding a timeNadia Osei, IT Security Lead, offered two slots and set four conditions: written answers in the questionnaire, evidence on access control, written residency, and the diagram sent ahead. She gave no sign-off date.
19 Nov 2025 Booking time to go through the proposalLewis Kerr asked to book a proposal walkthrough. Dana Whitaker has read it and broadly agrees, but is unsure the connector section covers all her service contract sources. She proposed Thursday after 14:00 and will bring Tyler for the commercial part.
18 Nov 2025 Check-in call: finding a timeEsther Quaye and Helen Marsden fix a check-in for Tuesday 10:00. Helen says analysts now ask the brain questions while building the repairs report, which has saved time, and wants the arrears section covered.
14 Nov 2025 Harrowden Foods proposal: follow-up and next stepsLewis Kerr sent a Growth proposal with a total value of £62,000 plus VAT and signing pencilled for 12 Dec 2025. Gemma Holt is positive, asks what extra customer service seats would cost, and says Rajesh wants the split laid out.
12 Nov 2025 Order form for signatureLewis Kerr sent Kevin Kershaw the order form for a Starter tier at £25,500 for the first year, renewing 30 Nov 2026. Kevin replied the same day that it was signed and attached.
14 Nov 2025 Setting up your quarterly business reviewEsther Quaye proposed a three-part QBR agenda including the contract running to 31 May 2026. Karin Sjöberg agreed, asked for connector usage to be shown and will bring store managers. The renewal itself was not discussed by the customer.
10 Nov 2025 Quarterly review: a time that suitsMarcus Bell asked to book the quarterly review before the term ends on 31 Dec 2025, noting more people are asking questions of the brain. There is no customer response in the thread.
11 Nov 2025 Walking through the proposal: finding a timeLewis Kerr and Gemma Holt agree a Friday 10:00 proposal walk-through. Gemma asks for clear costings for Rajesh and wants customer service covered in the session. Rajesh may not attend.
8 Nov 2025 Revenue leaders roundtableEvent invitation: Alice Brewer invited Team Leader Yasmin Openshaw to a London roundtable on 25 Nov 2025 for people using the brain. No customer response in the thread.
7 Nov 2025 Onboarding session: getting started with the brainLaura Penhaligon asked Aoife Tuohy to book a two-hour onboarding session for the first connections in Snowflake. No customer response in the thread.
7 Nov 2025 Check-in callCustomer success thread: Marcus Bell told Rebecca Nuttall usage is over four active users month-on-month on Starter and offered a 30-minute call. There is no customer response in the thread.
11 Nov 2025 Proposal for VeldmaatJoost Verbeek, Head of Data, said the proposal scope is what Veldmaat expected. He asked for a live date commitment for each connector and the morning refresh service levels written into the order form, not only the standard terms.
13 Nov 2025 Booking your next quarterly reviewCallum Reid sets conditions for the next quarterly review: avoid month-end, Richard for the last part only, and the dashboards and the 07:00 refresh on the agenda. Daniel Okafor agrees to all of it.
11 Nov 2025 Dunholm Precision renewal order form for signatureTom Ashdown sends the Growth renewal order form for 60 licensed users. Stuart Kenyon says he is happy to carry on and signs. Tom confirms receipt of the signed form on 11 Nov 2025.
12 Nov 2025 Searching old recordsTeam Leader Yasmin Openshaw reports slow searches beyond a few months of history. Support engineer Olivia Grant says it is how search works, not a fault, and offers a call; Yasmin accepted Thursday.
6 Nov 2025 Invitation: BB-Demo webinar, Thursday 20 November 2025Alice Brewer invited Harriet Gale, Financial Controller, to an informational customer webinar on 20 Nov 2025. The thread is a single outbound message with no customer response, so it is logistical only.
5 Nov 2025 Follow-up from our quarterly reviewOne-way recap from Marcus Bell to Jenna Price and Rob Ellery after the quarterly review. Usage is rising, headroom exists on fifteen Starter users, and the renewal is due in January. No customer reply in the thread.
6 Nov 2025 Scheduling the security review walkthroughNadia Osei asks for written proof of data location and access control, and again says no sign-off date until the capacity providers see the completed material. Hannah Lowe proposes Tuesday at 14:00 and agrees to send the full set in one go.
4 Nov 2025 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Ilse de Graaf to a Revenue leaders roundtable in London on 25 Nov 2025 and offered a customer story draft for approval. There is no customer response in the thread.
6 Nov 2025 Follow-up: Wexmoor second demo and proposalAfter the second demo, Dana Whitaker asked whether the £62,000 Growth proposal is the whole first-year cost. Matteo Ricci said it is the total deal value including implementation, not the subscription alone. Decision still planned for 16 Jan 2026.
3 Nov 2025 Invoice INV-025-0002 for the Growth subscriptionRachel Dunmore sent Gráinne Lynch invoice INV-025-0002 for the Growth subscription, £41,800 with no VAT, due 3 Dec 2025. No customer response in the thread.
5 Nov 2025 Customer service access to the brain: questions after the demoKelly Sharpe, who would lead customer service use, asked three direct questions on visibility, access and timing. She is broadly comfortable but says the £62,000 plus VAT total is not hers to approve, so Gemma Holt takes it on.
1 Nov 2025 Revenue leaders roundtableMarketing invitation from Alice Brewer to Emma Haworth for the London revenue leaders roundtable on 25 Nov 2025. There is no customer response in the thread.
3 Nov 2025 Renewal noticeDaniel Okafor wrote to Sofie Bech about the renewal on 31 Jan 2026 and asked for a November call with Tom Ashdown involved. Sofie agreed to a mid-November call, with firm dates to follow.
31 Oct 2025 Invitation: BB-Demo webinar, Thursday 20 November 2025Event invitation. Alice Brewer invites Nathan Booth, an admin on the Dunholm Precision brain, to the BB-Demo webinar on 20 Nov 2025. There is no customer response in the thread.
31 Oct 2025 Invitation: revenue leaders roundtable in LondonAlice Brewer invited IT Manager Craig Holt to an in-person revenue leaders roundtable in London on 25 Nov 2025, citing Brannock's per-trust setup. There is no customer response in the thread.
31 Oct 2025 Introduction and a check-in callAmara Obi, newly in post as Customer Success Manager, writes to Helen Marsden on 31 Oct 2025 asking for a short check-in call. Logistical introduction; there is no customer response in the thread.
30 Oct 2025 Enterprise, next stepsAfter a call on 30 Oct 2025, Sophie Ling told Lena Vogel that Enterprise is the right fit and promised a proposal. Lena replied that Vossberg Logistik is keen to move ahead. The thread shows no proposal sent.
31 Oct 2025 Scheduling the second demo for WexmoorScheduling thread: Dana Whitaker accepts Wednesday at 15:30 Central for a second demo. Her IT lead wants coverage of access control and how the brain copes when a source system changes.
4 Nov 2025 Quarterly review - finding a timeScheduling thread. Marcus Bell offered a usage walkthrough and a light renewal chat. Jenna Price replied that usage is up and the consultants like seeing accounts and tickets together, and offered Thursday morning.
3 Nov 2025 Proposal walkthrough – finding a timeLogistical thread. Tom Ashdown asks Joost Verbeek for a proposal walkthrough. Joost asks to receive the document before the call and sets a Tuesday start no earlier than 11:00. Tom commits to send it and books Tuesday at 11:30.
31 Oct 2025 Warrington account view: following upSupport thread: Dean Hargreaves reported the account view slow and exceptions missing. After a sign-out and sign-in it loaded quickly and stayed fine through a busy afternoon. He asked for the ticket to be closed, 31 Oct 2025.
30 Oct 2025 Renewal catch-up: finding a slotMarcus Bell asks Liam Doherty for a renewal slot ahead of the 30 Nov 2025 term end. Liam welcomes it, picks Thursday next week after lunch, and raises depot adoption and more connector room.
29 Oct 2025 Invitation: BB-Demo webinar on 20 Nov 2025Alice Brewer invited Gráinne Lynch to a BB-Demo webinar. It is a marketing invitation with no customer response in the thread.
31 Oct 2025 Kickoff call: finding a timeSiobhán Dunne confirmed the kickoff slot with Laura Penhaligon and raised the question of whether the CRM or the claims system is the source of truth for policy queries. Laura put it first on the agenda.
30 Oct 2025 Six-month check-inDaniel Okafor arranged a six-month check-in with Ida Mortensen, who reported good early wins on the client side. The thread is mainly scheduling, with a call set for Tuesday at 14:00.
4 Nov 2025 Proposal discussionLewis Kerr proposed a Starter implementation at £25,500 including implementation and the first year of subscription. Finance reviewed it, Kirsty asked what the fee covers, and Kevin Kershaw said on 4 Nov 2025 they were happy.
27 Oct 2025 BB-Demo webinar invitationMarketing invitation from Alice Brewer to Fiona Fairclough for a 20 Nov 2025 webinar. Logistical only, and there is no customer response in the thread.
31 Oct 2025 Following up on the demoAfter the 27 Oct 2025 demo Lewis Kerr quotes £62,000 plus VAT as a total deal value. Gemma Holt says account managers love it but needs a written proposal for her director, and asks about adding customer service.
29 Oct 2025 Security review session: schedulingNadia Osei accepts an hour-long session and sets four topics: access control, data residency, connectors and declarable behaviour changes. She states it is fact-finding, not sign-off, and wants written answers first.
27 Oct 2025 Setting up your demo of the brainLogistical thread: Lewis Kerr books the demo for 15:00 on 27 Oct 2025. Gemma Holt agrees, wants account managers present and asks for a separate customer service session. She does not answer what they want to buy or by when.
23 Oct 2025 Calderbrook QBR: follow-up and actionsEsther Quaye sends Helen Marsden and Paul Rigby a post-QBR note on 23 Oct 2025: Growth subscription as contracted, no open tickets, steady usage, and actions on arrears sources and repairs dashboards. No customer reply in the thread.
23 Oct 2025 Scheduling your quarterly reviewRuth Ackroyd accepts Wednesday at 10:30 for the review and asks for the quality ticket history for two aerospace customers, with evidence rather than a summary. Daniel Okafor agrees to prepare it.
22 Oct 2025 Arranging the demo on your own dataLewis Kerr asks for a narrow CRM and helpdesk extract to run a demo on Harrowden's own data. Gemma Holt has passed the checklist to IT, wants customer service hands-on and asks to record the session for account managers.
20 Oct 2025 Invoice INV-025-0001Billing thread. Rachel Dunmore sent Gráinne Lynch invoice INV-025-0001 for £12,000 with no VAT, due 19 Nov 2025, and asked for a PO number. There is no customer response in the thread.
21 Oct 2025 Demo follow-up and next stepsAfter the demo, Veldmaat's data engineer Sanne Bakker asked for written answers on refresh behaviour, connector set-up and access, and said she logs late refreshes. Tom Ashdown handed all three to Hannah Lowe. No written answers appear in the thread.
23 Oct 2025 Follow-up from Thursday's demo: Wexmoor and the brainAfter the demo, Dana Whitaker set three first-phase sources and asked how data leaves her environment. Her IT lead is broadly comfortable but wants a live slice of their data, and the board wants a decision around mid-January.
17 Oct 2025 Calderbrook QBR: getting a date in the diaryAfter a call, Esther Quaye and Helen Marsden agreed the next QBR will focus on how board-pack figures are sourced. Helen asked for mornings, not Monday, in the week after next, and wants sources for the arrears totals.
21 Oct 2025 Fenmoor check-in call: finding a timeCallum Reid says use of the brain is up and bordereaux queries that took half a day are now quick. He wants to know what can be shown to capacity providers at the next oversight round, and offers call slots.
22 Oct 2025 Scheduling the security reviewNadia Osei, IT Security Lead, accepts a Thursday security working session but wants residency, admin access and connector credentials answered in a questionnaire. She will not set a sign-off date until the capacity providers have reviewed.
24 Oct 2025 Proposal, next stepsTom Ashdown sent a Starter proposal including implementation at £28,000 total. Sam Entwistle said the customer is happy with the terms and wants to sign. Beth Varley did not reply in the thread.
16 Oct 2025 Order form for signatureLewis Kerr sent the Growth order form for signature at a total deal value of £53,800. Brendan Moran says he sees no reason to hold back, but wants written confirmation that the support terms match the proposal before he signs.
16 Oct 2025 Quick check-in callLogistical thread: Daniel Okafor asked for a short check-in before the year-end rush, Imogen Hartley chose Friday morning, and Daniel confirmed. No substantive issues were raised.
15 Oct 2025 Renewal call: a time that suitsRenewal scheduling thread. Daniel Okafor shares that usage has picked up and proposes call times. Stuart Kenyon agrees Friday at 09:00 and says Ruth told him much the same last week.
17 Oct 2025 Finding a time for the demoLogistical thread: Tom Ashdown offered demo slots and Joost Verbeek accepted Thursday at 10:00, with the data engineer attending. He wants the merchant view showing HubSpot and Zendesk together.
15 Oct 2025 Renewal conversation: finding a timeMarcus Bell asked for a renewal call; Simon Ashworth accepted Thursday afternoon, half an hour at most, and asked for an invite. Largely logistical, with a curt tone.
10 Oct 2025 Invitation: BB-Demo webinar on Thursday 16 Oct 2025Logistical marketing invitation from Alice Brewer to Liz Waddington, Head of Procurement, for the 16 Oct 2025 webinar. No customer reply in the thread.
9 Oct 2025 Setting up your demoMostly logistical. Sophie Ling proposed demo times and Dana Whitaker chose Wednesday at 14:00, starting with the helpdesk and call recorder, and may add service contracts.
9 Oct 2025 Let's discuss the proposalTom Ashdown asked Beth Varley, Finance Director, for a proposal and commercial terms conversation. Beth offered Monday or Tuesday and Tom proposed Tuesday at 10:00. Logistical thread.
13 Oct 2025 Following up on our discovery callLewis Kerr recaps the discovery call and quotes £62,000 for Growth, including implementation and the first year. Rajesh Mistry accepts the recap but will not commit on a call and asks for a written breakdown.
8 Oct 2025 Finding time to talk about the renewalMarcus Bell asks Rob Ellery for a 30-minute renewal call. Rob picks Friday morning before 11:00, asks how long it will take, and says he will try to bring Jenna in. Logistical thread, no commercial position stated.
9 Oct 2025 Follow-up from our QBRMarcus Bell's QBR recap to Liam Doherty. Liam confirms the core group is sorted but the depots are thin, welcomes a question guide, and wants the depot session under way before renewal talks.
9 Oct 2025 Your renewal noticeMarcus Bell issued the formal renewal notice for the Starter term ending 3 Jan 2026. Rob Ellery, the managing director, asked what the team has used the brain for before deciding. Marcus promised a one-page summary.
7 Oct 2025 Dashboards showing stale data - follow-upA stale-dashboard ticket was traced to one slow connected source delaying the overnight refresh. Bethan Lister reproduced it, gave Callum Reid a note for the capacity providers, and he confirmed 07:00 views were right and said to close it.
2 Oct 2025 Webinar invitationAlice Brewer invited Hugh Fenton to a webinar on Thursday 16 Oct 2025 about property data. Marketing outreach only, with no customer response in the thread.
3 Oct 2025 Your BB-Demo renewal: Growth subscription ends 31 Dec 2025Marcus Bell sent the formal Growth renewal notice (£39,600, 40 licensed users, term ending 31 Dec 2025). COO Simon Ashworth replied tersely, asked for usage and monthly cost, and said the account would be reviewed at renewal.
3 Oct 2025 Your BB-Demo renewalMarcus Bell opened the renewal on 2 Oct 2025 for the Starter contract ending 31 Dec 2025. Asif Nuttall agreed to talk and asked for November dates; Marcus promised options by the next day.
6 Oct 2025 Setting up a discovery callLewis Kerr asks Gemma Holt for discovery call slots. Gemma offers Wednesday afternoon or Thursday at 14:00, will bring customer service for the second half and will tell Rajesh. Logistical thread, no commercial terms.
7 Oct 2025 Following up from our callSales thread: after a first call, Fiona Ibbotson, Chief Executive, accepted a demo on Greyfriar Wealth's data and agreed to Wednesday morning at 10:00. Scheduling only, no commercial terms.
1 Oct 2025 Invoice INV-024-0004 for Brakkevoort LogisticsBilling email from Rachel Dunmore to Wouter Kok sending invoice INV-024-0004 for the Growth subscription, £11,000 with no VAT, due 31 Oct 2025. There is no customer response in the thread.
30 Sep 2025 BB-Demo webinar invitationMarketing invitation from Alice Brewer to Sam Entwistle for a 16 Oct 2025 webinar. Logistical only, and there is no customer response in the thread.
27 Sep 2025 Invitation: BB-Demo stand at the data leaders conference, AmsterdamAlice Brewer invited Mark Siddall to the BB-Demo stand at the Amsterdam data leaders conference on 8 Oct 2025 and asked to quote Brackwell on the stand. There is no customer response in the thread.
26 Sep 2025 Invitation: BB-Demo webinar on Thursday 16 Oct 2025Logistical marketing invite: Alice Brewer invited Leanne Moss and her team to a BB-Demo webinar on 16 Oct 2025. The thread holds no customer reply.
26 Sep 2025 Following up on our discovery callFollowing discovery, Joost Verbeek confirmed Tom Ashdown's summary and insisted the demo use real HubSpot and Zendesk data. He also wants the order form to state what is delivered and by when.
1 Oct 2025 QBR - booking a slotMarcus Bell asked for a QBR slot and a short renewal discussion before the term ends on 30 Nov 2025. Liam Doherty offered times and wants renewal agreed well before the end of November.
25 Sep 2025 Call to go through the order form termsLogistical thread. Lewis Kerr proposes a thirty-minute call to settle remaining order form terms after compliance review. There is no customer response in the thread.
29 Sep 2025 BB-Demo proposalTom Ashdown said on 24 Sep 2025 he would prepare a proposal after a call and asked for a walkthrough slot. Sam Entwistle replied on 29 Sep 2025 that the following week was tight but offered Thursday morning.
23 Sep 2025 BB-Demo webinarLogistical marketing invitation from Alice Brewer to Sara Forsberg for a 16 Oct 2025 webinar on connecting systems in Snowflake. There is no customer response in the thread.
25 Sep 2025 Following up on our discovery callAfter discovery, Priya Raman recommended the Growth tier at a total deal value of £62,000, with a target of 16 Jan 2026. Tyler Brooks asked for the bottom line and left detail to Dana Whitaker.
21 Sep 2025 Data leaders conference invitationAlice Brewer invited Sam Entwistle, Head of Business Systems, to the Data leaders conference in Amsterdam on 8 Oct 2025, where BB-Demo was exhibiting. No customer response in the thread.
22 Sep 2025 Finding time for a check-inMarcus Bell asked Pieter van Dam for a short check-in. Pieter accepted for a Thursday morning and set the content: the shipper accounts the team checks most, and how to act on exceptions before shippers call.
19 Sep 2025 Revenue leaders roundtableAlice Brewer invited Kirsty Ingham to a London roundtable for heads of revenue operations on 23 Sep 2025. This is a marketing invitation; there is no customer response in the thread.
23 Sep 2025 Discovery call – finding a slotTom Ashdown sought a discovery call with Joost Verbeek. Joost agreed to Thursday 14:00 with one merchant risk colleague and asked for a focus on what the brain does with Veldmaat's own systems.
22 Sep 2025 Follow-up from the quarterly reviewMarcus Bell recapped actions from the review. Sunita Bains is checking the licensed user list for inactive or moved people and says no major CRM field changes are known.
18 Sep 2025 Scheduling our discovery conversationLogistical thread. Priya Raman asked for a discovery call and Dana Whitaker proposed Tuesday morning at 10:00 Chicago time, with no IT attendee confirmed.
19 Sep 2025 Upgrade timingRichard Thorne, Chief Operating Officer, says the Growth upgrade cannot go to the board before the year end because of a spend freeze. He has no complaint about the service and asks for an all-in cost note and no approach to Callum.
16 Sep 2025 Support follow-up on your ticketLinnea Holm confirmed the problem she raised no longer appears after BB-Demo's change, said her team is using the brain again, asked for the ticket to be closed and praised the speed of the response.
16 Sep 2025 Invitation: Revenue leaders roundtable in LondonEvent invitation: Alice Brewer invites Marloes Hendriks, Chief Financial Officer, to a Revenue leaders roundtable in London on 23 Sep 2025. There is no customer response in the thread.
23 Sep 2025 Follow-up from demoAfter the demo, Donna Underwood said it was helpful, asked for the details, then said the quote looked good and asked for the next step. Lewis Kerr's last message in the thread was on 19 Sep 2025.
16 Sep 2025 Revenue leaders roundtable in LondonAlice Brewer wrote to Claire Haddon, the invoice contact, on 16 Sep 2025 asking her to pass a 23 Sep 2025 London roundtable invitation to Jenna or Rob. There is no customer response in the thread.
14 Sep 2025 Invitation: BB-Demo stand at the data leaders conference in AmsterdamAlice Brewer, BB-Demo's Head of Marketing, invites Kofi Mensah to the BB-Demo stand at the Amsterdam data leaders conference. It is a marketing invitation with no customer reply in the thread.
12 Sep 2025 Revenue leaders roundtableAlice Brewer invited Megan Ibbotson, Finance Manager, to a London roundtable on 23 Sep 2025. There is no customer response in the thread. It is an event invitation with no commercial content.
15 Sep 2025 Getting time in for your renewalMarcus Bell asks for time on the renewal and Liam Doherty offers slots. Liam wants depot usage sorted before the term and the commercials, and is fine with Tom Ashdown joining later.
15 Sep 2025 When works for the demo?Logistical thread. Tom Ashdown asked on 11 Sep 2025 for a demo slot after an earlier chat; Sam Entwistle replied on 15 Sep 2025 offering Wednesday or Thursday afternoon the following week.
16 Sep 2025 Next stepsLogistical thread. Lewis Kerr proposed a demo on Silverbeck Energy Services' own data the following week. Kirsty Ingham replied on 16 Sep 2025 offering Tuesday afternoon.
16 Sep 2025 Clonvara proposal: follow-up and next stepsLewis Kerr sent the Growth proposal at a total deal value of £53,800, covering implementation and the first year. COO Brendan Moran asked about version control and data access, and would not commit to 26 Sep 2025.
12 Sep 2025 Scheduling your quarterly reviewHelen Varley agreed to a quarterly review but said she is concerned that fewer account managers are logging in. She wants usage broken down by trust.
9 Sep 2025 Notes from our check-inDaniel Okafor sends Helen Marsden notes from the check-in: board figures do not reconcile, few of the forty licensed users are active, and the reporting platform is under internal discussion. No customer reply in the thread.
7 Sep 2025 Invitation: BB-Demo webinar for your key-account teamLogistical marketing invite from Alice Brewer to Lee Garside for a BB-Demo webinar on 18 Sep 2025. There is no customer response in the thread.
7 Sep 2025 Webinar on Thursday 18 September 2025: would your team like to join?Alice Brewer invited Helen Varley to the 18 Sep 2025 webinar, saying team activity has been quieter in recent weeks and the licences for up to 40 users should be used well. No customer response in the thread.
5 Sep 2025 Booking the proposal walkthroughLogistical thread. Lewis Kerr asks to book a half-hour proposal walkthrough and Siobhán Dunne picks Tuesday at 10:00. She asks that brokers lead the session and that data control is covered properly.
9 Sep 2025 Booking the quarterly reviewHelen Marsden accepts a Thursday 14:00 quarterly review and sets the agenda: usage by person and the source of each repairs figure. She does not want a general overview. Esther Quaye warns she may not have every answer.
8 Sep 2025 Finding a time for a check-inDaniel Okafor flagged fewer logins over the summer. Callum Reid blamed leave and binder renewals, then asked for a straight answer on whether bordereaux views refresh by 07:00. A Thursday 09:30 call is set.
4 Sep 2025 Finding a time for the renewal conversationLogistical renewal thread. Daniel Okafor asks Stuart Kenyon for a thirty-minute call before the term ends on 30 Nov 2025. Stuart accepts Thursday at 10:00 and says he will ask Ruth to join.
3 Sep 2025 Finding a time for a check-inHelen Marsden agrees a check-in and says use has fallen because board figures do not reconcile to the housing management system. She also warns of an internal discussion on where the reporting platform should sit.
2 Sep 2025 Scheduling the proposal callLewis Kerr asked Chris Riley for a call the following week to go through the proposal with his team. There is no customer response in the thread. Logistical in nature.
8 Sep 2025 Follow-up: demo and next stepsSiobhán Dunne confirmed the agreed actions but asked which broker data version the demo used, and said budget is not hers to commit. Lewis Kerr is holding the proposal until she names who should see it.
1 Sep 2025 Your Dunholm Precision renewal and next stepsDaniel Okafor gave formal notice that the Growth subscription renews at term end on 30 Nov 2025. Stuart Kenyon asked what it saves and said he will follow Ruth's view of whether it works.
1 Sep 2025 Revenue leaders roundtableMarketing invitation from Alice Brewer to Emma Haworth for a London revenue leaders roundtable on 23 Sep 2025. There is no customer response in the thread.
3 Sep 2025 Brackwell renewal notice and usageMarcus Bell sends the formal renewal notice and flags active users well down. Liam Doherty says depot managers drifted back to spreadsheets but the value is still there. He wants a depot plan to show his management before signing.
28 Aug 2025 BB-Demo webinarMarketing invitation from Alice Brewer to Asif Nuttall for the 18 Sep 2025 webinar. There is no customer response in the thread.
27 Aug 2025 Setting up the demo on your dataLewis Kerr proposed a one-hour demo on Clonvara's broker and claims data. Siobhán Dunne accepted Thursday at 14:00, will bring Cian, and wants a prep list and a settled source of truth for the broker list.
29 Aug 2025 Follow-up from our quarterly reviewAfter the quarterly review, Pieter van Dam confirms the recap, wants the shipper-account breakdown and a date for quieter account managers, and says renewal talk should wait until after the next review.
26 Aug 2025 Follow-up from today's demoAfter the 26 Aug 2025 demo, underwriter Cian Farrell said searching referrals alongside claims history would save time each week. He asked whether each person's view can be limited by role.
28 Aug 2025 Check-in next week?Marcus flagged fewer logins and questions. Liam Doherty said summer is only part of it and depots still use their own spreadsheets. A Tuesday 10:00 call is set.
25 Aug 2025 Webinar invitation: join us online on Thursday 18 September 2025Alice Brewer invited Brannock Medical Supplies to the online webinar on 18 Sep 2025 and said fewer people there have been using the brain lately. Paula Rennie did not reply in the thread.
19 Aug 2025 Invoice INV-007-0003 for Calderbrook Housing GroupLogistical billing thread: Rachel Dunmore sent invoice INV-007-0003 for the Growth subscription, £44,000 net, £52,800 gross, due 18 Sep 2025, and asked for a PO number. There is no customer response in the thread.
19 Aug 2025 Catching up before the autumnMarcus Bell asked for a check-in on 2025-08-18, citing a quieter summer. Becky Lawton asked to meet soon because things are shifting on her side and she wants to do it while she is still around. She asked for numbers by team.
18 Aug 2025 Discovery callLogistical thread. After a call on 18 Aug 2025, Lewis Kerr asked Kirsty Ingham for an hour for a discovery session. Kirsty replied the same day offering Wednesday at 10:00 the following week.
19 Aug 2025 Your data systemsTom Ashdown approached Sam Entwistle cold on 15 Aug 2025. Sam replied on 19 Aug 2025 that it could be interesting because the team is always juggling multiple systems. Tom proposed a chat the following week; no time was fixed.
18 Aug 2025 Booking your quarterly business reviewPieter van Dam accepts a Wednesday 10:00 quarterly review with Natalie Eze and asks for usage by shipper account, names not averages. He will bring Ilse and one more account manager.
18 Aug 2025 Growth tier proposal for AshloweLewis Kerr quoted £62,000 for Growth with implementation, live within eight weeks. Chris Riley replied that the proposal looks good and asked to start by the end of the month. No executed order form is shown.
13 Aug 2025 Follow-up from our QBRDaniel Okafor wrote up the review call for Callum Reid and Richard Thorne. The account looks healthy from BB-Demo's side, and Richard asked what the brain is worth. There is no customer reply in the thread.
8 Aug 2025 Scheduling our demoLogistical thread. Lewis Kerr asked Chris Riley for a demo slot next week or the week after, to show how BB-Demo would work with his systems. There is no customer response in the thread.
11 Aug 2025 Follow-up after our discovery callAfter the discovery call Lewis Kerr sent a Growth draft proposal at £53,800. COO Brendan Moran asked about versions and data handling, and said he will not sign a draft and will decide on his own timetable.
7 Aug 2025 Calderbrook renewal: order form for signatureTom Ashdown sent the Growth renewal form at £44,000 for 40 users. Helen Marsden asked for the source of the price and whether the user number is flexible. She would not promise signature by the 11 Aug 2025 target.
11 Aug 2025 Setting up the next QBRLargely logistical: Daniel Okafor and Callum Reid settled a Tuesday 14:00 QBR. Callum wants only what has changed in usage and where the gaps are, with no feature slides.
5 Aug 2025 Follow-up: QBRNatalie Eze sent Helen Marsden notes from the 5 Aug 2025 review. Use is mostly the BI team, below the 40 licences, and Helen wants figures traceable. There is no customer response in the thread.
6 Aug 2025 Quick check-in before the autumnMarcus Bell asked on 5 Aug 2025 for a check-in with a usage summary. Jenna Price asked to park it until the middle of the month, saying nothing is wrong, just stretched, and promised to return with a day.
5 Aug 2025 Finding a time for a discovery callLogistical thread fixing a discovery call for Thursday at 10:00. Siobhán Dunne wants broker activity, policy queries and claims tickets in one place and asks what the source of truth is.
4 Aug 2025 Invoice INV-022-0001 outstandingBilling thread: Rachel Dunmore chased INV-022-0001 for £6,000, outstanding since 18 Jun 2025. There is no customer response in the thread.
4 Aug 2025 Quarterly review: dates and agendaHelen Marsden added unreconciled arrears and complaints figures to the review agenda and asked for the usage breakdown a day early. Natalie Eze moved the session to Thursday and agreed to bring an engineer.
5 Aug 2025 Follow-up from our QBRAfter the QBR, Douglas Baird called the trustee-call material the most useful part but asked to return to the renewal nearer the time, saying he cannot speak to the group's position.
30 Jul 2025 Connector walkthrough: finding a timeLogistical scheduling thread. Linnea Holm moved the connector walkthrough to Friday morning and will bring two customer service colleagues; Hamza Akhtar set 10:00 and asked for odd answers to be noted.
28 Jul 2025 Scheduling the next QBRDaniel Okafor asked to schedule the next quarterly review. Imogen Hartley agreed to Wednesday afternoon and wants the session to focus on what the trustee-call and member-query views do for relationship managers.
23 Jul 2025 Invoice INV-022-0002, outstandingBilling thread: Rachel Dunmore chased INV-022-0002 for £19,500, due 2 Jul 2025. Dan Kitching cited cash flow pressure and said payment would clear by the next day. Payment is not confirmed in the thread.
25 Jul 2025 Booking the next check-inMarcus Bell and Liam Doherty agree a Thursday 10:00 check-in. Liam welcomes rising usage and asks for the quieter depots to be put on the agenda.
22 Jul 2025 Booking the next onboarding sessionLogistical scheduling thread. Hamza Akhtar asked for a couple of hours on the remaining connectors; Linnea Holm offered Tuesday or Wednesday morning and preferred Wednesday so an e-commerce colleague could join.
16 Jul 2025 Renewal conversation: finding a slotNatalie Eze asked Helen Marsden for time to discuss the Growth renewal. Helen replied the same day with two slots and asked to see usage by team and the source of the headline figures first.
11 Jul 2025 Invoice INV-018-0003 for Dunholm PrecisionBilling thread. Rachel Dunmore sends Karen Midgley invoice INV-018-0003 dated 11 Jul 2025: net £2,742, VAT £548, gross £3,290, due 10 Aug 2025. There is no customer response in the thread.
14 Jul 2025 Quick check-in on how the brain is goingCallum Reid agreed to a check-in and said more underwriters now ask the brain directly. He wants reliable daily dashboards and faster answers to syndicate oversight questions, and flagged gaps on claims tickets.
10 Jul 2025 BB-Demo webinar: dashboardsMarketing invitation: Alice Brewer invited Ed Duckworth to a 17 Jul 2025 webinar on building dashboards in the brain. There is no customer response in the thread.
9 Jul 2025 Invoice INV-022-0002, payment requiredBilling chase: Rachel Dunmore says INV-022-0002 for £19,500, due 2 Jul 2025, is overdue and asks Dan Kitching to settle it and confirm the PO number. No customer response.
9 Jul 2025 Invoice INV-022-0001, payment reminderRachel Dunmore chased Dan Kitching on 9 Jul 2025 for invoice INV-022-0001, £6,000, due 18 Jun 2025 and unpaid. She asked him to confirm the PO number. There is no customer response in the thread.
11 Jul 2025 Finding a time for our check-inNatalie Eze proposed a check-in on extracts, usage and product feedback. Helen Marsden agreed to Tuesday morning but wants repairs and arrears discrepancies first, with someone who can show the source figures.
11 Jul 2025 Expansion order form for signatureStuart Kenyon returned the signed expansion order form on 11 Jul 2025, a day after Tom Ashdown's hoped-for 10 Jul 2025. Total deal value £2,742, under the existing Growth agreement.
11 Jul 2025 Follow-up from the QBRAfter the QBR, Marcus Bell says usage is concentrated in a small group. Aisha Rahman finds some depot managers have no logins and asks to see who asks questions. Marcus confirms the setup gap and proposes a Tuesday session.
1 Jul 2025 Invoice INV-024-0003 for Brakkevoort LogisticsBilling thread: Rachel Dunmore sent Wouter Kok invoice INV-024-0003 for the Growth subscription, £11,000 net and gross, and asked about a PO number. There is no customer response in the thread.
3 Jul 2025 Finding a time to talk through the termsTom Ashdown asked Stuart Kenyon for half an hour to go through the terms. Stuart chose Tuesday morning and asked to keep it short and simple. Scheduling only.
1 Jul 2025 Invitation: BB-Demo webinar on Thursday 17 July 2025Marketing invitation to Nathan Booth, an admin, for the 17 Jul 2025 webinar on getting more from connectors. Logistical outreach with no customer response in the thread.
1 Jul 2025 Invoice INV-001-0003 for your recordsLogistical billing thread: Rachel Dunmore sent Harriet Gale invoice INV-001-0003 for the Growth subscription, issued 1 Jul 2025 and due 31 Jul 2025. There is no customer response in the thread.
1 Jul 2025 Booking the QBR for BrackwellMarcus Bell proposes the next quarterly review, including the contract end date. Liam Doherty agrees, adds depot adoption to the agenda, and wants the renewal talked through on the call rather than over email.
3 Jul 2025 Support follow-upSupport follow-up: Ian Fairclough confirmed on 2 Jul 2025 that the fix from Bethan Lister is working perfectly. Issue closed, no further ask from the customer.
30 Jun 2025 Order form for signature: Growth renewalRichard Thorne, COO, confirmed the Growth renewal order form matches his file and said he would sign it on 30 Jun 2025. He asked for countersignature to be confirmed and the new term recorded from 1 Jul 2025.
25 Jun 2025 Invoice INV-022-0001 outstandingBilling chase: Rachel Dunmore asks Dan Kitching to confirm payment status of INV-022-0001 for £7,200, due 18 Jun 2025. There is no customer response in the thread.
22 Jun 2025 Invitation to our July webinarLogistical marketing invitation from Alice Brewer to Dean Hargreaves for the 17 Jul 2025 webinar. No customer response in the thread.
17 Jun 2025 Invoice INV-015-0003Rachel Dunmore sent Bryony Gilchrist invoice INV-015-0003 for the Starter renewal: £19,500 net, due 17 Jul 2025, and asked for the PO number. No customer response in the thread.
16 Jun 2025 Quick check-in catch-upMarcus Bell proposed a 30-minute check-in. Helen Varley agreed and asked for usage by trust, what is driving dips, and who needs a refresher because a couple of account managers have been quieter.
17 Jun 2025 Finding a time to talk about the renewalHelen Marsden accepted a Thursday 14:00 renewal call with Natalie Eze but asked for usage, question and connector data first, and said she is being asked what £44,000 a year is buying. She wants the call kept to two people.
17 Jun 2025 Brain check-in: finding a timeMarcus Bell flagged that depot usage had eased. Liam Doherty agreed it is partly busy periods but thinks not every depot manager has the habit yet, and asked for a list of the quietest depots.
16 Jun 2025 Training sessionLogistical: Ian Brearley chooses the following week for training and suggests Monday morning, and Hamza Akhtar confirms with a 10:00 calendar invite. No commercial content.
13 Jun 2025 Order form for signatureTom Ashdown sent the renewal order form on 13 Jun 2025. Asif Jagger replied within the hour that it looked good and he would sign and return it that day. Signing is not confirmed in the thread.
10 Jun 2025 Invitation: BB-Demo webinar on Thursday 19 June 2025Logistical marketing invite: Alice Brewer invited Gavin Tyldesley to a BB-Demo webinar on 19 Jun 2025. The thread holds no customer reply, so interest is untested.
10 Jun 2025 Following up on your support ticketOlivia Grant re-ran the affected refresh and asked Helen Marsden to confirm. Helen says repairs are closer but arrears still do not reconcile, and she wants an explanation of why it was wrong, not just a re-run.
12 Jun 2025 Follow-up: Enterprise proposalPriya Raman recapped a proposal to move Fenmoor from Growth to Enterprise. Richard Thorne replied with two questions: the all-in twelve-month cost against Growth, and what decision is needed by when.
9 Jun 2025 Getting started with the brainLogistical: Hamza Akhtar asks Ian Brearley when to start the kickoff session to connect Copperlane Payroll's data. There is no customer response in the thread.
16 Jun 2025 Demo session - getting a date in the diaryCallum Reid agreed to a demo but only on Fenmoor's bordereaux and submissions data, and said he would pass if it was slides. Priya Raman pencilled a Thursday 09:00 slot with Friday as fallback.
8 Jun 2025 Invitation: BB-Demo webinar, onlineAlice Brewer invited Nathan Booth to an online webinar on 19 Jun 2025 about keeping connectors and data healthy. This is a logistical event invitation, and the thread holds no customer response.
7 Jun 2025 Invitation: BB-Demo Customer Day, LondonSofia Marchetti invited Brannock Medical Supplies to the London Customer Day on 12 Jun 2025 and asked Paula Rennie to pass it on to commercial operations. There is no customer response in the thread.
7 Jun 2025 BB-Demo webinar: customer outcomesMarketing invitation: Alice Brewer invited Toby Underwood to a webinar on 19 Jun 2025 about customer outcomes. There is no customer response in the thread.
6 Jun 2025 Follow-up from our demoTom Ashdown promised Claire Chevalier a proposal after the demo. She said she would share it with finance and come back with questions. The proposal itself is not in the thread.
6 Jun 2025 Kickoff follow-upHamza Akhtar wrote on 6 Jun 2025 that payroll, invoicing and helpdesk connectors were live after kickoff, and asked Ian Brearley to test the payroll sync by end of week. There is no customer response in the thread.
6 Jun 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invited Phil Royston to the in-person BB-Demo Customer Day in London on 12 Jun 2025. This is a logistical event invitation, and the thread holds no customer response.
11 Jun 2025 Time for a check-in?Daniel Okafor proposed a check-in after the renewal. Imogen Hartley accepted Thursday at 10:00 and wants to discuss what happens next with the dashboards and who owns them on her side.
6 Jun 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invited Rob Ellery to the in-person Customer Day in London on 12 Jun 2025, with Jenna welcome too, or a short call instead. There is no customer response in the thread.
5 Jun 2025 Customer Day invitationSofia Marchetti invited Jess Dobson and her team to the London Customer Day on 12 Jun 2025. There is no customer response in the thread.
4 Jun 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invited CRM Manager Linnea Holm to the London Customer Day on 12 Jun 2025, acknowledging the trip from Stockholm and asking for news on how things are going. No customer reply in the thread.
5 Jun 2025 Time to talk through the proposalLogistical sales thread. Tom Ashdown asks Ruth Ackroyd for half an hour to walk through the next-term proposal. Ruth agrees to a Thursday afternoon, wants the proposal sent beforehand and asks for Daniel to join.
4 Jun 2025 Renewal proposal - walkthrough with youPriya Raman asks Callum Reid for a thirty-minute walkthrough of the drafted renewal proposal before it goes to Richard. There is no customer response in the thread.
4 Jun 2025 Implementation kickoffLogistical thread: Hamza Akhtar asked Rebecca Nuttall for a kickoff call on 3 Jun 2025 to cover connectors and the go-live plan. Rebecca replied on 4 Jun 2025 that Tuesday or Wednesday would suit her.
4 Jun 2025 Calderbrook renewal notice and next stepsNatalie Eze sent the ninety-day notice for the Growth renewal. Helen Marsden replied that internal talks include building a platform themselves, so she cannot give a renewal view, and wants usage and board-pack dependency first.
2 Jun 2025 Invoice INV-026-0002 for your Enterprise subscriptionLogistical billing thread: Rachel Dunmore sent Annika Lund invoice INV-026-0002 for the annual Enterprise subscription, £99,000, issued 2 Jun 2025 and due 2 Jul 2025, covering 150 licensed users. No customer response in the thread.
2 Jun 2025 Invoice INV-022-0002Billing thread: Rachel Dunmore sent Dan Kitching invoice INV-022-0002 for the subscription on 2 Jun 2025, £23,400 total including VAT, due 2 Jul 2025. There is no customer response in the thread.
30 May 2025 Renewal conversation - finding a timeRichard Thorne agrees to thirty minutes early in the week but wants a simple written proposal, all-in cost and changes, before the call. He will take it to the board and will not commit on the call.
29 May 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invited Erik Wallin, Chief Information Security Officer, to the in-person Customer Day in London on Thursday 12 June 2025. There is no customer response in the thread.
30 May 2025 Training session for your account managersLaura Penhaligon and Ilse de Graaf agree a Thursday 14:00 training session for the account managers on their own shipper accounts. Ilse is checking that Pieter is happy for the whole team to join.
27 May 2025 Invoice INV-026-0001Logistical billing thread: Rachel Dunmore sent Annika Lund invoice INV-026-0001 for £30,000, issued 27 May 2025 and due 26 Jun 2025, and asked for a PO number. There is no customer response in the thread.
27 May 2025 Training sessionLogistical thread. Laura Penhaligon asked Mark Ellwood on 27 May 2025 when to hold a team training session, and Mark replied the same morning that Thursday next week suited, morning or afternoon.
27 May 2025 Setting up a discovery conversationPriya Raman proposed a discovery session before the contract period ending 30 Jun 2025. Callum Reid agreed to Thursday morning but wants to see what the brain will do next term that it does not now, and one point of contact.
26 May 2025 BB-Demo Customer DayLogistical invitation from Sofia Marchetti to Sofie Bech to join BB-Demo's Customer Day in London on 12 Jun 2025. There is no customer response in the thread.
25 May 2025 Invitation to the BB-Demo Customer DayLogistical invitation: Sofia Marchetti invited Sunita Bains and colleagues to the in-person BB-Demo Customer Day in London on 12 Jun 2025. There is no customer response in the thread.
24 May 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invited Becky Lawton on 2025-05-24 to the in-person Customer Day in London on 12 Jun 2025. This is an event invitation only. There is no customer response in the thread.
24 May 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invited Joanne Platt, Accounts Payable Manager, to the London Customer Day on Thursday 12 June 2025. The thread is a single invitation with no customer response.
24 May 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invited Callum Reid to the London Customer Day on 12 Jun 2025. She noted that only a handful of the forty Growth users are active and that Daniel Okafor will raise the contract ending 30 Jun 2025. No customer reply.
23 May 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invited Kofi Mensah, a regular user on the marine team, to the London Customer Day on 12 Jun 2025 and asked for his feedback. Logistical invitation with no customer response in the thread.
21 May 2025 Proposal discussionLogistical thread. Lewis Kerr asked Megan Entwistle for a slot to walk through the proposal, and she replied the same day that she has reviewed it and proposed Tuesday morning at 10:00.
21 May 2025 Order form for signatureTom Ashdown sent the Enterprise order form with a total value of £129,000. CFO Mats Eklund will review it with legal and wants a one-page numbers summary first, so he cannot promise signature by 23 May 2025.
21 May 2025 Notes from our check-inAfter the check-in, Ruth Ackroyd confirmed Daniel Okafor's notes and set a condition: the audit view must show a real customer, part and quality ticket, not sample data. She says use is rising, led by the quality group.
23 May 2025 QBR follow-up and next stepsCallum Reid confirms the QBR summary, agrees a wider underwriting session on his terms and has no concerns about the brain. He says budget is Richard's and asks for a session date.
19 May 2025 Invoice INV-022-0001Billing thread: Rachel Dunmore sent Dan Kitching invoice INV-022-0001 for the implementation on 19 May 2025, £7,200 total, due 18 Jun 2025. She asked for the PO number. There is no customer response in the thread.
21 May 2025 Renewal discussionDaniel Okafor chased a renewal call. Asif Jagger said the following week was busy and proposed the week after. Logistical thread with no commercial content.
19 May 2025 Invoice INV-011-0004Logistical billing thread: Rachel Dunmore sent Zoe Nuttall invoice INV-011-0004 for the subscription renewal, £23,400 including VAT. There is no customer response in the thread.
21 May 2025 Scheduling a check-inScheduling thread, but Helen Marsden uses it to say the completed jobs total in the board pack does not reconcile with the housing system. She wants source records line by line. Natalie Eze confirmed the call and asked support to pull them.
21 May 2025 Onboarding session: scheduling and user accessLaura Penhaligon asks Bas Vermeulen for the first account managers to invite and a training date. Bas says Pieter wants to start with the biggest shippers; names and a day are still to come.
20 May 2025 Catching up on the brain - a check-in this month?Marcus Bell asks Liam Doherty for a usage check-in on the Growth plan. Liam replies that getting the depots onto the brain is his priority, and a Tuesday morning call is agreed. Mostly scheduling, with one clear customer priority.
15 May 2025 Order form for signaturePriya Raman sent Mark Brearley the Starter order form on 14 May 2025: 15 users at £25,500 for the first year, implementation included. Mark replied on 15 May 2025 that it looked good and he was signing it that day.
14 May 2025 Arranging our next check-inDaniel Okafor asked Ruth Ackroyd for a check-in slot. She agreed Thursday 14:00 for an hour, said usage is up because quality ticket search saves chasing across systems, and asked for an agenda first.
14 May 2025 Renewal order formNell Ashcombe sent the renewal order form on 14 May 2025 on unchanged terms: Starter, 15 users, £19,500 annually. Ravi Atherton replied the same day at 17:29 that he had signed and sent it.
15 May 2025 Finding a time for the QBRLogistical thread to fix a quarterly business review. Callum Reid replied the same day with timing limits, asked for the agenda in advance and said he would bring two team leads. No commercial position is stated.
13 May 2025 Onboarding session: next steps and schedulingCRM data is flowing and first answers look sensible. Exception tickets are not linked to shipper accounts, likely because helpdesk short names differ from CRM legal names. Bas Vermeulen offered slots and a list of differing names.
9 May 2025 Scheduling our QBRMarcus Bell proposed a QBR on 2025-05-09 and Becky Lawton accepted for Thursday after 14:00. She asked for the numbers by client, not only by team. Marcus booked 14:30 and agreed to start with the client view.
8 May 2025 BB-Demo webinarSofia Marchetti invited Neil Entwistle to a BB-Demo webinar on 15 May 2025 about getting more from team questions. This is a one-way event invitation and there is no customer response in the thread.
8 May 2025 Invitation: Revenue leaders roundtable, LondonSofia Marchetti invited Helen Marsden to a Revenue leaders roundtable in London on Tuesday 27 May 2025. It is a free, informal event. There is no customer reply in the thread.
7 May 2025 Follow-up from today's QBRMarcus Bell's recap after the 7 May 2025 QBR to Jenna Price and Rob Ellery. Logins have dipped a little, one ticket in the month, and he proposes a saved-search walkthrough and a source check. No customer reply.
6 May 2025 Renewal notice: 31 July 2025Daniel Okafor opened the renewal conversation early for the 31 Jul 2025 renewal. Elliot Allott, the COO, agreed to a call but said the team is busy and only mid-May is likely. No date was fixed in the thread.
30 Apr 2025 Webinar invitation for you and your client service teamSofia Marchetti invited Henry Calloway to the 15 May 2025 webinar, linking it to Rookhaven's evaluation of Enterprise. Promotional only, with no customer response in the thread.
30 Apr 2025 Follow-up: QBRAfter the QBR call, Paul Rigby says repairs jobs are still counted twice since the housing system upgrade. He adds that other teams trust old housing system reports and do not use the brain.
28 Apr 2025 Time for a review callMarcus Bell asked for a half-hour review of the year on the Starter plan, ideally with Rob. Jenna Price agreed to find times but said Rob is flat out and not to count on him.
25 Apr 2025 Invoice INV-016-0004Logistical billing thread: Rachel Dunmore sends invoice INV-016-0004 to Paula Rennie, £48,500 net and £58,200 gross, due 25 May 2025, and asks for a PO number. There is no customer response in the thread.
25 Apr 2025 Setting up the QBRNatalie Eze asked to schedule the Growth plan QBR. Helen Marsden wants the ticket timeline and an assurance board-pack figures will not move, plus an explanation of why tenant complaints data does not match the complaints log.
24 Apr 2025 Following up on our negotiation callTom Ashdown recapped the negotiation call: Enterprise at a total of £129,000 including implementation, target 23 May 2025. Karin Sjöberg said the scope is right but wants the plan anchored with the stores. Mats Eklund wants numbers first.
25 Apr 2025 Call to discuss termsPriya Raman asked Mark Brearley, Chief Executive of Copperlane Payroll, for a call on commercial terms. Mark agreed and suggested Friday morning at 10 o'clock. The thread gives no confirmed date.
25 Apr 2025 Renewal order form for signaturePriya Raman sends the renewal order form at £48,500. Andrew Pickering, Finance Director, says it is above the £46,300 a year he understands they pay and asks for a written breakdown and who his account manager is. No signature in the thread.
28 Apr 2025 Check-in callLogistical scheduling thread: Daniel Okafor asked Elliot Allott, Chief Operating Officer, for a check-in call and Elliot agreed. Daniel was to send an invite; no call content is shown.
23 Apr 2025 Onboarding session: schedulingLogistical thread: Laura Penhaligon asks Bas Vermeulen for an onboarding session on connector set-up. Bas picks early next week, will have the CRM credentials ready and agrees that Pieter joins the last part.
22 Apr 2025 Notes from our check-inMarcus Bell sent notes after the call: usage is well up on last quarter, the team is comfortably inside the 40 licensed users and support is quiet. Becky Lawton is to send desired client views, and Marcus a usage summary. No reply in the thread.
17 Apr 2025 Proposal for CopperlanePriya Raman sent Rebecca Nuttall a Starter proposal for 15 users on 16 Apr 2025. Rebecca said she would get Mark to review it. Priya chased the next day and the thread shows no further customer reply.
23 Apr 2025 Following up on your support requestCallum Reid reported oversight figures that disagreed with the source systems and asked by when he would get an answer. Bethan Lister reproduced it, said the source was corrected and asked him to confirm. No customer reply after that.
16 Apr 2025 Quick check-in catch-upMarcus Bell offered to share usage numbers showing more of the team using the brain. Becky Lawton welcomed it, said her team is getting into it and asked whether things can be seen by client. A Friday morning call was requested.
16 Apr 2025 Catching up on the brain - finding a slotMarcus Bell proposed a check-in on usage and tickets. Liam Doherty welcomed the rising depot numbers, wants the remaining depots on the brain, and asked for the usage report beforehand.
10 Apr 2025 Arranging a renewal conversationDaniel Okafor asked Richard Thorne for half an hour before the term ends on 30 Jun 2025. Richard agreed, prefers mornings in the week after next, and said he cannot commit on the call because the board must decide.
15 Apr 2025 Follow-up from the QBRAfter the QBR, Liam Doherty asks to put depots on the brain, starting with Trafford Park, and accepts a practical session. Marcus Bell raises the end-of-November renewal and wants to review the rollout before then.
4 Apr 2025 Follow-up from kickoff: Brakkevoort LogisticsAfter the kickoff call, Laura Penhaligon recapped the plan. Bas Vermeulen agreed, but Snowflake access needs IT security sign-off and the call recorder licence owner is unconfirmed, so that source may come later.
3 Apr 2025 Invoice INV-005-0004 - annual subscriptionLogistical billing thread: Rachel Dunmore sent invoice INV-005-0004 for the annual Growth subscription and asked about a PO number and payment run. No customer reply appears in the thread.
2 Apr 2025 Demo scheduled for tomorrowLogistical thread from 1 Apr 2025 and 2 Apr 2025. Lewis Kerr confirmed the demo for 14:00. Jon Naylor then called it helpful and said he would talk to Kirsty Carswell before replying. No commitment in the thread.
1 Apr 2025 Invoice INV-024-0002 for Brakkevoort LogisticsBilling email from Rachel Dunmore to Wouter Kok sending invoice INV-024-0002 for £11,000, due 1 May 2025, for the Growth subscription. No customer reply in the thread. Purely logistical.
4 Apr 2025 Your BB-Demo renewalDaniel Okafor opened renewal talks for the 30 June 2025 contract end. Asif Jagger agreed to a call and asked for date options. Logistical thread with no commercial position stated.
1 Apr 2025 Subscription invoice INV-014-0002Rachel Dunmore sent Toby Mellor invoice INV-014-0002 for the subscription on 1 Apr 2025: £39,600 net, due 1 May 2025. Billing notice only, with no customer response in the thread.
2 Apr 2025 Order form for signature - Lornefield renewalNell Ashcombe sent the Growth renewal order form on the same terms. Douglas Baird replied on 2 Apr 2025 with no changes and said he would sign that morning.
2 Apr 2025 Getting the QBR in the diaryLiam Doherty agreed a QBR with Marcus Bell, wants the depots on the brain properly, and asked for an earlier signal on at-risk retail contracts. Marcus cited the 30 Nov 2025 renewal.
4 Apr 2025 Fenmoor renewal notice - Growth subscriptionDaniel Okafor gave formal renewal notice for the Growth subscription, unchanged in tier, users and subscription. COO Richard Thorne sees no difficulty in principle but wants the all-in cost in writing, a board summary and a conversation first.
31 Mar 2025 BB-Demo webinar invitationLogistical event invitation. Sofia Marchetti invited Jade Riley to a BB-Demo webinar on 17 Apr 2025 on reducing manual data work. There is no customer response in the thread.
1 Apr 2025 Catching up on the brain this monthLogistical check-in thread. Marcus Bell asked for a call on 28 Mar 2025; Jenna Price replied three days later, apologising for the slow reply, and offered Thursday afternoon. Marcus accepted. No commercial content.
31 Mar 2025 Kickoff schedulingLargely logistical: Laura Penhaligon proposed a kickoff and Pieter van Dam accepted Thursday at 10:00 with account managers and one IT colleague. He wants first connectors named and a date for the first shipper view, and asks for an agenda.
24 Mar 2025 Invoice INV-024-0001 for Brakkevoort LogisticsLogistical billing thread: Rachel Dunmore sent invoice INV-024-0001 for £12,000 net, due 23 Apr 2025, and asked whether a PO number is needed. There is no customer response in the thread.
24 Mar 2025 Following up on your support requestBethan Lister follows up a problem raised by the key-account managers. Helen Varley checks, confirms it works and thanks BB-Demo for dealing with it in a day. She is happy for the ticket to be closed.
24 Mar 2025 Invitation: BB-Demo webinar next monthSofia Marchetti invited Liam Doherty to a BB-Demo webinar on Thursday 17 April 2025. The thread is a single invitation with no customer response, so it is logistical and neutral.
25 Mar 2025 Notes and next steps from our check-inDaniel Okafor's check-in notes were confirmed by Callum Reid with one correction: underwriters are busy, not sidelined, and do not know what to ask. He wants a starter question list grouped by capacity-provider question, and a date for a team session.
23 Mar 2025 BB-Demo webinar, 17 Apr 2025Event invitation. Sofia Marchetti invites Faye Metcalfe to a 17 Apr 2025 webinar on supporting customer-facing teams after the sale. There is no customer response in the thread.
25 Mar 2025 QBR follow-up and next stepsAfter the QBR, Marcus Bell lists agreed actions. Sunita Bains confirms the summary and says a couple of users have changed role and one new account manager needs adding. Renewal talks with Priya Raman are flagged.
20 Mar 2025 Brakkevoort order form ready for signatureMarloes Hendriks, the CFO, will not sign the £56,000 Growth order form until it shows the split between implementation and subscription and the invoicing schedule. Tom Ashdown has asked finance to revise the form for 21 Mar 2025.
20 Mar 2025 Finding a time for our check-inCallum Reid accepted a 30-minute check-in on Thursday morning before 10:00. He wants proof the 07:00 refresh lands every business day, and asks who else should be using the brain, with forty licensed users and far fewer active.
18 Mar 2025 Notes from our check-inNatalie Eze's notes from the check-in: usage up, no open tickets, refresh on time. About ten active users against forty licensed. Source trails for arrears lines agreed. Contract runs to 1 Sep 2025.
18 Mar 2025 Check-in notesMarcus Bell's notes show active users up by around a quarter, driven by depot account managers, with quiet support and invoices up to date. Liam Doherty wants more depot managers asking about delivery exceptions.
17 Mar 2025 Invoice INV-014-0001Rachel Dunmore sent Toby Mellor invoice INV-014-0001 for the implementation on 17 Mar 2025: £12,000 net, due 16 Apr 2025. She asked for a PO number. There is no customer response in the thread.
18 Mar 2025 Scheduling your QBRLogistical thread: Marcus Bell books the next QBR with Helen Varley. She picks Tuesday afternoon, asks for usage broken down by trust and wants Sunita on the call. Marcus confirms the invite.
18 Mar 2025 Order form for Growth planTom Ashdown sent Emma Croft the Growth order form at £51,600 including implementation on 12 Mar 2025. Emma replied on 14 Mar 2025 that she had signed and attached it. A sales close with no pushback.
12 Mar 2025 Quick check-in this weekMarcus Bell sees more depot users in the brain. Liam Doherty confirms depot managers are asking about it unprompted, agrees Thursday 10:00, and wants the last couple of depots onboarded for one view.
10 Mar 2025 Booking our next check-inNatalie Eze proposed a check-in. Helen Marsden accepted 14:00 and asked for the source of each arrears line in the board pack, as the board will ask where each number comes from.
9 Mar 2025 BB-Demo webinarLogistical event invite: Sofia Marchetti invited Brandon Sullivan to a customer webinar on 20 Mar 2025 about consolidating HR, operations and finance data. There is no customer response in the thread.
11 Mar 2025 After the store managers' demoAfter the store managers' demo, Johan Berglund asked about store-level access and time to first answers. Tom Ashdown said the Enterprise implementation takes weeks, so Lindqvarn will plan the campaign without the brain. Review is due before 18 Mar 2025.
5 Mar 2025 BB-Demo webinarSofia Marchetti invited Claire Chevalier to a BB-Demo webinar on 20 Mar 2025 for heads of revenue operations. This is a marketing invitation, and there is no customer response in the thread.
4 Mar 2025 A second demo for the wider teamKarin Sjöberg agrees to a second demo for the wider team and asks what the stores say. She has asked two store managers and Johan to find a time, and no date is fixed.
4 Mar 2025 Your renewal in MayDaniel Okafor opened the May renewal conversation on 28 Feb 2025. Ravi Atherton replied on 4 Mar 2025 that things were going well and suggested mid-April for a call.
27 Feb 2025 Come and see us at the Data leaders conference in ManchesterSofia Marchetti invited Lee Garside, Key Account Manager for NHS accounts, to the BB-Demo stand at the Data leaders conference in Manchester on 12 Mar 2025. Logistical invitation; no customer reply.
25 Feb 2025 Data leaders conference invitationLogistical invitation: Sofia Marchetti invited Sam Nuttall to the Data leaders conference in Manchester on 12 March 2025, where BB-Demo was exhibiting. There is no customer response in the thread.
28 Feb 2025 Growth proposalTom Ashdown offered the Growth plan with eight weeks of implementation for £51,600. Finance Manager Toby Mellor replied that he and Chief Executive Emma Croft had both signed off and asked for the order form.
24 Feb 2025 Following up on Thursday's demoJohan Berglund asked how fast web shop data arrives, who maintains the connection, and what the proposal will cost. Tom Ashdown gave a proposal total of £129,000 and a target of 18 Mar 2025. Johan will take it to finance.
18 Feb 2025 Invitation: revenue leaders roundtable in LondonSofia Marchetti invites Jas Dhillon to a revenue leaders roundtable in London, citing his heavy use of the brain. This is an event invitation with no customer response in the thread.
18 Feb 2025 Proposal for the Growth tierTom Ashdown sent Pieter van Dam a Growth proposal on 17 Feb 2025, total deal value £56,000 including implementation. Pieter said the decision is not his alone: Marloes will check every line against the contract terms.
17 Feb 2025 Training session for the account managersLogistical thread: Callie Brennan proposed a training session for account managers after the first clean refresh. Tariq Hussain asked for the following Tuesday morning and a recording. Callie agreed 10:00 and will record it.
17 Feb 2025 Invitation: Revenue leaders roundtable, LondonSofia Marchetti invited Craig Holt to an in-person Revenue leaders roundtable in London on 25 Feb 2025 and suggested he pass it to commercial colleagues. Logistical event invitation; no customer reply.
17 Feb 2025 Subscription invoice for FebruaryBilling thread: Rachel Dunmore sent Gemma Yates invoice INV-013-0003 for £19,500 plus VAT £3,900, total £23,400, due 19 Mar 2025. No customer response in the thread.
15 Feb 2025 Invitation: our stand at the data leaders conference in ManchesterSofia Marchetti invites Karen Midgley, Financial Controller, to the BB-Demo stand at a data leaders conference in Manchester. This is an event invitation with no customer response in the thread.
17 Feb 2025 Finding a time for the demoLogistical thread to book the first demo for Lindqvarn Retail. Karin Sjöberg proposed Thursday at 10:00 and widened the audience to customer service and store operations. Tom Ashdown confirmed the slot.
18 Feb 2025 Booking a quick check-inNatalie Eze books a short check-in with Helen Marsden for Thursday at 10:00. Helen wants to go through a recently raised ticket and asks Natalie to bring the source for it before it goes into the board pack. Mainly logistical.
18 Feb 2025 Discovery follow-upManaging Director Nicola Shaw said Merrow Gate is definitely interested: twelve to fifteen daily users from operations and claims, starting with Salesforce, HubSpot and Zendesk. She asked for cost and timeline.
17 Feb 2025 QBR follow-up and next stepsAfter the QBR, Callum Reid confirmed the notes, said the team finds the brain useful, and asked for a hands-on session and a yes or no on refresh timing. Daniel Okafor flagged the 30 Jun 2025 term end to Priya Raman.
13 Feb 2025 Brackwell check-in: finding a timeLiam Doherty accepts a Tuesday 14:00 check-in and raises three points: uneven depot usage, exception tickets matching retail accounts, and whether all forty licensed seats are really used.
11 Feb 2025 Onboarding sessionLogistical email: Callie Brennan asks Mads Mortensen for a two-hour admin onboarding session on Tuesday or Wednesday afternoon. There is no customer response in the thread.
11 Feb 2025 Invitation: BB-Demo webinar on 20 Feb 2025Logistical event invitation: Sofia Marchetti invited Aoife Tuohy, a data engineer, to a BB-Demo webinar on 20 Feb 2025. No customer response in the thread.
10 Feb 2025 Booking a time to talk about the renewalAndrew Pickering, Finance Director, agreed to a renewal call on Thursday afternoon at 14:00 but asked for Priya to join and for a written agenda. He said he would not expect to settle anything on the call.
10 Feb 2025 Invitation: BB-Demo webinar on 20 February 2025Sofia Marchetti invited Craig Holt, IT Manager, to the 20 Feb 2025 webinar as the technical lead at Brannock. Logistical event invitation; Craig does not reply in the thread.
11 Feb 2025 Starter renewal for signatureTom Ashdown sent the Starter order form at £19,500, same as last year. Finance Director Luke Kitching replied on 11 Feb 2025 that he would return it that afternoon.
9 Feb 2025 Invitation: BB-Demo webinar on 20 February 2025Sofia Marchetti invited Helen Varley, Head of Commercial Operations, to the 20 Feb 2025 BB-Demo webinar and offered places for key-account managers. Logistical event invitation; no customer reply in the thread.
7 Feb 2025 Kickoff, next stepsCallie Brennan closes the loop after the kickoff call: the first refresh can go live the following week once Mads confirms Salesforce access. There is no customer response in the thread.
7 Feb 2025 Fenmoor quarterly review – finding a timeCallum Reid agreed to an hour-long quarterly review next week, on Tuesday afternoon or Thursday morning. He wants the numbers, not a slide deck, and an agenda the day before. He says the team is happy.
5 Feb 2025 Service levels and contract termsTom Ashdown says most of Luke Kershaw's contract points are standard but a few need discussion, and asks for 30 minutes. Luke, the CFO, offers Thursday afternoon after 14:00.
3 Feb 2025 Invoice INV-027-0002Billing email: Finance sends invoice INV-027-0002 for the Starter subscription, net £17,550, due 5 March 2025, and asks for a PO number. There is no customer response in the thread.
6 Feb 2025 Follow-up: demo and next stepsAfter the demo, Pieter van Dam asked which systems must connect and what IT must do. Hannah Lowe's answer is read access to each source in the customer's Snowflake account. Pieter wants a written access list before giving a timing answer.
4 Feb 2025 Connector refresh - following up on your ticketSupport thread: Craig Paterson reports a connector timing out and the overnight refresh missing 07:00. Bethan Lister passed it to engineers with no fix date. Ticket left open.
31 Jan 2025 Kickoff callLogistical thread: Callie Brennan and Ida Mortensen agree a Thursday 10:00 kickoff call. Ida will bring Mads, who will manage the admin side. Callie still needs Salesforce credentials and a systems list.
5 Feb 2025 Your renewal: Growth subscription ending 30 April 2025After formal renewal notice for the Growth subscription ending 30 Apr 2025, Finance Director Andrew Pickering questions the higher renewal figure, wants the basis and terms in writing, and asks who his account manager is.
29 Jan 2025 Invitation: BB-Demo webinar on Thursday 20 February 2025Logistical invitation from Sofia Marchetti to Sunita Bains for the online webinar on Thursday 20 February 2025. There is no customer response in the thread.
31 Jan 2025 Follow-up from the QBR: actions and next stepsAfter the QBR, Paul Rigby sends job refs and says repairs are still double-counted in the Monday report, asking for an update. Natalie Eze says the data team will trace the jobs and promises a reply by the end of the following week.
27 Jan 2025 Onboarding session: finding a timeLogistical thread: Callie Brennan asked for an onboarding session on source connections before the refresh is switched on. Leanne Moss chose Thursday at 14:00 and flagged possible IT delay on helpdesk access.
28 Jan 2025 Demo next weekLogistical sales thread. Tom Ashdown proposed a demo on Marlstone Legal's own data after a call, and Operations Director Elliot Kirkby offered Tuesday or Wednesday the following week, afternoons preferred.
28 Jan 2025 Notes from our check-inCallum Reid confirmed Daniel Okafor's notes with two corrections: the spreadsheet fallback is the marine cargo desk, and the capacity-provider oversight dashboard is not optional. He asks by when a first version can be shown.
28 Jan 2025 Scheduling the demoTom Ashdown booked a demo on Brakkevoort's own data. Pieter van Dam chose Thursday afternoon and will bring two account managers. Tom asked for two or three shipper account names. Logistical.
24 Jan 2025 Admin hand-over sessionLogistical thread: Callie Brennan offered two slots for the admin hand-over. Leanne Moss missed both and asked for the following Tuesday at 11:00 with a few colleagues. Callie confirmed the booking.
23 Jan 2025 Getting the next QBR in the diaryNatalie Eze books the next QBR with Helen Marsden for Thursday at 14:00. Helen asks for the source of the arrears and repairs figures, as some did not reconcile to the housing management system last time. Natalie agrees to bring lineage.
22 Jan 2025 Check-in call next weekScheduling a check-in, Callum Reid replied that fewer of his people seem to be logging in than before Christmas and wants to know why. He also wants the nightly refresh confirmed before the team starts.
23 Jan 2025 Training session for the sales engineersCallie Brennan and Jas Dhillon book the sales engineer training for Thursday at 10:00. Jas brings two other sales engineers, Ruth may join, and he set out the questions he wants answered. Mainly logistical, with a clear use case.
21 Jan 2025 Check-in notes and next stepsMarcus Bell sends notes after the check-in: only a handful of the forty licensed Growth users log in daily, mostly revenue operations. He proposes a hands-on depot session, example questions and a follow-up usage summary.
20 Jan 2025 Invoice INV-027-0001Logistical billing email: Finance sends Skovdal Software invoice INV-027-0001 for the £6,000 implementation fee, due 19 February 2025. There is no customer response in the thread.
23 Jan 2025 Following our discovery call: next steps for LindqvarnAfter a discovery call on Enterprise, CFO Mats Eklund put the numbers ahead of a demo and asked for the return and a one-off versus recurring breakdown. Tom Ashdown agreed to provide a one-page breakdown.
21 Jan 2025 Cairnlea proposal, updates and next stepsTom Ashdown sent an updated proposal with a dashboard-builder focus. Neil Metcalfe says Luke has contract tweaks, mostly on service levels and support, and will forward them.
23 Jan 2025 Brakkevoort and BB-Demo: notes after discoveryAfter discovery, Tom Ashdown pencilled in £56,000 for a Growth proposal. CFO Marloes Hendriks accepted nothing yet: she wants implementation split from subscription and quarterly billing in advance in the order form.
17 Jan 2025 Scheduling training for the sales engineersLogistical thread: Callie Brennan proposes a training session on asking the brain about customer calls. Jas Dhillon agrees, prefers late afternoons, offers Tuesday or Thursday at 15:00 and will confirm attendees.
15 Jan 2025 Order formTom Ashdown sent Sofie Bech, Managing Director at Skovdal Software, the order form under the standard MSA. She said Skovdal would review and reply shortly. The order form is not shown as signed.
17 Jan 2025 Quick check-in on how the brain is being usedMarcus Bell flags fewer logins and a quiet ticket queue. Liam Doherty admits depot managers drifted back to spreadsheets, says he has not pushed the rollout, and asks for a call to fix it.
13 Jan 2025 Proposal review, let's find a timeMostly logistical. Tom Ashdown asks for a time to go through the proposal and will send Luke a copy first. Neil Metcalfe offers Monday or Tuesday afternoon and says Luke is already keen.
16 Jan 2025 Scheduling the onboarding sessionLogistical thread: Callie Brennan and Nathan Booth fix the onboarding session for Wednesday at 14:00 so Ruth can join for the quality ticket part. Nathan asked for the later slot. Callie asked for a user list ahead of the session.
14 Jan 2025 Scheduling our discovery callTom Ashdown asked Pieter van Dam to fix a discovery call. Pieter agreed to Thursday at 10:00 and will bring two account managers. Logistical, with a clear ask for a prepared agenda.
7 Jan 2025 Invitation: BB-Demo webinar on Thursday 16 January 2025Sofia Marchetti writes to Finance Director Andrew Pickering about a dip in usage over the last quarter, ahead of renewal on 30 Apr 2025. She invites him to the webinar and a conversation. No customer response in the thread.
6 Jan 2025 Kickoff follow-up and next stepsCallie Brennan's note after kickoff sets the aim as one by-client view of bookings, tickets and reviews. Leanne Moss is day-to-day admin and Marcus Bell is adoption contact. No customer reply is in the thread.
6 Jan 2025 Kickoff: next stepsAfter a kickoff call on 6 Jan 2025, Callie Brennan asked Luke Oakes and Emma Haworth for connector credentials and a list of fields to map. First live data is targeted for the end of the following week. No customer reply.
5 Jan 2025 Invitation: BB-Demo webinar on Thursday 16 January 2025Sofia Marchetti invites Craig Holt, IT Manager, to the webinar and says activity is quieter than expected for forty licensed users. She asks about connector or permissions issues. No customer response in the thread.
8 Jan 2025 QBR follow-up and next stepsAfter the QBR, Marcus Bell notes active users are lower than last quarter. Aisha Rahman cannot tell whether inactive users no longer need the brain or lost the link, and asks for an admin walkthrough.
2 Jan 2025 Commercial terms for discussionTom Ashdown quoted Starter tier with implementation included at £23,550 for the initial term. Anders Thomsen, Accounts Payable Manager at Skovdal Software, asked for the order form and said he would review it.
8 Jan 2025 Onboarding session for adminsLeanne Moss, the admin, replied after four days that the team is short of people. She declined Tuesday and asked for Friday at 10:00, which Callie Brennan booked. Only the first source's credentials are likely ready.
2 Jan 2025 Invoice INV-020-0002 for your Growth subscriptionLogistical billing email: invoice INV-020-0002 for the Growth subscription, net £39,600, issued 2 Jan 2025 and due 1 Feb 2025. There is no customer response in the thread.
2 Jan 2025 Invoice INV-017-0002Rachel Dunmore sent Elliot Lomax invoice INV-017-0002 for the Starter subscription, 15 licensed users, net £19,500, due 1 Feb 2025. This is a billing thread and the customer does not reply.
2 Jan 2025 Your Lornefield renewal - advance noticeDaniel Okafor gives Douglas Baird formal notice that the Growth term ends on 2 Apr 2025 and raises easing activity, asking for a call. No customer reply appears in the thread.
30 Dec 2024 Quick scheduling questionLogistical thread. Tom Ashdown proposes a follow-up call the day after the demo; Neil Metcalfe agrees and suggests Thursday at 14:00. No commercial content or objection.
31 Dec 2024 Check-in once the new year startsNatalie Eze proposes a check-in early in the new year. Helen Marsden agrees to the first full week of January and asks that the usage note show which teams are asking questions, as the board wants to know who gets value.
30 Dec 2024 Demo, some prep for youAhead of the demo, Neil Metcalfe says Cairnlea Homes' IT lead will join and wants security and access covered. Tom Ashdown says Hannah Lowe will walk through it.
24 Dec 2024 Kickoff schedulingBecky Lawton, Head of Account Management, agreed a January kickoff on a Wednesday morning and asked to see data by client from the first refresh, needed before the next client review.
24 Dec 2024 Invitation: BB-Demo webinar on Thursday 16 January 2025Logistical invitation from Sofia Marchetti to Sunita Bains, the CRM administrator, for the online webinar on Thursday 16 January 2025. There is no customer response in the thread.
24 Dec 2024 Invoice INV-004-0003 for your Starter renewalBilling email from Rachel Dunmore sending invoice INV-004-0003 for the Starter renewal, due 23 Jan 2025, and asking Claire Haddon for a PO number. Logistical only. There is no customer response in the thread.
27 Dec 2024 New year: commercial discussionLogistical thread. Tom Ashdown asks Sofie Bech, Managing Director at Skovdal Software, for a call on the commercial side. She agrees to early January and Tom proposes Thursday at 10:00.
2 Jan 2025 Renewal order form for signatureTom Ashdown sent the Starter renewal order form on the same tier, users and price. Rob Ellery had not reviewed it by 27 Dec 2024 and the thread ends with it unsigned the day before the term end.
23 Dec 2024 Booking in the QBR for the new yearMarcus Bell proposes a new-year QBR. Liam Doherty agrees, asks for depot account managers to join, and wants to discuss getting more depots onto the brain. Mostly scheduling, with a clear adoption ask.
20 Dec 2024 Check-in notesDaniel Okafor sent his notes of the 20 Dec 2024 check-in with Callum Reid. Usage and refresh timing are described as healthy and Callum's needs are listed. There is no customer response in the thread.
18 Dec 2024 Demo, let's lock in a timeLogistical thread: Tom Ashdown asks to lock in a demo with the Solutions Engineer, and Neil Metcalfe agrees to Wednesday afternoon, proposing 14:00. No commercial content.
16 Dec 2024 Invoice for Fairhallow TravelLogistical billing email: BB-Demo's finance manager sent invoice INV-020-0001 on 16 Dec 2024 and asked for a PO number. There is no customer response in the thread.
16 Dec 2024 Invoice INV-017-0001Rachel Dunmore sent Elliot Lomax invoice INV-017-0001 for the implementation, net £6,000, due 15 Jan 2025, and asked for the PO number. This is a billing thread and the customer does not reply.
13 Dec 2024 Time for a check-in before Christmas?Callum Reid accepted a 30-minute check-in on Wednesday at 10:00. He wants a straight view of bordereaux queries, confirmation the 07:00 dashboards were right each morning, and team usage data beforehand.
16 Dec 2024 Order form for signature: Fairhallow TravelTom Ashdown sent the Growth order form at £51,600 including implementation. Simon Ashworth returned a signed copy on 16 Dec 2024, three days after the requested date, and asked for confirmation of receipt and next steps.
16 Dec 2024 Order form: BB-Demo StarterTom Ashdown sent the Starter order form on 11 Dec 2024. Managing Director Asif Nuttall returned it signed on 16 Dec 2024 and said the company is ready to go whenever BB-Demo is.
16 Dec 2024 Check-in call: finding a timeLogistical thread: Marcus Bell proposed a pre-year-end check-in. Helen Varley asked for the first week back in January because of trust renewals, and set an agenda on usage by trust, delivery queries and account manager requests.
12 Dec 2024 Follow-up from kickoff: next steps for DunholmCallie Brennan listed the access she needs after kickoff. Nathan Booth will send CRM and helpdesk access in writing this week and will approve field mappings. Call recorder access is unresolved and sits with someone in IT.
11 Dec 2024 Cairnlea, proposal outlineTom Ashdown outlines a Growth tier proposal at £62,000 to Cairnlea Homes. CFO Luke Kershaw asks whether it includes set-up and what the annual cost is after year one. A formal proposal is still to come.
6 Dec 2024 Catching up before the year endsDaniel Okafor sought a short check-in with Imogen Hartley. She said the team use the brain more than in the autumn and wants ideas to make the habit stick across the whole group of schemes.
2 Dec 2024 Invoice INV-018-0002 for the Growth subscriptionBilling thread: Rachel Dunmore sent Karen Midgley invoice INV-018-0002 for the Growth subscription, £47,520 gross, covering 1 Dec 2024 to 30 Nov 2025, due 1 Jan 2025. No customer reply in the thread.
2 Dec 2024 Invoice INV-002-0003 for the Growth subscriptionRachel Dunmore sent Joanne Platt invoice INV-002-0003 for the annual Growth subscription to 30 Nov 2025, due 1 Jan 2025, and asked for a PO number. There is no customer response in the thread.
3 Dec 2024 Let's schedule a discovery callLogistical thread: Tom Ashdown and Neil Metcalfe agree to hold a discovery call. Neil prefers Tuesday or Wednesday afternoon of the following week. No commercial content.
29 Nov 2024 Renewal, subscription expiring 28 February 2025Daniel Okafor opens the renewal with Finance Director Luke Kitching at £19,500 for the next year, same terms as before, and says usage is up. There is no customer response in the thread.
5 Dec 2024 Fairhallow Travel and BB-Demo: next steps after our callSimon Ashworth asked who will use the brain and what it costs per month before going further. Tom Ashdown explained £51,600 is a total deal value including implementation. Simon will accept an order form once the subscription line is confirmed.
4 Dec 2024 Missing Salesforce recordsNeil Entwistle reported Salesforce records missing from the brain. Bethan Lister found a sync issue on BB-Demo's side and fixed it, and Neil confirmed on 4 Dec 2024 that everything was coming through.
27 Nov 2024 BB-Demo demoLogistical thread. Tom Ashdown chases a demo date and Ida Mortensen at Skovdal Software offers Wednesday at 14:00 and says she will send an invite. The thread does not show the demo being held.
28 Nov 2024 Finding a time for a check-inNatalie Eze asks Helen Marsden for a check-in. Helen replies that things are going well and more of her team are using the brain than expected. She wants the repairs and complaints figures traceable to source for the board. Mainly logistical.
28 Nov 2024 Booking in the renewal conversationScheduling thread. BB-Demo asked for a half-hour renewal conversation before Christmas. Rob Ellery replied with a Thursday morning slot and said he needs to run it past his ops colleague. No commercial position is stated.
22 Nov 2024 Your support ticket: follow-upBethan Lister followed up a support ticket on CRM data in the brain. Sunita Bains confirmed on 22 Nov 2024 that results now look right and the ticket can be closed.
25 Nov 2024 Follow-up: QBRAfter the 22 Nov 2024 review, Richard Thorne, Chief Operating Officer, asked for a one-page usage summary and said that before any talk of the term beyond the current one he wants cost, all in, against what it has saved.
21 Nov 2024 Revenue leaders roundtableLogistical event invitation from Sofia Marchetti to Neil Entwistle, Data Analyst, for a London roundtable on 26 Nov 2024. There is no customer response in the thread.
20 Nov 2024 Invitation: Revenue leaders roundtable in LondonSofia Marchetti invited Paul Rigby to an in-person Revenue leaders roundtable in London on 26 Nov 2024 and offered the place to a colleague if he could not travel. Social outreach only; no customer reply in the thread.
21 Nov 2024 Check-in: finding a timeMarcus Bell offers a usage walkthrough, noting most licensed Starter users are in use. Liam Doherty accepts Friday morning and wants the depots on properly, asking to know now if seats are tight.
22 Nov 2024 Getting time to talk through termsTom Ashdown asked Simon Ashworth, Chief Operating Officer, for time on the terms. Simon replied tersely with a Friday slot at 09:30 and wants a breakdown the day before showing who is using it and the monthly cost.
19 Nov 2024 Invoice INV-016-0003 for Brannock Medical SuppliesBilling thread: Rachel Dunmore sent Paula Rennie invoice INV-016-0003 on 19 Nov 2024, £2,010 net and £2,412 gross, due 19 Dec 2024. She asked for a PO number. There is no customer response in the thread.
18 Nov 2024 Invitation: Revenue leaders roundtable in LondonSofia Marchetti invites Craig Paterson to a customer roundtable in London on 26 Nov 2024. There is no customer response in the thread. It is an event invitation, not a commercial discussion.
16 Nov 2024 Invitation: BB-Demo webinar for customersLogistical invitation from Sofia Marchetti to a customer webinar on 21 Nov 2024. There is no customer response in the thread. Sofia notes that usage has been growing steadily.
19 Nov 2024 Expansion order form for signaturePriya Raman sent Andrew Pickering the £2,010 Growth expansion order form on 14 Nov 2024. He replied on 19 Nov 2024 that finance was content and he would return the signed copy, asking for the countersigned version in writing.
19 Nov 2024 Growth order form for signatureMark Siddall, the Managing Director, signed the Growth order form a day after the target date, relying on the view of Liam that it is doing the job. He asks Marcus Bell to set up the depot managers.
18 Nov 2024 Great to meet: next stepsLogistical sales thread. Ida Mortensen, Head of Client Services at Skovdal Software, asks for demo times after the intro call, and the two sides settle on Wednesday at 14:00.
13 Nov 2024 Invitation: BB-Demo webinar on Thursday 21 November 2024Sofia Marchetti invited Leanne Moss, Operations Analyst, to a BB-Demo webinar on 21 Nov 2024. Purely an event invitation. There is no customer response in the thread.
18 Nov 2024 Scheduling the QBRDaniel Okafor and Callum Reid fixed an in-person quarterly review. Callum asked for something he can show the syndicates on what the brain does for them. Largely scheduling, with a clear value request.
19 Nov 2024 Your proposal and the next stepsBecky Lawton liked the Growth proposal at £51,600 and asked about time to use and a by-client view. She will take it to Simon, who wants to see the number and who is using it, and expects him to email Tom directly.
12 Nov 2024 Brackwell Growth expansion - order form and paperworkJoanne Platt, Accounts Payable Manager, sets out what the Growth order form and invoices must show so she can match them to a purchase order. She asks whether the implementation fee is invoiced separately. No BB-Demo reply is in the thread.
10 Nov 2024 Webinar invitationLogistical event invitation from Sofia Marchetti to Sarah Hollis, Operations Director, for a webinar on 21 Nov 2024. There is no customer response in the thread.
9 Nov 2024 Invitation to our upcoming webinarSofia Marchetti invites Paul Rigby and his colleagues to an online BB-Demo webinar on 21 Nov 2024. It is a marketing-style invitation with no customer reply in the thread.
7 Nov 2024 Finding a time to talk through the next stagePriya Raman asked Andrew Pickering for a call about the next stage and a possible extension. He agreed to talk later in the week but wants anything discussed set out in writing before he commits.
5 Nov 2024 Follow-up from our QBR callAfter the QBR call Marcus Bell reported rising usage and no open issues. Rob Ellery said the team is too busy for a full session until the new year and asked to start with a couple of senior consultants.
5 Nov 2024 Finding a time to go through the proposalTom Ashdown asked for half an hour to go through the proposal. Becky Lawton agreed Thursday at 10:00, asked for it beforehand, and again asked to see it by client. Simon is hard to pin down.
3 Nov 2024 Invitation: Revenue leaders roundtable, LondonSofia Marchetti invited Wouter Kok, Brakkevoort's Financial Controller, to a London revenue leaders roundtable on 26 Nov 2024. Event invitation only, with no customer response in the thread.
6 Nov 2024 Getting a time in the diary for the Growth conversationLiam Doherty says Starter is feeling tight as more teams ask to be added. He wants a short outline of Starter against Growth first and will bring in the accounts payable manager once there are numbers.
1 Nov 2024 Following up on the demoAfter the demo, Tom Ashdown recapped a Growth tier proposal of £51,600 including implementation, aiming for an order form by 13 Dec 2024. Leanne Moss asked about source-system changes, what the total covers and a first-weeks plan.
30 Oct 2024 Invitation: BB-Demo webinar for FenmoorSofia Marchetti invited Richard Thorne to a BB-Demo webinar on 21 Nov 2024. The thread is a one-way invitation with no customer response, so it is logistical and neutral.
28 Oct 2024 Invoice from BB-Demo for Dunholm PrecisionBilling thread: Nell Ashcombe sent Karen Midgley the first invoice under the order form Stuart signed, £14,400 gross, due 27 Nov 2024. There is no customer response in the thread.
28 Oct 2024 Proposal: BB-Demo StarterTom Ashdown sent the Starter proposal on 25 Oct 2024. Managing Director Asif Nuttall replied that it looks good and asked for the next step. Tom said an order form would follow. No price or terms are discussed in the thread.
25 Oct 2024 Training session for your BI teamHelen Marsden agreed to a training session next week, preferably Wednesday. She wants it to start with the repairs completed-jobs figure, which does not reconcile to the housing management system, and an arrears summary joined to complaints data.
28 Oct 2024 Dunholm Precision order form for signatureTom Ashdown sent Stuart Kenyon the Growth tier order form at a total of £51,600 including implementation. Stuart apologised for the delay and said he would sign that afternoon on 28 Oct 2024.
25 Oct 2024 Setting up a time for the commercial conversationTom Ashdown asks for a meeting to go through terms before the term ends on 30 Nov 2024. Liam Doherty accepts a Tuesday at 10:00 with his finance lead and flags that users are at the licence limit.
23 Oct 2024 Demo: finding a timeBecky Lawton picked Wednesday 14:00 for the demo, with Leanne attending, and asked to see one client with bookings and tickets together. Tom Ashdown confirmed and will build the demo around a single client view.
18 Oct 2024 Finding a time to talk about the renewalMarcus 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.
17 Oct 2024 Fairhallow Travel demo: finding a timeTom Ashdown asked Becky Lawton for a morning slot next week for a demo on a sample of Fairhallow Travel's own data. There is no customer response in the thread. Logistical.
18 Oct 2024 Next steps on the proposalAfter a call on 16 Oct 2024, Tom Ashdown said he would send a proposal. On 18 Oct 2024 Luke Oakes said he would review it and revert early the following week, and Tom proposed a walkthrough on Tuesday or Wednesday.
18 Oct 2024 Support follow-up on the connector issueBethan Lister picks up a report that the CRM connector is not bringing in the latest placement changes. Jenna Price's manual refresh ran without error, but numbers still look old, and she asks to keep it simple.
24 Oct 2024 Follow-up: Growth proposal for BrackwellLiam Doherty is broadly in favour of the Growth proposal and has sent the one-off versus annual split to his finance director. He is waiting for her view and wants examples where an early warning changed an outcome.
11 Oct 2024 Onboarding session for the repairs dataCallie Brennan and Paul Rigby agreed a Tuesday 10:00 repairs source session. Paul will send access via IT on Monday and warned that the housing-system upgrade has caused double-counted repairs jobs in some reports.
9 Oct 2024 Webinar invitationLogistical event invitation from Sofia Marchetti to Sam Yates, Financial Controller, for a customer webinar on 17 Oct 2024. There is no customer response in the thread.
11 Oct 2024 Walking through the Growth proposalLiam Doherty accepts a Growth proposal walkthrough on Wednesday morning with a depot manager. He asks how users and connectors change on Growth and how timing sits against the end of the term.
8 Oct 2024 Webinar invitation for October: one view of retailer accountsLogistical event invitation: Sofia Marchetti invited Rajesh Mistry to an online webinar on 17 Oct 2024 about tying complaints back to orders. There is no customer response in the thread.
11 Oct 2024 Onboarding: refresh switch-on and setup notePaul Rigby reviewed the test dashboards and found repairs jobs double-counted after the housing-system upgrade. He does not want the nightly refresh on until jobs are counted once. Monday is fine for the go-live conversation.
7 Oct 2024 Growth pricing for BrackwellLiam Doherty says usage has grown, the user limit is tight and depots want their own dashboards. He asks for Growth pricing. He calls the figure bigger than expected but says usage backs it.
10 Oct 2024 Catching up: time for a check-in?Callum Reid accepts a half-hour video check-in with Daniel Okafor. He wants more underwriters asking the brain directly and a plan for the next capacity-provider review, and will bring a senior colleague.
4 Oct 2024 Your Hollins Tarrant renewalMarcus Bell gave notice that the Starter subscription renews on 3 Jan 2025 at £19,500 with fifteen users, unchanged. Rob Ellery does not reply in the thread.
7 Oct 2024 Renewal proposal: finding a timeTom Ashdown asks Liam Doherty for forty-five minutes to walk through the renewal proposal ahead of the 30 Nov 2024 term end. Liam agrees and wants a clear option to put more depot account managers on the brain.
8 Oct 2024 Onboarding: dashboards and wider team accessRepairs and call data are landing cleanly. Paul Rigby listed analysts, a BI team lead as admin and two complaints colleagues to invite, and offered Friday afternoon or the following week for a dashboards session.
3 Oct 2024 Follow-up from our QBR callMarcus Bell summarises the QBR call with Liam Doherty. Depot use is rising on the Starter licence for fifteen users, and the term ends 30 Nov 2024. There is no customer response in the thread.
1 Oct 2024 Getting a discovery call in the diaryTom Ashdown asked Becky Lawton for a discovery call. Becky declined Thursday 10:00, proposed Friday 11:00 with Leanne from operations, and said her team needs something before the next round of reviews.
29 Sep 2024 Invitation: BB-Demo webinar for key-account teamsSofia Marchetti invited Lee Garside to an online BB-Demo webinar on 17 Oct 2024 about asking better questions of the data. Invitation only; no customer response in the thread.
29 Sep 2024 Invitation: Data leaders conference, AmsterdamSofia Marchetti invited Andrew Pickering to a data leaders conference in Amsterdam on 9 Oct 2024. Invitation only; no customer response in the thread.
28 Sep 2024 Invitation to our October webinarSofia Marchetti invited Neha Kapoor to the 17 Oct 2024 webinar, noting Rookhaven is weighing up Enterprise. Promotional only, with no customer response in the thread.
28 Sep 2024 Data leaders conference, Amsterdam, OctoberOne-way invitation from Sofia Marchetti to Rob Gledhill to meet at BB-Demo's stand at the Data Leaders Conference in Amsterdam on 9 Oct 2024. No customer response in the thread. Purely logistical.
26 Sep 2024 Data leaders conference in AmsterdamEvent invitation. Sofia Marchetti invited Priti Haworth to the BB-Demo stand at the Data leaders conference in Amsterdam on 9 Oct 2024. There is no customer response in the thread.
26 Sep 2024 Webinar invitationLogistical invitation. Sofia Marchetti invited Elliot Allott to a customer webinar on 17 Oct 2024. There is no customer response in the thread.
27 Sep 2024 Your support ticketBethan Lister reproduced Imogen Hartley's reported fault and passed it to engineering with no fix date. Imogen was content with the handling and is holding back from telling the team until Monday.
27 Sep 2024 Scheduling your QBRLiam Doherty welcomes the usage story and books the QBR for a Tuesday 10:00 call. He wants depot account managers to join, because getting the depots onto the brain is the main thing he is asked.
24 Sep 2024 Invitation to our webinar on 17 Oct 2024Sofia Marchetti invited Diane Cropper and her finance team to an online BB-Demo webinar on 17 Oct 2024. Logistical invitation sent 24 Sep 2024; there is no customer response in the thread.
23 Sep 2024 Quarterly review follow-up and next stepsAfter the quarterly review, Finance Director Andrew Pickering asked who the account manager is and for the term end in writing. Marcus Bell confirmed Priya Raman as account owner and a term end of 30 Apr 2025.
23 Sep 2024 Onboarding: scheduling the next working sessionCallie Brennan and Paul Rigby agreed Thursday morning to connect the repairs system and call recorder. Written access is with the customer's IT team and is the practical cut-off for the session.
27 Sep 2024 Your support ticket on the repairs figuresHelen Marsden, Head of BI, cannot put the repairs figure in the board pack until the gap to the housing system is explained. Bethan Lister found the repeats in the source export and offered a mapping filter as a stopgap.
23 Sep 2024 Check-in notesDaniel Okafor's notes of a 23 Sep 2024 check-in with Callum Reid: the refresh holds and no tickets, but usage is steady rather than growing and concentrated in a few people. No customer reply in the thread.
24 Sep 2024 Onboarding sessions: access details and mapping checkPaul Rigby reports repairs jobs double-counted again in the first view and asks for a mapping update. Remaining source access is still with the customer's IT team, and Callie Brennan is checking the job refs against source rows.
17 Sep 2024 Finding a time to talk through termsLogistical thread: Tom Ashdown asks Stuart Kenyon for a half-hour call on commercial terms. Stuart offers Thursday after 14:00, alone, and asks for the terms BB-Demo would want signed, not a first draft.
18 Sep 2024 Finding a time for our check-inCallum Reid accepts a 40-minute check-in with Daniel Okafor on Thursday at 09:30. He wants to know what can be shown to capacity providers without manual rework, and why some underwriters have not adopted the brain.
14 Sep 2024 Come and see us at the Data leaders conference in AmsterdamSofia Marchetti invited Tariq Hussain, Account Manager, to the BB-Demo stand at the Data leaders conference in Amsterdam on Wed 9 Oct 2024. Logistical invitation; there is no customer response in the thread.
13 Sep 2024 Onboarding session for the repairs dataPaul Rigby agreed a Tuesday morning onboarding session and warned that the housing system upgrade has been counting some repairs jobs twice. He wants the head of BI to see the mapping before it nears the board pack.
12 Sep 2024 Booking your QBRMarcus Bell asked Helen Varley to book a QBR, citing rising weekly use. Helen agreed, asked for the questions to be shown by trust, and said she would confirm a slot. Logistical thread, positive tone.
10 Sep 2024 Kickoff follow-up and next stepsCallie Brennan sent the setup note after the kickoff: arrears and repairs first, Paul Rigby as named admin, and access, source-of-truth fields and first users still needed from the customer. No customer response in the thread.
4 Sep 2024 Booking our next Brackwell check-inMarcus Bell asks Liam Doherty to book a half-hour check-in covering the first depot session, usage numbers and the term ending 30 Nov 2024. There is no customer response in the thread.
3 Sep 2024 Kickoff call for your onboardingHelen Marsden accepted the kickoff slot at 10:00 on Monday and will bring her repairs data analyst. She expects one source credential before the call but not the other, and wants the source of every mapped field shown.
2 Sep 2024 Your first invoice and getting startedNell Ashcombe welcomes Helen Marsden on the first day of the contract and sends the first Growth subscription invoice. There is no customer response in the thread.
2 Sep 2024 Invitation: BB-Demo webinarNell Ashcombe invites Callum Reid to the 19 Sep 2024 webinar and flags that fewer people have been logging in. She asks for a ten-minute call. There is no customer response in the thread.
28 Aug 2024 Invitation: BB-Demo webinarNell Ashcombe invited Helen Varley to an online webinar on 19 Sep 2024 and asked for her view on what is useful. There is no customer response in the thread.
2 Sep 2024 Notes from our check-inLiam Doherty confirmed Marcus Bell's notes, named Trafford Park as the first depot and was not worried about slightly lower usage. He wants to talk renewal only once the depots are going, with something to show first.
3 Sep 2024 Proposal for Dunholm Precision: follow-up after our callTom Ashdown sent the Growth tier proposal at £51,600 including implementation. Managing Director Stuart Kenyon asked what it saves. Tom promised a value case built from Ruth's team's input.
23 Aug 2024 Training session for the underwriting teamCallie Brennan invited Kofi Mensah to help shape a practical training session and asked him to pass it on, noting the licence covers the whole team. There is no customer response in the thread.
27 Aug 2024 Check-in on the brain – finding a slotMarcus Bell asked for a check-in and Liam Doherty agreed to Tuesday morning. Liam says it still feels like a handful of people and wants depot managers using it day to day. The earlier ticket is resolved.
19 Aug 2024 Your first invoice from BB-DemoNell Ashcombe sent Helen Marsden an invoice dated 19 Aug 2024 for £12,000 net, £14,400 gross, due 18 Sep 2024. This is a billing courtesy note with no customer response in the thread.
15 Aug 2024 Invoice INV-015-0001: outstandingNell Ashcombe chased the £6,000 plus VAT implementation invoice a third time. Bryony Gilchrist apologised, said a query on the invoice description was resolved and promised payment the next day.
19 Aug 2024 Order form for signature: Calderbrook Housing GroupHelen Marsden signed and returned the Growth order form on 19 Aug 2024, three days after the 16 Aug 2024 target. She then asked for a named BB-Demo contact and an order of work for the connectors, so she can give the board a timeline.
14 Aug 2024 Catching up on how the brain is landing with your teamMarcus Bell asked Helen Varley for a check-in after usage among key-account managers rose. Helen agreed and set three questions: delivery queries, which trusts are asked about, and what is driving the usage jump.
7 Aug 2024 Invoice INV-015-0002 paymentNell Ashcombe chased Bryony Gilchrist for subscription invoice INV-015-0002, £19,500 plus VAT, due 31 Jul 2024 and unpaid. No customer response in this thread.
9 Aug 2024 Calderbrook and BB-Demo: where we are on termsTom Ashdown restates the £56,000 Growth tier figure as total deal value including implementation and targets 16 Aug 2024. Helen Marsden will not commit to a date until arrears are traced to source on her own extract, and wants the cover of the price stated.
6 Aug 2024 Quarterly review follow-upDaniel Okafor's follow-up after a quarterly review notes a slight usage dip and offers reassurance. No customer reply appears in the thread.
8 Aug 2024 Onboarding: first refresh check and underwriter walkthroughCRM, helpdesk and claims data are loading and the submissions mapping works. The mailbox connector is held up by customer compliance, so Callum Reid defers the underwriter walkthrough until bordereaux query emails are in.
7 Aug 2024 Check-in call this monthMarcus Bell offered a check-in call after several tickets and steady usage. Jenna Price replied two days later that the tickets are sorted and asked to park the call until the team is less stretched.
31 Jul 2024 Invoice INV-015-0001 paymentNell Ashcombe chased Bryony Gilchrist for the £6,000 plus VAT implementation fee, due 24 Jul 2024 and unpaid. No customer response in this thread.
1 Aug 2024 Finding a time for the QBRDaniel Okafor arranged the next quarterly review with Imogen Hartley. She chose Thursday at 10:00 and asked for a view on getting more relationship managers asking the brain as a habit, not a recap.
1 Aug 2024 Onboarding sessions: getting the rest of your team onCallum Reid answered Callie Brennan's onboarding plan on 1 Aug 2024: access and second admin in hand, sessions agreed for mornings, and he asked by when the bordereaux view will be live at 07:00 each day.
29 Jul 2024 Finding a time to go through the termsTom Ashdown asks for a call to go through the revised proposal terms. Helen Marsden has read it, finds the source table helpful, and still has one question on the arrears row. She agrees to Wednesday morning with Paul and Hannah and asks for an agenda.
29 Jul 2024 Follow-up after the demoAfter the demo Tom Ashdown quoted a working Growth tier value of £51,600 and a 25 Oct 2024 target. Nathan Booth asked about data location, source systems and access. Tom promised Hannah's written answers.
25 Jul 2024 Invoice INV-012-0003Logistical billing thread. Nell Ashcombe sent invoice INV-012-0003 to Sam Yates, Financial Controller, at £23,400 gross for a year on Starter, due by 24 Aug 2024. There is no customer response in the thread.
23 Jul 2024 Renewal order formNell Ashcombe sent the renewal order form at £19,500 for another year on the Starter tier. Elliot Allott replied within the hour that he would sign it that day and return it the next day.
31 Jul 2024 Account view slow at Warrington - follow-upDean Hargreaves reported a slow first load and blank list in the account view before nine. Bethan Lister reproduced it and escalated. By 31 Jul 2024 Dean said it was much better and agreed to close.
24 Jul 2024 Proposal follow-up after our callAfter the call, Tom Ashdown recaps a Growth tier proposal with a total value of £56,000. Helen Marsden says the value is within expectations but the board will ask what it gets and when. She wants connector dates in writing and says mid-August may be tight.
22 Jul 2024 Onboarding sessions for your teamCallum Reid accepted two onboarding sessions, an admin session on Thursday morning and an underwriter session on Friday afternoon. He wants his own submissions used and a wider rollout only after a week of stable use.
18 Jul 2024 Booking the demoLogistical thread: Tom Ashdown booked a demo with Ruth Ackroyd. She backed using her own data, chose Thursday afternoon and pointed to Nathan in business systems for the extract. Tom held 14:00.
16 Jul 2024 Thanks for today: demo recap and next stepsTom Ashdown recaps the demo on Calderbrook's own data and pencils in a Growth tier proposal. Paul Rigby replies asking how repeated repairs jobs are counted and what happens to the numbers if a connector fails overnight.
22 Jul 2024 Onboarding: getting the working sessions in the diaryLogistical onboarding thread under the Growth order form. Callum Reid agrees Thursday for the first session, says IT credentials may not arrive before Wednesday close, and asks when the 07:00 bordereaux view will land.
16 Jul 2024 Calderbrook proposal walkthrough: finding a timeTom Ashdown asks Helen Marsden for time to walk through the proposal. Helen wants it sent first for her director of finance and asks that each arrears and repairs figure is shown reconciled to source. She offers Thursday afternoon from 14:00.
17 Jul 2024 Scheduling our next check-inMarcus Bell asked to book a check-in after the review. Liam Doherty replied that he wants depot managers asking the brain themselves and asked for delivery-exception examples. Thursday 10:30 was agreed.
12 Jul 2024 Calderbrook demo follow-up and next stepsTom Ashdown recaps the demo and says a Growth proposal is coming, with £56,000 total deal value as a working figure. Paul Rigby replies with his repairs fields and asks to see duplicate jobs handled in the demo.
17 Jul 2024 Kickoff follow-up and what happens nextCRM connector is live and the first refresh has landed, but the helpdesk connector waits on Fenmoor IT access and claims paid needs another look. Callum Reid again asked by when he gets his dashboards.
11 Jul 2024 Demo on your own data: finding a timeLogistical thread: Tom Ashdown asks for demo days and attendees. Helen Marsden offers Tuesday or Thursday mornings next week, adds repairs and analyst attendees, and asks that the demo handle the section three rent arrears figure.
10 Jul 2024 Onboarding session: finding a slot this weekLogistical onboarding thread. Callum Reid declines Thursday because of a binder renewal and takes Friday at 10:00, capped at ninety minutes. Callie Brennan flags that no connector starts without written access.
5 Jul 2024 Kickoff complete, next stepsCallie Brennan recapped the kickoff call: Salesforce, helpdesk and usage data connecting with a nightly refresh. She asked Jess Dobson for Salesforce credentials by end of day tomorrow. No customer reply in the thread.
4 Jul 2024 Kickoff call schedulingCallum Reid agreed kickoff timing and named himself admin, but pressed for when the first dashboards will be live and asked whether bordereaux queries come in the first wave. Source access may slip.
5 Jul 2024 Arranging the demo on your own dataLogistical thread: Tom Ashdown asks who will provide a data extract and for demo slots. Helen Marsden points him to IT, wants the arrears section shown first, and asks for the list of fields in advance.
1 Jul 2024 Invoice INV-015-0002Nell Ashcombe sent Bryony Gilchrist the annual Starter subscription invoice, £19,500 plus VAT, due 31 Jul 2024. Billing notice only; there is no customer response in the thread.
9 Jul 2024 Following up on our review: usage and next stepsAfter a review, Marcus Bell recommended staying within fifteen licensed users. Aisha Rahman queried whether idle logins count towards the limit, and Marcus confirmed they do. Renewal was flagged as coming at the end of November.
1 Jul 2024 Your first BB-Demo invoiceLogistical billing note: Nell Ashcombe sent Harriet Gale the first annual Growth subscription invoice, issued 1 Jul 2024 and due 31 Jul 2024. There is no customer response in the thread.
2 Jul 2024 Scheduling the kickoffLogistical implementation thread: Callie Brennan books a kickoff checklist call with Hugh Firth for Tuesday 2 Jul 2024 at 14:00 and asks for his systems list and access credentials in advance.
27 Jun 2024 Following up on our discovery callAfter discovery, Tom Ashdown recaps Helen Marsden's priorities and proposes the Growth tier. Helen confirms them, adds complaints connectivity and a cost comparison for her director. Tom quotes £56,000 total deal value including implementation.
25 Jun 2024 Invitation: our online webinar for supply chain and commercial teamsLogistical event invitation: Nell Ashcombe invited Rajesh Mistry to an online BB-Demo webinar on 18 Jul 2024. There is no customer response in the thread.
24 Jun 2024 Invoice INV-015-0001Billing thread: Nell Ashcombe sent Bryony Gilchrist invoice INV-015-0001 for implementation, £6,000 plus VAT, due 24 Jul 2024. There is no customer response in the thread.
27 Jun 2024 Renewal coming upLogistical thread. Daniel Okafor asked Elliot Allott to meet about the renewal due at the end of July. Elliot agreed to early July and Daniel promised a calendar invite.
24 Jun 2024 Diary slot for our reviewMarcus Bell asked for a review slot. Liam Doherty welcomed the quiet ticket queue and asked how to set up more depot account managers and what happens nearer renewal. Marcus booked Tuesday at 10:00.
20 Jun 2024 Discovery call next weekTom Ashdown asked Kevin Lister, Head of Revenue Operations, for a discovery call. Kevin proposed Wednesday at 10:00 and Tom confirmed. Logistical thread.
25 Jun 2024 Setting up a discovery callTom Ashdown and Ruth Ackroyd agreed an hour-long discovery call on a Thursday at 09:30. Ruth is bringing a quality lead and wants a short agenda. Mostly logistical.
21 Jun 2024 Order form for signatureTom Ashdown sent the order form to CFO Asif Jagger, who said it looked good and promised a signed copy by end of day tomorrow. The thread does not show the signed copy arriving.
24 Jun 2024 Getting a discovery conversation in the diaryTom Ashdown asks Helen Marsden for a discovery hour. She agrees and sets her priority: arrears figures in the board pack do not reconcile to the housing management system. Logistical, but it states the buying need early.
18 Jun 2024 Fenmoor invoice for the implementationLogistical billing note: Nell Ashcombe sent Harriet Gale the implementation invoice directly, with payment due on 18 Jul 2024. There is no customer response in the thread.
15 Jun 2024 Invitation: BB-Demo webinar for your IT teamNell Ashcombe invited Craig Holt, IT Manager, to an online webinar on 20 Jun 2024, framed around the brain running inside the customer's own Snowflake account. There is no customer response in the thread.
13 Jun 2024 Order form for signaturePriya Raman sent the Growth order form for signature. Richard Thorne replied that he understands the total includes implementation but wants first-year and following-year costs in one note, and confirmation that the MSA is unchanged.
13 Jun 2024 Pricing and implementation for Vantrell SoftwareTom Ashdown quoted Starter at £25,500 for the year including implementation. Hugh Firth asked when the four weeks start; CFO Asif Jagger said the price was fine and asked about payment terms.
10 Jun 2024 BB-Demo webinarNell Ashcombe invited Marie Wouters to a BB-Demo webinar on 20 Jun 2024. It is a one-way invitation with no customer response in the thread.
10 Jun 2024 BB-Demo Customer DayLogistical invitation. Nell Ashcombe invited Elliot Allott to an in-person Customer Day in London on 13 Jun 2024. There is no customer response in the thread.
5 Jun 2024 Invitation: BB-Demo Customer Day in LondonNell Ashcombe invited Paula Rennie, Accounts Payable Supervisor, to the London Customer Day on 13 Jun 2024 and asked for feedback on invoicing. There is no customer response in the thread.
6 Jun 2024 Catching upLogistical thread: Marcus Bell proposes a check-in, Jenna Price suggests Thursday around 09:30, and Marcus books it. Marcus notes usage climbing and no helpdesk tickets. Jenna raises no concerns.
1 Jun 2024 BB-Demo webinar invitationNell Ashcombe invited Polly Illingworth, Sales Manager at Bellhurst Accountancy, to a 20 Jun 2024 customer webinar on forecasts and deal visibility. Logistical only. There is no customer response in the thread.
4 Jun 2024 Fenmoor order form - commercial and contract pointsProcurement and the COO both held back. Louise Carver will redline the order form on Fenmoor's paper and says nothing is agreed until contract. Richard Thorne will not confirm until the redline and invoicing are settled.
28 May 2024 Invoice INV-011-0003Billing thread. Nell Ashcombe sent Zoe Nuttall invoice INV-011-0003 for the renewal subscription on 28 May 2024: £23,400 including VAT, payable by 27 Jun 2024. No customer response in the thread.
24 May 2024 Order form, renewalNell Ashcombe sent the renewal order form on 23 May 2024 on the same terms: Starter, 15 users, £19,500 annually. Ravi Atherton replied the next day that it looked good and he would sign that day.
24 May 2024 Onboarding: admin walkthrough and first refreshLogistical onboarding thread. Callie Brennan proposes the first refresh review and admin walkthrough. Sunita Bains agrees and asks to bring a key-account manager. Callie offers 14:00 on 24 May 2024.
24 May 2024 Catching up on how the brain's goingMarcus Bell proposed a check-in after seeing usage rise. Liam Doherty agreed, said he is pushing depot managers onto the brain, and asked for the usage breakdown by depot first. Check-in held in diary for 14:00 Thursday.
20 May 2024 Finding a time to talk through termsRichard Thorne, Chief Operating Officer, accepts a Thursday 09:30 call on terms but will commit to nothing without the board. He wants a note stating the decision sought and the all-in cost in one place.
14 May 2024 Onboarding: finding a time for the field mapping sessionCallie Brennan asked Sunita Bains for a CRM field-mapping session. Sunita proposed Thursday morning after 10:00, said written access depends on a check with Craig in IT by Wednesday, and will list custom fields for trust contract renewals.
13 May 2024 Invitation to the BB-Demo webinar, Thursday 16 May 2024Nell Ashcombe followed up with Helen Varley on 13 May 2024 about the webinar on Thursday 16 May 2024, suggesting she bring a couple of key-account managers. Logistical. There is no customer response in the thread.
10 May 2024 Catching upDaniel Okafor asked Sarah Hollis for a catch-up call ahead of the renewal. She agreed within two days and proposed Friday at 10:00. The thread does not show what was discussed.
8 May 2024 Fenmoor proposal - where we stand after our callPriya Raman chased the Growth proposal with a decision date of 17 Jun 2024. Richard Thorne replied that he sees the first-year total but wants the recurring annual cost set out separately on one page for the board.
7 May 2024 Demo walkthroughLogistical sales thread: Tom Ashdown offers Hugh Firth a demo on Vantrell's own data, Hugh picks a morning slot, and Tom books Tuesday at 10:00. No commercial content.
2 May 2024 Renewal conversationOn 2 May 2024 Daniel Okafor opened the renewal conversation with Elliot Allott, noting the contract runs through 31 Jul 2024, and promised options by the end of May. There is no customer response in the thread.
3 May 2024 Kickoff scheduling for the Brannock brainHelen Varley agreed to an early-next-week kickoff, mornings only, and asked for orders and delivery queries to be connected first. Call recorder, mailbox and key-account manager names are still to come from her side.
1 May 2024 Invitation: BB-Demo webinar on Thursday 16 May 2024Nell Ashcombe welcomed Sunita Bains, the CRM administrator, and invited her to the webinar on Thursday 16 May 2024. Logistical outreach. There is no customer response in the thread.
1 May 2024 Your first invoice from BB-DemoNell Ashcombe sent Paula Rennie the first Growth subscription invoice on 1 May 2024: £41,800 net, £50,160 gross, due 31 May 2024. Purely billing. There is no customer response in the thread.
1 May 2024 BB-Demo webinarLogistical invitation: Nell Ashcombe invited Ravi Riley to a BB-Demo webinar on 16 May 2024 about getting more from the data in Tidecombe's connectors. No customer reply in the thread.
7 May 2024 Review call for Hollins TarrantLogistical thread: Marcus Bell asks Jenna Price for a review call, she offers Tuesday morning, and he books it for 10:00. Jenna says usage being up is good to hear, but raises nothing else.
30 Apr 2024 Proposal walkthrough - finding a slotCallum Reid accepts Friday at 14:00 for the proposal walkthrough but asks that Richard, who holds the budget, is kept out until Callum has signed the proposal off. He wants Daniel Okafor there to explain 07:00 fixes.
30 Apr 2024 Renewal conversationScheduling thread. Daniel Okafor asked Ravi Atherton for a call before the May renewal paperwork; Ravi said the following week was tight and suggested the first week of May. No view on price or value.
19 Apr 2024 Catching up on the brain: time for a check-in?Marcus Bell proposed a usage check-in and Liam Doherty accepted for Tuesday morning. Liam wants depot managers using the brain and usage numbers to show his ops director. Mostly scheduling, with a clear adoption ask.
15 Apr 2024 Invoice for Brannock Medical SuppliesNell Ashcombe sent invoice details directly to Paula Rennie: net £12,000, VAT £2,400, gross £14,400, issued 15 Apr 2024 and due 15 May 2024. This is a logistical billing email with no customer response.
15 Apr 2024 Let's talk about BB-DemoTom Ashdown proposed a 30-minute call to show how BB-Demo could join support tickets with product usage data. Hugh Firth replied that it sounds interesting and offered Tuesday or Wednesday afternoon. Scheduling only.
22 Apr 2024 Fenmoor demo follow-up and your questions on data and securityAfter the demo, Callum Reid set three written questions on the 07:00 refresh, data location and source changes. Tobias Renwick's answer satisfied him on location and access, but he called the source-change answer thin.
11 Apr 2024 Order form for signature: Growth tierFinance Director Andrew Pickering has read the Growth tier order form for £53,800 but will not sign until he has a written breakdown and a named account manager. No BB-Demo reply is in the thread.
5 Apr 2024 BB-Demo webinar, 18 Apr 2024Logistical thread: Nell Ashcombe invites Ian Greenhalgh to a BB-Demo webinar on 18 Apr 2024. There is no customer response in the thread.
8 Apr 2024 Check-in callLogistical thread. Marcus Bell proposes a half-hour usage check-in with Jenna Price, who agrees to Wednesday at 14:00. Marcus says usage is moving in the right direction and confirms he will share the figures.
3 Apr 2024 Invoice for your second year with BB-DemoLogistical billing thread: Nell Ashcombe sent Morag Lindsay the invoice issued 3 Apr 2024 for the Growth tier, forty users, covering 3 Apr 2024 to 2 Apr 2025. No customer response in the thread.
3 Apr 2024 Following up on our Brackwell review callMarcus Bell sent a recap after the review call: usage is up, no open tickets, and unused Starter licences leave room for depots. His plan needs depot names from Liam Doherty. No customer reply in the thread.
8 Apr 2024 Demo on your own data - finding a slotScheduling thread for a demo. Callum Reid apologises for the delay, accepts Thursday at 10:00 for one hour and sets two tests: a live answer to a bordereaux query and data freshness at 07:00.
2 Apr 2024 Following up from our callLogistical thread: Tom Ashdown offers a demo on Fennick Telecom's data after a call, and Hugh Atherton says it looked good and proposes Tuesday or Wednesday the following week.
29 Mar 2024 Invitation: BB-Demo webinarLogistical event invitation from Nell Ashcombe to Josh Penrose for the 18 Apr 2024 BB-Demo webinar. There is no customer response in the thread.
27 Mar 2024 Booking in the Brackwell reviewMarcus Bell asked for a review. Liam Doherty agreed, welcomed rising usage, and wants a session for the depot managers and delivery-exception tickets next to the account view.
20 Mar 2024 Payment reminder, implementation invoiceNell Ashcombe told Gemma Yates that INV-013-0001 was three weeks overdue and asked for a call or email status the same afternoon. No customer reply in the thread.
22 Mar 2024 Fenmoor and BB-Demo: where we got to after discoveryAfter discovery, Richard Thorne (COO) asked what the Growth deal costs all in before Callum Reid's team spends time on a demo. Priya Raman replied that the deal value includes implementation and the first year's subscription.
20 Mar 2024 Order form for signatureNell Ashcombe sent the Growth tier order form for signature. Douglas Baird signed it on 20 Mar 2024 after review with data and finance colleagues, and asked for countersignature and confirmation that the invoice will follow.
16 Mar 2024 Invitation: BB-Demo webinarNell Ashcombe invited Nathan Booth to a BB-Demo webinar on Thursday 21 March 2024. No customer response in the thread. Purely an event invitation, no commercial ask.
18 Mar 2024 Technical setup, next stepsLogistical thread: Callie Brennan asked Ravi Riley for CRM credentials, data sources and a kickoff slot. Ravi offered Monday or Tuesday and asked how to send credentials securely.
13 Mar 2024 A quick word before the proposalNell Ashcombe asked Imogen Hartley for fifteen minutes before the proposal went further. Imogen agreed to 15:00 the same day and said her question is which teams come on first.
18 Mar 2024 Discovery call - finding a timeScheduling thread for a discovery session. Callum Reid, Head of Underwriting Operations, names bordereaux reconciliation and capacity-provider chasing as his problem and wants to see it on his own data. Slot agreed.
13 Mar 2024 Following up on our conversation about GrowthNell Ashcombe followed up a call proposing Lornefield move from Starter to Growth, aiming for signature on 2024-03-20. Imogen Hartley is happy to proceed from the data side if the onboarding plan for new teams goes into the order form.
7 Mar 2024 BB-Demo webinar, 21 Mar 2024Logistical event invitation. Nell Ashcombe invited Nicola Ellwood on 7 Mar 2024 to a BB-Demo webinar on 21 Mar 2024 about a data layer for operations. There is no customer response in the thread.
12 Mar 2024 Proposal walkthrough: timingHelen Varley offered two slots for a proposal walkthrough and asked that it cover scope, connectors and per-trust working. Commercials are for the finance director, whom she will ask separately.
6 Mar 2024 Invoice INV-013-0001 paymentNell Ashcombe asked Gemma Yates when the £6,000 plus VAT implementation fee, due 28 Feb 2024, would be paid. No customer reply in the thread.
1 Mar 2024 First annual subscription invoiceNell Ashcombe sent Tidecombe Housing its first annual subscription invoice for 1 Mar 2024 to 28 Feb 2025 and flagged the unpaid implementation invoice. Billing thread, no customer reply.
6 Mar 2024 Renewal noticeDaniel Okafor raises the renewal due 31 May 2024. Ravi Atherton, Chief Operating Officer, says they are happy and nothing is changing. Daniel promises renewal paperwork.
6 Mar 2024 Time to talk about the next stageNell Ashcombe asks Douglas Baird for a call on how Lornefield uses the brain and what comes next. He agrees to Wednesday morning, citing positive comment from Imogen's team. The thread is mostly scheduling.
29 Feb 2024 Invitation to our BB-Demo webinarNell Ashcombe invites Mark Siddall to a BB-Demo webinar on 21 Mar 2024 on bringing depot managers into the brain. There is no customer response in the thread.
1 Mar 2024 Demo for your key-account managers: finding a slotHelen Varley accepted a Thursday 14:00 demo on Brannock's own data. Three account managers will join her, and she wants orders and delivery queries by trust plus one renewal example.
25 Feb 2024 Webinar invitationLogistical event invitation. Nell Ashcombe invites Kirsty Rigby to a webinar on Thursday 21 March 2024 about using the brain for client outcomes. There is no customer response in the thread.
26 Feb 2024 Quick check-in call for BrackwellLiam Doherty accepted a check-in and again pressed for the depots to be on the brain. He wants to see how the high priority ticket was handled and will bring a connector wish list.
17 Feb 2024 Invitation to our stand at the data leaders conferenceNell Ashcombe invites Rob Ellery to BB-Demo's stand at the London data leaders conference on 13 Mar 2024. There is no customer response in the thread.
15 Feb 2024 Quick check-in this weekDaniel Okafor asked Imogen Hartley for a short check-in about what happens as the contract ends on 2 Apr 2024. She agreed to 14:00 the next afternoon and said she has thoughts on where to go from here.
16 Feb 2024 Training session for the consultantsCallie Brennan offers Josh Penrose, a senior consultant, a practical training session. Josh accepts a Tuesday at 14:00 slot and says spotting clients who have gone quiet is exactly what he wants from the brain.
9 Feb 2024 Invitation: BB-Demo webinar next weekNell Ashcombe invited Niamh Costello to a BB-Demo webinar on 15 Feb 2024. It is a single outbound invitation with no customer response in the thread.
9 Feb 2024 Follow-up from the reviewDaniel Okafor summarised the review call. Craig Paterson confirmed the notes, reported all connectors healthy and asked for advance notice of any nightly refresh change, outside the scheme teams' working day.
1 Feb 2024 Onboarding session - second slotCallie Brennan asks Rob Ellery for a second session on the placements pipeline view. Rob moves it to Friday at 15:00 and asks what Hollins Tarrant would be paying for if the brain does not save the consultants time.
29 Jan 2024 Implementation invoiceNell Ashcombe sent Gemma Yates, Accounts Payable Manager, the invoice for completed implementation work. This is a billing notice and there is no customer response in the thread.
1 Feb 2024 Quick check-in on how Brackwell is getting onMarcus Bell asked for a check-in after go-live. Liam Doherty accepted a call, said light usage is unsurprising, and wants the depots on the brain. Only a handful of licensed users were active.
30 Jan 2024 Finding a time for the Lornefield reviewDaniel Okafor asked Imogen Hartley for a review slot. She offered Thursday morning and said she wants the time spent on whether scheme-relationship managers are building the habit of using the brain, not a feature tour.
26 Jan 2024 Order form ready for signatureTom Ashdown sent Luke Kitching, Finance Director, the order form for implementation and the first year. Luke replied that it looks good and he would return it signed by end of week. Signature itself is not shown.
25 Jan 2024 Onboarding session - finding a timeLogistical thread. Callie Brennan asks Rob Ellery for a half-hour onboarding session to show what the brain holds on client accounts and pipeline. Rob replies the next day and picks Tuesday morning at 09:30.
18 Jan 2024 Follow-up: kickoff and what we need from youCallie Brennan set out the implementation plan after kickoff and asked for CRM and helpdesk access in writing. Rob Ellery left detail to Jenna Price and asked how much of his team's time it takes.
13 Jan 2024 Webinar next week, in case it is usefulLogistical outreach: Nell Ashcombe invited Neha Kapoor to a BB-Demo webinar on 18 Jan 2024 about running the brain inside a customer's Snowflake account. No customer response in the thread.
10 Jan 2024 Getting the depot team trained on the brainDean Hargreaves accepts a Thursday 10:00 walkthrough, says two people will attend, and asks to use the Hollins accounts as examples. He will send names later.
9 Jan 2024 Kickoff scheduling for Hollins TarrantCallie Brennan arranged the Hollins Tarrant kickoff with Jenna Price for Thursday at 10:00. Jenna is admin for the CRM and helpdesk and will supply credentials, which Callie needs in writing before any connector starts.
5 Jan 2024 Training session for the depot teamCallie Brennan arranges an hour of training for Dean Hargreaves on the account view, on Wednesday afternoon. Dean also reports a slow screen. Seat availability limits who can be invited.
4 Jan 2024 Invoice for the first year's subscriptionNell Ashcombe sent Claire Haddon the first-year Starter subscription invoice, issued 4 Jan 2024 and due 3 Feb 2024. Purely billing; there is no customer response in the thread.
22 Dec 2023 Let's catch up on how it's goingDaniel Okafor asked Sarah Hollis for a one-to-one check-in, noting usage shows the tool is landing. Sarah agreed to the second week of January and said she would send times. Scheduling thread, no commercial content.
22 Dec 2023 Onboarding schedule for the brain at BrackwellAisha Rahman accepts Callie Brennan's onboarding plan but warns IT access may slip into early January, wants the first refresh ready before a Tuesday review, and asks for a slow walkthrough.
18 Dec 2023 Onboarding: booking the connector working sessionCallie Brennan asked Aisha Rahman for written system access, an IT approver and first users before a working session. Aisha chose Thursday morning, is still waiting on IT access and has not named a second admin.
14 Dec 2023 Invoice for the Starter implementationNell Ashcombe sent Claire Haddon the invoice for the Starter implementation, issued 14 Dec 2023 and due 13 Jan 2024. Purely billing; there is no customer response in the thread.
12 Dec 2023 Order form for signatureTom Ashdown sent the Starter order form for signature. Rob Ellery had not read it and wants his operations manager to check the connectors first, asking what day one delivers and how soon.
7 Dec 2023 Brackwell kickoff: what we agreed and what I need nextCallie Brennan recaps the 7 Dec 2023 kickoff and asks Liam Doherty and Aisha Rahman for written source access, a named admin and an account list. No customer reply in the thread.
13 Dec 2023 Onboarding session: getting a date in the diaryOn 11 Dec 2023 Aisha Rahman says she cannot find the credentials option for the first source and that Liam is tied up. Callie Brennan books a session at 10:00 and asks for written access details first.
1 Dec 2023 Subscription invoice for the Starter tierBilling email: Nell Ashcombe sends Joanne Platt the annual Starter subscription invoice issued 1 Dec 2023, due 31 Dec 2023. There is no customer response in the thread.
4 Dec 2023 Follow-up: where we've got toTom Ashdown, with VP Sales Owen Tallis copied, said the Starter deal total cannot move and asked for a decision by 13 Dec 2023. Rob Ellery accepted the total but would not commit to a date until he has met Jenna.
30 Nov 2023 Getting the kickoff in the diaryCallie Brennan books the Brackwell kickoff for Thursday on 30 Nov 2023 and lists the access she needs. Liam Doherty agrees, but the call recorder needs IT sign-off and may take a day or two.
24 Nov 2023 Discovery callLogistical sales thread. Tom Ashdown asked Dan Firth on 24 Nov 2023 for a discovery call to understand the data setup. There is no customer response in the thread.
21 Nov 2023 Next stepsAfter a revised proposal, Toby Lister said it looks good and Penvarra Digital would like to move forward, pending Fiona Ingham's sign-off. No executed paper is shown in the thread.
20 Nov 2023 Invoice for Brackwell Freight implementationNell Ashcombe sent Joanne Platt the first BB-Demo invoice for the one-off implementation fee, due 20 Dec 2023, and asked her to confirm receipt and matching. There is no customer response in the thread.
17 Nov 2023 Discovery sessionTom Ashdown asked Natasha Pryor, Head of Housing Data, for a discovery session after a call. She agreed to next week and preferred mornings. The thread is logistical and shows early sales engagement.
17 Nov 2023 Brackwell order form for signatureManaging Director Mark Siddall read the Starter order form, said it looks fine and that he would sign that night. He asked for one line on what the brain will do for Brackwell by Christmas.
16 Nov 2023 Proposal, Trevanion MarineTom Ashdown proposed Starter with implementation and first year for £28,000. Chris Openshaw said it looks solid but asked about data security and contract length. Tom answered both; no further customer reply in the thread.
13 Nov 2023 Invitation: BB-Demo online webinarNell Ashcombe invited Mark Siddall, Managing Director, to an online webinar and asked who might attend. There is no customer response in the thread.
11 Nov 2023 Invitation to the BB-Demo webinarNell Ashcombe invited Craig Paterson to a BB-Demo webinar on 16 Nov 2023 for people who run connectors day to day. Logistical invitation; there is no customer response in the thread.
17 Nov 2023 Follow-up: proposal for Hollins TarrantRob Ellery had not read the Starter proposal and asked what he would be paying for and whether the total is yearly. Tom Ashdown explained it includes implementation and the first year. Rob wants Jenna Price to review a breakdown.
8 Nov 2023 Brackwell Freight and BB-Demo: next steps on the Starter orderSales thread ahead of the Starter order. Joanne Platt sets out invoice requirements for matching to the purchase order. Liam Doherty still owes the list of four connectors. Signing target is 17 Nov 2023.
5 Nov 2023 BB-Demo webinarNell Ashcombe invited Neil Entwistle to a free BB-Demo webinar on 16 Nov 2023. This is a logistical invitation and there is no customer response in the thread.
31 Oct 2023 Brackwell Freight: finding time to talk termsOn 31 Oct 2023 Liam Doherty agrees a Thursday 10:00 terms call with Brackwell's finance director and asks to see BB-Demo's material the day before. He wants the focus on users and connectors.
29 Oct 2023 Invitation to our webinar on Thursday 16 Nov 2023Nell Ashcombe invited Phil Royston, Purchasing Manager, to a 16 Nov 2023 webinar on how the company brain is built and run. There is no customer response in the thread.
26 Oct 2023 Follow-up: proposal for the brainTom Ashdown sends Liam Doherty a Starter proposal. Liam likes it and asks what implementation demands and what happens beyond 15 users. Tom answers and targets order form signature by 17 Nov 2023.
24 Oct 2023 Thanks for the demo – next steps for Hollins TarrantAfter the demo, Tom Ashdown offered a Starter proposal and copied Tobias Renwick on security. Rob Ellery called the demo useful, asked what it costs and how soon value shows, and wants a decision by 13 Dec 2023.
18 Oct 2023 Finding a time for the proposal walkthroughLiam Doherty agrees to the proposal walkthrough on Thursday at 10:00 and asks for the draft proposal and security detail beforehand. A scheduling thread with a positive tone; no objections raised.
18 Oct 2023 Demo of the brainTom Ashdown asked for a demo on a sample of Hollins Tarrant's own data. Jenna Price replied that early next week suits, probably Tuesday afternoon, and asked to park detail until after the demo.
13 Oct 2023 Proposal call, next week?Logistical thread: Tom Ashdown asked Toby Lister for 30 minutes to walk through a proposal, and Toby agreed to Wednesday at 10:00. No views on the proposal itself are given.
13 Oct 2023 Follow-up: demo on your own dataAfter the demo on Brackwell's own data, Aisha Rahman asks about refresh timing and admin training. Liam Doherty wants the depots on it, a simple proposal for Gareth, and a decision by Friday 17 November 2023.
3 Oct 2023 Getting the demo in the diaryTom Ashdown proposes demo slots to Liam Doherty on 3 Oct 2023 and asks for a customer contract to build around. There is no customer response in the thread. Starter allowances for the depots are still unconfirmed.
25 Sep 2023 Quick chat about Trevanion MarineTom Ashdown approached Ian Nuttall on 25 Sep 2023 about a single place to ask questions across data and systems. Ian replied within the hour that it sounded interesting. Tom then proposed a call later that week.
22 Sep 2023 Brackwell: notes from discovery and next stepsAfter the 21 Sep 2023 discovery call, Liam Doherty accepts the recap and the Starter tier, with a 17 Nov 2023 signing target subject to finance. He asks whether Starter will be enough if more depots want in.
19 Sep 2023 Setting up a discovery callTom Ashdown asks Liam Doherty for a forty-five-minute discovery session after an earlier chat, offering three slots. There is no customer response in the thread.
1 Sep 2023 BB-Demo proposalFollowing a demo, Nell Ashcombe sent a Starter proposal on 29 Aug 2023. Finance Director Priti Priestley asked whether implementation could start before the end of September; Nell said yes, immediately on signature.
22 Aug 2023 Follow-up from our chatTom Ashdown offered a demo on Penvarra Digital's own data after an earlier chat. Toby Lister replied the same day that he would definitely like to see one and would come back early next week.
21 Aug 2023 Onboarding: first refresh and user setupOnboarding thread: Callie Brennan confirmed the first refresh and provisioned all 15 Starter users. Neil Entwistle confirmed all 15 could log in. A team walkthrough was promised.
10 Aug 2023 Kickoff follow-up and next stepsAfter the kickoff, Callie Brennan asked for the call recorder API key. Neil Entwistle sent it from IT the next day. Callie confirmed the connection mapped cleanly and the first refresh would land by 07:00. Setup logistics.
1 Aug 2023 BB-Demo Starter subscription: first invoiceNell Ashcombe sent Sam Yates invoice INV-012-0002 on 1 Aug 2023: £17,550 net plus £3,510 VAT, due 31 Aug 2023. Daniel Okafor is named as CSM. No customer response in the thread. Billing logistics.
31 Jul 2023 Setting up the brain: kickoff callCallie Brennan asked Operations Director Sarah Hollis for CRM API credentials and the team's most common questions before the refresh. Sarah confirmed Wednesday at 14:00 and said Neil would join. Scheduling thread.
17 Jul 2023 Implementation invoiceBilling thread: Nell Ashcombe sent Sam Yates the implementation invoice, £6,000 net plus £1,200 VAT, due 16 Aug 2023. No customer response in the thread.
12 Jul 2023 Order form: ready for signatureNell Ashcombe sent Elliot Allott the order form on 12 Jul 2023, covering implementation and the first-year subscription. Elliot, the Chief Operating Officer, returned it signed two hours later. Logistical thread.
3 Jul 2023 Catching up on how the brain is goingDaniel Okafor asked how the brain is landing. Imogen Hartley said the team finds it genuinely useful, two managers ask it before trustee meetings, and she wants to discuss who else should use it.
28 Jun 2023 Commercial terms: budget checkNell Ashcombe has drafted commercial terms and asks Elliot Allott, COO, whether finance needs to see them. Elliot says he will speak to the finance director the next day. No decision yet.
22 Jun 2023 Onboarding session confirmedLogistical confirmation thread. Tobias Renwick confirms the first onboarding session for Thursday 22 June 2023 at 10:00. Toby Underwood acknowledges the invite and looks forward to it.
15 Jun 2023 Onboarding schedulingLogistical scheduling thread. Tobias Renwick asks to book the first onboarding call within a couple of weeks. Toby Underwood agrees, prefers mornings and will send dates.
15 Jun 2023 Proposal: next stepsNell Ashcombe asked Sarah Hollis for a call to walk through a proposal for the brain at Corriemoor Foods. Sarah agreed and offered Thursday afternoon. The thread is mostly scheduling.
8 Jun 2023 Onboarding session with TobiasLogistical onboarding thread. Tobias Renwick asks Toby Underwood for a separate session on data connectors and the admin panel. Toby agrees to next week and will confirm a time after checking with Ed.
1 Jun 2023 Kickoff call for BrindlecoteLogistical thread: Tobias Renwick proposed a kickoff call and Ed Duckworth accepted 10:00 on the Thursday. Tobias will send an invite and documentation and cover technical questions on connecting to the customer's systems.
1 Jun 2023 Invoice for Brindlecote: annual subscriptionBilling email: Nell Ashcombe sent Zoe Nuttall invoice INV-011-0002 for the first year of the Starter subscription, £19,500 net, due 1 Jul 2023. There is no customer reply in the thread.
22 May 2023 Invoice for Brindlecote implementationBilling email: Nell Ashcombe sent Zoe Nuttall invoice INV-011-0001 for the implementation, £6,000 net, due 21 Jun 2023. There is no customer reply in the thread.
19 May 2023 Order form for signatureNell Ashcombe sent the Starter order form to Ravi Atherton, who replied two days later that it was signed and returned. The email describes monthly billing from June, which later invoices do not obviously match.
12 May 2023 Training session schedulingLogistics for a training session for the scheme-relationship managers, May 2023. Imogen Hartley agreed to smaller groups and mornings, and asked that the session cover what the brain can and cannot see in the helpdesk data.
10 May 2023 Follow-up: Starter proposalNell Ashcombe confirmed a Starter deal for Brindlecote Insurance Brokers at £25,500 for implementation and first year. Ed Duckworth agreed the same day and Ravi Atherton said the order form would be signed straightaway.
5 May 2023 Scheduling negotiation callLogistical thread. Nell Ashcombe asks Ravi Atherton for a call to go through the contract before signing, and Ravi replies that Tuesday or Wednesday next week suits, mornings preferred.
25 Apr 2023 Proposal for BrindlecoteNell Ashcombe sent a Starter tier proposal after the demo. Ravi Atherton says it looks straightforward, has questions on timeline and support terms, and wants to move toward signing.
25 Apr 2023 Second onboarding sessionTobias Renwick reported the first source is loading and asked for time to add a second connector. Craig Paterson offered Thursday after 14:00 and flagged an untidy helpdesk export. Tobias confirmed Thursday at 14:00.
18 Apr 2023 Scheduling the first onboarding sessionTobias Renwick asked Craig Paterson for an hour to bring the first source in. Craig offered Monday after 14:00 or Wednesday morning, preferring Wednesday. Tobias confirmed Wednesday at 10:00. Logistical thread.
12 Apr 2023 Demo scheduled for BrindlecoteLogistical thread. Nell Ashcombe offers a one-hour demo on Brindlecote's own data sample, and Toby Underwood asks for Thursday afternoon and checks whether they need to prepare.
6 Apr 2023 Kickoff follow-up and next stepsTobias Renwick summarised the Starter kickoff on 6 Apr 2023. Craig Paterson replied the same day, proposing the helpdesk and call recorder first and asking for an agreed change window before anything is switched on.
12 Apr 2023 Onboarding call: connectors and change windowsTobias Renwick proposed a first onboarding call. Craig Paterson asked for agreed change windows and advance notice before any refresh moves, and will send security questions beforehand. Thursday afternoon suits him.
3 Apr 2023 Invoice for your first year with BB-DemoLogistical billing thread: Nell Ashcombe sent Morag Lindsay the first subscription invoice, issued 3 Apr 2023, covering Starter for fifteen users to 2 Apr 2024, due 3 May 2023. There is no customer response in the thread.
29 Mar 2023 Brindlecote: next stepsAfter a first conversation, Nell Ashcombe asks Ed Duckworth for sample claims and renewals data. Ravi Atherton, COO, says he is quite interested but will review contract and pricing with finance before signing.
20 Mar 2023 Invoice INV-005-0001 for the implementationLogistical billing thread: Nell Ashcombe sent Morag Lindsay invoice INV-005-0001 for the implementation, issued 20 Mar 2023 and due 19 Apr 2023. There is no customer response in the thread.
15 Mar 2023 Order form for signatureNell Ashcombe sent the Starter order form. Douglas Baird, the COO, said he is content, will sign before 17 Mar 2023, and asked for written confirmation of the implementation start. The thread does not show the signed copy.
3 Mar 2023 Negotiation follow-up - LornefieldImogen Hartley is comfortable on the data side but wants day-to-day connector ownership written down. Finance needs the contract period on each invoice. Nell Ashcombe agreed both and kept the 17 Mar 2023 signature date.
24 Feb 2023 Time to talk through termsNell Ashcombe asks Douglas Baird, Chief Operating Officer, for a call on commercial terms. He accepts Tuesday at 10:00 and wants clarity on commitments and timetable to take to his colleagues.
10 Feb 2023 Proposal follow-up - LornefieldNell Ashcombe followed up the Starter proposal. Douglas Baird, the COO, said it answered most of his questions and asked for a short note on connectors to show the trustees. Imogen Hartley is to review the technical detail.
1 Feb 2023 Proposal conversationLogistical sales thread: Nell Ashcombe proposes a walkthrough of the proposal. Imogen Hartley arranges Douglas, who will sign, for Wednesday morning and asks for the plain version first.
23 Jan 2023 Follow-up after the Lornefield demoSales thread after the demo. Craig Paterson, the scheme systems administrator, asks about nightly refresh timing, credential access and connector retry. Nell Ashcombe says Tobias Renwick will answer and a proposal follows.
13 Jan 2023 Scheduling a demo for LornefieldNell Ashcombe set up a demo of the brain on Lornefield's own data. Imogen Hartley accepted for Thursday afternoon, asked it to start with the Monday reconciliation and will bring a manager and Craig.

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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Calls	784
Email threads	1,169
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Documents	477
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Events	49
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