Finding a time for a check-in

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Daniel Okafor asked for a check-in and Imogen Hartley agreed. She said her real question is how to get more relationship managers asking the brain themselves, and suggested Thursday morning next week with Craig for the first part.

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Current to 13 Oct 26

Daniel Okafor asked for a check-in and Imogen Hartley agreed. She said her real question is how to get more relationship managers asking the brain themselves, and suggested Thursday morning next week with Craig for the first part.

Ask: Daniel proposed half an hour to review usage and close the loop on a recent ticket. Imogen accepted and asked him to send an invite.

Customer view: She wants relationship managers to ask the brain directly rather than going through her team. That is an adoption goal, with no commercial ask or complaint.

Next: Daniel to send the invite and bring Craig in for the connectors.

AI · claude-sonnet-5-5 · 13 Oct 2026

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Updated 9 Oct 26

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First message2024-10-10

Last message2024-10-10

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Daniel Okafor 10 Oct 2024 12:30
to Imogen Hartley
Hi Imogen, I hope the week is treating you well. It's been a little while since we last sat down properly, so I'd like to book a check-in on how the team is finding the brain and whether anything has changed on your side that we should plan around. Would sometime next week suit you? I'm happy to work around your diary. About half an hour should be plenty, and I'll bring the usage picture and a note on the ticket that came in recently, just to close the loop on it. Best wishes, Daniel
Imogen Hartley 10 Oct 2024 13:15
to Daniel Okafor
Hi Daniel, Lovely to hear from you, and yes, a check-in would be welcome. The real question for me at the moment is how we get more of the relationship managers asking the brain things for themselves rather than coming to my team, so it would be good to think that through with you. Thursday morning next week looks the most open for me. If that works for you, send an invite and I'll accept it. Do bring Craig in for the first part if he is free, as he will have views on the connectors. Best, Imogen On 10 Oct 2024, at 12:30, Daniel Okafor wrote: > Would sometime next week suit you? I'm happy to work around your diary.

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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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B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
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The site itself does not call an AI model; answers in Claude come from the same figures you see here.

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Data	Records
Organisations	225
People at customers	862
BB-Demo staff	58
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Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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